Updated Outlook Plugin: Task from Email with One Click
4
minute
21/01/2026
Sándor Turucz
When an Email Instantly Becomes a Task – Without Leaving Outlook
Law firms receive emails daily that generate specific tasks. Until now, this required manual transfer, copying, and separate recording. With the updated Flowyer Outlook plugin v2, this is simplified to a single click—without leaving the email program.
What Can the New Outlook Plugin Do?
1. Task from Email – Instantly
You can directly create tasks from incoming emails in the Flowyer system:
- Task Subject and Description
- Assign to Case – select which case the task belongs to
- Set Priority – low, medium, or high
No more copying, no manual data entry—the information goes straight from the email to the system.
2. Delegate to Colleagues – with Deadlines
You can immediately delegate the created task to colleagues:
- Assign Responsible – select the appropriate colleague from the list
- Set Deadline – to make it clear when it needs to be completed
- Automatic Notification – the system immediately notifies the designated colleague
All delegations are trackable, so no task is missed.
3. Flexible Attachment – You Decide What to Attach
When attaching an email, you determine what gets attached to the task:
- Full Email – the entire content of the email, including formatting
- Attachments Only – if only the attached documents are relevant
- Custom Selection – select individually which attachments to include
This way, only the truly necessary information is entered into the system, clearly and structured.
4. Assign Emails to Cases
The previously well-established functionality remains:
- Emails and attachments can be directly assigned to cases
- Structured and searchable storage
- Transparent tracking of email history
The entire correspondence in one place, linked to the case—nothing is lost.
5. Automatic Notifications
Delegated colleagues receive immediate notification of the new task:
- Email notification with task details
- Deadline displayed on the Flowyer interface
- Trackable status
Thus, no task goes unnoticed or forgotten.
How Does It Work in Practice?
The Journey of an Email Becoming a Task
- Email Arrives – with a client request, document, or deadline task
- Open Plugin – with a single click from the Outlook Flowyer menu
- Select Case – the system lists active cases with quick search
- Create Task – specify subject, description, priority
- Responsible and Deadline – delegate to the appropriate colleague
- Select Attachment – full email or attachments only
- Save – the task immediately appears in Flowyer, and the colleague is notified
The entire process takes less than a minute—and you don't have to leave Outlook.
From the Office Manager's Perspective
- It's clear who received what tasks from emails
- Track whether delegated tasks are completed on time
- No worry about losing an important email in correspondence
- Email and task management are connected
From the Colleague's Perspective
- Clear tasks with deadlines and context
- The attached email is immediately accessible – no need to search in correspondence
- Automatic notification of new tasks
- No more "I forgot" or "I didn't see the email"
Why Is This Important for Law Firms?
The nature of legal work is that:
- Everything Starts from Email – a significant portion of client inquiries, documents, and deadline tasks arrive via email
- Deadlines Are Fixed – a forgotten email can have serious consequences
- Documentation Is Important – it must be provable later what happened
- Teamwork – tasks often need to be passed on to colleagues
The Flowyer Outlook plugin v2 addresses these challenges and seamlessly integrates email into administrative processes.
Integration with the Flowyer System
The Outlook plugin is not a standalone tool but an integral part of Flowyer. This means that:
- Common Case List – the same cases are accessible as on the web interface
- Common Colleague List – no separate address book needed for delegation
- Immediate Synchronization – the created task immediately appears in Flowyer
- Access Control – everyone only sees the cases they have access to
- Single Sign-On – the plugin works with the Flowyer account
Installation and Getting Started
Installing the plugin is simple, just a few steps:
- Remove Old Plugin – if you previously used the previous version
- Download New Version – from the Flowyer interface, under Applications → Outlook Plugin
- Installation and Linking – the plugin automatically guides you through the setup
The plugin is compatible with both installed Microsoft 365 and classic Outlook versions.
Start Today!
The Outlook plugin is available with every Flowyer subscription at no extra cost. If you have only used email import so far, now is the time to try task delegation—and experience how much simpler daily work becomes.
