Sharing a Task
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Sharing a Task
- 1 Minute to read
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Initiate the Share Task Information window dialog from the following two locations:
- The Task actions bar
- The Task context menu (Settings wheel on the far right-hand side of any Task)
The Share Task Information dialog window contains these fields:
| Field | Description |
|---|---|
| Email Subject | The subject line that the email will use. |
| Recipients | Select one more contacts from the dropdown list. New contacts can be made quickly by clicking on the plus icon next to the Recipients label. |
| Copy me on the Email | Determines if a copy of the email should also be sent to you. |
| Message Body | This is the body of the email that will be sent to recipients when sharing a task. The “Available Fields” dropdown can be used to pick system, task, or custom form fields used as placeholders within the template body. A template can be selected using the “Apply Template…” link on the top right-hand side of the Message body field. See the section on “Creating Templates” for further information on this field. |