Easily convert received Emails into Tasks
This feature is designed to create a task whenever an email is sent to a specific address associated with a workflow. This process transforms incoming emails into actionable tasks, ensuring that no opportunities are missed.
How to set up Email based Tasks:
- Select a team where you want to receive email tasks.
- Click the team settings gear icon.
- Open the Workflow page and select the workflow name
- Check the ‘Create Task via Email’ option, shown below
- Copy and share the generated email address with users
Email address can be copied using the icon shown below
- You can send an acknowledgment email to the sender by setting up the acknowledgement contents from the Workflow settings page
- You can locate the acknowledgment edit option as below:
- Emails sent to the generated email ID automatically create a task in the team and apply any workflow settings.
Some important key points for Email based Tasks
- Find tasks created via email in “All Tasks” filter within the team/project.
- Email-created tasks will be labeled “Automation Task.”
- Task will get assigned to the default assignee of the Workflow
- Email senders will automatically receive replies.
- The email’s contents will be added to the task description.