ClearContext Support wrote:Thanks for the feature suggestion. There is currently a task based followup feature in ClearContext already that automatically marks as complete when replies are received. How would you envision your flag based followup feature suggestion fitting in with the currently existing one?
I'm a relatively new CC w/ MYN add-in user. I love the IDEA of the Followup feature, but it works VERY inconsistently. I've tried searching for a troubleshooting thread but haven't found a current one. Some of the problems:
- When the response email comes back, the task is not automatically deleted (this totally defeats the purpose of the feature...so that you alleviate mental stress of having to remember to follow up...in this case, I have to manually delete the tasks...and to do that I sometimes have to dig back and see if someone really did respond or not...total waste of time)
- Sometimes a copy of the email that is sent is attached to the task entry when you make the Followup task AS YOU SEND the email out...but often times it is not. It seems that if you make a Followup task from a closed email (i.e. from a highlighted email in your Inbox) it does always attach...so the error is when you use the "shortcut" of making an email a Followup task at the same time you send out the email...obviously intended to be a shortcut...which when it doesn't work, isn't a short cut at all. Note that I have UNCHECKED the box in "Options" --> "Task/Appts" that says "Do not copy original Message as attachment" since I WANT THE ORIGINAL ATTACHED.
- I often change the title of the Followup task immediately after I send the email (with the Followup made automatically) so that when I review my task list, it's easier to see what the item is about (especially necessary when the email has an irrelevant subject line that you couldn't change for the purposes of your task label because the recipients outside your system are expecting that subject line because it related to a threaded email chain or something like that - where if you change the subject line, it will break the email thread). The most efficient way (I've found) of doing this is to click on "QuickTask" immediately after I send the email with the auto-created Followup task...am I missing a better way? Also, I was wondering if by changing the subject of the Followup task, does that somehow mess up the auto-cancel feature? I don't think it does from my cursory testing...and I would assume the meta-data used for the auto-cancel feature is embedded deeper than just the subject line...but please let me know if I should be doing something different.
- Finally, sometimes I find that (partially due to the issues discussed above) duplicate a task for Followup. For instance, I might auto-create the FU task when I send the email...but then I might also make the email a FU task later when processing the inbox (I don't have the email automatically filed out of my inbox when I send a message because I do MYN and use only categories to file, not projects...because of the limitation of only being able to assign one project...when often my emails may need to show up across multiple "projects")...and then I might have two Followup tasks for the same email. It would be great if CC could at least alert you to the duplicate creation and give you the choice to open up the existing task. Another way I've tried to deal with this is figure out which was the newest MADE task (not the task with the latest Start Date)...but I don't see anywhere where the "date created" is shown.