Rules for creating tasks by email

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You can set rules by which emails sent to a special email address will be converted into Planfix tasks. 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:


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:


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