Create Tasks via Email

Why Create Tasks via Email?

The Create Tasks via Email feature allows you to automatically create tasks in Process Street by simply sending an email. This is particularly useful for:

• Converting emails into actionable tasks without manual entry.
• Automating task creation from external systems that send email notifications.
• Forwarding important emails directly into Process Street as tasks.

How It Works

When enabled, Process Street generates a unique email address. Any email sent to this address creates a new task in “My Work.” The email subject becomes the task name, and the email body is added as the task description.

How to Enable “Create Tasks via Email”

1. Go to My Work in Process Street.
2. Click on the email icon (📧) near the + Task button.
3. A pop-up window titled Create Tasks Via Email will appear.
4. Toggle the Enable create tasks via email switch to activate the feature.
5. Copy the unique email address displayed.
6. Use this email address to send or forward emails to create tasks.

How to Disable “Create Tasks via Email”

1. Open My Work in Process Street.
2. Click the email icon (📧) again.
3. Toggle Enable create tasks via email off.
4. The feature will be disabled, and the email address will no longer accept task creation requests.

Best Practices & Tips

• Automation: Integrate this feature with tools like Zapier, Outlook, or Gmail filters to auto-send emails to the task email address.
• Consistency: Use structured email subjects for better task organization.
• Security: Share the email address only with trusted sources to prevent unwanted tasks.

This feature ensures that no important request or task slips through the cracks—try it today!

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