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Email integration

Set up the email integration to make tasks from emails and receive notifications.

Updated over a week ago

Email and Dart

You can link Dart with your email suite to do work more effectively. By doing this you can both receive email notifications and also send or forward emails to Dart to log them as tasks. You can even turn customer support emails into tickets managed in Dart, or manage a CRM process by forwarding emails to the right dartboard. Dart will automatically pull in the subject, content, and attachments of any email sent to it to make a new task.

Dart email integration setup

This allows you to create tasks from a given email in a given dartboard.

First, go to the email integration page and turn on the integration.

Then, choose which dartboard your new tasks should go to. Open that dartboard and click the three dot options menu in the left navigation or the title of the board in the header to open the dropdown. Choose 'Copy dartboard email'.

copying the email for a dartboard

At this point you can just forward any emails you would like to this email and they will convert to tasks in the dartboard.

To take the integration to the next level, go to your email application and set this email as a contact for Dart. For example, if you use Gmail go to contacts.google.com and create a new contact with this email. Now you can simply send or forward emails to this contact to make tasks in Dart!

You can even set up rules to automatically forward certain types of emails. To do this see the help center for your email application of choice. Here is a link for how to set this up in Gmail. Here is a link to set this up in Outlook.

Email Notifications

Email is also used for notifications in Dart. These are turned on by default, but you can either turn them off or specify which types of emails you want to receive.

To do this go to the Notifications page in settings and click the toggle to disable Recommended Settings. Then just scroll down the page and choose which types of emails you wish to receive, or click the toggle to disable email notifications entirely.

disabling recommended settings in notifications

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