Nov 14 2007

How do I do this in Lotus Notes?

Published by Steve Richards at 4:53 PM under Main

I quite like Lotus Notes, sort of grown accustomed to it over the years, but it’s handling of tasks really frustrates me.  This is what I want:

  1. Most of my tasks come in via email
  2. When an email arrives that I want to turn into a task I want to click a button – Create Task
  3. I want the email moving to a folder called tasks
  4. I want a new task creating from the body of the email
  5. I want a doclink to the email to be inserted at the top of the task, so that when I have finished the task I can respond to the original distribution list with completion information
  6. Ideally I would like another button that allows me to delete the task and also the associated email

Anyone know how I can setup this simple workflow, or maybe offer some suggestions as to how it could be approved further?

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6 responses so far

6 Responses to “How do I do this in Lotus Notes?”

  1. # Eric Mackon 14 Nov 2007 at 5:53 PM

    Steve,

    eProductivity for Notes does all of this and much more.

    Get in touch with me and I’ll give you a private demo.

    Eric

  2. # adminon 14 Nov 2007 at 6:09 PM

    will do Eric, but for those of us that have a corporate email template, I guess we won’t be able to use your alternative, is that right?

    Steve

  3. # Eric Mackon 15 Nov 2007 at 1:02 AM

    You will have to get permission/coordination from your Notes admin. Many corporate sites have special email code, (e.g. Archiving) for their mail files. We can provide a version of eProductivity that includes your code. Or, for large site, we can offer an open template that they can modify, as needed.

    I just sent an email to you with a challenge: send me an empty copy of your mail file and I will send you a screen movie showing how I apply eProductivity to it to do precisely what you want.

    Eric

  4. # Curt Stoneon 15 Nov 2007 at 8:59 AM

    @Steve,
    I like your idea. You should add it to IdeaJam.net. (the idea collection site for all things Lotus)

  5. # Simon Scullionon 15 Nov 2007 at 9:29 AM

    Eric’s solution sounds very interesting.

    Any other solution would likely involve a mailfile modification anyway….

  6. # Steve Richardson 15 Nov 2007 at 3:17 PM

    @Curt
    I added it – good suggestion – http://ideajam.net/IdeaJam/P/ij.nsf/0/E2D925CF4604FA2586257394006F5C8B?OpenDocument

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