{"id":8572,"date":"2025-03-14T10:23:05","date_gmt":"2025-03-14T10:23:05","guid":{"rendered":"https:\/\/www.process.st\/help\/?post_type=ht_kb&#038;p=8572"},"modified":"2026-08-07T11:57:57","modified_gmt":"2026-08-07T11:57:57","slug":"create-tasks-via-email","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/create-tasks-via-email\/","title":{"rendered":"Create Tasks via Email"},"content":{"rendered":"<h2>Why create tasks via email?<\/h2>\n<p>The Create Tasks via Email feature lets you automatically create <a href=\"https:\/\/www.process.st\/help\/docs\/tasks\/\">tasks<\/a> in Process Street by sending an email. This is useful for:<\/p>\n<ul>\n<li>Converting emails into actionable tasks without manual entry<\/li>\n<li>Automating task creation from external systems that send email notifications<\/li>\n<li>Forwarding important emails directly into Process Street as tasks<\/li>\n<\/ul>\n<h2>How it works<\/h2>\n<p>When enabled, Process Street generates a unique email address. Any email sent to this address creates a new task in <strong>My Work<\/strong>. The email subject becomes the task name, and the email body is added as the task description.<\/p>\n<h2>How to enable &#8220;Create Tasks via Email&#8221;<\/h2>\n<ol>\n<li>Go to <strong>My Work<\/strong> in Process Street.<\/li>\n<li>Click the <strong>email icon<\/strong> (\ud83d\udce7) near the <strong>+ Task<\/strong> button.<\/li>\n<li>A pop-up window titled <strong>Create Tasks Via Email<\/strong> appears.<\/li>\n<li>Toggle <strong>Enable create tasks via email<\/strong> to activate the feature.<\/li>\n<li>Copy the unique email address displayed.<\/li>\n<li>Use this email address to send or forward emails to create tasks.<\/li>\n<\/ol>\n<p>The screenshot below shows the email icon location near the <strong>+ Task<\/strong> button in <strong>My Work<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8574 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.08.54\u202fAM.png\" alt=\"My Work view showing the email icon near the + Task button\" width=\"1543\" height=\"549\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.08.54\u202fAM.png 1543w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.08.54\u202fAM-300x107.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.08.54\u202fAM-1024x364.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.08.54\u202fAM-768x273.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.08.54\u202fAM-1536x547.png 1536w\" sizes=\"auto, (max-width: 1543px) 100vw, 1543px\" \/><\/p>\n<p>After clicking the email icon, the <strong>Create Tasks Via Email<\/strong> pop-up appears with the toggle and your unique email address:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8573 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.11.33\u202fAM.png\" alt=\"Create Tasks Via Email pop-up with enable toggle and unique email address\" width=\"784\" height=\"325\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.11.33\u202fAM.png 784w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.11.33\u202fAM-300x124.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screenshot-2025-03-14-at-11.11.33\u202fAM-768x318.png 768w\" sizes=\"auto, (max-width: 784px) 100vw, 784px\" \/><\/p>\n<h2>How to disable &#8220;Create Tasks via Email&#8221;<\/h2>\n<ol>\n<li>Open <strong>My Work<\/strong> in Process Street.<\/li>\n<li>Click the <strong>email icon<\/strong> (\ud83d\udce7) again.<\/li>\n<li>Toggle <strong>Enable create tasks via email<\/strong> off.<\/li>\n<\/ol>\n<p>The feature is disabled, and the email address no longer accepts task creation requests.<\/p>\n<h2>Best practices<\/h2>\n<ul>\n<li><strong>Automation:<\/strong> Integrate this feature with tools like Zapier, Outlook, or Gmail filters to auto-send emails to the task email address.<\/li>\n<li><strong>Consistency:<\/strong> Use structured email subjects for better task organization.<\/li>\n<li><strong>Security:<\/strong> Share the email address only with trusted sources to prevent unwanted tasks.<\/li>\n<\/ul>\n<p>Learn more about managing your tasks in <a href=\"https:\/\/www.process.st\/help\/docs\/tasks\/\">Tasks<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 [&hellip;]<\/p>\n","protected":false},"author":2,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations, Workflows","footnotes":""},"ht_kb_category":[194,577],"ht_kb_tag":[],"class_list":["post-8572","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_category-tasks"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/8572","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":6,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/8572\/revisions"}],"predecessor-version":[{"id":10147,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/8572\/revisions\/10147"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=8572"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=8572"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=8572"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}