Hi everyone,
I’m using monday CRM and working from the “Emails & Activities” (Items & Activities) area. When I open an email and click Add activity → Task, the popup mainly shows a timeline (start/end time) and a text area with placeholders like {pulse.status} / {pulse.people}.
What I’m trying to achieve is a simple workflow:
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Turn an email into a Task / follow-up
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Assign an owner (People)
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Set a due date (single date is fine)
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Set status (To do / In progress / Done)
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Priority
Questions:
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Is there a native way to create/assign a task directly from an email inside Emails & Activities?
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How do you configure the Task activity template so it has real fields (People/Status/Priority) instead of just placeholder text?
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If Tasks must live on a separate Tasks/Activities board, what’s the best practice to link it back to the Contact/Deal/email?
Any screenshots/step-by-step guidance would be super helpful. Thanks!