Rules for creating tasks by email

You can set rules by which emails sent to a special email address will be converted into Planfix tasks.These can be emails sent to virtual email addresses, employee email addresses, or project-specific email addresses.

Configuration of such rules can be done in Account Management / Email:

For example, you can configure rules by which emails sent to a specific virtual email address will be turned into tasks. To do this, go to Virtual email addresses:

Select an appropriate address and create a rule:

• Default rule
• Rules, set by administrator
• Creating and editing rules
• Rules for groups
• Order of rules execution

Helpful information

• In the Rules for groups section you can create rules that will apply to all employees in a group.
• Rules for processing emails sent to an employee's internal email address can also be configured in the employee's user card:

Go To

• Work in Planfix by means of email
• Recommendations for using external email addresses
• Feature Description