# Capture to request to task

> Turn a client email into a reviewed request and then a task someone owns, without losing the client's original words.

Source: https://flopinio.com/help/tutorials/capture-to-request-to-task · Last updated: 2026-10-27 · Status: Shipped

## What you'll do

Northstar emails at 09:12: "We need rollback guidance before the 3 PM steering call. The appointment-confirmation flow is blocked." You'll capture that as a request, triage it, and turn it into a task with an owner and a due time. It takes about five minutes.

## Steps

1. Open **External Inbox** and find the Northstar email. If you don't have email connected, open **Requests** and create the request by hand, pasting the email text.
2. Choose **Capture request**. Check that the client is Northstar Health Labs and link the Patient portal launch project.
3. Open the new request and choose **Run Triage**. AI suggests an urgency, a summary, and fields.
4. Review the saved recommendation and choose **Apply Triage** to apply it, then edit the request if needed. If you prefer your own values, skip **Apply Triage** and edit the request manually.
5. Choose **Convert To Task**. Name it "Close rollback-checklist ownership gaps", assign it to yourself, set high priority, and make it due at 2 PM today.

## Example: What you should see

- The request shows high urgency, the launch project, and a link to the new task.
- The task shows the client, project, priority, due time, and a link back to the request.
- Anyone who opens the task can see the original email without asking where it came from.

## Note: No AI access?

Skip **Run Triage** and set the urgency and project yourself. Everything else works the same.

## FAQ

### Can one request turn into several tasks?

Yes. Convert the same request more than once, for example one task for the checklist and one for the client reply.

### What if the ask is already clear?

You can skip triage and convert straight away, or create the task directly and link the client and project.