Where are the email-based actions for Task records configured?

Version 1

    Details

    Where are the email-based actions for Task records configured?

    We would like to be able to reply to emails to accept of complete Task Assignment records.

     


    Resolution

     

    Responding to a Task by Email

    You can accept or reject a task assignment by responding to it directly from the task notification email.

    1.When you receive a task assignment via email, click Reply.
    2.Indicate your acceptance or rejection of the task assignment by typing accepted or rejected in the body of the message. The approval keywords are configured in the Task Assignment Status Keyword tab records in the Email Configuration form. The default keywords to approve or reject via email are accepted and rejected.
    3.If you reject a task, enter the reason for rejecting it in the second line of the body of the message.
    4.Click Send.

    The system updates the task status as follows:

    If you accept the task, the system changes the status to accepted.
    If you reject the task, the system changes the status to logged and the task is no longer valid, but the Owner field is still populated.

    The system stores the incoming email in the Activity History tab of the task record.