Hi
We use the "create a task from this email" functionality. This takes an email and turns it into a classified, assigned, prioritised task - really useful in a support environment.
However, the process is not sufficiently user-friendly. I propose the following changes.
please let me know:
If you have comments, suggestions or coding pointers
If you can assist with coding
If you can tell me how to make the changes in a way that they can be incorporated into the next version
Change 1: Make it quicker to use the function
On the email list screen, in the actions column, add a new button (next to the reply and forward buttons). This button triggers "create task from this email".
Change 2: Identify emails already linked to a task, so that we can see which emails need "tasking".
The button added in Change 1 now has two purposes. If no task is linked to the email, use functionality from change 1. If there is already a task, use a slightly different button (e.g. has a green tick). Clicking on the link takes one to the task.
Change 3: Filter emails with no tasks/with tasks
On the email filter toolbar, add another filter that has a drop down for Emails linked to tasks, Emails not linked to tasks
Change 4: After using "create task...", go directly to the task so that you can deal with it.
Regards
Brendon
