Conversations

How to assign a To Do to a conversation

If a support conversation is related to a To-Do, such as a bug report from a client or a feature request, you can assign the conversation to the ticket so you can access it easily and refer back to it if needed. 

To connect a To Do to a conversation, follow these steps:

1. Open the To Do you would like to edit
2. Under Custom Fields, click + Add new field
   
3. Click Conversation
   
4. Click +Assign Conversation 
   
5. In the popup you will see the latest messages from your inbox, you can also use the search bar to find a specific conversation.
   
6. Check the box next to the conversation you would like to assign.
7. If you are done editing, you can close the To Do to save changes.