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The Email tab on a client, prospect, or other contact record shows every email thread with the people on that record. Connect an inbox through email and calendar integration to sync your conversations.

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View a thread

Click any row in the thread list to open a thread. Each message shows the sender, recipients, date, and full body. Use Resync from Gmail (or your provider) to pull in the latest messages.

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Send an email

Click Send email in the top right of the Email tab to compose a new message. The head of household’s email is pre-filled as the recipient, along with the spouse or partner if they’re on the household.

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Generate follow-up tasks from a thread

Slant can read an email thread and suggest follow-up tasks for you — great for turning a long client reply into a clear to-do list.
1

Open the thread

Click a thread in the Email tab to view its messages.
2

Click Generate tasks

Scroll to the Tasks section at the bottom of the thread and click Generate tasks. Slant reads the thread and proposes follow-up tasks.
3

Review each suggestion

Each suggested task appears with Accept and Reject buttons.
  • Click Accept to add the task to your task list.
  • Click Reject to dismiss the suggestion.
Accepted tasks behave like any other task — you can edit, assign, and schedule them. Tasks created this way link back to the email thread so you can return to the source conversation at any time.

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Regenerate tasks

Once a thread has tasks, the button changes to Regenerate. Use it after new replies arrive to refresh the suggestions.
Regenerating replaces pending and open suggestions for the thread. Tasks you’ve already completed are preserved, and Slant won’t suggest duplicates of tasks that already exist on the thread.
Suggested tasks stay as suggestions until you accept them. They don’t appear in your main task list or send notifications until you click Accept.