Help Center / Inbox and communication /
Inbound email to task creation
Inbound emails on a connected account can automatically create tasks, so every email that arrives becomes an actionable item without manual entry. The email subject becomes the task title, and the email body becomes the task description.
How auto-creation works
When an email arrives on a connected email account (IMAP/SMTP or Gmail), a task can be created automatically. The email's subject line maps to the task title, and the email body populates the task description. Attachments from the email are linked to the task as files, so supporting documents carry over without a separate upload step.
Configuring the target project
Tasks created from inbound emails can be routed to a specific project or task board. A support team, for example, might configure all inbound emails on support@yourdomain.com to create tasks in a "Support Requests" project. Each new email becomes a task card on the board, ready to be assigned, prioritised, and tracked through the team's workflow.
Use cases for email-to-task
Support teams use email-to-task to track every client request as an actionable item. Agencies route client revision requests straight into the relevant project's task board. Internal teams forward approval requests to a shared inbox that generates tasks for review. In each case, the inbox becomes the input and the task board becomes the workspace where the work gets done.
Email-to-task bridges inbox communication and project management, so inbound requests don't sit in an email waiting to be manually transferred to a task board.
