You can easily file emails relevant to a project by forwarding an email to your WorkGuru's email address with the project number in the email's subject line.
Your WorkGuru's email address is your WorkGuru firstname.lastname@example.org. You can confirm your WorkGuru's tenant name from your account menu in the top right hand corner.
Once you retrieve your WorkGuru tenant name, you can forward emails to your WorkGuru project meeting the following requirements.
- Recipient Email Address - email@example.com
- Subject - Must contain the project number, however can occur anywhere in the subject.
- Sender Email Address - The sender must be from an email attached to an active WorkGuru user for anti-spam purposes.
Emails that have successfully been allocated to the project will display in the Emails section of the project's Notes tab.
Any files attached to the emails will be listed in the project's Files tab.