Difference between revisions of "Rules for creating tasks by email"

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You can set rules by which emails sent to [[How to set task via email? | a special email address]] will be converted into Planfix  
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You can set rules by which emails sent to [[Assigning tasks by email | a special email address]] will be converted into Planfix tasks. Configuration of such rules can be done in '''Account Management / Email''':
tasks. Configuration of such rules can be done in '''Account Management / Email''':
 
  
  

Latest revision as of 01:40, 29 November 2019

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:


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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:


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Select an appropriate address and create a rule:


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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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