SkyDesk Projects Integration

If you use SkyDesk Projects to manage your Projects, in SkyDesk Mail you can view all your tasks across portals under the respective portals. This integration further helps you to directly associate the emails you receive with Project Tasks or create them as Project Bugs for tracking. The Tasks App inside SkyDesk Mail, gives you a consolidated view of your personal Tasks and Project Tasks, enabling you to prioritise and plan better.

You can also create, update or delete the Tasks from the SkyDesk Projects menu from your Mailbox itself. You can directly associate an email with a Project portal as a Task or raise a Bug in SkyDesk Projects.

Add Email as SkyDesk Projects Task/Bug:

You can directly add an email to a Project as SkyDesk Projects Task/ Bug. When you associate an email with SkyDesk Projects, the SkyDesk Projects integration is automatically enabled. It can also be enabled from the Integration settings directly.

Steps to add a Task to a Project portal:

  1. Open the email that you want to view.
  2. From the More Actions drop-down, select Add To, and choose Projects as Task/Bug.
  3. Opt for either Task or Bug in the top menu bar 
  4. The subject of the email gets added as the Task/Bug title, and the email content gets added as the description.
  5. Select a Project from the options listed, and edit the other preferences as required. 
  6. By default, the attachments that were a part of the original email will also get added. You can remove the attachments which are not required.
  7. Click Save 

The SkyDesk Projects menu is disabled by default in the Integration Settings. You will still be able to add emails as Tasks to SkyDesk Project portals and doing so will enable SkyDesk Projects automatically. On further disabling SkyDesk Projects manually, Add to Projects as Task/Bug option will not be available.

Emails which have been added as Project Tasks will be earmarked on the left side of the mail in the mail listing. You can click this marking to view the task details from the listing.

Apart from this, in the email reading pane, you can view the details of the associated Project Task/ Bug. In the right corner, the label will indicate whether the email was added as Task or a Bug.

‚Äč

You can view the Tasks you have added from email or added directly in Projects, from the Tasks app, under SkyDesk Projects section. 

Enable SkyDesk Projects Integration:

When you add email to Project tasks or enable SkyDesk Projects Integration, the default portal chosen in SkyDesk Projects will be associated in SkyDesk Mail. You can choose any default portal from the Project Integration settings. 

  1. Navigate to Settings.
  2. Select the Integrations section.
  3. Turn 'ON' the toggle button next to SkyDesk Projects.
  4. On enabling Projects Integration, you can select your default portal from the portal name drop down in the SkyDesk Projects option.
  5. Whenever you add emails to SkyDesk Projects Tasks, it gets added in the chosen portal. 

Note:
In case you change the portal from the Integration settings, all the prior Tasks associated with the previous portal will not be visible in the emails or in the mail listing. Those tasks can be viewed only if that particular portal is selected as the default portal.

View/Access SkyDesk Project Tasks from Tasks application:

  1. Log in to SkyDesk Mail
  2. Click the Tasks icon in the left apps bar.
  3. In the Tasks App, locate the SkyDesk Projects section under the Tags.
  4. The Project Portals, where you are a part of the Project will be listed there. 
  5. Select any Portal to view the Tasks associated under the Portal. 
  6. You can further filter the tasks based on individual Projects, from the Views option. 
  7. Click the Views option, to select the required Project. 
  8. The tasks under that project get listed on the screen.
  9. Select a particular task to view the details of the Task in the Preview. 
  10. If you make any changes to the Task or the Task Status, the changes will be updated in the SkyDesk Projects directly.

Add Tasks to SkyDesk Projects:

You can also directly create a Task, under any project already created in the SkyDesk Projects.

  1. Log in to SkyDesk Mail
  2. Click the Tasks icon in the left apps bar.  (or Click here to launch Tasks app in a new tab.)
  3. In the Tasks App, locate the SkyDesk Projects section under the Tags.
  4. The Project Portals, where you are a part of the Project will be listed there. 
  5. Select any Portal to view the Tasks associated under the Portal. 
  6. You can further filter the tasks based on individual Projects, from the Views option. 
  7. Click the Views option, to select the required Project.
  8. Click 'Create' button on the top of the left menu bar.
  9. Provide a Task title and choose the Task list from the options listed.
  10. Provide the respective details for the  Task to be added. 
  11. Click 'Save' to create the Task under the selected Project. 

Depending on the user preferences set for that portal, you may or may not be able to edit/set the preferences for the respective tasks.

Note:

  • The tasks under SkyDesk Projects are exclusive only to this menu, and will not be listed under any of the other views.
  • If you are not a part of any Project portal, the SkyDesk Projects menu will not appear in the left menu pane. 

Troubleshooting

No Project portals

If you are a newly signed up user who is not a part of SkyDesk Projects, on trying to Add an Email as Task/Bug, you will be notified that there are no Project portals associated with your account. 

Steps to be followed:

  1. Click on the SkyDesk Projects link given in the pop-up error message.
  2. On the Project portals page that follows, enter the desired portal name.
  3. Click on Create Your Portal to add the portal.
  4. Proceed to the SkyDesk Mail interface and Add Email as Project Task/Bug.

The relevant email will be added as a Task/Bug in the newly created portal.

Default portal

If you have already selected a default portal in SkyDesk Projects or if you are a part of only one SkyDesk Project portal, it will be set as your default portal in the SkyDesk Projects integration. The chosen email will be added as a Task/Bug in that portal.

In case you are a part of multiple SkyDesk Projects Portals, you will be asked to select one of the portals as your default portal.

Steps to be followed:

  1. Click on the Settings link given in the pop-up error message.
  2. Turn 'ON' the toggle button next to SkyDesk Projects.
  3. Click on the drop-down menu next to portal name option.
  4. Choose any one of your Project portals as the default portal.
  5. Proceed to the SkyDesk Mail interface and Add Email as Project Task/Bug.

The email will be added as Task/Bug to the selected portal.