Communication Tasks
A Task may be selected when sending an email or creating a Communication entry. It identifies (for internal use) the subject or category of the correspondence that is being created. All communication may be filtered by Task to view communication across all members that relate to one task.
- Click Setup in the left-hand navigation panel.
- Click Correspondence Categories in the Member Options section.
- Enter the name of your new task in the New Category Name text field.
- Click Add Category.
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NOTE: You can also create new tasks/categories "on the fly" from any member's communication tab by clicking on the Tasks/Categories hyperlink in the Member Correspondence section. |
