Category Kanban Task Manager
Problem Convert e-mails into SharePoint tasks: How can I create a Kanban Task Manager task from an e-mail?
Convert e-mails into SharePoint tasks: How can I create a Kanban Task Manager task from an e-mail?The trick is to use the kalmstrom.com add-on E-mail Converter for Outlook and SharePoint. This solution can help you get more out of Kanban Task Manager for SharePoint.
Sometimes you get information in an e-mail that you would like to save in a task. If you are using only the SharePoint version of Kanban Task Manager you need a way to convert the e-mail into a SharePoint list item: and kalmstrom.com Business Solutions has such a tool for you.
The kalmstrom.com product E-mail Converter converts e-mails into SharePoint list items. There are three editions: the Azure and IIS editions that convert e-mails into list items automatically, 24/7, and the Outlook edition where e-mails can be converted both manually and automatically.
As E-mail Converter can place the converted e-mails in any SharePoint list you can also use this add-on for conversion into tasks on the virtual kanban board created in SharePoint by Kanban Task Manager.
The converted e-mail is placed as a task in the first phase. It is convenient to call this first phase on the kanban board "Not assigned" or similar, especially if you have set E-mail Converter to convert e-mails automatically.
Then each new task that has been created with E-mail Converter will be placed in the "Not Assigned" phase on the kanban board, where they are easily discovered.