Creating Tasks from Email

You can turn emails into tasks by forwarding them to Assembla Tickets. This also works for collecting brand new tasks. This means that anywhere you have email access, you can collect, triage, or process. Create task by sending an email to...

Set up the Recent Tasks List

Create a saved filter called Recent Task List: Go to the Tickets/List view (click , then ). Click (upper left) or anywhere in the blue colored bar. Click (lower left), then . Click , then set Order by to Updated At and Descending. Click . Input Recent Task List in ....

Next Actions

Enter the very next action in the task name, after the project name, like this:       Project – Next Action       Fire insurance – call Thomas for quote (555-6765) Only record the very next action...

TRO Projects

Record both the project and the very next action in the task title, separated by a hyphen, like this:       Project name / Next Action       Cat shots / Call vet 555-1234...

Collecting Tasks

Collect tasks in Assembla Tickets: Go to the Tickets view (). Click . Populate with the desired task name. Click .