Project email addresses: Difference between revisions

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Every Planfix project has its own virtual email address.
Every [[Projects | project]] in Planfix has its own virtual email address, which is defined as follows:
 
'''project+123@account.planfix.com'''
Example: '''project+123@account.planfix.com'''  
 
where:
where:
*'''123''' is the project number, and
*123 is the project number, and
*'''account''' is the name of your Planfix account.
*the account is the name of your Planfix account.
 


This address is generated automatically and cannot be edited. You can see the project email address in the project's Additional Options panel:
 
This address is generated automatically and cannot be edited. You can see a project's email address in the Project details panel:
 
https://pic.planfix.ru/pf/9s/5Y0u2s.png


<screenshot>


Emails sent to this address will be transformed into tasks for the project. Additional info:
Emails sent to this address will be transformed into tasks for the project. Additional info:
*If the project has a default task template specified, tasks will be created based on the template
If the project has a default task template specified, tasks will be created based on the template
*If the project has default assignees or default project participants specified, they will be added to the created task
If the project has default assignees or default participants specified, they will be added to the task that is created
 
 
Rules for processing messages sent to a project email address
== Rules for processing messages sent to project email addresses ==
Rules can be set in the Account Management section (available for account administrators) for processing emails sent to a project email address:
Rules can be set in the [[Account Management | Account Management section]] (available for account administrators) for processing emails sent to project email addresses:
 
<screenshot>
 
https://pic.planfix.ru/pf/DH/1BQsTP.png
Every email sent to a project email address will be checked for each condition set in the rules for processing, in order.
 
 
Each email is checked to see if it meets the conditions to trigger each of the configured rules, sequentially.
 
If an email meets a rule's conditions, the operations described in the rule that affect the task created by the email will be carried out.
If an email meets a rule's conditions, the operations described in the rule that affect the task created by the email will be carried out.
The rules you are able to create are the same as those for creating tasks from emails sent to internal contact email addresses.
The rules you are able to create are the same as those for creating tasks from emails sent to internal contact email addresses.



Revision as of 04:32, 9 May 2020

Every project in Planfix has its own virtual email address, which is defined as follows: project+123@account.planfix.com where:

  • 123 is the project number, and
  • the account is the name of your Planfix account.


This address is generated automatically and cannot be edited. You can see a project's email address in the Project details panel:


<screenshot>


Emails sent to this address will be transformed into tasks for the project. Additional info: If the project has a default task template specified, tasks will be created based on the template If the project has default assignees or default participants specified, they will be added to the task that is created

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

<screenshot>

Every email sent to a project email address will be checked for each condition set in the rules for processing, in order. If an email meets a rule's conditions, the operations described in the rule that affect the task created by the email will be carried out. The rules you are able to create are the same as those for creating tasks from emails sent to internal contact email addresses.


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