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Create follow-up tasks from flagged emails for your team

Create follow-up tasks from flagged emails for your team

Your flagged inbox messages hide client requests and stall case work. Get assigned, tracked task records for each flagged message so follow-ups complete same day.

Create follow-up tasks from flagged emails for your team

Overview

Flagged inbox messages often become invisible work, delaying client responses and jeopardizing deadlines. This workflow turns flagged messages into assigned, tracked tasks so operations managers and case coordinators see and act on follow-ups the same day.

Create follow-up tasks from flagged emails for your team