Tasks can be updated and actioned from the Drawer.
This is where you can:
- Preview an email or document related to the Task
- Add Comments to the Task
- Update the Task and filing details
- Open an email or document related to the Task
For a video walkthrough that includes this feature, refer to Managing Tasks Tutorial (6 min).
The following example shows a Task being updated from a Tasks list in filtered by Delegator, with an individual Task selected to display the Drawer.
As a Task progresses, some typical updates and actions might include the following:
Previewing an Email or Document Related to the Task
The Preview pane allows you to preview the original email or document related to the Task.
Adding Comments to the Task
The Comments panel allows questions, task updates and commentary to be added to specific tasks, assisting in team collaboration. Refer to Using Comments on Tasks.
Updating the Task and Filing Details
You can update key details related to the Task, such as:
- Name - You can change the name to more accurately describe the subject of the task.
Click the Name field, make the change and click the Tick icon to save the change (or click the X icon to not save the change).
- Delegator - change to reflect the team member delegating the Task
- Filing Details - ensure the Task is assigned to the correct Job, Cabinet and Category
- Due Date - change to keep up to date with when the Task is due.
- Status - when the Status of a task is marked as Complete, an email is sent to notify the original delegator and the task list in FYI is updated.
- Details - add further information to accurately describe the Task
Refer to Using the Task Drawer.
Opening an Email or Document related to the Task
If a task has been created for an email or document, the name of the original email or document will display in the Document field of the Task Drawer.
Clicking this displays the filing fields of the relevant document in the Drawer.
To re-display the task, click the Task link in the details of the associated document.
Opening the Client related to the Task
Where a Task has been attached to a Client, in the Update Task drawer you can re-display the Client by clicking the Open Client icon.
Opening a Job related to the Task
Where a Task has been attached to a Job, in the Update Task drawer you can re-display the Job by clicking the Open Job icon.