Ability to tag an email as an activity

David Spear
David Spear Posts: 27

We all send emails out all the time asking a quetion or followup activity with our team members.  It would be great, if I could easily tag that email as a task with a f/u date, so it shows up under that users activity list, and as a reminder back to me as well.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited June 2020 #2

    Hi @David Spear 

    I'll share your feedback with the team to assess. Just thinking out loud here. It will probably pretty tricky for the system to automatically understand from which emails we should auto create task activities and from which ones we shouldn't.

    Probably it's easiest to either as a sender of the email afterwards manually set a task for the other user. Or as receiver of the email from within the email create a task to the contact person when you recognize this email needs one: