Work in Planfix by means of email: Difference between revisions
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*[[Rules for adding emails to existing tasks]] | *[[Rules for adding emails to existing tasks]] | ||
*[[Virtual email addresses]] | *[[Virtual email addresses]] | ||
*[[Emails sent to Planfix from other systems]] | |||
Revision as of 20:45, 25 June 2020
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
- 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
- Emails sent to Planfix from other systems
Work with external contacts by email
- Working with clients by 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
- Recommendations for using external email addresses
- Tracking sending and reading of emails
- Processing emails sent to completed tasks