User Guide: Delegate – Track Assigned Tasks

The v5.1 release has introduced many new time-saving enhancements to the product.  We’re posting the updated User Guide over the next few weeks.

The Delegate function supports the quick assignment of emails to other individuals you are working with. Select Delegate from the ClearContext Inbox menu (i.e. ClearContext > Delegate this Message) or the ClearContext open message toolbar.  The first time you select Delegate you will be presented with the options screen below.

Outlook Email Delegation

You have two options when delegating an email:

  • Create an Outlook Managed Delegated Task: This creates an Outlook task with the contents of the email pasted into it and attaches the original email. Enter a recipient name in the To: field and click Send – the assigned task is sent to your delegate. A linked task is created in your task list as well. If the recipient is an Outlook user, he can choose to accept or decline the task and task status updates are communicated back to you.

  • Delegate this item by forwarding this email: This option forwards the original email to your delegate and allows you to create a task in your task list to remind you of the assignment. Much like the ClearContext task button, the contents of the original email and an attachment are pasted into the task you create. Designate the initial status for the task (Waiting for someone else, In progress, etc.) from this dialog as well.

In both cases, use File Original in the task created to file the message you are delegating.

By default, the Inbox toolbar does not include the Delegate button.  You can add it to the toolbar via toolbar customization.

Remember These Choices

You can skip the Delegate options dialog in the future by checking "Remember these choices and don’t ask me again." If you change your mind, you can always alter the options from ClearContext > Options > Tasks/Appts.

Outlook Add-in Delegate Options