Send a Group of Traceable Action Items | Outlook Add-in
- Create/Open new email.
- Click the 'Action Item' drop down button in the toolbar and select 'Add Action Items'.
- Create your action items in the table where each row represents one action item.
- After sending the message, action items are recorded as tasks in Clarizen grouped by the subject of the email (Use the email subject and body for a general description of the tasks).
Note: You can also link the action items to a specific project in your Clarizen organization by selecting a project from the ‘Link to Project’ menu.