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Email to task

  • Released / Beta

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Jesse Clark - Small Business Resources

"A Ticketing or help desk system" .
Convert an email from i.e. gmail to a task in Plutio. A Chrome or gmail ext. Not through Zapier or 3rd party. Files would need to work with this too. Some CRM and PM softwares use an extension while others simply have a generic Account Email that you can use to forward emails into then simply assign where they go once they are in Plutio.

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Activity Newest / Oldest

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Oris Carballosa

whats the update on this? Is anyone able to test the beta?


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Oris Carballosa

How can we test this in beta?


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Farvin

Status changed to: Released / Beta

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Bizzistance

LOVE that we can do email to task! Thank you so much! Is it possible at all to have the email body populate into the COMMENTS at the same time that it is populated into the Task Description? This is because I need the time stamp AND also because it just makes it easier for both the client and myself to see the originating conversation that opened the task in the "comments" where we will continue the discussion.


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Philippe Bovigny

Would be great if an e-mail could become a task comment or task document.


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Farvin

Status changed to: Planned

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Matthew Kay

This seems like a no brainer! Right now the only viable solution to "email to Plutio" is to setup an email parser using Zapier zapier.com/apps/email-parser/integrations that creates a task


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J Karel Broer - Brovisuals

Any news on this?


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Ebrahim-Khalil Hassen

This would make Plutio so much more useful


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Would be awesome. Past year or so I really hoped to see this. Still really like the idea and other project management systems can already e-mail to tasks.


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Jesse Clark - Small Business Resources

Where are we at with this? Anyone know anything? Is this the backlog inside roadmap under inbox?


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Ashton

Email to the task is a great way for tickets to come in.

But to take to it a step further would be to introduce full support ticket functionality and allow us to email the client back through Plutio when the task is complete.

I would love this feature because we still need to use a separate app for support tickets and dealing with requests that come in from clients via email.


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Hans Buis

I would love this. You can check the Atlassian Jira Cloud how they did this. You can install a plugin into gsuite and when a message needs more attention, like being made into a task/request/bug you can just click the icon and it pulls the email subject as task (and you can still edit it) and pulls the email body as content. It's freakin' fantastic. Plutio needs this!


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Yorick Benjamin

Developing the email integration within Plutio would be a huge step forward for the platform - include, snooze, reminders, reply etc. For us, but I am sure for many other email is still a main channel for task creation, and without that possibility any 'all-in-one' solution will not be the full package or serve user needs. It would be great to be able to create a task with a draft email from an email template. In our use case as well as sending out proposals and Invoices we would send out vendor/supplier related tasks such as RFQ and Purchase Orders, ideally generated from accepted proposals.e.g. PO generated automatically with items once a Proposal is accepted. Embedding the email within a task which can be templated in turn would be a powerful feature. The above features are to do with the Outbox, but as others have also requested having a fully functional InBox for email where an email and its attachments can be turned into tasks would also be excellent. The best competitor that we have found for these email integrations is Hive.com, but their platform lacks the financial modules that Plutio has - but it is worth having a look to see how they have integrated Gmail with tasks.


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Steven Wright

Yes, great idea. If we're talking a "A Ticketing or help desk system" then I think some other areas of the system would need reform. For example, currently Plutio has 'Forms' which can be used as a means of 'Support Ticket' form right now, but the limitation is you can't turn those responses into a task and nor can you utilise the API to setup an action on the addition of every form entry.

Equally, some of our clients would wish to engage with our 'help desk' via Live Chat and not a support ticket, so that should also tie in too really. Plutio goes part-way with the help-desk now with 'Inbox' and 'Messengers' in that if the end-user goes offline, the system falls back to sending via email to them, but there's no way to start this conversation off.

So with the consideration of the current 'Messengers' and 'Forms', I think this is definitely needed.

We're certainly in need of handling tickets in a way where we can internally track the ticket and then respond to the end-user all in the same place. We're currently using the API to create tasks in a project but it just gets messy when we have to go elsewhere to respond to the client.


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yes yes yes


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Ben H

Email to task would be good, but not extension based as that limits it to people on certain browsers.


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createrati

I second this.