How do I create Tasks in my emails?

Tasks is a simple and powerful way to improve your productivity and project management skills. Use it to remember meeting dates, bills to pay, or what to do next after reading an email.

This is an Integration feature. You can sync created items with an external service.

This feature can be extended in Mailbutler for Teams. You can share created items with your team members.

You can find a collection of your Tasks in:

Your New Dashboard

Your task manager app that you have connected with Mailbutler

Please select the software you are using for your emails.

Apple Mail
Gmail
Outlook
Mobile

Create a Task in Apple Mail

1. Open Apple Mail.

2. Go to an existing email, or start composing a new one.

3. Click on the Sidebar button to reveal it, and to create a new Task.

4. Note down what you would like to remember in your Task then click anywhere to save it.

5. If needed, add a reminder date and time for your Task. Click on the bell icon and choose a date and time for the reminder. Click anywhere outside the field to save the reminder.

6. If you made a mistake, remove the Task by clicking on the bin icon.

Create a Task in Gmail

1. Open Gmail.

2. Go to an existing email.

3. Click on the Sidebar button to reveal it, and to create a new Task.

4. Note down what you would like to remember in your Task then click outside the box to save it.

5. If needed, add a reminder date and time for your Task. Click on the bell icon and choose a date and time for the reminder. Click anywhere outside the field to save the reminder.

6. If you made a mistake, remove the Task by clicking on the bin icon.

6. To add a Task when composing a new email, click on the Task icon at the bottom of the compose view.

7. Note down what you would like to remember in your Task. Then click outside the box to save it.

Create a Task in Outlook

1. Open Outlook.

2. Go to an existing email, or start composing a new one.

3. Open the Mailbutler add-in.

4. Click on the Task button.

5. Fill in the details of your task and click outside of the box to save.

6. If needed, add a reminder date and time for your Task. Click on the bell icon and choose a date and time for the reminder. Click anywhere outside the field to save the reminder.

7. If you made a mistake, remove the Task by clicking on the bin icon.

Create a Task on Mobile

1. Open Mailbutler on Mobile.

2. Go to an existing email, or start composing a new one.

If it’s an existing email:

3. Click on the Tasks icon of that email and choose Add task to create a new one. If you’re composing a new email then click on the Tasks icon on the features bar.

4. Click on Manage Teams to choose a team you want to share the Task with.

5. Swipe the Task to the left to either set a reminder or delete the Task.

Add Tasks when composing a new Email:

3. Start composing a new email.

4. Click on the Tasks icon to add a new one.

5. Swipe the Task to the left to either set a reminder or delete the Task.

Or go to the Tasks tab to find an overview of all your Tasks and edit a specific Task here.

Manage Team Tasks in the Mobile App

In the Mobile App, a list of all your Tasks is provided, which you can easily manage. Filter the list of Tasks you want to see by clicking on the filter button on the top right.

Choose a team you want to share a specific note with by clicking on the Teams icon.
By clicking on the envelope icon, you will see more information and you can also add a Follow-Up Reminder or another Note / Task.
If you want to delete or create a reminder for the Task then all you need to do is swipe the Task to the left.