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Planview Customer Success Center

Create New Cards via Email

To create a new card via email, first locate your board's email address by clicking on the default drop lane icon.

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Click Copy Email to copy the board's email address to your clipboard.

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Paste the board's email address in the draft email and edit the email fields to correspond with the card information as follows:

  • The subject line becomes the card title.
  • Any additional text in the message body is included in the card description.
  • Email attachments become card attachments.

Please note: You must have access to a board before you can add cards via email to a board.