Create a To Do from the Inbox

Create a To Do from the Inbox

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

Once you do that, a new ticket will pop up. Here, you can select which Borad and in which column the To Do will be generated in the Boards module. 

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 To Do in the Boards Module. 

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

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

You can also add Custom Fields to your To Do, such as: 

• Labels
• Deadlines
• Conversations
• Contacts
• Text field
• and Checklists. 

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