Gmail

Assign emails to actions, create tasks, add file notes and more, all from within Gmail.

Gmail

Actionstep works where you work – right inside Gmail.

Open emails and the Gadget communicates with your Actionstep system to suggest some matching matters (or you can do a search). It’s uncannily smart!

From within Gmail you can:

  • Copy the message into the matter in Actionstep
  • Save attachments to matter folders in Actionstep
  • View the matter party details
  • Record time against the matter

Learn more on the Actionstep User Guide.

Disclaimer
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Requirements:

You must have a Google Apps setup for your email. A regular Gmail account will not work. Gmail and our gadget only support modern browsers including Chrome, Firefox and IE10+.

Instructions:

Go to the marketplace link above

Follow the instructions

Once installed for your domain each user will need to authorize the gadget by clicking on “Authorize”.

Login and return to Gmail.

Search for an Action / Matter to get started.

Price Free
Author Actionstep
Contact

support@actionstep.com