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.

• Assigning tasks by email
• Email address of the project
• Project email addresses
• How to add the action by means of 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

Work with external contacts by email

• How to work with the client via email?
• Configuring incoming mail
• Configuring outgoing mail
• Client's Dashboard
• Conversation history in emails for contacts without Planfix access
• Access to data on sending and reading emails

●      Project email addresses

●      Adding actions by email

●      Adding an external email to a task

●      Rules for creating tasks by email

●      Rules for adding emails to existing tasks

●      Virtual email addresses

 

Working by email with external contacts

●      Recommendations for using external email addresses

●      Working with clients by email

●      Dashboard

●      Tracking sending and reading of emails

Go To

• Account Management
• Feature Description