Converting an Email Card to a Task Card

Users can create a task right from their Mailbox! RealtyPass offers two ways to do so.

Method 1

Simply drag the email to the New Task column. Our drag and drop interface makes it simple!

Method 2

1. Click the email to open it.
2. Click the plug icon (+) in the upper right corner.
3. Click Create a Task

Updated on: 10/23/2019