Overview
In the SurePoint Practice Pro Mail page, you can create a task and have the task associated with the email automatically after the task is created.
How To Create A Task From Mail Inbox
Go to the Mail list page by clicking on the "Mail" button in the left navigation sidebar.
You will be redirected to the Mail page's "Inbox" folder.
Viewing a specific item in the Inbox list, hover your mouse over the email item.
Click the "..." three dots icon.
Click "Add task" button.
Select "Client" from the dropdown.
Select "Matter" from the dropdown.
Select "Task Type" from the dropdown.
Enter Task name.
Enter Description.
Enter any other task details as needed.
Click "Save" button.
You have successfully created and linked a task to the email. The new task will be available in the "Tasks" list page.
How To Create A Task From Email Details
Go to the Mail list page by clicking on the "Mail" button in the left navigation sidebar.
You will be redirected to the Mail page's "Inbox" folder.
Click on an email from the list to view the email details.
In the upper right corner of the email details page, click the "..." three dots icon.
Click "Add task" button.
Select "Client" from the dropdown.
Select "Matter" from the dropdown.
Select "Task Type" from the dropdown.
Enter Task name.
Enter Description.
Enter any other task details as needed.
Click "Save" button.
You have successfully created and linked a task to an email. The new task will be available in the "Tasks" list page.
If you have any questions, please feel free to contact us.