Feature Request: Link Tasks and Emails
I received and email from a client with instructions to do some work. This is not necessarily related to a current deal. I created a task with a due date for the work. It would have been nice if I could link the task to the email so I did not have to copy and paste the instructions from the client into the task. A form platorm I used had this feature and it was very helpful. From the email I could click a button that said "create task" and it would pre-populate the company it was related to and the body of the email would be the description. I would make a couple of edits to the text in the description and schedule my task. Made things very easy and less time-consuming.