Make email the task parent

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  • SoBeGuy
    Member
    • Jan 2024
    • 62

    Make email the task parent

    When using the Create Task function to create a task from an email, it sets the task parent to the contact and links to the email in the description. I think it would make more sense to make the task parent the email rather than the contact. This would give the task a first-class relationship with the email rather than using the description field, which feels like a workaround. The parent of the email would still be the contact, so this would allow for a clean hierarchical navigation from Task->Email->Contact.

    I added the Email entity to the task parent options in the relationship, but of course that has no effect on the Create Task button behavior. How can I customize the behavior of the Create Task button, to make it work as I've described?
  • rabii
    Active Community Member
    • Jun 2016
    • 1250

    #2
    You can create a custom detail view for the email which extends the existing view and then change the function createTask()

    Rabii
    Web Dev

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    • SoBeGuy
      Member
      • Jan 2024
      • 62

      #3
      Thank you, I'll give it a try!

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