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Issue Management On-the-go

Use an email to create, update or edit an issue while traveling! One simple email is all it takes to gain control over your project tasks.

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Imagine waiting at the airport and you suddenly remember that you need to send a critical project issue to a colleague. Although your tablet is buried deep in your carry-on, your smartphone is handy. With Planio Inbox, it's not a problem: just compose a new email, select the project email address, and enter assignment, priority & description details in the email body. Need to modify its status? Just touch "Reply," update the issue, and click "Send." It's that easy! Oh, and if you use email encryption, Planio will happily send and receive all emails fully encrypted.

Creating an Issue the Easy Way

Task creation while traveling is extraordinarily straightforward with Planio Inbox — all you need is email access (e.g., a smartphone) and an internet connection. Each project is assigned a unique email address and you can create a new task by simply sending or forwarding an email to your project. The email's subject is your task name and the body can be used to specify all task fields, such as description, status, priority, etc.

Using Planio Inbox to create an issue
Using Planio Inbox to create an issue

Updating Tasks from Anywhere

Receive an automatic email issue notification from Planio and need to update the issue's status? No problem — just touch "Reply" on your smartphone's email client, modify the status field in the body of your email (e.g., Status: Complete), and touch "Send." That's it! In fact, you can modify any existing task field (e.g., different assignee, upgraded priority, etc.) and even update a custom field. Need to add a file to the task? Just select an email attachment!

Updating the status of an issue
Updating the status of an issue

Inbox and Help Desk Integration

Thanks to the integration of Planio Inbox and Planio Help Desk, your customers can communicate directly with you within the Planio environment! In practice, this means that non-Planio users (e.g., potential customers) can effectively create and update project issues using the Planio Inbox infrastructure. The integration enables you to use automated replies and select structured message content when replying to your customers.

Replying to a customer using a Help Desk template
Replying to a customer using a Help Desk template

Mobile Task Management

  • Keep track of your project from any location with email based issue management.
  • Add a project's email to your mobile's contact list for fast issue creation.
  • Just touch/click "Reply" to any project notification email to update a task.
  • Reach out to customers by enabling them to be a part of your project structure.
  • Add a file to a project task by simply selecting an email attachment.
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