Create an email related task easily and quickly without having to follow any long procedures.

Step 1: Go to the Conversations tab of a contact.



Step 2: Click on the Add Task button.



Step 3: The title of the task will be the subject of the email to make the user’s job easier. But you can change it as your will.



Step 4: Choose the Category and Priority of the task.



Step 5: The Related To radio button will be selected according to the contact of the email. If the contact is a Client, the client’s name is selected. If the contact is a Partner, the Partner’s name will be selected.



Step 6: Select the Assignee for the task.



Step 7: Select the Due Date and Followers if required.



Step 8: Click on Create.

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