How to Quickly Convert E-mail to Task in eWay-CRM

Published 24. 11. 2020
...That in eWay-CRM you can quickly convert an e-mail to a task? You can do it in two ways. Just do the following:
Option 1 - Quickly flag an e-mail
  1. Click on an e-mail.
  2. In the Outlook Ribbon click on Today, Tomorrow, or Custom according to when you want the task to be completed.
  3. You can find your task in tasks.
Option 2 - Convert an e-mail to a task
  1. Right-click on an e-mail and select Convert to Task.
  2. A new task will appear with details. You just may specify for example a due date and save the task.


For more advanced tips, go to our Knowledge Base.

Be effective! With eWay-CRM.

Choose from the following modules


Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.



Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.



Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.


Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table