Create a new task when responding to a completed task

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This setting lets you break up communication with an external contact (such as a client) into several tasks. When it is enabled, you are able to work as follows:

  • When you have finished discussing something, complete the task that the contact created
  • The next time an email is sent to this task (which has been completed), Planfix will automatically create a new task. If you're wondering why an email would be sent to a completed task, consider that a client may find an old email thread and respond to it instead of starting a new one.
  • A link to the previous communication thread with this contact will be added to the new task. This link helps you quickly refer back to the old thread and review what you discussed.


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