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Lesson 11. Working with To Do Items > Converting Mail Messages to To Do Items

Converting Mail Messages to To Do Items

Convert mail messages to To Do items so that they appear in your To Do list. For example, converting a mail message from your manager that asks you to prepare your department's budget for next year to a task adds that message to your To Do list so that you won't forget to follow up. To convert a mail message to a task, do the following:

  1. Select the document in the view pane or open the message.

  2. Click the Copy Into button on the Action Bar. Select New To Do.

  3. A new Group To Do opens. The subject of the mail message appears as the Title. The mail message becomes the Details. You can make any changes or additions you want to the information provided there.

  4. If you want to assign the task to yourself, click the OK button on the Action Bar, or press the Esc key.

    To assign the task to anyone else, click Group To Do under Change To Do Type. Click Save and Send To Do on the Action Bar.


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