Seamless integration with Outlook and Office means you don’t have to leave the application you’re working on to allocate a task and share information with your team. Create a task for yourself or a team member including client, task description and due date. Tasks are created directly from an email in Outlook, or from a Word, PowerPoint or Excel document in Office.
Watch this tutorial to learn how to:
- Create a Task from within FYI, Outlook or Office
- Define and file a Task
- Add a Task to an Email
- Add a Task to a Document
- Add a Task to a Phone Call
- Add a Task to a Job
For more information, refer to the section Creating Tasks.
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