CRM: RE: Tasks
What is an RE: Task?
An RE: Task is a "Related to" Task. Essentially, it's an informal Task that's related to a specific Contact.
When you create an RE: Task, you do so by choosing the related Contact and assigning it to a Staff Member. This is useful for a supplemental Task that needs to be created separately from a Project, for example.
How do I create a RE: Task?
Navigate to CRM > Contacts.
From here, you can click the Options menu button beside the Contact and select RE: Task.
You can also click on the Contact to enter the CRM Dashboard. You can then select Create RE: Task from the "Available Automations" section on the right-hand side of the screen.
A modal will appear in which you can fill out the Task details.
CLICK HERE to learn about creating Tasks
Once created, the assigned Staff Member will receive a notification, and the RE: Task will appear in their My Tasks list.
Where do I find assigned RE: Tasks?
To see the RE: Tasks that a Contact has, navigate to their CRM Dashboard page. Hover your cursor over the Projects tab in the top navigation menu bar, and select RE: Tasks.
This will bring you to a list of any RE: Tasks assigned to this particular Contact.
You can view the RE: Task by clicking the Open button, or quickly create new RE: Tasks by clicking the +Tasks button.
As the assigned Staff Member, navigate to Projects > My Tasks.
The RE: Task will be included among other standard Tasks, with a label showing which Contact it is linked to.