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).
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 firstname.lastname@example.org.
4 Replies to “Creating Tasks and Appointments from Emails”
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.
I do not have the Quick-Task /Appointment button on my screen. Why not?
You need to be using QuickFile Pro for Outlook to have those buttons on your toolbar. You can download a trial version from:
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.