Convert emails into action items

Forward your emails to Workboard to easily create action items and track your to do list! Use the unique email address listed on your  Profile Settings page to convert your email-based workflow into a superpowered Workboard version.

The subject line of the email will become the name of the action item in Workboard, and the body of the message will go into the action item notes field. Any attachments to the original email will also be imported into Workboard.

The action item will default to your Personal Stream. If you assign it to someone else, it will default to a Private Request.

Use the quick add syntax to quickly customize where the action item will go in Workboard.

Subject line: Get John month-end stats @Jeff #Analytics# !4/30

Note: Emails must be sent from the same email address you use to log in to your Workboard account.

Transform emails into action items with the Outlook add-in

If you are an Outlook user, install Workboard's Outlook Add-In to convert emails into action items with just a couple of clicks. Assign the action item, add it to a board, set attributes and even add users to the loop — all without leaving your inbox.

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