Setting up your Email

In this article

  1. Setting up Email configuration
    1. Who can set up email configuration
    2. How to set up email configuration
  2. Login to Email
  3. Creating tasks from email
  4. Email notifications

You can remain on top of any newly created tasks, priority adjustments, due date changes, commencement date changes, etc. with the help of PerXL's email services. You can still receive updates via email even if for whatever reason you are not accessible for work.

In addition to using email as usual, you can also create tasks from received emails. Also, PerXL enables you to set up your email so you won't have to switch tabs every time there is an update.

Setting up email configuration

Before you can log in to the email you have to set up the email configuration first. It is basically setting up protocols, server and ports for your email account.

Who can set up email configuration?

  • Only the admin team is able to set up the email configuration.
  • Any person with a PerXL account can log in to their email in PerXL nut is unable to set up configuration unless that setting is selected in custom role settings.

How to set up email configuration?

  1. Navigate to the settings icon at the bottom of the sidebar menu and click on it.
  2. Click on the settings option which will open a new menu, in this menu click Email configuration icon

  3. You have to set Protocol, Server, Port, etc. for both Incoming and Outgoing configurations.

    4. Note : Use your email provider's IMAP server, you can look for your provider's IMAP server on Google - eg: for office 365 it's "outlook.office365.com"

  4. You can then login to your email by clicking the Save button.

    5. Note : The email configuration settings only need to be set up once, but they can still be changed.

How to Login to Email?

  1. Click on the Email icon in the sidebar menu.

  2. You will get a prompt in which you need to enter your email and password details.

  3. Click Login. Now you can see all your emails.

Creating tasks from emails

After you have configured your email settings and are logged in, you can create tasks from any email you have received. To do this, you should take the actions listed below.

  1. Under the page's sidebar menu, select the "Email" icon.
  2. To view emails, please sign in to the email server if you haven't already.
  3. On the email list from your email, locate and select the email for which you want to create a task.
  4. Click the "More" button in the email's upper right corner.

  5. Choose the "Add to task" icon from the dropdown menu that appears after you complete the previous step.

    6. Note : Only tick the "Remember my selection" checkbox if you want to save the preferences for the previously chosen options.

  6. When you click the "Create task" button after choosing the workspace, space, and section for the task, it will be generated as shown in the figure below.

Email notification settings

The notifications for which you receive emails are under your disposal. To customise them, follow the directions.

  1. Click on Settings icon at the bottom of the sidebar menu.

  2. Select Notification icon.
  3. Choose the checkboxes next to the notifications you want to receive email notifications for in the newly opened window.

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