Knowledge BaseHow to use Autopilot How to use Autopilot on MS Outlook How do I create a quick task based on an email I have received in MS Outlook?

How do I create a quick task based on an email I have received in MS Outlook?

To learn where to find Autopilot on Outlook and how to Sign into Autopilot via Outlook, See: How do I log into Autopilot From Outlook

Creating a Quick Task based on an Email Received

Creating a Quick Task based on an Email Received

You have just received an email and want to create a quick task on Autopilot. With the Selected email open in Outlook,

  1. Click on Initiate
  2. Click on 'A quicktask'

Submitting the Quick Task

Submitting the Quick Task

Enter in the details to submit a Quicktask.  To learn how to submit a Quicktask, follow the link below:

How do I create a Quick Task?

Click on Send the task, once you complete filling in the form.