Work in Planfix by means of email: Difference between revisions
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*[[Assigning tasks by email]] | *[[Assigning tasks by email]] | ||
*[[Project email addresses]] | *[[Project email addresses]] | ||
*[[Adding actions by email]] | *[[How can I 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?]] | ||
Revision as of 20:43, 20 August 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
- 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