CRM: RE: Tasks
What is an RE: Task?
An RE: Task is a "Related to" Task. Essentially, it's an informal, quickly created Task that's related to a specific Contact.
If your Team is working together on some business related to a specific Client, you can quickly create and assign a task to one of your Team without the extra steps of creating a Project.
How to make an RE: Task
From the Contact's details view, you can just 'Add RE: Task' and create a "Related to" task for that particular Contact. The assigned member of your Team will receive an email notification, and the RE: Task will appear in their My Tasks view with a pill that shows which Contact that task is linked to.
Quickly create a task for a member of your Team
You can set a due date and receive task updates
Where to find RE: Tasks
All the RE: Tasks linked to a specific Contact can be found in that Contact's details view under the RE: Tasks tab. The person to whom the task is assigned will also see that task in their My Tasks view.
RE: Tasks are recorded in the Contact's details view