Work in Planfix by means of email: Difference between revisions
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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. | 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. | ||
==Working with email in Planfix== | |||
*[[Receiving emails in Planfix]] | *[[Receiving emails in Planfix]] | ||
*[[Assigning tasks by email]] | *[[Assigning tasks by email]] | ||
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*[[Virtual email addresses]] | *[[Virtual email addresses]] | ||
*[[Incoming email log]] | *[[Incoming email log]] | ||
*[[DKIM signatures]] | *[[DKIM signatures]] | ||
==Work with external contacts by email== | ==Work with external contacts by email== | ||
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*[[Tracking sending and reading of emails]] | *[[Tracking sending and reading of emails]] | ||
*[[Processing emails sent to completed tasks]] | *[[Processing emails sent to completed tasks]] | ||
==Training Materials== | |||
Working in Planfix by means of '''email''' is covered in the following Planfix Academy courses:n the following courses in the '''Planfix Academy''': | |||
*[https://academy.planfix.com/auth/sign/in Setting up Email in Planfix] | |||
*[https://academy.planfix.com/auth/sign/in Basic Level] | |||
== Go To == | == Go To == | ||
Latest revision as of 12:48, 29 October 2024
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.
Working with email in Planfix
- 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
- Incoming email log
- DKIM signatures
Work with external contacts by email
- Recommendations for using external email addresses
- Working with clients by email
- Configuring incoming mail
- Configuring outgoing mail
- Client's Dashboard
- Tracking sending and reading of emails
- Processing emails sent to completed tasks
Training Materials
Working in Planfix by means of email is covered in the following Planfix Academy courses:n the following courses in the Planfix Academy: