LiquidPlanner has multiple email integration features to help you communicate more efficiently with your team and get new tasks into LiquidPlanner.
Email Integration settings are found via your User Menu > Settings > Workspace Settings > Email Integration. In order to take advantage of our inbound email features, be sure that your email integration setting is enabled at the desired security level:
In order to email information into LiquidPlanner, you’ll need the email address of the target plan item. Every plan item in LiquidPlanner has its own unique email address. Once your plan item is selected, you can obtain the email address in one of the following ways:
Start by getting the email address of the target container in LiquidPlanner. This can be the address of the workspace, package, project, or sub-folder.
Once you’ve obtained the container’s address, either click Send email to create a new message in your default email program or copy the address to your clipboard. (If you intend to create new tasks frequently in the same container, you’ll want to store the container address as an email contact.)
The new task’s edit panel will be populated with information from the email subject line. The body of the email will show up in the Notes section of the new task’s Edit Panel. Attachments will show up in the Documents section. The user name of the member who sent the email will be in the Created By field. If the email came from an address that is not associated with a LiquidPlanner log in, “unassigned” will appear in that field.
Email Comments or Files to an existing task
The body of the email will show up as a Comment on that task. If a tag was included in the body of the email (#tag), that tag will be added to the plan items’ edit panel. Attachments will show up in the Documents section of the task’s Edit Panel.
Email Comments or Files to an existing Project, Sub-Folder or Package
The body of the email will show up as a Comment on that folder or package. If a tag was included in the body of the email (#tag), that tag will be added to the container’s edit panel. Attachments will appear in the Documents section of the Edit Panel.
Add Comments From An Email Thread
If you’ll be sending an email thread into LiquidPlanner either from a Reply email or Forwarded email, decide whether the entire thread should show up in the Comments section or if only the most recent reply should be included in the comment.
LiquidPlanner offers two type of email notifications:
DAILY DIGEST emails are sent to you on workdays prior to your earliest start time so you can begin each day knowing what tasks you have scheduled for the day and what you have coming up in the rest of your week. The Daily Digest also informs you of the progress you’ve already made by showing you a visual of your hours logged and tasks completed for the current week.
On Mondays mornings, you’ll receive a special edition Daily Digest that includes a summary of the hours logged, tasks completed and the comments made in the previous week as well as a reminder if you forgot to submit last week’s timesheet.
This notification is sent on workdays only by default, but if you’d rather not get this notification at all, just set the frequency to ‘never’.
RECENT CHANGE NOTIFICATIONS are sent when edits are made to plan items you own, plan items that you follow, and checklist items that you own. They are sent only when the edits are made by other people. For obvious reasons, we don’t notify you of changes that you make yourself.
To set your notification preferences go to your User Menu > Notifications:
If you find that you aren’t receiving your email notifications as expected, please refer to the advice in our Notification Settings help article.
When you are notified about a comment, you can reply to the comment via the notification email. The content of your reply email will be added to that plan item in LiquidPlanner.