Email and Dart
You can link Dart with your email suite to do work more effectively. By doing this you can both receive email notifications and also send or forward emails to Dart to log them as tasks, and even update existing tasks via email. You can even turn customer support emails into tickets managed in Dart, or manage a CRM process by forwarding emails to the right dartboard.
Dart will automatically pull in the subject, content, and attachments of any email sent to it to make a new task or add a comment to an existing one. Be sure to send or forward emails from the same address you use to log in to your Dart account.
Dart email integration setup
This allows you to create tasks from a given email in a given dartboard.
First, go to the email integration page and turn on the integration. Once enabled, you have two primary workflows:
Create new tasks from emails
This allows you to create tasks from a given email in a specific dartboard.
Choose which dartboard your new tasks should go to
Open that dartboard and click the three-dot options menu (in the left navigation or the board title in the header)
Choose 'Copy dartboard email'
Forward any email to this address, and it will convert to a task in that dartboard
At this point you can just forward any emails you would like to this email and they will convert to tasks in the dartboard.
Update existing tasks (add comments)
You can now copy a specific task's email address to add information to it. When you send or forward an email to a specific task, it posts the content as a comment.
Open the specific task you want to update
Go into that task's options menu
Choose 'Copy task email'
Forward an email to this address to instantly add the email content and attachments as a comment on the task
To take the integration to the next level, go to your email application and set this email as a contact for Dart. For example, if you use Gmail go to contacts.google.com and create a new contact with this email. Now you can simply send or forward emails to this contact to make tasks in Dart!
You can even set up rules to automatically forward certain types of emails. To do this see the help center for your email application of choice. Here is a link for how to set this up in Gmail. Here is a link to set this up in Outlook.
Email notifications
Email is also used for notifications in Dart. These are turned on by default, but you can either turn them off or specify which types of emails you want to receive.
To do this go to the Notifications page in settings and click the toggle to disable Recommended Settings. Then just scroll down the page and choose which types of emails you wish to receive, or click the toggle to disable email notifications entirely.
