Being able to track email communication pertinent to
specific projects is important to manage a Project in a timely and accurate
manner. Each project will be able to store emails related to that Project. You
will have the ability also to Reply and Reply to All directly from the Email
section of a Project.
The main page will appear with each email listed in the same
fashion as you see below.
When an email is highlighted the additional icons you see at the
bottom right hand side of the page(Reply, Forward, View) will become live and
allow that function to be applied to any highlighted email.
Since Email is inherently personal, for any Email to be attached
to a project it has to be moved from the main Email section to a Project.
When you are in the main email section, highlight the email you would like to
move to a Project and Right Click it. The Menu you see below will open and will
allow you to move an Email into a Project. Choose the highlighted icon you see
When you choose the Move to... icon the window you see below
will open and you can check the circle next to Project. Then scroll through the
Projects you are assigned to and click on the Project you are looking for. The
Email will then be moved to that Project.