Is there a way of collapsing a task created via an email to a reasonable size?

Lindsay Hunt
Lindsay Hunt EN Business Posts: 8 Beginner

I am forwarding emails as tasks to a project 'inbox' to facilitate task organisation for clients. The tasks created take up a lot of room because they are displayed in full, including the signature block. Is there a setting to collapse it down so that the task shows as the email subject and not the whole email?

Best Answers

  • Joerg Koper
    Joerg Koper MT Tester, DE Business Posts: 1,492 Community Leader
    Answer ✓

    Hi @Lindsay Hunt and welcome to the community from my side 👋🙂

    Did you make the settings for the appearance in your account? One of the most important settings is, to show only the first lines of a task in the related field, shown below:

    Best, Jörg

    Als Entwickler der Koper-Methodik und Experte für Prozessmanagement führe ich in meiner Agentur u. a. Retreats für Freiberufler, Solopreneure und inhabergeführte Unternehmen durch. Hier tausche ich mich zwischendurch gerne mit euch über die Tools MeisterTask und MeisterNote aus. Weitere Informationen über mich findet Ihr auf agenturkoper.de und LinkedIn.

  • Lindsay Hunt
    Lindsay Hunt EN Business Posts: 8 Beginner
    Answer ✓

    Thank you, Jörg! The answer I was looking for. Even searching for display settings didn’t bring this up. I assumed there was one, but I hadn’t found it. Wonderful! 😁