In a different article, we showed you how to convert an email message to a task. Basically, you forward an email to a user-specific address, and BrokerEngine turns it into a task. This handy feature helps you:
Save time managing client communications and handling follow-ups.
Avoid introducing errors because you don’t need to transcribe as much information.
Ensure that all requisite emails are converted to tasks.
This article describes the conversion process.
Contents
Prerequisites
Know how to convert an email into a task.
Information added to a new task
When you convert an email to a task, BrokerEngine creates a task with:
Record: [none]
Name: Subject of the email
Assignee: The email address you include in the To field after your task-creation email address.
Type: Imported Task
Priority: Low
Due Date: [none]
Description: Body of the email.
Notify user: [you]
For example, if you send this email:
To: task_4ef892875b29d02984492786e739302a08c7>@email.staging.brokerengine.com.au, kim@example.com
Subject: Set up meeting next week
Email body:
Hi Kim,
Please set up this meeting with Jules next week. We need to get the application submitted.
BrokerEngine creates a task with:
Name: Set up meeting next week
Assignee: [team member with the email address of kim@example.com]
Type: Imported Task
Priority: Low
Notify: [you]
Description: Hi Kim,
Please set up this meeting with Jules next week. We need to get the application submitted.
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