This is a topic in Tips & Tricks

HOWTO Reassign a task to a contact

 
Avatar Gnadenthal 9 posts

I like the idea of using task+DATE@ to send a quick task to HR while working in Outlook. However, I want to go into HR later and organize these quick tasks by assigning them to Contacts, or Notes, or Emails, or Comments.

How can one do this? Without the ability to reassign the task+DATE@ feature seems barely useful.

 
Avatar JeffCohen 1 post

I’m also interested in how to re-assign tasks from one contact to another.

In general, the ability to associate tasks to specific contacts would be a big win for me, since most of my tasks are “something to do on behalf of some client”.

 
Avatar TomA 1 post

Yep – me too. I’d like to be able to assign a task to a colleague as I email it.

If I get a email on my Blackberry that I really need someone else in my company to follow up I’d like to be able just to forward it to HR without needing to log in and reassign the task from me to them.

 
Avatar johnnysoko 1 post

This feature is a big one for me too. I love being able to add a task by email, but after that, I have no way to assign it to a contact. This basically kills the email functionality of adding tasks for me.

 
Avatar Vishwadeep 4 posts

Feeding tasks should have always had two options where-

1 You could have it as standalone.
OR
2 You could link it with a contact, whereby you could move from task to contact in a single click.

I have not found point no. 2 in highrise. Is there a feature to address this? Am I missing something somewhere?

Thanks,
VK

 
Avatar robcooper1 12 posts

This one is a biggy for me…e-mailing tasks is my favourite featurs, but without being able to link it with contacts or cases it quickly gets very hard to manage…

 
Avatar Dave Porter 2 posts

Hi there,

Just signed up and this is the first issue I hit…

Did I see in one of the video’s that if I place the contact name in the email it will assign the task to the Contact ?
( or was I dreaming ? )

cheers, Dave

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