Turn a chat message into a task
What moves
A message becomes a scheduled activity that links back to the record being discussed, or to the conversation. The message text is copied only if the person chooses.
Before you start
- Chat and Activities in your plan
- The person may schedule activities
- Team Chat and Activities in your plan
- Permission to create activities
Step by step
- EmployeeTeam Chat & Calls
Opens the menu of a message and chooses Schedule an activity.
You see:The activity dialog opens with the message as context.
- EmployeeActivities Workspace
Picks the type, assignee and due date and saves.
You see:The activity is created with a link back to the conversation.
- SystemTeam Chat & Calls
Anchors the activity to the record when the conversation is a record discussion, otherwise to a generic chat reference.
You see:The activity does not carry a person’s name or the conversation title, and a card for it is posted in the conversation.
- AssigneeActivities Workspace
Finds the activity in their own activities list on the due date.
You see:They act on it without opening chat.
Related
- Activities Workspace
- Team Chat & Calls
- A scheduled meeting invites its attendees
- Calls, meetings and to-dos on a lead appear in the shared agenda
- Chat and poll results are kept on the meeting's calendar entry
- Meeting action items become to-dos for their owners
- Two colleagues discuss a record and schedule the next step
- Connections between modules