Turn forwarded emails into tasks automatically..
I would like to have my Insightly account automatically turn emails that I have forwarded to my account into tasks or even projects.
I forward emails to my Insightly email address many times a day. Depending on the content, I will change the subject to match "Add new Event: OrigSubject". Once I log in to Insightly, I create a project or task from that email. I do this many times a day. If I could have certain keywords trigger automatic task/project creation, that would be great. Of course having a task for every email is kinda silly too, so there would need to be fine tuned controls.
Though my flow above works, it takes time. Also, within your email list, there is no easy way to see what I have already addressed/turned into a ticket or not. Though I can now see a "Link" icon for the email, you can not sort / filter based on non-linked emails. So what I do after turning the email into a task or project, is to add a tag called "AlreadyAddressed". Then, within my emails, I can filter by emails with "No Tags". I would love a better solution here. Maybe allow us to easily mark an email as read, or starred, or do something without a modal window popping up forcing us to type in some text and then press save.