How do I do this in Lotus Notes?
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:
- Most of my tasks come in via email
- When an email arrives that I want to turn into a task I want to click a button – Create Task
- I want the email moving to a folder called tasks
- I want a new task creating from the body of the email
- 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
- 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?
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
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
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
@Steve,
I like your idea. You should add it to IdeaJam.net. (the idea collection site for all things Lotus)
Eric’s solution sounds very interesting.
Any other solution would likely involve a mailfile modification anyway….
@Curt
I added it – good suggestion – http://ideajam.net/IdeaJam/P/ij.nsf/0/E2D925CF4604FA2586257394006F5C8B?OpenDocument