How do I deal with an email message?

Every client message needs a decision from a person. This is called triage. DueFiler never creates a task by itself. Old messages that nobody has dealt with are shown to Partners and Admins.

Choose an action

1. Click Inbox and open a message.
2. Choose one of the three buttons above the message.

• ＋ Create New Task — the message needs new work. A task is made, with the email as its description.
• Link to Existing Task — the message belongs to work you already have.
• Mark as Irrelevant — the message needs nothing. It moves to the Marked Irrelevant folder.

Create a task from a message

1. Click ＋ Create New Task.
2. Choose the Client. You can add a new client from this window.
3. Choose a Template, or keep Blank Task.
4. Check the Task Name and the Description / Instructions. DueFiler fills them from the email.
5. Choose the Priority and the Statutory Due Date.
6. Click Create.

Link to an existing task

1. Click Link to Existing Task.
2. Search for the task and choose it.
3. Click Link.

Save an attachment to the vault

Click Save to Vault next to the attachment. If the message is already linked to a client or a task, it saves at once. If not, choose the client first.

Reply, forward or write a new message

1. Click Reply, Reply All or Forward, or click Compose for a new message.
2. Write your message. Drafts are saved for you.
3. Click Send. You have a few seconds to click Undo.