Create or update your meeting notes, directly from your activity tracking Reports At the same time as you track your...
Follow important emails and turn them into tasks
Mail to Task
With the Mail To Task feature, turn your emails into tasks to follow and thus optimize your emails management.
STEP 1 : Set up your Mail to Task
You can quickly set up your mailbox to use the mail to task feature. After this manipulation, you will be able to send all the desired emails to your contact called « Beesy »
- Click on your profile icon
- Click on « my account »
- Click on « Profile »
- Click on « Download » of « Email to Task »
- Add the contact card (you should find the vcf file in your downloads if the window doesn’t open automatically)
STEP 2 : Send your emails to Beesy
From your computer, your phone, transfer your emails or create your tasks in Beesy to don’t forget anything.
- Select the email you want to transform
- Click on « Transfer »
- Choose your contact « Beesy » as recipient
- Detail your email and send it
STEP 3 : Receive your tasks in Beesy
Once the mail sent to Beesy, you will receive all your tasks in the ‘Mailbox’ project, specially made for the Mail-To-Task :
- Click on « Mailbox »
- Select the task you want (for instance, this one you have created)
- Click on the … to access to the detail
- Add some detail
- Download the mail attachment or click on the link to answer to the email
STEP 4: Go further
You can use the Mail to Task with an advance function and keeping to use it very simply. Put your task directly in your desired project and assign it to his owner :
- Transfer the mail you want to turn into
- Choose Beesy in your contact
- Specific Subject :
- @ECI —> People Initial
- +Action Type —> Task, Call, Meeting
- #(Project) —> Project Name
- 19/08/2018 —> set up a due date : format supported DD/MM or DD/MM/YY
- Detail your email and send it
- Find your email in the project with the good owner
