Adding a Task to an Email or Document

The FYI Drawer allows Tasks to be created directly from an email or document, whether using the Drawer in FYI, Outlook, or Office. This links the file to the Task and provides additional context for the assignee.

Tasks can be created for emails, Word, Excel, or PowerPoint documents, PDFs, FYI client interactions such as Phone Calls, File Notes, and Meetings, or uploaded files such as images or zipped files.

Note: Tasks can only be created from filed emails or documents associated with a client. If the email has not been filed in FYI, the Add Task icon and button will not display.

Adding a Task to an Email or Document

1. In FYI, select an email or any type of document in a list. 
   Or, in Outlook, Word, Excel or PowerPoint, click the FYI Add-in. 
   
   The drawer displays.
    
2. Click the Add Task icon in the Tool Bar at the top of the drawer.
   
   Or, click the Task section of the drawer to expand it, and click the Add Task Button.
   
3. The Create Task drawer displays.
   Note: The client is automatically selected from the email or document. If the client is changed in the email or document, the Client field in the Task is also updated.
    
4. Select or enter the filing fields, or change any defaults that have been given. Refer to Using the Task Drawer.
   
   Select a Task Template to populate the name of the task and default field values. The Client and Task Name fields are mandatory. All other fields are optional.
    
5. The additional fields for Task Categories can be displayed by expanding the Advanced section.
   
6. Click Create.

The assignee is notified about the task. The task is displayed in the Task lists in FYI. It can also be accessed from the Tasks section of the associated email or document.