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Creating a task from a message in the RingCentral app
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The RingCentral app makes it easy to create a new task from a message post in any of your conversations. You don’t need to copy the post and paste it in the new task description dialog input as it is automatically filled. This reduces the time for you to create tasks when the post already contains the information needed.
Creating a task from a message
1. Navigate to Message via the left-hand navigation bar.
2. Select a conversation from the conversation list.
3. Hover your mouse over the message that you want to create as a task.
4. Click the More icon at the far right of the message.
5. Click New task. In the New task modal window, the message is automatically filled in the new task description dialog input at the bottom. You can edit it if you want.
6. Enter the task title. This field is required.
7. The Assignees field is automatically filled with the name of the person you’re having a conversation with for direct messages. You can remove the name and enter other assignee/s. For group and team messages, the Assignees field is blank. You can click on Add all (number of members) or enter the name of the assignee/s. Note: The Assignees field is optional.
8. Pick a Start date, Due date, and Due time (optional).
9. Decide if you’d like the task to repeat via the Repeat dropdown (optional).
10. Decide the condition in which this task can be marked as complete via the Complete when dropdown (optional).
11. Choose a Color tag (optional).
12. Click Post and close to create the task and close the window
OR
Click Post and new to finish creating that task and open a new task to configure.
Read more about task settings in Creating a task in the RingCentral app desktop and web.
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