Web Guide

Email Integration

To Enable Email Configuration and integration, you need to go to the Company created in Organisation Management. Decide the Company in which you want to integrate your personal email. After deciding on the Company, Go to the Setting Menu in the top right corner.
Go to Email configuration and Click on “Add New Email” to integrate your email on the portal.
Here you can integrate all kinds of emails. For example from your Gmail account to your personal Domain Accounts. There are different processes for all kinds of Emails to be configured.
First We will have a look at how to configure the Gmail account in TaskOPad.
Select the Domain “Gmail.com” in the option Custom Email Configuration. Enter your Email id but the password here will not be your general Email password. In order to generate this password, you need to follow the below-mentioned steps from your Email Settings.
Step-1 Go to the Settings Menu in Your Gmail Account. Enable IMAP from Forwarding and POP/IMAP.
Step-2 Go to Manage Your Google Account.
Step-3 Go to Security and Enable 2- Step Verification
Go to App Password. It will ask you to again enter your Password.
In the Option Select the app and device- Select “Other (Custom name) and Write TaskOPad.
Step-6 Enter the Generated Password in the TaskOPad portal.
Wait for a while till the Status gets updated from “In progress” to “Active”. You can also set permissions for your team members for them to have access to your emails for generating tasks.
Here are the following steps to activate and Configure Personal Domain Accounts. When you want to integrate a personal domain then you don't need to select any Custom Field
Step -1 Enter the Email id and Password.
Generate the IMAP Address and Port Number from your domain from the Settings menu and Enter them in TaskOPad and Your account will be integrated.
After Activating your Email account in TaskOPad, you can start assigning tasks even from your Emails. In order to create tasks, you need to follow the below-mentioned steps.
Go to Email Management. Select the Company in which you have integrated your emails. Your emails will be synced to TaskOPad every 15 minutes.
Select the Emails which you want to convert into tasks. The Subject of the Email will become the name of the tasks. The body will become the Task Description and If there is any attachment in that email, it will automatically be attached with the attachments.
Step 3 Enter a Due date and Assignee Name. Once you submit, the task will be created. There will be a mail icon beside the name of the task if the task has been created from the Emails.