What is morningmate 'Gmail Add-on' service?
Morningmate's Gmail Add-on streamlines your workflow by allowing you to convert email content into a task post with just one click, eliminating the need for manual copying and pasting. Simply use the add-on button, and all relevant email details will be seamlessly transferred into a structured task template within morningmate.
*This feature is similar to the Google Chrome extension feature, in the sense that it provides similar feature, but it differs in terms of the installation process and only supports 'task' posts.*
1. Install the morningmate Add-on
1) To use add-on services within Gmail, click the "Show side panel" button at the bottom right corner.
2) Click the "+" button to open the add-on search pop-up.
3) Search for "morningmate", and the morningmate service will appear in the results.
4) Click "Install" on the morningmate service page, and the installation will be completed instantly.
2. Integrate with morningmate
1) Select an email and click on the morningmate app in the right panel. A login request page will appear.
2) Enter your morningmate account credentials and log in. Once you grant access, the integration is complete.
3. Creating a task
Once the integration is complete, a task creation panel will appear on the right side of the screen.
1) Creating a new task
As soon as you click an email, the email's subject, body content, and attachments will be automatically registered as the task name, description, and attached files, respectively.
Select the project where the task will be registered.
Assign the members who will be in charge of the task.
Tip!
You can edit the subject and content as needed.
You can assign up to 30 people to a task.
This service exclusively allows emails to be registered as task posts in morningmate and does not support other post types.
2) Adding more details
Click "Show more" to configure additional details, such as:
Start Date / Due Date / Priority / Group / Visibility settings
After configuring all necessary settings, click "Create Task" to post the task.
Tip!
If a start date or due date is set, you must also specify a time.
Subtasks cannot be added in this process. You must add to the post once it has been created.
3) Check the task created
After registering the task, click "Go to task" to be redirected to the task page in morningmate.
