Project Inbox

By connecting emails to projects, you can take the wonder out of client or relationship management. Did you email Mary back? This question can be answered once and for all, if you connect emails to projects to track communications about a particular project.

How do I attach an email to a project?

From your inbox, you can attach projects by clicking on the up arrow.

When you click on the up arrow, you’ll see a pop up asking you to select the module, workspace, and project you’d like to attach the email to.

Once you’ve selected this information, click on okay.

Your email will change to a green background color, and you’ll see an icon for “Go To”.

If you click on the “Go To”, you’ll be taken to your project, where you can see how the email was attached.

From here, you can reply, and all replies will also auto-attach to the project.

How can I attach multiple emails to a project at once?

Go to your inbox, and click on the emails you want to attach to a project using the checkbox.

Then click on the “Up” arrow above, which will allow you to attach multiple projects at once.

Next, you’ll see a pop up asking you to select the module, workspace, and project you’d like to attach the emails to.

Once you’ve selected this information, click on okay.

Your email will change to a green background color, and you’ll see an icon for “Go To”.

If you click on the “Go To”, you’ll be taken to your project, where you can see how the emails were attached.

From here, you can reply, and all replies will also auto-attach to the project.

How do I send emails from within a project?

Go to your project, and click on Messages from the tab at the top.

Next, click on Compose.

Type all the details of your email in the To and Subject, as well as the actual email body.

When you’re done, click on Send.

Your message will now show up in the project, under Messages.

If you click on the message, it’ll open up so you can respond, forward, etc.

Will the system import my Google contacts?

Yes, once you’ve authorized Gryffin to send/receive emails, Gryffin will import your Google contacts, which will appear as you are typing in emails in the To, CC, and BCC fields.

How do I add a signature to my emails?

To add a signature, go to any project and click on Messages and Compose.

Next, click on the icon at the bottom of the email for signature.

You’ll see the window to manage signatures.

If you don’t already have a saved signature, click on “Add Signature”.

Enter in all the details, and hit save. Make sure you give your signature a name!

Now you can toggle between signatures as you’re sending out emails, and turn on one as your default that will show up for every email you send from the system.

How do I create an email template?

Go to any project and click on Messages and Compose.

Click on the file icon at the bottom of the “Compose” message.

Click on “Manage Templates”. You’ll see a screen where you can create and manage templates.

Click on “Add Template” and give your Template a name.

Write the text of your template, and don’t forget to use custom tags! All you have to do is add {custom name} – a curly bracket, with any term inside of it.

When it’s time to write your email, these will serve as a quick and easy way to search and replace.

When you go back to compose, and you select the template, it’ll look like this:

And when you enter the name, event, and company at the top, it’ll appear in the body of the email as well.

You can save and use unlimited email templates!

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