Assigning emails to projects
Created:
2018-09-10
Last updated: 2018-09-10
Last updated: 2018-09-10
Post view count: 2127
For sure you know, how Projects module makes your work easier. In one project you can have big order from a client, assign tasks to a project and constantly monitor the stage of a project. To make it even easier, you can also assign emails to projects. In this article we present how to do it.
The fastest way to assign email to a project is unfolding 'Project' on the right side of an email in Inbox. Note, that this way you can only assign emails to open and active projects.
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This way you will easily find all emails connected to a project.
1. Assigning emails to projects
a) Unfold 'Project' on te right side of the postThe fastest way to assign email to a project is unfolding 'Project' on the right side of an email in Inbox. Note, that this way you can only assign emails to open and active projects.
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b) Assign a group of emails to a project
You can also assign more emails to a project - just mark emails with checkbox, and from the top panel select a project. In this case you can also assign emails to open and active projects.
2. Displaying emails in project's card
After assigning all emails to a project, you will see them in project's card, under tasks, as Other:
This way you will easily find all emails connected to a project.
3. Search emails by a project in Inbox
If you want to search only emails assigned to a project, you can use advanced search in Inbox. Just type the name of a project or select it from the list. In this case you can also choose from closed projects.
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