InterAct Issue Management
Clarizen’s patented InterAct Issue Management email engine lets users trigger virtually any action in the AdaptiveWork project management software with a simple email. This Issue Management App features a complete issue life cycle management, all with email messages.
About This App
Clarizen’s unique InterAct Issue Management email engine lets you create email inboxes that can be customized to trigger virtually any action within AdaptiveWork.
This Issue Management App features a complete issue lifecycle management using only email messages.
- Create an issue for a work items by sending an email to the workitem’s inbox
- Change the issue’s state by sending an email to the issue’s mailbox
- All issue’s stakeholders receieve status updates when the issue’s state changes
- The status updates contain relevant email links to manage the issue’s lifecycle (Resolve, Reject or Re-open)
To install the App:
- First refer to InterAct help page.
- Add a “Reopened” issue state by:
- Navigate to Customizations.
- Locate the State field of All Issue Types (type “State” on the search box)
- Click “Edit”
- Type “Reopened” on the value box
- Click “Add”
- Click “Save”
- Install this App using the “Install” button on this page.
- Browse to the InterAct Settings page in your AdaptiveWork account. Set-up the InterAct environment if you haven’t already.
- Enable the mailboxes.
Using the App: Fields, Rules and mailboxes
Custom Fields
| Entity | Label | Description |
|---|---|---|
| All Issue Types | Send Stakeholder email | Send an email on the update of an issue |
Workflow Rules
| Entity | Label | Description |
|---|---|---|
| All Issue Types | Send update to issue stakeholders | Sends an email to all issue stakeholders whenever an issue is updated. |
Specific mailboxes
Work Items mailbox
| Rule Name | Description |
|---|---|
| Add issue to Work Item | To add a new project issue to a project, email
[email protected] Your email’s subject line will be used to name the issue. Your email body will be used to describe the
issue in detail. Use the following format in the body: |
All Issue Types Mailbox
| Rule Name | Description |
|---|---|
| Resolve Issue | To resolve an issue, send an email to:
[email protected] You will find the issue ID (I-xxxxx) in your emails associated with the issue. The body of your email will be used to describe how you resolved the issue. Use the following format in your
email body: |
| Reject issue | To reject an issue, send an email to:
[email protected] You will find the issue ID (I-xxxxx) in your emails associated with the issue. The body of your email will be used to describe why you rejected the issue.Use the following format in your
email body: |
- Click “Email” on the “Add issue to Work Item’ rule attach a vCard of a work item (as a sample) and send the Email to yourself.
- Open a new issue by sending an email to the work item’s inbox. The address should be something like [email protected] (the vCard
demonstrates that). don’t forget to specify:
- Assigned To:
- Issue:
- After a minute or so you’ll get a status update email. The email will contain the issue’s details and current state + relevant links for changing (Resolve, Reject or Reopen) it.
Issues Mailbox
| Rule Name | Description |
|---|---|
| Re-open Issue | To reopen an issue, send an email to:
[email protected] You will find the issue ID (I-xxxxx) in your emails associated with the issue. The body of your email will be used to describe why you are reopening the issue.Use the following format in
your email body: |