I would like to add an email to more than one timeline, while I'm drafting the email. How can I do this without waiting for the email to show up in my sent folder or cc'ing myself and waiting for the email to come up? I ask because sometimes I'll forget what timelines it should be in by the time I get back to it in my sent folder or it shows up in my triage. Is there a way to do this?
Hi
You can add client (by the email address) and work (by selection). Add the work timeline will automatically add the client associated with the work.
![](https://uploads-us-west-2.insided.com/karbon-us/attachment/04ea1ffb-d6ac-4300-9fe3-4d6dfb18c28c.png)
We set all emails to default to the person contact which means when we send an email, it’s attached to three timelines automatically:
- The person contact
- The organization to which the work item is attached
- The work item
I believe that’s the maximum timelines to which an email could be assigned upon sending, other than adding additional “to” email addresses.
I would love to assign emails upon sending, and to see the staff visibility, so I think it would be a great feature idea to have the information dashboard visible to the right of the email during draft phase instead of only after sending.
If you add a feature idea, link it in the comments so others with this same issue can find it and go vote for it! 😊
Link: New Feature Idea
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