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 HelpDesk OSP 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 Outlook add-on HelpDesk OSP converts e-mails into SharePoint list items, manually or automatically.
As HelpDesk OSP 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. Should you want to create a new, blank kanban task from Outlook is that also possible with HelpDesk OSP.
The converted e-mail or task created from Outlook is placed in the first phase. It may be convenient to call this first phase on the kanban board "Not assigned" or similar, especially if you have set HelpDesk OSP to convert e-mails automatically.
Then each new task that has been created from Outlook with HelpDesk OSP will be placed in the "Not Assigned" phase on the kanban board, where they are easily discovered.
Also refer to the kalmstrom.com Blog.