Move a Task Email

Use the Tasks submodule to move task emails.

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

To move a task email:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task email that you want to move.
  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 associated with the email that you want to move and click Task Settings on the tab toolbar.
  6. On the Task card, click the Email side toolbar.
  7. In the left pane, highlight the email that you want to move.
  8. On the toolbar of the right pane, click Move Email and select an option.