Best Practices for Using Microsoft Outlook from a Sales Perspective

How to Create a New Outlook Item from an Email

Select the email from your Inbox and then drag it over the folder in your Outlook Navigation Pane that contains items of the type you would like to create. For example, if you want to create a task item, drag the email to your Tasks folder or the Tasks button in your Navigation Pane (see thumbnail below).

Drag email to tasks folder

The new Outlook item will now open with your email included in the body text (see thumbnail below).

Task created from email drag

This technique works for Contacts (although there are better tools such as Anagram for populating contact records from email text), Appointments, Tasks, Notes, and Journal Entries.

This post was written by MistyKhan and published on December 7, 2008 in the following categories: Add-ins, Calendar, Contacts, How-To's, Inbox, Tasks. You can leave trackbacks on this post at this address. To follow the comments on this post subscribe to the RSS feed.


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