Suggestion - Creating tasks using MS Outlook add-in

Avatar
Michael Fearn

I use the Wrike MS Outlook add-in to create tasks from emails, and it is really helpful.

However it does not allow me to create a new task from an existing email trail that has already been used to create a task. I can create a sub-task, but often the nature of the needs from a long email trail changes and the subject is completely different - hence needing to create a new task.

Can a 'create as new task' option be added to 'add as sub-task' in this scenario?

Upvote 0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
2 comments
Avatar
Chiao-Wen Tang

Hi Michael:

I recently created a post regarding MS Outlook add-in, regarding to enable custom fields in the Wrike add-in panel (https://help.wrike.com/hc/en-us/community/posts/360053188373-Enable-edit-custom-fields-in-Outlook-for-Wrike-plugin).

Noticed your post is also MS Outlook add-in related and I have a question. When you are working on Wrike task after creation and need to reply against original email, how do you look up that task email in Outlook? I currently do the search based on sender or subject.

Just wanted to know your experience as it seems that you also live in both tools: outlook and wrike.

Thanks,

Chiao-Wen

 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Cansu

Hi Michael Fearn, thank you for sharing your idea! I'm passing on your feedback to the team 👍🏼
 
As an option, could creating a subtask and then converting it into a task be a solution for you?
 
Please let me know if this helps 🙌🏼
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Suggestion - Creating tasks using MS Outlook add-in
[this list is visible for admins and agents only]

Top
Didn’t find what you were looking for? Write new post