Link email to project

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can link an email message to a project in Yuki from the Email functionality.

Email is available only when a user with the ‘Management’ role has selected the Small, Medium, Large or Unlimited bundle through the Yuki Store in the domain.

Only a user with access to a project can attach an email message to the corresponding project.

Any user with an email account in the domain can link his or her own email messages as well as all email messages whose access is set to ‘Everyone’ or ‘All users’ to a project.

A user with the ‘Back office’ role in the domain can only link email messages whose access is set to ‘Everyone’ or ‘All users’ to a project.

Hover your mouse over the Email icon in the navigation bar and then click on New email or open an existing email and click on the Edit button.

The following screen is opened:

Click on the magnifying glass in the Project field and select a project to link the email to a project.

When you enter a name in the Project field, the project is immediately created (if the project does not already exist). This new project is then accessible by default only to yourself (as manager). As manager you can set the security of the project.

View linked email in project

You can find the email in the project under the Links of the project and on the Summary tab.

Links (Email)

Summary