Email Management
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      3. Email Management

      Adding an Email to an Existing Task

      In addition to creating a new task from an email, you can also add an email to an existing task. The task can be one already set up for the client, a task already set up for another client, or a task template.

      Open the email, and click Add email to existing task.

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      In this example, the task list was filtered to show only those already set up for this client.

       

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      After clicking Link to task, the email will appear in the task’s Emails tab.

       

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      The email will also appear as a client email.

       

      Note: Associating an email with a task also helps to keep client files organized.

      See also:

      Re-assigning videos, finding done and sent videos