Communications · Article 6 of 10
Creating a task from an email
Emails often require action — processing an invoice, following up with a supplier, answering a question. Creating a task from an email connects the work to the communication that triggered it.
Why create a task from an email?
When a task is created from an email, the two are linked. Anyone working the task can read the original email (and full thread) directly from within the task view — no need to search the inbox. Notes, actions, and status updates are all in one place.
Creating a task manually from an email
From any email in the inbox or thread view, you can create a task manually. The task is pre-linked to the email and to any customer, supplier, or contact the email is associated with. You fill in description, assignee, due date, tags — and save.
Automatic task creation
Account setting — create email task
An account-level Create email task setting. When enabled, Navigator automatically creates a task when an email arrives that meets the conditions defined for that account.
Automation rules
More granular control via automation rules. A rule can create a task from any email matching specific conditions. See Email automations.
What gets pre-filled on the task
| Field | What's pre-filled |
|---|---|
| Email link | Always — the task is linked to the source thread |
| Customer | If the email is linked to a single customer, that customer is pre-filled |
| Supplier | If linked to a single supplier |
| Contact | If linked to a single contact |
| Tags | Inherited from the email |
| Assignee | If the thread is assigned, the task inherits that assignee |
Archive emails with tasks
An account setting Archive emails with tasks. When enabled, any email that has a task created from it is automatically archived at the same time. If a task exists to handle the work, the email doesn't need to sit in the inbox too.