Add to Work

You can link an email to Work directly from an email by clicking "Add to work" within the email, the Work icon on the action bar or the email's options menu "...", selecting "Add to work" or "Create work"

From the modal, search for the name of the piece of work (or create new work) and assign the job to a client (you can assign it to a person or an organization). You can filter your search results by status to include only the work that is relevant.

Adding details when creating new work

When creating new work, you can also decide to add more details, like assignee, due dates, and an assignment note.

Once the email has been linked to the Work, the conversation will show as Part of Work.

Best practice tip

Do you have an individual  email within a larger conversation thread, which needs to be added to a different work item? Forward the email to yourself to split the email, and then you will be able to add that email to the appropriate work item. 

When forwarding the email to yourself, you can even rename the subject line.

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