Actions by Email

Interact with assigned tasks directly from your inbox. Actions by Email now offers enhanced functionality, including:

• Record task responses directly in an email, seamlessly integrating inputs with ProcessMaker tasks.

• Design more effective email screens by integrating interactive buttons for various actions.

Create an Email Screen

To enable Actions by Email for a task, create an email screen that will be displayed to the participant. This screen should provide the recipient with enough information to make an informed decision and take action on the task. Watch the following video to learn how to create an Email screen.

Complete Actions by Email Configuration

After an email screen has been selected, follow the instructions in the following video to complete the Actions by Email configuration and run a Case of the process.

Learn More

• ProcessMaker Knowledge Center: Find detailed product documentation.

• ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.