Adding contacts to Fileboard:
Clicking on an email provided while the extension is open will fetch all the contacts in the email. It will then give you the option to add the contacts in Fileboard.
Adding Workflow & Buckets:
When you have added the contact in the Fileboard you can now move it to any Workflow. On the contact card click ‘Add Workflow’ and select from the list.
You also have the option to change or remove the worfklow/bucket they belong to.
- Send an email from the sidebar extension.
- Select Templates/Snippets to send email
- Call, redirects you to Fileboard app
- Snooze & skip Tasks
- Add Notes