Creating Tasks via Email

Even if your project plan is finalized, there may be a scenario, where you may need to create new tasks which were not planned during the planning phase. This gets challenging when you are traveling and you do no have the access to the application. Therefore, Celoxis provides you with the functionality of Creating Tasks via Email which is immensely helpful in such situations. The person who has the ‘New Task’ privilege can only create the tasks.

How does Creating Tasks via Email works?

If you want to create tasks via email, you can send the mail to a special email address (also known as the postman address). The sender of the email is the creator of the task. When you create tasks via email,

1. Tasks is assigned 100% to all recipients of the email.
2. All attachments are added to the task documents.
   
   

To create tasks via email:

1. In the To box, type the special email address.
2. In the Cc box, type the email addresses of those who are assigned to the task.
3. In the Subject box, type the name of the task. The subject also indicates the project. Additional information such as start date, finish date etc. can be passed as indicated.
   The subject line of the email should be in the following format:
   
       Task Name[Project:ProjectName][Parent:Name of the parent task][Start:date][Finish:date]
       For example: Sign Contract[Project:Construction][Parent:Client Interaction][Start:11-12-2012][Finish:11-13-2012]
   
   
4. In the Body of the mail, type the task details.
5. In the Attachments column, attach a file against the task.
6. Click Send.