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Create Task from Email window


Joan Reed Wilson

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.

Best answer by zac.meyer

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

 

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2 replies

zac.meyer
Smokeball Team
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  • Smokeball Team
  • 67 replies
  • Answer
  • February 2, 2023

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

 


ndjr
  • Contributor
  • 1 reply
  • April 8, 2023

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.