I recently was asked the question: “How do I forward my emails to the Pelotonics online project management software system?”
What a great question! I can’t believe that we have not highlighted this before. Everyone on the Pelotonics system can have a “drop box” of sorts by working with the Evernote integration. Once you enable the integration, you will be able to copy emails out of your Outlook with the click of a button OR forward emails into your account by using a unique email address. Here’s how you do it:
Step 1
To start, you will need an Evernote account. You can sign up for Evernote at their website.
Step 2
Go into Pelotonics and find your profile in the Global Contacts section or in the Contacts section of any project. Edit your profile and look right under the Dashboard tab to find the “Evernote Settings” link.
When you click on the “Evernote Settings” link, you will be prompted to authorize communications between Pelotonics and Evernote. After you authorize this, you will then have an Evernote tab on the Dashboard level of the Pelotonics Interface. All of your notes will be presented within the Pelotonics application!
Step 3
Once you install Evernote, you will be able to get your unique email address from the Settings menu within Evernote.
Once you have this address, any emails you send to it will automatically be inserted into your Evernote account and by extension, your Pelotonics account as well!
Step 4
Evernote also provides you with an embedded button in Outlook that you can use to clip your emails to Evernote rather easily. Once you clip your emails or forward your email on to Evernote, they will be available for you in Pelotonics to assign out as tasks or turn into messages.
GTD Fest
We have noticed that many of our users are GTD enthusiasts. Using the email forward to Pelotonics will allow you to get all of your relevant emails into your trusted group system. Once in the system, they will be out of your head and you can focus on more important things!
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