Work in Planfix by means of email

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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.

Work with external contacts by email

●      Assigning tasks by email

●      Project email addresses

●      Adding actions by email

●      Adding an external email to a task

●      Rules for creating tasks by email

●      Rules for adding emails to existing tasks

●      Virtual email addresses


Working by email with external contacts

●      Recommendations for using external email addresses

●      Working with clients by email

●      Configuring incoming mail

●      Configuring outgoing mail

●      Dashboard

●      Tracking sending and reading of emails

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