Link an email conversation to a task when it contains information needed to complete that work. Use an existing task for the same outcome instead of fragmenting one issue across duplicate tasks.
Before you start
You need access to the conversation and target task. Read the sharing prompt when a personal email is involved.
Review supplier confirmation work in Inbox and open a task to check its owner, due date and related records.
Link a conversation to work
Open the conversation and identify the business outcome it concerns.
Select Add to a task.
Search for an existing task with the relevant order, shipment or supplier. Open it to confirm the scope before linking.
If there is no suitable task, use the available task-creation option and define the result, owner and due date.
Open the task and confirm the conversation is linked and accessible to the intended participants.
Check the result
The task points to the conversation as part of its working context. Check any sharing decision separately so the intended teammates or Scout Agent can use the information.
Preserve a clear task scope
A single conversation can discuss several orders. Make clear which lines or shipments belong to this task and which remain outside it. Link additional records instead of relying only on the subject line.
If a task already exists, add the new information there. A second task for the same supplier issue can lead to repeated outreach or conflicting decisions.
Review the new context
After linking, check that the task’s goal, due date and owner still fit. A supplier reply may require an update to the next step rather than a new task.
If something does not look right
What you see | What to check |
You cannot find the task | Check search terms, filters, workspace and access. |
A teammate cannot read the linked email | Review the conversation’s sharing setting and the target task’s access. |
Does linking complete the task?
Does linking complete the task?
Linking provides context. The task is complete when its requested business outcome is achieved and recorded.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.