How Support Teams Convert Customer Emails Into Actionable Tasks
Every day, support teams are on the front lines – turning Emails Into Actionable Tasks by catching product issues, receiving feature feedback, and solving real user problems.
But how do you ensure that important messages don’t get buried or forgotten?
With Email to Task for monday.com, you can seamlessly turn emails from Gmail into structured tasks that live inside your project board - tracked, assigned, and resolved.
Real Example: From Gmail Bug Report to monday Backlog
Let’s say a customer writes to support@yourcompany.com via Gmail:
Instead of copy-pasting this into monday, your agent simply clicks Forward in Gmail, and sends it to your unique Email to Task address.
With it, you can:
Turn Gmail Emails Into Actionable Tasks
Automate task creation and assignment
Maintain full visibility across your support pipeline
Connect email communication with monday.com boards – instantly
You’ve just saved the email as a task in monday – no manual data entry, no friction.
How Gmail to monday Task Works
Step 1: Open the Email in Gmail
Go to your Gmail inbox and open the message you want to convert.
For example, a client reporting an issue:
“Issue with Email to Task – Request for a Call”
This is where your gmail to monday task journey starts.
Step 2: Launch the Email to Task Add-on
On the right-hand sidebar in Gmail, click the Email to Tasks icon (SaasJet logo).
This opens the task creation panel powered by the email parser for http://monday.com .
Step 3: Create a Preset for Faster Workflow
To avoid filling the form every time:
Click “Add Preset”
Set a Preset Name
Select the fields from your board that you’d like to fill in when creating a task.
Once saved, the preset will pre-fill all fields automatically – making your gmail to monday task process even faster.
Step 4: Fill Out the Task Fields
In the task creation form, fill in the following fields (most are pre-filled via the email parser)
You can also copy parts of the email directly into the board.
✅ Be sure to check “Add the email content as an update” to fully save the email as a task in Monday with context.
This allows your team to view the original message and track it in your task inbox monday.com.
Step 5: Click “Create”
Once all the details are set, click Create.
The task will now appear in your selected monday.com board, ready to be managed, prioritized, and resolved.
Just like that – you’ve converted Emails Into Actionable Tasks without leaving Gmail.
Save Email as Task in monday Is More Than Forwarding – It’s Full Support Automation
If you’re ready to streamline your team’s workflow and ensure that no important message ever gets lost in your inbox, Email to Task for monday.com is your next essential tool.
📘 You can learn more about how it works, setup instructions, and real-life use cases on our dedicated product page:
👉 Email to Task for monday.com – Full Overview
Why Gmail + monday.com Is Better With Email to Task
Without E2T | With E2T |
|---|---|
Copy-pasting messages manually | One-click forwarding from Gmail |
Lost requests in inbox threads | Organized task inbox http://Monday.com |
No central backlog | Centralized Monday project from email |
Delays in assigning tasks | Auto-assignment with workflow automations |
No visibility after forwarding | Full workflow status updates and history |
Transfer Emails Into Actionable Tasks in Minutes – No Code Required
You can install Email to Task for monday.com directly from the Marketplace:
🔗 Install from monday.com App Marketplace
Just click “Install” and follow the simple guide to connect it with your Gmail-based support workflow.
Already have it set up?
Access the app via your Installed Integrations Panel to manage or update your task creation rules.