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It would be great if the three little dots next to the “View Matter” button at the bottom of emails in Outlook, could allow you to create a task. it only is for renaming which doesn’t make sense. Often we get requests or prompts via email and it would be so much more efficient if we could add a task right on that screen rather than having to open the matter and put it in there.

Hi Joan,

That is a great idea. Other clients have suggested things like this in the past. If you haven’t already, please put this in as a feature suggestion.

 

Submit a request – Smokeball Support Hub

 

We would like the task functionality button on an email.

 

we use the three dots to rename emails for billing purposes so would like to keep that.

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