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.
- Auto CC/BCC by rules when sending email; Auto Forward Multiple Emails by rules; Auto Reply without exchange server, and more automatic features...
- BCC Warning - show message when you try to reply all if your mail address is in the BCC list; Remind When Missing Attachments, and more remind features...
- Reply (All) With All Attachments in the mail conversation; Reply Many Emails at once; Auto Add Greeting when reply; Auto Add Date&Time into subject...
- Attachment Tools: Auto Detach, Compress All, Rename All, Auto Save All... Quick Report, Count Selected Mails, Remove Duplicate Mails and Contacts...
- More than 100 advanced features will solve most of your problems in Outlook 2010-2019 and 365. Full features 60-day free trial.
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.
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:
- Auto CC/BCC by rules when sending email; Auto Forward Multiple Emails by custom; Auto Reply without exchange server, and more automatic features...
- Reply (All) With All Attachments in the mail conversation; Reply Many Emails in seconds; Auto Add Greeting when reply; Add Date into subject...
- Attachment Tools: Manage All Attachments in All Mails, Auto Detach, Compress All, Rename All, Save All... Quick Report, Count Selected Mails...
- Powerful Junk Emails by custom; Remove Duplicate Mails and Contacts... Enable you to do smarter, faster and better in Outlook.
You are guest
or post as a guest, but your post won't be published automatically.
To post as a guest, your comment is unpublished.· 4 years agoI'm using this tool via a shared mailbox but I'm unable to assign tasks to myself. Am I doing something wrong?