Tasks: Quickly Create To Do's

The ClearContext Task button allows you to quickly add an email to your task list. Clicking Task will open a new Outlook task with the subject of the email and contents pasted into it and the original message attached. Set a due date and save to enter into your task list.

IMS User Guide: Convert Email to Tasks 

Once the task is created from a message, it is associated with the email conversation and will appear in the original conversation's MessageContext.

Project Assignment

The Project field in a task is pre-populated with the original email's project.  If one has not been assigned previously, ClearContext will query for a Project assignment when creating a task.  This allows you to view this information by Project in the ClearContext Dashboard.  Turn this feature on/off via Project Assignment on New Tasks at ClearContext > Options > Tasks/Appts.

File Original

File OriginalWhen creating a task from an email, ClearContext can automatically file the original message, moving it out of the Inbox and saving the need to deal with it again.  Enable File Original on the task toolbar and ClearContext will move the message you are creating the task from into the Project folder you select.  ClearContext remembers this option the next time you create an appointment.

Task Options

By default, ClearContext truncates the text of long emails and attaches a copy of the message when copying creating an appointment or task. Turn these features on/off via the ClearContext > Options > Tasks/Appts.

The Summary and Detail Dashboards can be used to mark individual tasks as Next Actions.  By default, this appends a category of !Next to the task.  Change the category and category color assigned when using Mark Next Action at ClearContext > Options > Tasks/Appts.

 

Custom Forms Support

If you would like to use a custom Outlook form for task generation when pressing the Task button, specify that form via ClearContext > Options > Tasks/Appts.  Under Create Tasks and Appointments with Custom Forms, add the message class you wish to use.  For example, IPM.Task.MyTaskForm.

Creating a Single Task from Multiple Emails

If you have several emails that you want to convert to a single task, select one of the messages and click the Task button. Before you save the task, drag the additional messages you want to associate with the task from the Inbox onto the task. They will be automatically attached to the item.