Convert an email into a CRM task
Follow this guide to create core task from message.
Where to goAdmin Area → Mailbox Exchange → Inbox → Open message → Convert → Task
What this guide helps you do
Create core task from message. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.
Follow these steps
- Go to the exact navigation path shown above.
- Select the authorised mailbox, message or configuration record.
- Complete the fields or action described in this guide.
- Save or submit once, then verify the resulting status and related record.
Fields and options
- Subject/name
- Description
- Start date
- Due date
- Priority
- Assignee
- Include attachments
Rules and limits
- Collects subject/name, description, start today, due, priority, assignee.
- Description scripts removed and content sanitised.
- Optional attachment copy.
- Conversion log and redirect to task.
Check it worked
- The requested Mailbox Exchange record is updated through the supported controller and remains attributable to the acting staff member.
Security, audit and troubleshooting checks
- Use the exact authorised account, role and record before saving or sending.
- Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
- Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
- Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.
Related guides
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