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Inbox Settings

Inbox Settings in Taskip allows users to configure and manage their Business Inbox, enabling centralized email communication within the workspace.

It provides tools for organizing emails, automating responses, and managing sender identity.

Purpose

  • Centralize all email conversations
  • Connect external email accounts via forwarding
  • Automate responses to incoming emails
  • Improve response speed using templates
  • Maintain consistent email branding

Business Inbox

Description

The Business Inbox allows you to connect your existing email accounts to a unique workspace email address.

Workspace Email Address

Each workspace is assigned a dedicated inbox address:

Example:
business@my-agency.taskip.email

Functionality

  • Receive emails directly into Taskip
  • Send emails from connected inbox
  • Manage all communication in one place
  • Support multiple email aliases

General Settings

Tags

Description

Tags are used to categorize and organize emails for better management.

Default Tags

  • Duplicate
  • Replied
  • OnHold
  • Important
  • Spam
  • High
  • Medium
  • Low
  • Urgent

Add New Tag

Function

Create custom tags based on workflow needs.

Example

  • Sales Lead
  • Support Request
  • Follow Up

Auto Reply

Description

Automatically send responses to incoming emails.

Configuration

FieldTypeDescription
Enable Auto ReplyBooleanTurns auto reply on/off

Behavior

  • When enabled, system sends predefined response to all incoming emails
  • Useful for acknowledgment or support responses

Use Cases

  • Customer support acknowledgment
  • Out-of-office replies
  • Lead confirmation messages

Quick Response

Description

Quick Replies allow you to save reusable responses for faster communication.

Features

  • Create predefined message templates
  • Insert replies instantly while responding
  • Reduce manual typing

Add Quick Reply

Example

  • “Thank you for reaching out. We will get back to you shortly.”
  • “Please share more details about your request.”

7. Email Signatures

Description

Email Signatures define how your outgoing emails appear to recipients.

Configuration

FieldDescription
Connected EmailEmail address used for sending
Signature PreviewDisplays current signature

Example Signature

Best regards,
Khairul Bashar
Taskip Team
hi@khairulbashar.com

Behavior

  • Automatically appended to outgoing emails
  • Ensures consistent branding and identity

8. Inbox Address Configuration

Description

Each workspace is assigned a unique inbox address for receiving emails.

Example

business@my-agency.taskip.email

Functionality

  • Receive emails via forwarding
  • Centralize multiple inboxes
  • Manage all communications in one place

Connect Business Email

Description

Allows integration of external email accounts using forwarding.

Setup Process

  1. Copy your workspace inbox address
  2. Go to your email provider (e.g. Gmail, Outlook)
  3. Set up email forwarding to Taskip inbox address
  4. Save settings

Features

  • Receive emails in Taskip
  • Connect multiple email aliases
  • Manage conversations centrally

System Behavior

  • All forwarded emails appear in Inbox
  • Tags help categorize emails automatically or manually
  • Auto reply triggers on incoming messages (if enabled)
  • Quick replies can be used during response
  • Signatures are appended to outgoing emails

Best Practices

  • Use tags to organize emails efficiently
  • Enable auto reply for support or lead capture
  • Create standard quick replies for common queries
  • Set professional email signatures
  • Connect all business emails for centralized management

Summary

Inbox Settings in Taskip provides a complete system for managing business email communication. It enables centralized inbox management, automation, categorization, and consistent branding, ensuring efficient and scalable communication workflows.