Teamwork Tasks Course Recap | 167

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You may have heard about or January Course “Teamwork Tasks”

If you attended, we hope you learned/remembered some tips and tricks within Teamwork!

I love Teamwork and what it does for our organization, I love it so much I am even wearing a Teamwork T-Shirt today and feeling extra cool!

There were so many great things shared during our course that we did not have enough time to cover everything we wanted to share with you. You also had great questions and comments 😀 thanks for that!!

 There are 2 email related things I want to follow up on:

  1. Creating a task from an email
  2. Navigating emails from Teamwork

If you attended our course you got an email with links to Pro Tips that we have posted before relating to these themes.

My purpose with this Pro-Tip is to summarize those 2 into one!

Teamwork Tasks from Email

Within Teamwork, you can create tasks in your projects via email.
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In the List area of your project, click the options button (three dots) in the top right and select Post Tasks via Email from the dropdown menu.
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In the post via email modal, click the Copy button to the right of the email address.
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By default, tasks created via email will be added to an Inbox task list when using the project email address.

Creating a single task

To create a single task, put the task title in the subject line of your email. Anything in the body of the email will be added into the task description. Attached files will be attached to the task when created.
Note: Do not use the item-via-email address feature to post from automated systems that could generate hundreds of messages/files/notebooks etc. Abuse of the via-email feature will result in suspension of the feature from your account.

Posting tasks to a specific task list

You can also post tasks directly to an individual task list. To access the task list email address, hover over the task list name and click the three dots to the right. From the dropdown menu, select the Post Tasks via Email option.
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In the post via email modal, you can copy the task list email address.
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Need more on this? check out our previous Pro-Tip: https://creekhelp.com/teamwork/teamwork-tasks-from-email-141/

 

Navigating emails from Teamwork

If you have worked for more than a day with us you probably know that you get a Teamwork email notification for different actions that relate to your account.

There are a lot of helpful features and actions you can do through a Teamwork email, you can use these emails to your advantage!

Here are a few examples:

You can easily reply to any comment notification directly from your email inbox and it will be added as a new comment in Teamwork Projects.

Not only can you reply to comments via email, you can also reply to an email notification with commands for specific actions:

  • #like – this adds a Like on the comment you’re replying to and posts any additional text as a new comment.
  • #unfollow – you’ll be removed as a follower from that item.

If you’re replying to a comment or message in Teamwork Projects, here are some more commands you can add to your reply:

Mentioning people

  • Adding @name or multiple @names will include any mentioned people in the reply notification emails.
  • If you @mention a person or people in the body of your response, then we’ll notify them once you’ve sent your email and the comment or message they’ve been @ed in has been posted

What is included in a Teamwork Email

Did you know that the bottom of every Teamwork email contains LOTS of helpful features:

  1. The due date attached to a task
  2. Any tags associated with the task
  3. Who the task is assigned to
  4. A link that will take you directly to the task in Teamwork
  5. A link that will take you directly to the task list in Teamwork
  6. A link that will take you directly to the project in Teamwork
  7. A list of everyone already on the following list for the task
    • Note: your reply to this email will be sent to these people
    • Note: if you would like to include a new person,  @user them in your reply.

 

Need more on this? check out our previous Pro-Tip:https://creekhelp.com/teamwork/navigating-emails-from-teamwork/