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ActionDesk — Team Tasks & Reminders for Tickets, Chats & Automations | Velaxe

ActionDesk

Turn emails into tasks with Email-to-Task

Forward emails to your workspace address; attachments land in SecureStore automatically.

10 min Beginner Support, Ops, Anyone who lives in email Updated Oct 3, 2025
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Workspace email alias
Your unique address

Overview

Forward emails to your workspace address; attachments land in SecureStore automatically.

Prerequisites

None.

Permissions required

tasks:create integrations:configure

Steps (3)

Estimated: 10 min
  1. 1

    Find your workspace address

    Admin 2 min Back to top

    Go to **Settings → Email-to-Task**. Copy the address like `tasks+<workspace>@in.velaxe.app`.

    Tips

    —

    Validation

    • Address shows as **Active**.

    Success criteria

    —

  2. 2

    Forward or BCC emails

    User 4 min Back to top

    Forward important emails or set up auto-forward rules. Subject becomes task title; body renders in description; files are attached.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Auto-tag & route (optional)

    Manager 4 min Back to top

    Create routing rules to assign by sender/domain or subject keywords (e.g., "invoice", "refund").

    Tips

    —

    Validation

    —

    Success criteria

    • New tasks appear with correct assignee, tags, and attachments.

About this guide

ActionDesk is the hub for follow-ups across your workspace. Convert chats, tickets, calls, payments, and automations into clear tasks with owners, priorities, due dates, and checklists. Every task links back to its source—so teammates have context without switching tabs.

Work the queue in list, Kanban, calendar, or timeline views. Snooze, set reminders, request approvals, or escalate with SLAs. Integrations with Google/Outlook Calendar, Slack/Teams, email, and webhooks keep people on track. FlowForge actions can create, update, and close tasks to blend automation with human steps.

Metrics flow to InsightLake with Prometheus-friendly counters for on-time completion, breach rates, throughput, and workload balance.