Case Management - Email Conversation Task

This task is used to send and receive emails which are recorded in the task as a conversation thread.

The task can be set up to contact the person who raised the case, an address or user group chosen from a list of presets, or with a free "to" field. The emails sent from the task can use a range of templates, and include attachments.

All of the messages and files sent and received during the task can be viewed from the case, and when the task is completed a final note can be passed back to the main case history.

Further Reading

• Case Tasks
• Task - Email Conversation