InTask Project Managment software that makes the job done

New from version 1.5 is the built in integration with Outlook 2007 email client application.
Outlook is one of the most important applications in any organization, connecting people and helping them organize their everyday work.
The problem with outlook is that one can get tens or even hundreds of emails every day most of them can be ignored while others are highly important pieces of information or task requests.
Since emails are not suit for task management but many people use them as such, we developed the Outlook-InTask integration.
Using our InTask Outlook integration you will be able to:

            1.  Send email to InTask - inserting a given email as a new task in InTask.
            2.  Track email in InTask – collect the information of a given email and all the replies you get from this
                 email into one concentrated report. InTask will keep tracking the email item in real time until you
                 decide to stop it, freeing you from collecting the information yourself.



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For the Outlook 2007 integration to work you need to have the following components installed:

            1.  InTaskOutlook2007Plugin - this component is included with InTask 1.5 and up and need no special
                 installation.

            2.  InTaskOutlook2007Addin – this component extends Microsoft Outlook 2007 application and
                 needs to install separately from our R&D web site.
                 To learn more please click here.

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Right-click on any email item in your Inbox and select "Send to InTask"




A confirmation message will show.



this confirms that InTask created a new task based on the selected email. Open InTask and select the "Outlook" folder



You can see that new task (number 3) has been added to your tasks list.
When you select that task a "V" sign will appear on the "Outlook" tab indicating that it contains information.
Click the "Outlook" tab to see the information



Just as any other report in InTask, you can export it to all the common formats like: Excel, PDF, Rtf, Html etc Now, that the task exists in the system, you can manage it as any other regular task.

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Tracking email items, is an exciting feature of InTask – automatically collecting all the information regarding a given email subject into one concentrated report.
For example, assume you are releasing a product to the market and ask your team members to send their release notes. You send an email saying "Please send your release notes" in the subject.
To track this email, go to the Sent items folder in Outlook, right-click on the email you just sent and select
"Track in InTask"



A confirmation message will show.



That is it. From now on until you decide otherwise, all the replies regarding this email will be collected automatically by InTask into one nice report.
Open InTask Outlook folder, locate and select the newly created tracking task (number 6 in this case).



You can see that the new task was created with a description beginning with the word "Track:"
This will help you distinguish between a tracking task and a regular one.
If you click now on the "Outlook" tab page you will see the current exchange of letters collected so far by InTask.





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To change the default behavior of the Outlook integration module, select Tools/Outlook.



A configuration dialog will appear



The following properties can be configured:

            1.  Report sorting - select whether the emails discussion thread will be presented in the report
                 in ascending or descending order
            2.  Use Smart Emails Presentation – check this option to show only the original text sent by the
                 users without all the "reply chain"
            2.  3. Tracking Pattern – this is the regular expression rule used by the system to find similarities
                 between incoming email messages and match them against InTask database.

Remark: Unless you are absolutely know how to use regular expressions, don’t change this pattern however, smart modifications of this pattern can provide great deal of flexibility in filtering the incoming emails.
The current pattern says that: any incoming email subject which optionally starts with blank space, followed by optional RE: or FW: followed by optional one or more blank spaces followed by any text will be checked against InTask database.

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