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How to Use Clariti’s Context-Linked To-Dos
Ever created a task in one app, then had to dig through emails or chats to remember why it existed? That’s the problem with disconnected workflows; tasks lose their story.
Clariti’s context-linked To-Dos address this by tying every task directly to its source conversation, whether it’s a chat, email, or social message. No more guessing what triggered a task. You see the full picture right where it began.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Create To-Dos directly from a chat, email, or conversation.
- Automatically link tasks to their original context.
- Set alerts, reminders, and recurring To-Dos.
- Keep your team aligned without switching between apps.
Detailed Sections
How-To: Create a To-Do from a Conversation
Every Clariti conversation – whether it’s a chat, mail, or hybrid conversations can become an actionable task in seconds.
Steps:
- Open the chat conversation or email you want to turn into a task.
- At the bottom of the conversation panel, click “Schedule.”
- In the pop-up window titled “Add to Calendar,” select the To-Do tab.
- Fill in task details such as date, time, reminder, and frequency.
Tips: Creating tasks from inside conversations ensures nothing slips through the cracks; the context, decisions, and background are all one click away.
How-To: Leverage Automatic Context Linking
When you create a To-Do, Clariti automatically anchors it to the originating chat or email, preserving every detail.
Steps:
- Notice that the Reference field is pre-filled with the conversation’s subject (e.g., “Trouble with password reset”).
- Add any supporting files or notes directly within the form.
- Click Save. The task is now context-linked and visible in your To-Do list and calendar.
Tips: No extra effort needed to connect discussions to actions. The linkage happens automatically, keeping clarity intact across your workspace.
How-To: Manage and Track Your To-Dos
Your Clariti To-Dos live alongside your calendar, events, and communications, making them easy to find and act on.
Steps:
- Access your Calendar or To-Do view from the main navigation panel.
- Use alerts and snooze to stay on schedule.
- Click on Reference to see its conversation history.
Tips: By unifying task tracking with communication, Clariti removes the “where did this come from?” confusion – helping you act faster and follow through with context.
Supplementary Links
- Clariti Features Overview: Inline Image and Document Preview
- Related Tutorial: Scheduling, Integrated Calendar
Clariti’s context-linked To-Dos turn follow-ups into action without losing the conversation that started them. It’s not just a task list, it’s your workflow, preserved with clarity.
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