In FYI, you can create a Task directly related to an email or any type of document via the drawer. Referencing the email or document directly saves time by providing context for the task.
As well as for Word, Excel or PowerPoint documents, you can create Tasks for PDFs, for the FYI client interactions (Phone Calls, File Notes and Meetings), or any type of file you have uploaded to FYI, (such as images or zipped files).
When adding a Task to an Email, Word, Excel or PowerPoint document, the same process applies, whether the drawer is accessed in FYI or from Outlook or the Office product.
For a video walkthrough that includes this feature, refer to Creating Tasks Tutorial (5 min).
- In FYI, select an email or any type of document in a list.
Or, in Outlook, Word, Excel or PowerPoint, click the FYI Add-in.
The drawer displays.
- Click the Add Task icon in the Tool Bar at the top of the drawer.
Or, click the Task section of the drawer to expand it, and click the Add Task Button.
Create Task displays in the drawer.
- Select or enter the filing fields, or change any defaults that have been given.
Apart from Client all other fields are optional.
Refer to Using the Task Drawer.
- Click Create.
The assignee is notified about the task. The task displays in Task lists in FYI. It can also be accessed from the Tasks section of the associated email or document.