Working a task (day-to-day collaboration)
Practical “how-to” guides for progressing tasks to resolution: assigning work, updating notes, and handling work at scale.
4 articles
- How to reply to and forward emails from a taskReply to one recipient or everyone, forward emails to people outside the thread, and keep the full conversation on the task timeline.
- How to Assign an Action to a ColleagueLearn how to assign actions to colleagues, set due dates and instructions, and reassign actions when needed.
- Bulk Actions in Task ManagerLearn how to update multiple tasks at once using bulk actions in the Task Manager list view.
- How to Edit a Saved NoteLearn how to edit a note after it's been saved — what you can change, who can edit, and what stays the same.