It can also be accessed from the Tasks section of the associated email or document. The additional fields for Task Categories can be displayed by expanding the Advanced section.You can select a Task Template to populate the name of the task and default field values. Refer to Using the Task Drawer.Īpart from Client and the Task Name, all other fields are optional. Select or enter the filing fields, or change any defaults that have been given.Or, click the Task section of the drawer to expand it, and click the Add Task Button. Click the Add Task icon in the Tool Bar at the top of the drawer. ![]() Or, in Outlook, Word, Excel or PowerPoint, click the FYI Add-in. In FYI, select an email or any type of document in a list.This article contains the following sections: If the client is changed in the email or document, this will also update the client field in the Task. When adding a Task to an email or document, the client is automatically assigned to the Task from the email or document. ![]() When adding a Task to a filed Email, or to a Word, Excel or PowerPoint document, the same process applies, whether the drawer is accessed in FYI or from Outlook or the Office product. Referencing the email or document directly saves time by providing context for the task.Īs well as for Word, Excel or PowerPoint documents, you can create Tasks for PDFs, for the FYI client interactions (Phone Calls, File Notes and Meetings), or any type of file you have uploaded to FYI, (such as images or zipped files). In FYI, you can create a Task directly related to an email or any type of document via the drawer.
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