📬 How to Create a Job from an Inbox Message

You can quickly create a job directly from any message in your Inbox. Once a message has been turned into a job, a blue briefcase icon will appear on the message, indicating it’s already linked to a job.

✅ Steps to Create a Job

1️⃣ Hover Over the Message

Find the Inbox message you want to turn into a job. Hover your mouse over it to reveal the action icons.

2️⃣ Click the Create Job Icon 💼

Click the Create Job icon. A new job will be created using the message content as the first task.

3️⃣ Choose a Workspace (If Prompted) 🗂️

If the email is not linked to a specific client workspace, you’ll be able to select which workspace the job should be created in.

If the email is already linked to a client workspace, the job will automatically be created in that workspace and cannot be changed at this step.

4️⃣ Complete the Job Details 📝

Update the job name (optional), due date, assignee, and any other relevant details in the job panel.

5️⃣ Add Additional Tasks as Needed ➕

You can add more tasks to outline next steps or assign follow-up work.

💡 Tips

• If you need to create the job in a different workspace, you’ll first need to unlink the email from its current client workspace.

• After creating the job, a blue briefcase icon will appear on the original Inbox message—helping your team instantly see that it’s already been made into a job.