Create Tasks From Email

Transform your inbox into a powerhouse of productivity with this task from email automation that effortlessly converts emails into tasks.

What Can You Do With This Automation?

This Email to Tasks automation simplifies your workflow by turning your emails into actionable tasks directly within your project management tool. This feature enhances productivity and ensures nothing falls through the cracks. Here’s what it can do:

• Instant Task Creation: Automatically converts emails into tasks, including the subject line as the task title and the email body as the task description.
• Attachment Handling: Seamlessly integrates any attachments from the email into the task, ensuring all relevant materials are instantly accessible.
• Customizable Tags and Categories: Allows for the automatic tagging and categorization of tasks based on keywords or phrases found in the email, making organization effortless.
• Prioritization and Deadlines: Enables the setting of priorities and deadlines for each task created from an email, helping you manage your workload effectively.
• Team Assignments: Automatically assign tasks to team members based on predefined rules, ensuring the right person is always on top of the right task.

By automating the process of task creation from emails, you save time, reduce manual errors, and keep your team focused on what truly matters.

Use Cases For Automatically Creating Tasks From Your Email

The ability to automatically create tasks from emails opens up many use cases across various industries and job functions, enhancing efficiency, communication, and project management. Here are some potential use cases for this automation:

1. Customer Support: Automatically generate support tickets from customer inquiry emails. This ensures every customer request is promptly addressed, tracked, and resolved, improving customer satisfaction and support team efficiency.
2. Sales Lead Follow-up: Convert emails from potential clients into tasks within a sales pipeline. This helps sales teams stay on top of leads, ensuring timely follow-ups and increasing the chances of converting leads into customers.
3. Project Management: For project managers, emails about project updates or changes can automatically become tasks or subtasks, ensuring that every piece of information is actioned upon and nothing gets overlooked.
4. HR and Recruitment: HR professionals can automate the creation of tasks for each job application received via email. This can streamline the recruitment process, from initial application screening to scheduling interviews and sending out offers.
5. Marketing Campaign Management: Automatically create tasks for each marketing campaign phase based on emails from team members or stakeholders. This helps in keeping campaigns organized and ensures all critical deadlines are met.

These use cases illustrate how automating task creation from emails can significantly enhance productivity, streamline processes, and ensure that all team members are aligned and working efficiently towards common goals.

How To Use This Task Automation

Here’s how to set up your first Taskade Automation:

1. Go to the Automations tab in your workspace or folder.
2. Click ➕ Add automation
3. Click ➕ Add Trigger and choose a trigger from the drop-down list.
4. Specify the conditions for the trigger on the right.
5. Click Save Changes in the top-right corner.