What is the Mail module in Task Manager?
Mail is a Pro module that brings a complete Shared Inbox into Task Manager: you can receive and send messages, manage threads and work with attachments without leaving the software. Correspondence sits alongside Tasks and Files, so everything relating to a client is in one place.
How does it work?
- 01
You connect your company inbox and manage it from within the software.
- 02
You collect attachments from an entire thread in a folder on the company drive with one click.
- 03
You Organise a long thread: keep the original, tidy it up or summarise it.
- 04
Expert mode rewrites the content to make it professional and concise, and adds an AI comment below each message.
What do you gain?
No more copying and pasting: turn an email into a Task without copying its content.
A clear thread: forty messages with quotes nested inside quotes become a few concise points.
Attachments in place: the entire correspondence has its own folder on the company drive.
An everyday example
A client sends a contract, then a revision, then a scan. A week later, no one knows which version is the latest. You open the thread, click the paperclip and find all the files in one folder - complete with dates.
Frequently asked questions
Is Mail included in the Standard plan?
No, it is a Pro module. Prices for both plans are shown in Pricing, excl. VAT.
Can an email automatically create a Task?
Yes - using a rule in Automations or an instruction for the AI Assistant.
Does AI read my entire inbox?
Only the content you select for summarising or rewriting is sent to the AI provider.