Sending Card Messages as Emails

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

This function must be enabled as an additional component. See how to configure this functionality.

This feature allows you to write a message on a card and mark it for sending to an email recipient. In combination with a card’s public email address, you can communicate with external users, as they will reply directly to the card.

A copy of the sent email will remain in the card as a message, with information about the addressee underneath.

It is worth creating an email address for the card, as this will enable you to receive replies in the form of new messages. See how to enable the Incoming Emails feature.

Send card messages as emails

To send the card message as an email:

  1. Open the card.
  2. In the Messages section, in the text field, enter the message.
  3. On the Send button, go to the drop-down menu, and then select Send as email.

If your card does not have an email address, you may now create one.

  1. You will be asked to create an incoming email address. This will allow users to reply to this email. The next steps are optional.
  1. On the pop-up window, select Yes.
  2. Select whether to create a custom or generated email address for the card, and then select Add.
  3. Select one or more emails to which your message will be sent, and then select Send.

The message will appear in the activity stream alongside information about who it was sent to.

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