Working with Mailbox (Projects)

The project Mailbox is an internal email feature that allows project team members to communicate with each other and maintain a record of the communications. The project Mailbox interface is similar in functionality to common email programs such as Microsoft Outlook. The project Mailbox supports file attachments and emails can be sent between project team members and to external email addresses.

Note: The external email cannot be sent directly to the project Mailbox.

A copy of every mailbox communication is saved in a central folder controlled by the project administrator. These communications become part of the project record. The project or company administrators must grant users permission to access the project Mailbox folder.

Depending on permissions, users can view all messages or only those in which they participated (sent or received). Permission can also be granted to delete items in the project Mailbox folder. Once deleted, the communications are not recoverable.

Note: Users who sent or received the deleted message may still retain copies of these messages in their own Inbox or Sent folder.

You can link the messages in the project Mailbox to specific business process records.

See Also

Using Projects

Working with the Project Summary

Managing Project Alerts

Distributing the Project Mailbox Email Address to Users

Working with Tasks, Notifications, and Drafts Nodes

Working with Your Project Information

Working with Gates

Working with E-Signatures

In This Section

View and Find Mailbox Messages

Send and Receive Mailbox Messages

Link Mailbox Messages to Business Process Records

Additional Information about Using the Project Mailbox



Last Published Friday, June 21, 2024