I want to add tasks via email to Kanban Tool
To add tasks to your Kanban board via email, you will need to use an email address that is directly assigned to your Kanban board. To do this, please click on the Tools menu in the top right corner of your board view and choose the Add tasks from email option.
Please copy the displayed email address - it’s a unique email, assigned to your board. Sending emails to it will add tasks to your board, and show you as their creator.
When another member of the team displays the same board’s address for themselves, then tasks sent to it will be shown as created by that team member. In other words, the email address is unique to the board, and to the user who displays it.
The subject of the email message will become the name of the task, while the message itself will constitute the description of the task.
Filling the subject field is required for the creation of the task. You can use up to 256 characters for the task name.
You can also include any type of file in the email, as an attachment (note the size limit for 1 file and 1 email is 20 MB). Any files sent with the email will get added to the task in Kanban Tool as attachments. The functionality can greatly ease your email management - just forward all emails to your board and plan them into your workflow.
Adding more advanced tasks via email
You can further determine the features of the task, by adding tags to the subject of the email.
The names of the tags correspond with the names on your Kanban board and determine the location of the new task added to the board.
Tags should be added before the name of the task in square brackets, without spaces.
You can set some of the card attributes in an email. All of them need to be set in the email subject, each within square brackets. The attributes currently supported are:
- column name
- swimlane name
- card type
- assigned user initials
- priority (high or low)
- due date (YEAR-MONTH-DAY i.e. [2021-08-29])
Any other attribute set in the email subject within square brackets will go to the tags field.
Example 1 - for a simple task:
[Default][To do]Task 1
An email subject written like this will add a Default type of card to the To do column, naming it Task 1.
Example 2 - for a more advanced task:
[High][Testing][Waiting][Marketing][BT][2024-11-08]Perform A/B tests
A subject written like this will create a high priority card of a Testing type, that is due on 2024-11-08, placing it in the Waiting column of the Marketing swimlane, assigning it to Bill Thompson and naming it Perform A/B tests.
Note that when listing the type of the created task, you’re asked to give the card type’s name, as set by you at Settings - Card Types, not its color.