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Gathering feedback

Create Task from Email

Nixaccount 11 months ago in Redbooth APIs • updated 7 months ago 2

I'm sure it is easier said then done. However, the idea of being able to CREATE a TASK from email would save a great deal of time. As of now, it is either "forward email" and try to remember all the workspaces and task lists OR...it is COPY, go to RB, create task, Paste email in notes, etc. A simple: Click to Create Task in RB would be amazing.

Answer

Answer
Gathering feedback

Hello! Thanks for the feedback :)


What email client are you using? If you use Gmail or Outlook we have two plug-ins that allow you to do that. Here you have the help center links to learn more about it :)


https://redbooth.com/help/tutorials/videos-pro-tips/the-gmail-plugin/

https://redbooth.com/help/tutorials/videos-pro-tips/the-outlook-plugin/


Cheers!

Answer
Gathering feedback

Hello! Thanks for the feedback :)


What email client are you using? If you use Gmail or Outlook we have two plug-ins that allow you to do that. Here you have the help center links to learn more about it :)


https://redbooth.com/help/tutorials/videos-pro-tips/the-gmail-plugin/

https://redbooth.com/help/tutorials/videos-pro-tips/the-outlook-plugin/


Cheers!

Sorry for the extreme delay. We have a dominant Mac OS X Sierra business/office. Most everyone uses Mac Mail. A few do use Outlook. About 50% use a 3rd party option such as Airmail.


For the operations side and myself, our primary priority is a link to Evernote. So in most cases we simply use Zapier or IFTTT to bridge a specific Notebook to create a ToDo in Redbooth. In most cases it would just be easier to click on a Redbooth button and have it create a task instead sending direct to Evernote for every email that needs to be a task. The "cheaper chicken" path has been Copy/Paste (email to new RB task). However, not the most inspiring for email update/exchanges. The Ops side is RB but the Sales side is currently all email so it is what it is. Working on Apple Scripts. Now that Apple bought Workflow, working on that as well. Again, all are bridges to the same end result and require more tech savvy people for ease of use.