How Freelancers Can Easily Forward Email to monday Tasks

In the fast-paced world of freelance design, time is your most valuable asset. Sorting through emails, copying details, and creating tasks manually can quickly eat into your creative hours.

Fortunately, with http://monday.com email assistant and the Forward Email to monday Tasks feature, you can forward email to monday task, organize project details instantly, and keep your workflow smooth.

Let’s walk through a real-life use case of how a freelance designer transformed a client’s request from an email into a fully editable http://monday.com task in just minutes.

From Client Email to Organized Task in One Move 📩

One afternoon, a designer received an email from a restaurant owner with an exciting proposal. The client wanted a vibrant and modern landing page that would reflect the restaurant’s brand style, using an attached mood board for inspiration.

In the email, they explained that the goal was to create a page that would attract new customers, showcase the menu and atmosphere, and encourage bookings. They were clear about the budget too – between $3,000 and $4,000, and set a deadline for the end of September.

Before discovering automation, the designer would have manually copied this information into http://monday.com . Now, all it takes is a few clicks to generate monday task from email and have everything neatly in place.

Using a Ready-Made Preset to Save Time

The very first step is to create a preset – a small setup that can save you up to twice as much time in the future. In it, you define the workspace, our freelancer selected next fields:

Workspace: Design Team
Board: Customer Requests
Group: Open Requests
Columns for due date, priority, and requester’s email

So, when a new email arrives, all you need to do is apply the preset, and the fields are already in place. No starting from scratch… no extra clicks… just instant structure and less routine.

Automatic Data Extraction with Email to Tasks for monday.com

The next stage, after choosing the fields, is filling them in. When converting the email, the subject line becomes the task name automatically… and the sender’s email is pulled directly from the message. Project details – budget, deadlines, service type – can be copied straight from the email body into the right fields.

Even the email itself, for convenience, is instantly attached to the task… keeping every project detail and resource in one place.

A Fully Editable http://monday.com Task Ready for Action 💡

Finally, the freelancer clicks the Create button… and within seconds, the new item appears on the Customer Requests board.

It’s already filled with the client’s details, and because the task is fully editable, the designer can refine the description, assign collaborators, update priorities… or move it to another stage as the project moves forward.

Why Forward Email to monday Tasks Matters for Freelancers

For freelancers managing multiple projects, this approach is a real time-saver.

Significant time savings – no need for repetitive manual data entry.
Better organization – all client requests stored in one place.
Fewer mistakes – important details are pulled directly from the email.
Seamless collaboration – tasks can be shared and updated instantly.
More creative time – focus on the work clients actually pay for.

For freelance designers, the http://monday.com email assistant is more than just a convenience – it’s a productivity boost. With it, you can turn email into task in seconds, keeping your workflow smooth and your mind on design.

Setting up an email task organizer in http://monday.com means you’ll never waste time on repetitive admin again. So the next time a client request lands in your inbox, simply forward email to monday task and watch it transform into a ready-to-go project.

📬 Need Help?

You can install Email to Task for http://monday.com directly from the Marketplace:

🔗 How to Install the App

👉 Install from monday.com Marketplace

Go to your http://monday.com account.
Open the Marketplace from the left-hand menu.
Search for the app by name and click Install.
Follow the prompts to complete the setup.

👉 Install Chrome Extension (for Jira & monday.com)

Open the Chrome Web Store.
Search for the extension (for Jira & http://monday.com ).
Click Add to Chrome, then confirm Add Extension.
Once installed, log in to your account to connect it with http://monday.com .

If you need assistance with setup or have any questions, reach out to our team:
📩 support@saasjet.com – we’re here to help!