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How to create task from email with attachment in Outlook?

In many cases, you need to create task based on the content of email message in Outlook. Keeping the email as the attachment of the task is a best way for you to view the email in future reference. In this article, we will show you two methods of creating task from email with attachment in Outlook.

Create task from email with attachment with Quick Steps in Outlook

Create task from email with attachment by moving the email to tasks folder

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arrow blue right bubbleCreate task from email with attachment with Quick Steps in Outlook

With the help of Quick Steps, you can quickly add an email message as the task attachment in Outlook with just one click. Please do as follows.

1. Specify an account folder which contains the message that you want to create a task based on, then click the More button in the Quick Steps group under Home tab in Outlook 2010 and 2013, then click Create New in the expanded menu. See screenshot:

Note: The Quick Steps feature doesn’t exist in Outlook 2007.

2. In the Edit Quick Step dialog box, Select Create a task with attachment in the Choose an Action drop-down list; rename the quick step in the Name box if you want; then click the Finish button. See screenshot:

3. Now the quick step is successfully created. You can see the created quick step shows in the Quick Steps group under Home tab.

4. When using the quick step, select an email you want to create task based on, then click the quick step you have created above to enable it. See screenshot:

5. Then a Task window pops up with the email showing as attachment in the task body. Compose the task and save it.


arrow blue right bubbleCreate task from email with attachment by moving the email to tasks folder

Besides, you can create task from email with attachment by right-clicking the specified email and then move it to the tasks folder.

1. Select and right click the specified email message which you want to add as task attachment.

2. In Outlook 2010 and 2013, if you have never moved email to tasks folder before, the tasks option won’t display on the right-clicking menu of the Move function. You need to click Move > Other Folder. See screenshot:

In Outlook 2007, please click Move to Folder in the right-clicking menu.

3. In the Move Items dialog box, select the Tasks folder under a specified email account. Then click the OK button.

4. Then the Task window is popping up with the email attachment displayed in the task body. Compose the task, then save it.

5. After that, in Outlook 2010 and 2013, the Tasks option is displaying on the right-clicking menu of the Move function, you can just click Move > Tasks to create task from email with attachment in Outlook. See screenshot:

 

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    Jamella J Stokes · 2 years ago
    I'm using this tool via a shared mailbox but I'm unable to assign tasks to myself. Am I doing something wrong?