By forwarding emails to specific awork email addresses, tasks can be created directly from the emails.
This allows incredible practical processes to be streamlined, such as:
- Invoice approval by forwarding invoices to a central project.
- Processing customer requests for e.g. regular social media contributions
- Processing applicants in a structured way Collecting and processing feedback & bugs for software products
- etc.
Every project and every user has a special, unique email address in awork.
You can find this for the project in the project settings.
Project settings
For the user, the e-mail address can be found in the profile settings.
User profile
Note: Since tasks are created anonymously via e-mail, no authorisation check is carried out here. Even a user without write access to the project tasks can therefore create a task in the project.
What information is included in the task?
Task | |
Recipient (The first one next to the awork e-mail box) |
Assignee (Matching via e-mail address of the user) |
Subject | Name |
Email content/body | Description (formatting is being stripped) |
Attachments |
Attachments |
cc Recipient | Contributors (Users who will receive future notifications for the task; matching via the user's e-mail address) |
Add tags via the subject
Tags in the format #tag that are in the subject are taken over as task tags in awork.
Use the vCard for your address book
In addition to the e-mail field, you can download and save a vCard, i.e. an address book contact. This way you can save this contact in your email client and forward emails to the respective address more quickly without having to look up the address.
Sort tasks into task list
Project tasks can be created automatically in certain task lists. To do this, you can select the respective standard task list in the project settings.
Automate tasks
In the project settings, or the settings of the project type, you can create automations for tasks that were created from emails.
This way, you can directly perform further actions on the tasks from emails, such as setting agents, adding tags, changing the status or adding a deadline. How cool is that then?