We have a project that generates tasks based on emails sent to the project.
With the introduction of custom task types, I was wondering if tasks created from email could automatically be set to a custom task type?
Hi @Erin_Heminover , have you tried this?
Yes. And I have my custom template set as the task default, but tasks added via email are still being added as a normal task.
Oh that’s interesting! And I don’t think there is a rule action for when task is added, to mark as your custom task type, right?
There is, however I’m assuming because the task type is set to “task” and not my custom task template (titled “marketing request”), it’s not applying. So my rule says “when task is added to this project, set marketing request to submitted.” When a task is added, nothing happens to the task
Hi @Erin_Heminover , I tested the same - you are right, your rule will not run because the task type is just a normal task. The rule action is was inferring would be listed under the Convert to actions, which unfortunately does not exist.
If that were the case, that would solve your problem that when a task is added via email, convert to a task type.
However, that would consume a Rule action (which is not ideal for Starter or Advanced tiers which have, currently soft limitations).
Another idea would be to set the task type whenever a task is added to the project, be it via email or multihomed from another project. However that may have undesired effects for some users, so that would need to be an, i.e. a feature that could be toggled per project.
I have gone ahead and created a product feedback request for the former, here.
PS: Strangely though, I tested that when a task is added via a form submission, the task type is applied instantly, based on the default setting for task type added to the project.
So your question is valid, @Erin_Heminover - why is this not applicable for when tasks are added via email?
Would you like me to move this post into the English Forum > Product Feedback category so that we can all vote on?
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@Richard_Sather that would be great! Thank you for looking into this and confirming I wasn’t overlooking this capability.
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Ok done, @Erin_Watkins! We can scroll up to the top and click the purple vote button now. I slightly rephrased the title so it sounds more like a feedback request, hope you don’t mind!
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Hi @Erin_Heminover - just FYI, you can now accomplish this with a Flowsana rule:
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@Phil_Seeman amazing! Thank you for always having the answer via Flowsana 
I will be taking a look at that today
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