welcome aders here at the Dinosaur Museum we're constantly working on multiple projects we're organizing exhibitions workshops School visits as well as guided tours our visitors also often contact us about our various projects using emails or our website tell me about it Susanna recently I've been drawing in messages about a new exhibition and honestly sometimes I'm kind of scared I'm going to miss an email or two no problem we can go ahead and I'll show you different ways that we can set up your projects so that your tasks are created automatically whether it's from an email
or our website let's go ahead all right so let's go into our database we'll go right into the project module and here we have our project for the Jurassic walking tours which are linked to our newest exhibition and to set up the email alas we'll go into settings and then we have the settings of our project we have the settings tab again and we have an option to create tasks by sending an email to and here we just need to fill in um the the beginning of the email that's followed by our generic domain so
we will call it um walking since it's for our walking tours I will save this and boom from now on whenever an email is sent to this address it will automatically create a task all right let me give it a try here I'm sending an email to this address done oh that was quick all right let's take a look at what this looks like inside of our project so here uh we see immediately on our Coman view that we have a new task uh the walking to request that was just automatically created from the email
that gam sent now how amazing would it be if uh whenever we pick up the task and start working uh on it and move it to the next stage it could automatically notifi the client who sent the email just to let them know that we have well received their task and we're working on it now is something that is possible so uh it's something that we can configure on the Canan stage level so just here if we click on edit we have a possibility to select an SMS as well as an email template uh for
this video we'll just go ahead with the email uh we have some preconfigured templates we will take the request acknowledgement we'll set it up I will save and close and now let's say that we started working on the incoming request that we received from Gom we pick it up we drag and drop it into the review stage and let me show you what it looks like from uh the task level we can see that an email was automatically sent to uh the requestor saying we have received your request and we're working on it so that's
just something to make the whole process a little bit easier on you um and that is it for configuring tasks from an email alas however there's one more thing that we will take a look at in this video uh which is configuring uh task creation from our website so let's go ahead into our uh dor Museum website which is here and we have the contact us form right here on our website and we can set it up so it creates tasks in our projects as well so um since we have started the Jurassic walking tours
project we've been receiving so many inquiries about it that it's actually just much easier to set up the contact form so every contact UM activity that is sent to us creates a task in the Jurassic uh walks uh project so we'll go ahead and click on edit here and if we edit our form here we have uh a menu that allows us to uh specify the details and so by default this is set to send an email uh to the um database administrator but we will set it to create a task here we have an
option to choose our uh projects from the list so I will choose the Jurassic walking tours with some other fields but for now we will just save it as it is and we see that the menu has changed a little bit so we have the task title and the description I will say we need a walking tour for excuse me for let's say 1,000 people let's just go big uh okay okay I will submit this contact form and that's done let's just take a quick look into our project right here into the Jurassic walking tours
and again we see that we have received another new task the walking tour for 1,000 people and again if I just drag and drop it into the review stage the person who sent the email uh will be notified immediately since we configured the email template so that is it for today's video I hope it will make it easier for you to manage your tasks and we'll see you in the next one thank you so much for watching
