How to Create & Manage Tasks from the Inbox

Creating a Task

1. Open an Email Thread

   • Navigate to the Inbox and click on the email thread you want to associate with a task.

2. Click "Add Task"

   • Select the "Add Task" option to open the task creation panel.

3. Review the AI-Generated Task Title

   • The system will automatically generate a task title based on the email thread.

   • To edit the title, click on the title header at the top of the inbox view and make your changes.

4. Add Task Details

   • Enter a task description in the provided field.

   • Set a Due Date: Specify when the task needs to be completed.

   • Assign a User: Select the user responsible for the task.

5. Save the Task

   • Once all details are added, click Save to create the task.

Managing Tasks

• Update task titles, descriptions, or statuses directly from the task panel.

• Assign or reassign tasks to ensure efficient collaboration.

By automating task titles and enabling easy edits, LeadEngine.ai makes task management intuitive and seamless!