Rules for adding emails to existing tasks: Difference between revisions

Latest revision as of 09:06, 11 July 2024

Rules can be set in the Account Management section (available for account administrators) for processing emails sent to a task:

These rules apply to:

Responses to email notifications from tasks (about task creation, new actions, etc.)
Emails sent directly to the task email address.

Each incoming email is checked to see if it meets the conditions to trigger each of the configured rules, sequentially. Suppose an email meets a rule's conditions. Then, the operations described in the rule will be carried out if they affect the action created by the email.

Sample rule for processing emails received by a task email address

This rule checks to see if the phrase "Best regards" is found in the email. If it is found, then when forming the comment text, everything after this label is deleted from the email text (the original text of the email, which can be viewed by clicking a link in the action, remains unchanged).

Similar rules can be added for other phrases or words (such as "Respectfully") that begin the signature sections of emails. This same approach can be used to discard automated non-informative blocks of text in emails you receive from other systems. This allows you to shorten the length of comments added to Planfix and improve their readability.

@@ Line 1: / Line 1: @@
-In [[Account| Account management]] section (is available to account administrators) you can set rules for processing messages incoming to task:
+{{#seo:
+|title=Rules for adding emails to existing tasks
+|titlemode=append
+|keywords=planfix, tasks, emails, rules, actions
+|description=adding an email to a task
+}}
+Rules can be set in the  [[Account Management | Account Management]] section (available for account administrators) for processing emails sent to a task:
-https://pic.planfix.ru/pf/LE/tBZ7MC.jpg
+https://pic.planfix.ru/pf/Co/F9mozr.png
 These rules apply to:
-*[[How to add action by means of email? | Answers to notification messages from the task]] (about creating a task, about a new action, etc.)
+*[[How to add comments by email? | Responses to email notifications from tasks]] (about task creation, new actions, etc.)
-*Messages sent directly to [[How to add external message to a task? | e-mail address of teh task]]
+*Emails sent directly to [[How to add an external message to a task? | the task email address]].
-Each incoming message is subsequently checked for compliance with the conditions of each of the configured rules. If the rule conditions are met, the operations described in the rule that affect the action created by this message are carried out.
+Each incoming email is checked to see if it meets the conditions to trigger each of the configured rules, sequentially. Suppose an email meets a rule's conditions. Then, the operations described in the rule will be carried out if they affect the action created by the email.
+== Sample rule for processing emails received by a task email address ==
-== Example of a rule for processing emails coming ot the task address==
+This rule checks to see if the phrase "Best regards" is found in the email. If it is found, then when forming the comment text, everything after this label is deleted from the email text (the original text of the email, which can be viewed by clicking a link in the action, remains unchanged).
-This rule checks whether the incoming message includes text "Best wishes," and if it finds it, then it removes everything from the original text of the message beginning with this label from the text of the comment (the original text of the message, which is available on a special link in the added action, remains unchanged).
-https://pic.planfix.ru/pf/Mc/CKsW21.jpg
+https://pic.planfix.ru/pf/kB/GG5c41.png
-Similar rules can be added for other common uses (for example, Best regards, etc.), from which the signatures begin. The same approach will allow you to get rid of uninformative automatic texts in incoming letters from other systems. All this allows you to reduce the length of the text added to the text and improve its readability.
+Similar rules can be added for other phrases or words (such as "Respectfully") that begin the signature sections of emails. This same approach can be used to discard automated non-informative blocks of text in emails you receive from other systems. This allows you to shorten the length of comments added to Planfix and improve their readability.
 == Go To ==
 *[[Work in Planfix by means of email]]
+*[[Recommendations for using external email addresses]]
+*[[Feature Description]]