Work in Planfix by means of email: Difference between revisions
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*[[ | *[[Receiving emails in Planfix]] | ||
*[[ | *[[Assigning tasks by email]] | ||
*[[Project email addresses]] | *[[Project email addresses]] | ||
*[[How to add | *[[How to add comments by email? | Adding actions by email]] | ||
*[[Adding an external email to a task]] | *[[Adding an external email to a task]] | ||
*[[How do you assign a task to a user from a different Planfix account?]] | *[[How do you assign a task to a user from a different Planfix account?]] | ||
| Line 11: | Line 11: | ||
*[[Rules for adding emails to existing tasks]] | *[[Rules for adding emails to existing tasks]] | ||
*[[Virtual email addresses]] | *[[Virtual email addresses]] | ||
*[[Incoming email log]] | |||
*[[Emails sent to Planfix from other systems]] | |||
*[[DKIM signatures]] | |||
==Work with external contacts by email== | ==Work with external contacts by email== | ||
*[[ | *[[Working with clients by email]] | ||
*[[Configuring incoming mail]] | *[[Configuring incoming mail]] | ||
*[[Configuring outgoing mail]] | *[[Configuring outgoing mail]] | ||
| Line 21: | Line 24: | ||
*[[Conversation history in emails for contacts without Planfix access]] | *[[Conversation history in emails for contacts without Planfix access]] | ||
*[[Access to data on sending and reading emails]] | *[[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]] | |||
== Go To == | == Go To == | ||
*[[Integrations]] | |||
*[[Account Management]] | *[[Account Management]] | ||
*[[Feature Description]] | *[[Feature Description]] | ||
Latest revision as of 13:26, 18 July 2023
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.
- Receiving emails in Planfix
- 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
- Incoming email log
- Emails sent to Planfix from other systems
- DKIM signatures
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