Email Into Projects

Quick reference

• 00:04 Hello everyone, and welcome back to the GoSkills course.
• 00:07 In this final section,
• 00:09 we are diving into some of the advanced elements of your Todoist account.
• 00:13 And one of those advanced elements is emailing into different comments, and
• 00:18 into different projects.
• 00:20 Now, I think this is a great function in terms of being able to involve your team
• 00:25 and coordinate your activities across your day,
• 00:27 without the need of having to go into Todoist every five minutes to add a task.
• 00:32 Now, let's say you and your team to start off with
• 00:36 half a task to be able to send into Todoist, it is really accessible.
• 00:40 So all you do, and this is the conference project that we got shared.
• 00:44 Up in the top right-hand corner you go to Project Actions,
• 00:46 and you scroll down to Email tasks to this project.
• 00:50 Now once I hit this, you can see that an email specifically appears here.
• 00:56 Now you can copy this to the clipboard, and
• 00:59 it allows it to save it ready for your sending of the email.
• 01:03 When you send an email which we demonstrate in a second,
• 01:06 you can't set due dates and labels as well as set priorities.
• 01:10 So, if you're quickly adding it into Todoist,
• 01:13 this can be a great way to do that.
• 01:15 Here we have a new message inside of email.
• 01:18 All you have to do is paste from clipboard, and
• 01:20 you'll see this individual email appear here.
• 01:23 If I want to send it in, you can clip it to your cc or bcc, but
• 01:28 in this case, I want to send a task directly to the team.
• 01:31 Now, all you have to do is set the name title first.
• 01:34 So for example, Organize Merchandise for event.
• 01:41 If I want to, I add these brackets here, and
• 01:43 I can type in date tomorrow, you can add any date to there.
• 01:48 To add a priority, all I have to put is two exclamation marks and
• 01:51 the priority level you want, say for example, going to put this as two but
• 01:54 you could put as one or three.
• 01:56 And you can also add a label to it, so this might take me 15 minutes.
• 02:00 So if I get rid of this footer that I have in my email, I only want to send the task,
• 02:04 so I'm going to click Send and wait for it to arrive in the Todoist project.
• 02:08 So as you can see here, it has arrived in the conference project,
• 02:13 down at the bottom here, it's already got a tag,
• 02:15 it's got the property level I wanted too, as well as the date for tomorrow.
• 02:19 Now the great thing is, if I wanted to I can assign it straight away,
• 02:21 I'm going to assign it to Bob.
• 02:23 And I can go into comments and I actually access the email that was originally sent.
• 02:27 And, that is great because if I wanted to add load of context to the body,
• 02:31 that is perfect.
• 02:32 Now you're probably wondering, how do I add from a comment?
• 02:36 So for example, if I had a specific task that I wanted to share some notes, links,
• 02:40 files, photos with, and actually notify Bob about,
• 02:44 all I had to do is click this button here, add comments via email, and
• 02:48 copy it to clipboard, and do the exact same thing.
• 02:51 Here we are inside of a new message again,
• 02:52 if I paste from the clipboard, I can add the new comment, and
• 02:56 as you can see it will be sent into that direct comment inside of Todoist.
• 03:01 If I want to do, add a note this, maybe we can add in the subject,
• 03:04 Maybe this event venue with a question mark.
• 03:09 And what you can do is import an image if you like.
• 03:12 I've imported the venue image, I'm going to send this on and wait for
• 03:16 it to sync inside of the project.
• 03:18 An email has appeared and the image will show up inside there.
• 03:22 And that's two great ways to be able to email into Todoist,
• 03:25 either adding tasks which is really easy and perfect to learn and
• 03:29 also adding in comments from other people.
• 03:32 Hopefully that gave you some insight into that.
• 03:34 Feel free to go away and
• 03:35 apply this to your team, because it's a great way to do it.
• 03:37 But one of my recommendations is to make sure to add it as a CC or
• 03:41 BCC inside of the emails in order to not confuse people.
• 03:45 Hopefully that gave a nice overview of emailing into the Todoist,
• 03:48 we're going to move onto templates now,
• 03:51 to talk a little bit more about how you can create your own template in Todoist.

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