Adding an external email to a task

Every Planfix task has its own virtual email address.

Example: task+123@account.planfix.com or task.123@account.planfix.com where:

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

Emails sent to this address will be added to the task as actions. Additional info:

• the body of the email will be added to the task as a new comment;
• files attached to the email will be added to the task in the same action as the comment;
• the email subject will be ignored;
• all task assignees will receive a notification about the new action.

Important

Before, there was a rule whereby the email had to be sent from the email address of an employee or contact who had access to the task. Now, this limitation does not exist.

If the email comes from an email address not in your account, then:

• a contact will automatically be created with the email address and name of the person who sent the email
• this contact will be added as a task participant
• an action containing the body of the email will be created, attributed to this new contact

If this contact already exists in Planfix but was not added to the task, they will be added to the task as a participant