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Turn an Email into a Task

Approve a Task detected from email or create a manual Task and link the source Message.

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Goal

Create tracked work from an email while keeping the Task connected to its source Message.

Approve a detected Task

  1. Open Inbox and select the analyzed Message.
  2. Find the proposed Task in AI Review.
  3. Check its title, Property, priority, due date, next action, and source evidence.
  4. Use Edit if a supported value needs correction.
  5. Select Approve.
  6. Open the Task to manage its status, checklist, prerequisites, and linked elements.

Create a Task when none was detected

  1. Select + Add Task in the application header or Add task on the Tasks page.
  2. Enter a title and complete the useful workflow fields.
  3. Select Save Task.
  4. Open the saved Task and use Linked elements → Add linked message to connect the source Message.

Expected result

The Task appears in Tasks with its workflow status and due date. Its detail page shows the linked Message when the source relationship has been added.