In ActiveCollab, you and your users can create tasks and leave comments straight from the email inbox, without having to log in to ActiveCollab.
How to Create Tasks via Email?
You can create a task by sending a message to a project email address. The address is generated automatically for every project, so all you have to do is copy it.
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on a desired Project
- Step 3: Click on the ‘’i’’ icon next to the project’s name
- Step 4: From the dropdown menu, click on Project Email
- Step 5: Click on the Copy Email button
- Step 6: Create a new email and put the Project's email address as the recipient
- Step 7: Write the name of the task in the subject
- Step 8: Write the task description in the email body
- Step 9: Attach files and/or in-line images (optional). The attachment size limit is 14mb
- Step 10: Click Send
Note: The email won't create a new task if the sender isn't part of the project or if the project is completed. If the email includes a signature with double dashes (--), everything below it won't be added to the task description.
How to Create a Discussion as a Client Role?
- Step 1: Log in to your ActiveCollab account
- Step 2: Click on a desired Project
- Step 3: Click on the ‘’i’’ icon next to the project’s name
- Step 4: From the dropdown menu, click on Project Email
- Step 5: Click on the Copy Email button
- Step 6: Create a new email and put the Project's email address as the recipient
- Step 7: Write the name of the discussion in the subject
- Step 8: Write the discussion's description in the email body
- Step 9: Attach files and/or in-line images (optional). The attachment size limit is 14mb
- Step 10: Click Send
How to Reply to a Comment via Email?
Whenever you get an email notification about a new comment, you can reply directly to post a comment in ActiveCollab.
- Step 1: Open the notification in your email client
- Step 2: Click Reply
- Step 3: Write your comment
- Step 4: Attach files and/or inline images (optional). The attachment size limit is 14mb
- Step 5: Click Send
Note: If you don't reply to the notification email directly, but instead send a new email to the notification "from" address, that email will be ignored by ActiveCollab. That means the email won't bounce, and the sender won't be notified that the message was ignored.
How to Use a Custom Project Email?
To use a custom project email (eg, bigproject@company.com), simply set up email forwarding - then all the emails sent to that address will be forwarded to the project to create tasks or discussions.