Instead of adding tasks manually, with the Smart inbox feature, you can save time and add tasks to the task list via email.
For example, if you forward a client's email to your Smart inbox, a task will be automatically added to your task list, and linked to the relevant client in Scoro. The subject of the email will become the name of the task. The content of the email will be added as the task description.
To change the order of linked data visible in the task detailed view, go to Settings > Administration > E-mail setup
The Smart inbox can be used in several cases:
- A team member sends you an email about something you need to do. Instead of going to your Scoro site to add a new task manually, you can forward the email to your Smart inbox address and a task will be added to your task list automatically.
- You can also send a task to several people at once. Let's say you reply to a client's email, at the same time add your Smart inbox address to the BCC line. This way the email is sent to your task list and when you mark it as Done, the activity will be added to the work report.
To start using this feature, just start sending e-mails. You can find your Smart mailbox address at the bottom of your task list.
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