Is there a way to take my tasks that are already saved in Smokeball and sync/export them to outlook?
Hello Beth,
There is no option to sync tasks to Outlook. You can export your tasks to a CSV file, but I do not know if Outlook has an import feature.
I am curious as to why you would prefer tasks in Outlook rather than Smokeball. Is there a feature available in Outlook’s tasks that you would like us to add in Smokeball?
Solution: add a box in the Outlook Email Smokeball integration for “Create Task” to associate a task to the email.
Extra thoughts: Microsoft makes task related apps like Microsoft To Do which can help users review tasks and update short task lists each day. I get bogged down in my smokeball tasks and am currently in a state of smokeball task bankruptcy.
Thank you as always for your feedback Jonathan!
I agree with JKibbler, Integration with any one of Microsoft’s applications that track tasks, i.e., To Do, Planner, or Teams would be appreciated.
I was literally logging in to ask if there is a way to quickly convert an outlook email to a smokeball task. The suggestions I see here are not workable for my need.
I’d like a way to flag an email requiring follow up. Currently, the method would be cumbersome:
- Connect the email to a smokeball matter from within outlook.
- Switch to the Smokeball app.
- Navigate to the Matter tab.
- Open the appropriate Matter.
- Navigate to the Email tab.
- Find the email.
- Right click on the email and select “link to task”
- Complete the task form and save.
It would obviously be quicker to skip all of these tasks and simply create a task called “Don’t forget to follow up with the email” without a link. Or I could write a note on a piece of paper...but at that point I’m thinking - If I’m using paper to track my tasks, why am I paying for software?
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