Create task

You can quickly create a follow-up task (todo) based on an email message in the SuperOffice inbox. The new task is automatically linked to the sender, and you can also connect it to a project, sale, or other context.

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Steps

1. Select a message in the inbox.
2. Click the Archive button () and choose Create task.
3. If the sender is unknown, the Add contact to SuperOffice dialog opens.
   • Start typing to search for an existing company or contact.
   • Or, click Create new company and contact to register them.
   • To skip adding the sender, click Do not add.
4. The Follow-up dialog opens with fields prefilled based on the email. Update the information as needed.
   • Company and Contact are automatically suggested.
   • Link the task to a Sale or Project if applicable.
   • Choose a Type, set the Date and Time, and enter a Description.
   
5. Click Save to create the task.