Overview
Agility Blue includes a powerful email and notification system that allows users to communicate and manage work directly through email.
Whether sending updates, replying to conversations, or creating new work by emailing into the system, Agility Blue ensures that email activity is accurately captured and associated with the correct tasks and projects.
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What You Can Do with Email
Agility Blue supports several key email workflows:
Send emails from within Agility Blue to communicate updates or share information
Reply to emails and have those responses automatically linked to the correct task or conversation
Email into the system to create new projects and tasks
Continue email conversations while keeping everything connected to the appropriate work
These capabilities make it easy to collaborate with both internal and external users without leaving your email client.
How Email Integration Works
Agility Blue connects email activity to your workspace using a combination of system-generated data and email conversation context.
When an email is sent or received, the system works to:
Identify the correct task, project, or conversation
Store the message as part of the activity history
Maintain the continuity of ongoing email threads
This ensures that communication remains organized and tied to the work it relates to.
Key Concepts
Understanding a few key concepts will help you get the most out of email integration:
Managed Inbox
Each workspace is configured with a dedicated email address used to send and receive email messages.Email Conversations
Email messages are grouped into conversations and linked to tasks when appropriate.Automatic Matching
Agility Blue attempts to match replies to existing tasks or conversations whenever possible, even when users continue email threads outside the system.
Best Practices
To ensure emails are processed and associated correctly:
Include the managed inbox address when replying to or forwarding messages
Keep email threads intact when continuing a conversation
Avoid significantly modifying the original email content when replying
Following these practices helps Agility Blue maintain accurate and reliable email associations.
What to Expect
In most cases, email behavior is automatic and requires no additional steps. However:
If an email cannot be confidently matched to existing work, a new task may be created
All email activity is still captured and can be reviewed within Agility Blue
This ensures that no communication is lost, even in edge cases.
Next Steps
To learn more about working with email in Agility Blue, use the side-panel or navigation links at the bottom to see: