Creating Tasks and Appointments from Emails

By: standss , Jun 5th, 2015

We recently upgraded our TBYL! for Outlook users to QuickFile for Outlook. The response has been overwhelmingly positive but a few users asked… Where are the Quick-Task and Quick-Calendar buttons?

These buttons are used to create Tasks and Appointments from Emails (to use TBYL terminology, move emails from your collection system to Action System)

The Quick-Task and Quick-Calendar buttons are part of QuickFile Pro for Outlook as shown below (we are only showing icons and not words to save space on the Ribbon).

test

By default clicking on either button will create the Task or Calendar as appropriate and attach the email to the body. You can change this default behaviour if you want from the QuickFile Settings screen.

If you have any other questions regarding QuickFile, please let us know by sending an email to support@blog.standss.com.

4 Replies to “Creating Tasks and Appointments from Emails”

  1. Question: When clicking on Quick Appointments, why does the Reminder always pop up. I always have to delete the popup before I proceed to set the appointment.

  2. Quick Appointment will use your default settings for appointments. You can set it to None from the ribbon if you do not want to get a reminder.

Leave a Comment

Your email address will not be published. Required fields are marked *

CAPTCHA


This site uses Akismet to reduce spam. Learn how your comment data is processed.

Recent Posts

Categories

Get the free eBook

© , Standss (South Pacific) Limited. All Rights Reserved.