How to manage my projects using my personal email id?
Every project will hold a set of unique email alias for all its project
entities like tasks, documents, forums and bugs. The general format for
email alias is <->@zohoprojects.com. You can add project entities from your personal email id and manage your projects page from within your email.
Email Project Management
- Click Projects in the left navigation panel and navigate to your project.
- Click Dashboard from the top panel.
- Navigate to Details tab and click
in the upper-right corner.
- Click Email Alias.
Know your requirements
- You need to register your personal or business email address with accounts.zoho.com.
- You have to be associated with that project to add tasks, issues, comments, and files via email into the projects.
- If you are not associated with the
project, still you can manage your project. But, this is possible only
if you own the Enterprise edition of Zoho Projects. You must configure
the email settings, to forward issues from Zoho Projects to your
configured mail address.
Now, open your email and start adding your project activities in one click.
- To add a status - Copy the email address given in the To Add Status section to your To address.
- To add a task - Copy the email address given in the To Add Task section to your To address.
- To add an Issue - Copy the email address given in the To Add Issue section to your To address.
- To add a forum post - Copy the email address given in the To Add Forum section to your To address.
- To upload a document - Copy the email address given in the To Upload Document section to your To address.
Task
While adding a task via email:
- In Subject, enter its priority first,
followed by the task message. (Note: !- Low priority, !!- Medium
priority, !!!- High priority). Your subject should look like this:
SYNTAX - Subject: !!Redesign Template for credit cards
- You can also add the start date and end
date for tasks in the subject. The first square bracket contains the
start date and the second square bracket contains the end date.
[11-29-2019][11-30-2019].
- The task will be assigned to users mentioned in the CC.
- The files that you attach to the task
from your email alias, will be added to the documents section in your
task details page. Also, the file size that you attach in the email
should not exceed 20 MB.
- Open a task to view the details page.
Scroll down to the comments tab and copy the email address in 'To add
Task Comment via email'. The contents email to this address will be
added as task comments.
Forums
While adding a forum via email:
- In Subject, first select if the forum post is an announcement or a sticky post followed by the forum message.
- Syntax for announcement: [announcement] Example: [announcement] Release Note for build 4.0
- Syntax for sticky post: [sticky].
Issue Comments
- Click the required issue in the Issue list view.
- Click the Comments tab and copy the issue mail address 'To add Issue Comment via email'.
- Compose a mail and paste this email address in the To address.
- Type your contents and click Send.
Add Comments / Attach Files for an Event
- Click Calendar and select the required event.
- Copy the event email address specific for this event provided in 'Post a comment via email'
- From your mail account, compose a mail and paste the copied email address in the To address.
- Add comments, attach files and then click Send.
The contents added in the email is automatically posted as comments along with the files for your event.
Upload Files to a Folder
- Select a project in Projects and click Documents.
- Select a folder to upload the file(s).
- Scroll down to the right bottom of the page and click Show Info. Copy the email address to this folder in Send Document via email, for uploading the document.
- Compose a mail and paste this email address in the To address.
- Attach files and click Send to attach files to the selected folder.
Supported Date Formats
Zoho Projects supports many date formats such as Today,
Tomorrow, Yesterday, Monday, Tuesday, Next Thursday, Next Friday and so
on. The supported Start Date and End Date formats are listed below:
Start Date formats:
Date must be in 'mm-dd-yyyy' format or in any one of the
following strings: Today, Tomorrow, Yesterday, Monday, Tuesday,
Wednesday, Thursday, Friday, Saturday, Sunday, Next day, Next week, Next
month, Next year, Next Monday, Next Tuesday, Next Wednesday, Next
Thursday, Next Friday, Next Saturday, Next Sunday.
Modify Email Alias
From the dashboard, you can also edit the project information and
get the email Alias to add work items from your registered Email address
to your Zoho Projects portal.
- Click Projects in the left navigation panel and navigate to your project.
- Click Dashboard from the top panel.
- Navigate to Details tab and click
- Click Email Alias. Click the edit icon to change the email alias.
-
Click Save.
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