We all have times where a client emails us and asks us to look into something or complete a one off project. One of the coolest features that Jetpack Workflow offers is the ability to forward that client communication into your Jetpack account and create a job profile with all the emailed information. Here's steps on how to use this feature!
Note:: You currently cannot forward or send an email into an existing job inside Jetpack Workflow.
1. First, go to your email account that is currently tied to your Jetpack account
2. Forward or sent the email to newjob@m.jetpackworkflow.com
3. This will create a new job to populate in Jetpack which is:
Automatically assigned to you as the job manager
The name of the job will be the Fwd: email subject
The job profile will have no tasks and no clients
Automatically sets the due date as due today
4. Click on the job name and click Edit to make any changes
5. Adjust the due date as needed and assign a client to the job so it will be stored on that client's Jetpack profile
You can reassign the job to another team member if needed
You can set up a repeat criteria if needed as well
6. Click on Save Job
7. Scroll to the bottom to view any attached documents under the Documents subtab, if applicable
7. Create task(s) and assign the task(s) to your team members as needed
Related Articles: Edit One Job