Mark Task Conversations as Favorite

Use the Tasks submodule to mark task conversations as favorite.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To mark task conversations as favorite:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing the task whose conversation you want to mark as favorite.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, click the Tasks tab.
  5. In the grid, highlight the task whose conversation you want to mark as favorite and click Task Settings on the tab toolbar.
  6. On the Task card, click the Task Conversation tab, and click Show the Conversation Options > Favourite.
  7. If you want to unmark the conversation as favorite, click Show the Conversation Options > Unfavourite.