Content:
1. Introduction
2. How do you get the original email?
3. How is the email body displayed?
4. How to answer an email from the card?
5. How do emails get delivered?
6. How does the email thread get displayed?
1. Introduction
When you have integrated an email address to a Kanban board, all of your emails will be converted to cards. With the proper workflow setup, you can literally turn your board into a ticketing system.
Each email thread, starting from the original email and all subsequent replies will be stored in a separate Kanban card.
2. How do you get the original email?
The first email from the mail thread automatically creates a Kanban card to the predefined Board and column (img.1), where:
- The Card Title displays the Subject of the email
- The Reporter displays the email of the sender
- Created at: displays the timestamp of the message
Img.1
3. How is the email body displayed?
To read the email body, please open the card and you will see the original email in the card description.
4. How to answer an email from the card?
If you want to reply back to the original email from the Kanban card -> open the Comments tab and follow the steps in the dedicated article.
5. How do emails get delivered?
If you reply back from the card, the recipient gets the email with the following information (img.2):
(1) The Sender email address
(2) The Subject of the email
(3)* The name of the board where email has been integrated is provided in curly brackets.
(4)* The Card ID from which you replied back is in curly brackets.
*Note: When you send an email from the Comments tab of the card, the system automatically adds the following parameters to the email Subject: {boardname}{cardid}.
In Kanbanize every card has its unique ID which cannot be duplicated - this is the easiest way to refer to a card.
Kanbanize uses these parameters to process each subsequent email and create it as a card comment in order to keep the email thread in one place.
In case the sender or/and receivers in the email thread delete the Board/ID parameters and remove the curly brackets, the system will be not able to detect the card where a subsequent email should be created as a comment and will therefore create a new card instead.
Img.2
6. How does the email thread get displayed?
All subsequent emails in the email thread are stored in the Comments tab of the card.
They are in a chat-like format for more structured and easy-to-follow communication. All replies are listed in chronological order starting from the first one to the most recent.
Recommended articles:
To learn more about the generic e-mail tracking scenario in Kanbanize, please read the following article.