Tasks > Sending a Task Status Inquiry

Sending a Task Status Inquiry

You can check on the status of a To Do assigned to others by using the Status Inquiry function. A Status Inquiry is an e-mail message to be sent to the Firm Members assigned on a To Do. A message will open in your e-mail provider, addressed to those Firm Members and with a subject of "Status Inquiry" followed by the To Do's Title.

To send a Status Inquiry for a To Do:

Select a To Do that has one or more other Firm Members assigned.
Right-click on the list and choose Status Inquiry in the menu that appears. Or, choose Actions > Status Inquiry from the main menu. The new e-mail opens in your e-mail program.
Complete the e-mail message as desired and then send it.