How do I Convert an Email to a Task?

Updated November 28, 2023 21:37

If the contents of an email require you or a colleague to make a Task you can easily convert that email to a Task within CARET Legal!

Click on the Email icon in the navigation bar to open the Email Section.
Locate the email you would like to convert to a Task and click on it.
When the email appears on the right-hand side, click Convert to Task.
This creates a Task from the Email which is able to be edited.

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