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Work in Planfix by means of email

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Some Planfix features are available using email. You can assign tasks and communicate about them without logging in to Planfix. Simply send an email to a designated email address.


  • Receiving emails in Planfix
  • Assigning tasks by email
  • Project email addresses
  • Adding actions by email
  • Adding an external email to a task
  • How do you assign a task to a user from a different Planfix account?
  • Rules for creating tasks by email
  • Rules for adding emails to existing tasks
  • Virtual email addresses
  • Emails sent to Planfix from other systems
  • DKIM signatures


Work with external contacts by email

  • Working with clients by email
  • Configuring incoming mail
  • Configuring outgoing mail
  • Client's Dashboard
  • Conversation history in emails for contacts without Planfix access
  • Access to data on sending and reading emails
  • Recommendations for using external email addresses
  • Tracking sending and reading of emails
  • Processing emails sent to completed tasks


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  • Integrations
  • Account Management
  • Feature Description
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