Manual

Converting an email into a task

Correspondence -> Email inboxes

If you wish to defer an Email to a colleague this can be done without forwarding. Please keep in mind that by doing this you lose control over the Email and insight into its status. Therefore, BaseNet allows for the Email to be converted into a task (which can then be completed by a colleague) by the click of a button.

  1. Open the Email which you wish to assign to a colleague.
  2. In the actions menu on the right top corner of the window click “Task”. Below is an illustration showing the actions menu indicating the “Task” option.
  3. A new task now appears with a memo field containing the contents of the Email
  4. Specify the “Task type”, but do not override the memo field.
  5. Enter your colleague’s name in the “assign Task to” field.
  6. Link project and/ or contact. If these fields were already completed in the Email they will automatically be added to the Task.
  7. Specify a due date and a ready date.
  8. Click on Save & Close to save the Task.
  9. The Task has now been assigned to the colleague and he/ she will be able to access the Task. A default Email notification when the assigned Task is completed can be set through Personal Settings.