Email to Task/Ticket Setup Last updated: Jun 24, 2023

Step 1

To set up an email to task, you must forward emails from your mailbox to [email protected] from your existing mailbox. Simply configure a forward, a mailbox rule, or a transport rule to forward all emails or specific emails that match your rule.

Step 2

After you forward emails from your mailbox to our ticketing, you now need to claim that email in the Vertask portal. 

Navigate over to Settings > Integrations and Add-ons > Email to Task

• Click New
• Enter the email address you forwarded in the form
• Click Configure
• You will be sent a verification code to the email address you forwarded. Click the link to verify ownership.

Step 3

Once you click the verification link, validate that the config shows's 'verified' at the top.

Step 4 (optional)

On the same page, you can also configure additional properties, such as

• Permissions - agents or groups the emails tickets will be assigned to
• Enable or disable the rule
• Auto-create clients - create the sender if they do not exist. If disabled, a ticket will not be created if the sender does not exist.
• Invite auto-created clients to portal - if you enable the 'Auto-create clients' options, you can choose to auto-invite them to the client portal after being created.
• You can also delete the email config completely.