The “Convert to Task” function performs the same way as “Convert to Interaction” except it converts the email body to a Flex Task item.
Upon selecting the Plugin option from the toolbar, the Search launches with matching items.
Results Screen & Attachments
The Results screen will provide all the related items. Attachments can be saved as either SharePoint attachments or to the Document Library. A default can be set for this by user. If the correct items do not appear in the results a Search can be performed
By default, the Plugin is configured to display the “Select Type” window, providing the user a drop-down menu of available Task Type choices. This option is controlled by an Advanced Flex Setting and can be disabled if desired (Refer to the “Task Type” section of this Guide for more information.)
Select a Type then click OK.
Once the Type is selected select the Contact if it doesn’t automatically appear. This is a new feature from April 2017.
Just like the “Convert to Interaction” function, the user is presented with options to edit or view the new Task, along with a number of Quick Actions (as configured in the Advanced Settings.)
Email Item Flagged
Once the message is saved as a Flex Task item, the Plugin will automatically flag the message in Outlook.