You can send emails directly from the Kanban card.
"Send as email"
Open the Comment tab of the card and select "Send as email" to open the email client mode of the card.
You can send an email From (use the dropdown menu):
- firstname.lastname@example.org - this is a default email and no additional justifications are required. You can send emails to anyone (external email and/or registered user).
- email@example.com - this is your registered email in Kanbanize. Note: You need to set up an SPF record in order to be able to send emails directly from the card.
In the (To:) field -> type an external email or a username (registered user in Kanbanize) and click on the Add comment tab at the bottom right corner of your card to Send an email. If you want to send an email to multiple recipients, you can add each email address to the "To" field.
The email supports rich text with custom text formatting such as: Bold, Italic, Underlining; text color; size, etc. The email message can include images and links.
"Reply to Author"
1. If you use the "Reply to Author" option, you can send an email directly to the card creator. The system will automatically add a recipient - this will be the username of the card creator. Click on "Add comment" button and the message will be automatically sent to the user.
2. In case that you have set up the email integration, every email will be created as a card on the Kanban board and the initial message can be viewed in the Details tab of the card.
If you want to reply directly from the card -> click on the Comments tab -> "Reply to author " button. The email of the sender will automatically appear in the To: field. Create your message and click on "Add comment" at the bottom right corner of the card to send the email to the person who composed the initial email. This will create a mail thread with a running list of all replies starting with the original email.
If you keep your correspondence within the card, all newly received messages will be created in the Comment tab.
Use the arrows at the top right side to: Reply or Reply to All.