Adding a Task to an Email in FYI

You can create a Task for an email that has been filed in FYI.

1. Select the email in a list in FYI.

   The Drawer displays.

2. Click the Task section of the FYI Drawer to expand it.

3. Click the Add Task button in the Task section of the drawer, or click the Add Task icon in the action bar at the top of the drawer.

4. Select or enter the filing fields, or change any defaults that have been given.

   Subject - enter a brief subject for the task. This displays in the lists in FYI.
   
   Assignee - Select the name of the user assigned to the task.
   
   Job and Category - if the email is filed against a Job, the task defaults to that Job and Category.
   

   If Task Security is not enabled in the Practice Settings for your practice, and when a Client has been selected. you can select a Category for the task. Refer to Practice Settings.

   Cabinet - If Task Security has been enabled in the Practice Settings for your practice, you can select a Cabinet for the task. You can only select one of the Cabinets that you have access to. Refer to Practice Settings and User Groups.

   Due Date - A due date of two days from today's date is given as the default. This can be changed by clicking on the field and selecting from the calendar.
   
   Start Date - you can optionally add a Start Date to the task by clicking on the Start Date field and selecting the date from the calendar.
   
   Status - This defaults to Not Started.
   
   Document - displays the name of the email the task is being created for.
   
   Details - Type the details of the task. Remember that when the task is created off the back of an email, you can easily display the email to provide context for the taskin the Task section of the drawer.

5. Click Create.
   
   

The assignee is notified about the task and the task displays in Task lists.