In a different article, we show you how to convert an email message to a task. Basically, you forward an email to a user-specific address, and BrokerEngine turns it into a task. This handy feature helps you:
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Save time managing client communications and handling follow-ups.
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Avoid introducing errors because you don’t need to transcribe as much information.
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Ensure that all requisite emails are converted to tasks.
This article describes the conversion process.
Contents
Prerequisites
Information added to a new task
Related articles
Prerequisites
Know how to convert an email into a task.
Information added to a new task
When you convert an email to a task, BrokerEngine creates a task with:
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Record: [none]
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Name: Subject of the email
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Assignee: The email address you include in the To field after your task-creation email address.
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Type: Imported Task
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Priority: Low
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Due Date: [none]
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Description: Body of the email.
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Notify user: [you]
For example, if you send this email:
To: task_4ef892875b29d02984492786e739302a08c7>@email.staging.brokerengine.com.au, kim@example.com
Subject: Set up meeting next week
Email body:
Hi Kim,
Please set up this meeting with Jules next week. We need to get the application submitted.
BrokerEngine creates a task with:
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Name: Set up meeting next week
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Assignee: [team member with the email address of kim@example.com]
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Type: Imported Task
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Priority: Low
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Notify: [you]
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Description: Hi Kim,
Please set up this meeting with Jules next week. We need to get the application submitted.