Creating tasks via email is a convenient way to quickly add tasks to your task lists without logging into Productive.
Follow these simple steps to set up and use this feature:
1) Navigate to the Task List
Go to the specific task list within a project and open the three-dot menu in the upper-left corner of the task list.
Select "Email to this list."
2) Generate and Copy Email Address
A unique email address will be generated for this task list. Copy this email address.
3) Compose Your Email
Recipient: Paste the unique email address into the recipient field.
Subject: This will become the title of the task.
Body Text: This will become the description of the task.
Attachments: Any attachments added to the email will appear in the task.
So if your email looks like this:
Your task will look like this:
Useful Considerations
If the person creating the task is not in your Productive account, they will automatically be added as a Contact.
If you have many clients and want them to create tasks using a front-end interface without actually logging into Productive, create a Google Form which is sent to the Email of that particular Task List.
Ensuring Security and Authenticity
To ensure the security and authenticity of emails forwarded to Productive's inbox, all incoming emails must pass both SPF (Sender Policy Framework) and DKIM (DomainKeys Identified Mail) checks.
SPF: Verifies that the email is sent from an authorized mail server.
DKIM: Ensures the message has not been altered during transit.
By enforcing these checks, we can prevent spoofed emails and ensure that only legitimate messages are processed and assigned to the appropriate resources.
We recommend configuring SPF and DKIM according to your email service provider’s instructions, as emails failing these checks will not be forwarded to Productive.