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
• 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 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:

• Setting up Email in Planfix
• Basic Level

Go To

• Integrations
• Account Management
• Feature Description