Watch the video below for the tutorial:
This guide provides a step-by-step walkthrough on forwarding a message (including creating a task for yourself).
Forwarding a message feature in the Curogram app primarily serves as a task assignment or a reminder creator for you or other staff within your practice.
Go to app.curogram.com
1. Click on the Conversations tab.
On your Curogram App Dashboard, Navigate to the Conversations tab.
2. Click on the message you want the message source to be forwarded.
You will be redirected to the Conversations dashboard. From there, navigate to the conversation where you want the message source to be forwarded.
3. Click this on the 3-dot button beside the specific message.
Navigate to the specific message you want the message to be forwarded to. Then, click on the three-dot button, and a popup will show up beside it.
4. Click on the forward message button.
There are few options that will be shown here. Just click the Forward message button.
5. Fill-up the pop-up dialogue.
The pop-up dialogue will be shown as ‘New Task Creation’. From here, you may edit different fields. The first field is the title name. The second field is the message body. The third field is the person to whom you want to assign the task. Do note that you may also assign this to yourself.
6. Click on this toggle.
Below these fields, you will find a toggle that allows you, as the assignee of the converted message to a task, to receive notifications whenever the task has been taken care of by the person you assigned it to. This way, you can still keep track of its progress. Once everything is set, you may click on Forward button.
7. It will be shown here.
The forwarded message/task will be shown on the home dashboard of the person whom you assign it to.
That's it. You've successfully followed through these steps in forwarded a message.