There are times in your inbox when you receive an email that requires more than just a simple reply. It can be part of a process (ex: leasing) or an email requesting multiple tasks be completed. In order to keep everything (tasks, due dates, information, etc) attached to the conversation, you can create a card and add it to the appropriate board.
In this article, you will learn:
- How to Create a Card from a conversation.
How to Create a Card from a Conversation
From the Inbox, open the conversation. Click on the Boards and Cards Icon to Create a Card.
- Select the Board where you want to place the card.
- Add a Card Title (note: if there is a Card Naming rule for the board, the card title will be overwritten).
- Edit the description - the conversation will be attached to the card so you can change the description if desired.
- Select the contacts that you want to associate with the card.
- Click Save.
The card will now appear in the Details panel. You can edit the fields on the card, add comments, and relate locations, cards, and contacts.
Click on the icon of the card to go to the board.