Create Tasks via Email

This feature is available to all users


You can create tasks directly from your inbox by sending an email to the unique email address associated with a section in your project.


Create a Task via Email

Every email you send to your project section's unique email address will immediately become a task.

 

  • The Subject of your email will become the Task Name.
  • The Body of your email will become the Task Description.
  • Any Attachments to your email will be included as Attachments to your new task.
  • To add Tags to your tasks, simply add them as words with hashtags (#) at the beginning of your email. Multiple tags can be separated by a space (i.e. #priority1 #marketing).

In-line attachments (attachments embedded in the body of an e-mail) will NOT be included as attachments to your task.


Where Should I Send My Task-Creation Email?

Each section of your project is associated with a unique email address. By sending an email to this address, you can create a task. To view a section's unique email:

 

  1. From the project dashboard, hover your mouse over the section header of the section you'd like to add a task to.
  2. Click the ellipsis which appears.
  3. Select Automations from the drop-down menu.
  4. At the bottom of the Automations Dialog, you will find the email address associated with this particular section.
  5. Click on this email address to copy it to your clipboard.

    EmailTaskENNeu.gif

Tip

You might find it convenient to save your section's unique email to your address book (i.e. "Project Name/Section").

 

Privacy and Data Security

Task-creation email addresses are always associated with a MeiserTask user account. As soon as a user is removed from a project, their unique email address will immediately stop working and they will be unable to create tasks in the project.


Troubleshooting

Normally, your task should be created within a few seconds of sending an e-mail. If your tasks are not being created, or if you are receiving an error message, the following common culprits may be the issue:

  • Your e-mail includes an attachment that is larger than 10 MB.

  • The section you are trying to create a task in no longer exists.

  • You lack the necessary permissions to create a task in this section.

  • The user associated with the task-creation e-mail no longer exists.

Remember:

Task-creation email addresses are always associated with a MeiserTask user account. As soon as a user is removed from a project, their unique email address will immediately stop working and they will be unable to create tasks in the project.


Still Scrolling?

Ask your question in the Meister Community!

Was this article helpful?