Select the arrow on the Convert to TM Item button to convert a TimeMaker Message to one of the following:
- Production Task
- Mini Plan
- CRM Item
Note: By clicking on the Convert to TM Item button you will convert the e-mail message to a Production Task.
What happens if clicked?
- Select an e-mail message you want to convert.
- Click the Convert to TM Item arrow.
- A drop down menu will appear listing your conversion options.
- Select the TimeMaker Item you want to create.
- A box will appear giving you options in regard to the item you are creating.
- Select the options you want and click OK.
- The applicable window opens allowing you to complete the conversion.