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Turning emails into tasks automatically

ultragent spots the to-dos buried in your emails and adds them to your tasks, linked to the email.

When a customer writes "please review the attached proposal" or "can you send pricing by Friday," that is a job for later. ultragent reads your emails as they arrive, recognises the action you need to take, and adds a task for you, linked to the email. You stay in control: edit it, reschedule it, or delete it if you don't need it. Tasks only update your own list — nothing is sent to anyone.

Why this helps you sell

  • Nothing forgotten: the follow-ups that drive deals forward are captured the moment they appear.
  • Less typing: the task title, related contact and email are filled in for you.
  • Always in context: each task is linked back to the email it came from, so you remember exactly why it matters.

How email tasks reach you

As ultragent works through your inbox, it adds tasks straight to your list. Review them whenever suits you.

  1. Open Tasks from the left menu.
  2. Check the task title and due date ultragent prepared.
  3. Adjust anything you want, such as the priority or the date.
  4. Delete the task if it isn't needed.

Tip

Email tasks keep a link to the original message. Open the task's Context tab any time to reread the email behind it.

Find your email tasks

An email task behaves like any other. It appears in your Inbox, in Today or Upcoming when it has a due date, and inside any project you move it to.

Will tasks be added without my approval?

Yes. Tasks from your emails are added to your list automatically, linked to the email they came from. They only affect your own task list, and you can edit or delete any of them.

Can I change the suggested due date?

Yes. Edit the date, time, priority and project at any time.

How do I see which email a task came from?

Open the task and select the Context tab. The source email is listed there with a quick link back to it.

What if one email contains more than one to-do?

ultragent can pick up each action it spots and add each one as a separate task, so every follow-up gets its own task and nothing hides behind something else.

Do I have to act on these tasks straight away?

No. They sit on your list like any other task. Work them when you are ready and delete anything you do not need.

See your tasks →