Create a Traceable Action Item | Outlook Add-in
- Create/Open new email.
- Click the 'Action Item' button in the toolbar.Doing so renders the message to be a Clarizen Action Item.
- After sending the message, action items are recorded as tasks in Clarizen.
Note: You can also link the action item to a specific project in your Clarizen organization by selecting a project from the 'Link to Project' menu.