How do I convert a conversation to a task?

You can convert an existing conversation to a task in one click.  To do this, open up a conversation popup window by clicking on the conversation name on the list view. Click the drop-down arrow to the right of the conversation title at the top and then select 'Convert to task.'

Deltek Collaboration will pop-up a screen to confirm if you wish to proceed in converting this conversation to a task. Note that this process is irreversible once done.  When you click 'Convert,' you will see the task appear on the list view in the Conversations and Tasks tab.


Please sign in to leave a comment.
Powered by Zendesk