Why create tasks via email?
The Create Tasks via Email feature lets you automatically create tasks in Process Street by sending an email. This is useful for:
- Converting emails into actionable tasks without manual entry
- Automating task creation from external systems that send email notifications
- Forwarding important emails directly into Process Street as tasks
How it works
When enabled, Process Street generates a unique email address. Any email sent to this address creates a new task in My Work. The email subject becomes the task name, and the email body is added as the task description.
How to enable “Create Tasks via Email”
- Go to My Work in Process Street.
- Click the email icon (📧) near the + Task button.
- A pop-up window titled Create Tasks Via Email appears.
- Toggle Enable create tasks via email to activate the feature.
- Copy the unique email address displayed.
- Use this email address to send or forward emails to create tasks.
The screenshot below shows the email icon location near the + Task button in My Work:
After clicking the email icon, the Create Tasks Via Email pop-up appears with the toggle and your unique email address:
How to disable “Create Tasks via Email”
- Open My Work in Process Street.
- Click the email icon (📧) again.
- Toggle Enable create tasks via email off.
The feature is disabled, and the email address no longer accepts task creation requests.
Best practices
- Automation: Integrate this feature with tools like Zapier, Outlook, or Gmail filters to auto-send emails to the task email address.
- Consistency: Use structured email subjects for better task organization.
- Security: Share the email address only with trusted sources to prevent unwanted tasks.
Learn more about managing your tasks in Tasks.
