Entry
Dashboard
Contacts
Properties
Email
Calendar
Tasks
Acquisition Cockpit
Audit-proof mail archiving
Automatic brochure dispatch
Billing
Groups
Intranet
Marketing Box
Marketplace
Multi Property module
Multilingual Module
onOffice sync
Presentation PDFs
Process manager
Project Management
Property tracking
Property value analyses
Enquiry Manager
Showcase TV
Smart site 2.0
Statistic Tab
Statistics toolbox
Success Cockpit
Time Tracking
Address from clipboard
Text block
Customer communication
External Tools
Favorite links
Calculating with formulas
Mass update
onOffice-MLS
Portals
Property import
Quick Access
Settings
Templates
Step by step
You are here: Home / Modules / Tasks / Tasks Action bar
Tasks
Tasks Action bar
The Action Bar for tasks contains all the functions and actions that can be performed with a task. The Action bar is located at the bottom.
Message
Further actions
Email
Start / stop time tracking
Message
- Message to person in charge
Using this function you can send a direct message to the person or group in charge for the task. The person in charge or the group receives this message as an email or internal pop-up message. - Message to processor
Using this function you can send a direct message to the processor of the task. The processor receives this message as an email or internal pop-up message.
Further actions
- Create project
Clicking on “Create project” opens a pop-up that allows you to create a new project from within the task. Task subject and task description are transferred to the project as project title and project description. Attached files, linked contacts and properties as well. The newly created project has the status “Started”. - Create appointment
By clicking on “Create appointment” a new appointment is created, where the creator of the task is entered as participant. Furthermore, task subject and task description as well as attached files are transferred to the appointment. If there is an appointment type that corresponds to the task type, this is also taken over. - Create follow-up task
This allows you to create subtasks, e.g. to split this task into several parts. The follow-up task takes the task description of the main task and the subject of the main task with the note ‘(follow-up task)’. A kind of history is then also displayed above the task number. It should be noted that no tasks in a task sequence can be deleted. - Delete
Clicking on “Delete” deletes the task.
Email
- Solve link
Solves the email link with the task. - Reply to all
This button allows you to reply directly to all the linked contacts of the email from which the task was created. The first linked contact is copied to the To field, the others as CC. - Reply
This button allows you to reply directly to the email from which the task was created. - Read
By clicking this button you can read the email from which this task was created.
Start / stop time tracking
- Use this action to start or stop the time spent on the task. In the task overview, this gives you a view of the total time spent. For this option you need the additional module “Time Tracking”.
Tasks
