Create Task in Inbox

You can create a task off of emails in your inbox and associate them to parties or matters.

How to Create a Task in Inbox

  1. Log in to Outlook.
  2. Navigate to an email.
  3. Open Inbox
  4. Select the + icon.
    mceclip0.png
  5. Select Task
    mceclip1.png
  6. Complete all necessary fields, such as relating the task to a matter.
    mceclip2.png
  7. Select Create

You can view tasks linked to an email from the Tasks collapsable section. This section only appears when at least one task is linked to the email. 

mceclip0.png

Was this article helpful?
0 out of 0 found this helpful