Do your service management team use a shared mailbox to manage incoming work?
Do they currently use the Outlook Add-in to create tasks for this work but need an easy way to identify if a task has already been created?
When the Outlook Add-in is used to create a task from an email, if someone else tries to create a task from the same email they will get the below notification message:
Above prevents the duplication of task creation in a shared mailbox environment.
Users can then also pull through the task ID into the email columns:
In the shared mailbox, right click on the header, and select “View Settings” as per below.
Click Columns
Select User-defined fields in the available columns drop down box
Select Task List
Add
Ensure the task list is high on the column order – OK.
In Outlook, as per below, there is now the task ID displaying – in the below example 91656:
You can then search this in TimeTrak to bring up the task:
If you have any further questions please contact the TimeTrak team via email: support@timetrak.benandhayley.nz or phone NZ: 0800 12 00 99 AU: 1800 60 80 77