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What does "Task from Email" link do outside of Outlook?

When I create a task from an Outlook email, that task is linked in all Todoist apps (webapp, Desktop app) and linked when I share the project with others. However, in any instance except within the Outlook extension, the link does nothing. Is that a bug or is it just not functional anywhere else? What is the expected behavior?

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Clyde Romo staff
Replied on Apr 03, 2014 - 15:09 UTC

Hi Steev,

It would only open the link to your mail if you're in Outlook. Clicking the link outside of Outlook doesn't do anything. That is the expected behaviour.

Please let me know if you have further questions regarding this.

Regards,

Clyde

steev sachs premium
Replied on Apr 03, 2014 - 15:28 UTC

Hi Clyde,

I'm very curious why Todoist has chosen to include that link in other clients if it's expected never to function correctly outside of the Outlook extension in the originating mailbox.

I'm considering Todoist for rollout to a group that is not tech savvy, and the ability to use it within Outlook (which this team already uses) is a huge appeal, but counter-intuitive UX elements like this can become significant barriers (our support cannot handle dozens of queries about why a link to an email is not functioning).

Clyde Romo staff
Replied on Apr 03, 2014 - 15:54 UTC

Hi Steev,

The Outlook plug-in allows you to conveniently create tasks out from the emails that you get everyday. As with regular tasks, you can set priority, due dates, and reminders.

For example, somebody sent you a quote from a supplier and you a create a task "Check with John regarding this quote", it would still be beneficial to be reminded that you still have that task in your list. Even if you wouldn't be able to access it, some user would also want to be reminded about it. The link is there for you to easily reference the email. To be honest, I don't see this changing anytime soon.

Can you maybe share your specific use case so I can suggest alternative solutions.

Regards,

Clyde

steev sachs premium
Replied on Apr 03, 2014 - 17:18 UTC

Hi Clyde,

A use case might be that I receive an email from a vendor that files are ready to be uploaded. Within that email is FTP info to retrieve the files. I'd use the Outlook plugin to create a task from that email so that the two are associated.

Next I would assign that task to an assistant to do the file uploading. In this case the task would appear to be a linked email in the assistant's Todoist task list. However, what happens when the link is clicked (we tested this) is that the entire Exchange server is scoured for that email, which the assistant doesn't even have access to, and ultimately the process hangs and Outlook must be restarted.

My and expectation as a user was that the email would be attached as a file when the task was shared, which would make that email then accessible from any client.

The result is that instead of creating a task from that email I instead have to manually create a task and put any pertinent information in the notes. This renders the excellent functionality of creating a task from an email significantly less useful in the case of team projects.

Clyde Romo staff
Replied on Apr 03, 2014 - 17:35 UTC

Hi Steev,

I see. This is not exactly the same but you can actually forward emails to your Todoist account and have the email and attachment be attached to the that task. This is a premium only feature though. (There's a 30 day trial if you want to check this out)

So in summary, if you have an email that you want to delegate with the info and attachment, here's how you can do it:

Step 1: make sure to have a shared project and invite people in it so you can assign tasks to them
Step 2: forward emails with critical info and attachment to that shared project
Step 3: assign the task to a person (note that email body and attachments will be included in it)

As mentioned earlier, it is unlikely that the Outlook add-in will have it's behaviour changed anytime soon but this is the workaround that I see for now to be able to work with others based on your scenario.

Regards,

Clyde

steev sachs premium
Replied on Apr 03, 2014 - 18:18 UTC

Hi Clyde,

Thank you for clarifying that workaround. I really appreciate the dialogue!