Task ticklers…at last…well duh!

A recent conversation opens a new feature for all users. I am embarrassed to admit that I was wearing “system contextual” blinders or I would have shared this over a year ago when we added the email function to ALL tasks.

On several occasions we have been asked to add a “Tickler” (reminder) function to our Tasking. So that a User can remind themselves, in advance of the actual due date that they have a Task coming due. Also to set a reminder to checkup in a follow-up mode on something of import, say did the Portable exhibit return. If shipping is fully employed the system does address this, but many companies only utilize the order entry functionality and not the integrated shipping module (but perhaps I am lecturing here...sorry).

This is a brief explanation, feel free to call if you want a quick Web Demo.
The User must have Receive emails when a Task is issue set to YES.

This is all provided as a MS function completed inside Outlook.
1. The User receives an email when a Task is issued.
2. The User right clicks on the email with their mouse.
3. A drop down will appear. Select < Move to Folder >.
4. Drop Down refreshes. Scroll down and select < Tasks >. Click OK in the upper right of drop down.
5. A Task screen appears with the original email embedded.
6. The Subject is populated from the email's subject line.
7. In the lower left of the banner click < Reminder >. A date and time field open.
8. Enter the date and time you want Outlook to remind you of the Task.

Tip: In the future, the emails we issue will have a link in them, like when the airlines send you your reservations; the link will automatically call the Task function and insert the actual due date along with the Subject. But as one of our Super Admin partners is fond of saying, "7/8 of a loaf is better than no loaf at all and this works right now!"

Embarrassingly it has also worked for the past two years…really sorry about that one.