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Sending Tasks and Updates |
  
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Sending Tasks and Updates |
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If you are working with others within your organization who share regular Outlook access (not Outlook Web Access), you can send others email updates about TaskController tasks that include links to the task itself. You can also delegate subtasks to others by sending tasks or task copies that link to the shared task.
Clicking the Email or Update Team buttons from the TaskController taskbar brings up the TaskController item option dialog:
TaskController Item Option Dialog
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Description |
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Type |
What kind of update to send. |
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Email a link to the TaskController task. Recipient must have TaskController installed to use the TaskController functionality of the task. |
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Email a copy of the TaskController task as an attachment. Updates to this item by the recipient will not affect the original task. |
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Send the task's contents as the email body. |
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Include this information: |
Fields from the task to include in the body of the email. This does not affect the information within a linked or copied task. |
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The standard Subject field of the task. |
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The standard Body field of the task. |
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The task history from the Documentation Page. |
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The Published Resolution field from the Documentation Page. |
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The Confidential Unpublished Resolution field from the Documentation Page. |
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Destination |
The recipients of the update. |
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Check this box to include the entire team on the update. Populates the checklist below it with all team contacts. You can add or remove individual team members by selecting their checkbox or by adding them in the list in the textbox to the right. Adding a recipient to the list in this manner does not permanently add them to the team. |
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Check this box to designate this update as a reply to the specified sender. |
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Check this box to send to the person assigned to this task. |
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Check this box to send to the Contacts list on this task. |
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Check this box to send to the contact specified as the default To for this task. |
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Check this box to send to the contact(s) specified as the default Cc for this task. |
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Check this box to send to the contact(s) specified as the default Bcc for this task. |
When you have finished specifying the recipients and message type, click Process.
If you would like to edit the text of the email update prior to sending, instead click Add Comments, then click Send on the email.
Click Cancel to discard the update.
Clicking the Create Task button from the TaskController taskbar brings up the TaskController item option dialog:
TaskController Item Option Dialog
The Type selection contains four options:
| • | Link to Task in 'My Tasks' - creates a linked task in your personal Tasks folder. |
| • | Copy of Task in 'My Tasks' - creates a copy of this task in your personal Tasks folder. Updates to the copy do not affect the original task. |
| • | New task in 'My Tasks' - creates a regular Outlook copy of this task in your personal Tasks folder. |
| • | New task in 'Our Tasks' - creates a regular Outlook copy of this task in the group Tasks folder. |
When you have finished specifying the recipients and task type, click Process.
If you would like to edit the text of task body prior to creation, instead click Add Comment, then click Save and Close on the task.
Click Cancel to discard the task copy.