Email as reference material. | Help Center

Email as reference material.

PRO

RoyHJ 06/30/2017 21:13

Platform:Web

Hi,
How do you add an email (from gmail) as reference material to a project?

When you send it to your inbox via the special email address, or add it using the gmail plugin, it creates a task in the inbox. I can add it as a task to the project, but it is not a task.

Adding a link to the email in the comments of the project is another option, but then I miss the content of the mail. This has the added value of being able to quickly link and replying if needed.

It seems to me that maybe there should be special email reference fields to the project.
Any thoughts?

RoyHJ post on 07/03/2017 05:48#1

PRO

Hi there,
I'm currently using comments to attach reference material to tasks, including emails and dropbox (as links).

Could comments be added to projects as well?
Sharon_SXY post on 07/06/2017 06:32#3

PRO

Hi，thank you for your suggestion !

Currently you can write description for projects on every client.
We would improve this function and think about the comments you came up with.
You prefer the content of emails shown in the comment, do you ?
Or like Evernote, just the titles or outline something？
I think maybe titles are better, otherwise it would come out cluttered.
How do you think?

Thank you for your support and advise!