When viewing lists of emails or documents in FYI, the Task icon displays on the right-hand side if there are any outstanding Tasks related to that email or document.
Tasks related to an email or document can be opened from the Tasks section of the Drawer.
For a video walkthrough that includes this feature, refer to Displaying Task Lists Tutorial (5 min).
This article contains the following sections:
- Displaying a Task for an Email or Document
- Adding a New Task
- Displaying the Details of a Task
- Completing a Task
Displaying a Task for an Email or Document
To display a task for an email or document
- Select the email or document in a list.
- Expand the Tasks section of the Drawer to display the outstanding and completed tasks for that email or document.
Adding a New Task
New Tasks can be added directly from the drawer by clicking on the Add Task button. Refer to Using the Task Drawer.
Displaying the Details of a Task
You can display the details of a task that is associated with the email or document by clicking on the Task or on the Status indicator.
This changes the drawer to display the Update Task function.
To re-display the email or document from the Update Task, click the Back button.
Completing a Task
You can complete a Task directly from the Email or Document drawer by clicking Complete Task.