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Did You Know? Create a Task from an Email!

Did You Know? Create a Task from an Email!

Did you know that you can create a task from an email? There are 2 ways to do it, and each is simple.

When you create a task from an email, several things happen automatically:


  • The subject of the email populates the subject of the task.
  • The content of the email populates the notes of the task.
  • Any attachments to the email are added to the task.

The first option is to right-click the email and select “Create Task.”


The second option is to select the email, then select “Actions > Create Task.”


A Task tab opens with the following information from the email:


  • The Subject from the email is the subject of the task.
  • The content of the email populates the notes area of the task.
  • Any attachments from the email are added to the task.

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