Email

Integrate emails within the projects

The email configuration within Projetly enables the user to integrate email clients like Google, Outlook, and other IMAP/SMTP accounts.

Click on 'Add New Email'. Select the respective mail client and follow the given instructions.

Your email data is accessed securely via OAuth. The password is not stored on Projetly.

Add Gmail Account

A new window will appear prompting you to sign in to your Google account.

• Select the Gmail account you want to connect.

• Grant Projetly permission to access email-related data (read/send).

• Click Allow to complete authentication.

Once authorized, Projetly will add the Gmail account to the list. Emails can be sent and received from within Projetly.

Add Outlook Account

A Microsoft login window will appear.

• Enter your Outlook or Office 365 email credentials.

• Grant the necessary permissions for Projetly to access and manage your emails.

Once authentication is complete, the Outlook account will appear in the configuration list. Emails can be sent and received from within Projetly.

Add IMAP/SMTP Account

Use this option if you’re using a third-party or private mail server (e.g., Zoho Mail, GoDaddy, your own domain, etc.).

Enter Mail Server Settings:

• Email Address

• IMAP Server (incoming)

  • Host (e.g., imap.yourdomain.com)

  • Port (usually 993 with SSL)

• SMTP Server (outgoing)

  • Host (e.g., smtp.yourdomain.com)

  • Port (usually 465 or 587 with SSL)

• Username and Password for the email account

• Click Test Connection to verify your settings. If successful, click Save to finalize.

Your IMAP/SMTP mails are added in the configuration list. Emails can be sent and received from within Projetly.

Email Signature

Projetly allows users to configure an email signature that is automatically appended to emails sent from connected email accounts. This ensures consistent communication and provides recipients with clear contact details.

To configure an email signature, go to Email Configuration.

• Select the email account for which you want to set the signature.

• Enter the signature content in the Email Signature editor.

The signature can include information such as:

• Name and designation

• Company name

• Contact details

• Website or support links

Once configured, the signature will automatically appear in emails sent from Projetly using the selected email account.

Click Save to apply the changes.