Work in Planfix by means of email: Difference between revisions

From Planfix
Jump to: navigation, search
No edit summary
No edit summary
 
(63 intermediate revisions by 5 users not shown)
Line 1: Line 1:
Some functions of Planfix are available by means of email. You can set tasks and correspond on them without calling system - just sending emails to special addresses.
{{#seo:
|title= Work in Planfix by means of email
|titlemode=append
|keywords=planfix, email, by email
|description= Work in Planfix by means of email
}}
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]]
*[[How to add comments by email? | 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]]
==Additional information==
*When communicating with customers, you can use the [[Quick replies|quick reply feature]] to answer general questions efficiently.
==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]




*[[How to set the task via email?]]
== Go To ==
*[[Project email address]]
*[[Integrations]]
*[[How to add action by means of email?]]
*[[Account Management]]
*[[How to add the external email to a task?]]
*[[Feature Description]]
*[[Rules of creation of tasks via the email]]
*[[Rules of adding of emails in the existing tasks]]
*[[How to work with the client via email?]]
*[[Setup of outgoing mail]]
*[[Private office]]
*[[The virtual email addresses]]
 
 
== Полезные ссылки ==
Блог ПланФикса: [http://planfix.livejournal.com/2349.html Задачи - почтой]
 
Блог ПланФикса: [https://blog.planfix.ru/helpdesk-service-desk-na-baze-planfiksa/ Использование ПланФикса: Help desk /Service desk и поддержка пользователей]
 
Блог ПланФикса: [http://planfix.livejournal.com/3068.html Про тугого шефа, режиссера по переписке и любовь к чистоте]
 
Блог ПланФикса: [https://blog.planfix.ru/poluchenie-dannyx-iz-google-forms-v-vide-zadachi-v-planfix/ Получение данных из Google Forms в виде задачи в ПланФикс]
 
Блог ПланФикса: [https://blog.planfix.ru/otpravka-pochty-s-korporativnyx-adresov/ Отправка почты с корпоративных адресов и подписи в письмах]
 
Блог ПланФикса: [https://blog.planfix.ru/universalnaya-integraciya/ Универсальная интеграция ПланФикса с интернет-магазинами, web-формами и другими источниками данных]
 
Блог ПланФикса: [https://blog.planfix.ru/pravila-dlya-zadach-po-pochte-5-novinok/ Правила для задач по почте: 5 удобных новинок]
 
Блог ПланФикса: [https://blog.planfix.ru/virtualnye-e-mail/#more-997/ Виртуальные e-mail]
 
Блог ПланФикса: [https://blog.planfix.ru/rabota-s-pochtoj-novye-pravila-i-vozmozhnosti/ Работа с почтой: новые правила и возможности]
 
Блог ПланФикса: [https://blog.planfix.ru/dopolnitelnye-e-mail/ Дополнительные e-mail сотрудников и контактов]
 
 
 
== Перейти ==
*[[Описание возможностей]]

Latest revision as of 12:39, 5 December 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

Work with external contacts by email

Additional information

  • When communicating with customers, you can use the quick reply feature to answer general questions efficiently.

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:


Go To