Create a Task from the Inbox

Create a Task from the Inbox

Once a message comes into your inbox, you can easily create a Task from it. All you have to do is click on the "Manage Tasks" icon in the top right corner of the conversation.

Once you do that, a new ticket will pop up. With the help of AI, a summary of the conversation and the customer's issue will be created in the description, along with a title. 

• You can edit the title and the description once they are generated.

• If you are satisfied with the title and description, click the Save button. 

  
  

You can also choose which column you would like to have your Task in the Boards Module. 

You can assign the Task to the person responsible for handling the issue in your group. 

You will see the conversation related to the Task you created and the related contacts relevant to that ticket. 

Other types of information can also be added to the Task, such as Story point, or labels. 

You can also add Custom Fields to your Task by clicking on +Add field, such as: 

• Labels

• Deadlines

• Conversations

• Contacts

• Text field

• and Checklists. 

  
  

If you want to find out more about the Tasks, please visit this link.