Help Docs

Answers to all things DoneDone. Still can't find something? Reach out!

Mailboxes & Conversations

Adding DKIM and SPF / Return-Path records for your Outgoing Email

How to add DNS records for better email deliverability

Adding and Removing Users from a Mailbox or Project

DoneDone makes it easy to manage who's on what

Archiving and Deleting Projects and Mailboxes

How to deactivate projects and mailboxes

Bulk Edit and Filter Tickets by Job

If you're taking advantage of Workflow Jobs, watch this short video to learn how to edit and filter tickets by Job.

Changing Workflows on an Existing Project or Mailbox

We'll show you how to change workflows and resolve any status conflicts that arise from the new workflow.

Connecting a web form to your Mailbox

Whether you’re using Webflow, Wordpress, or any form building tool, it’s easy to send form submissions to your DoneDone mailbox.

Controlling Spam

Spam is never any fun. DoneDone helps keep spam out of the way so you can focus on genuine customer messages.

Create a Project That Uses Workflow Jobs

Check out this short video to learn how to a create a Project using your own Custom Workflow & Jobs.

Creating a New Mailbox

Creating your first Mailbox is easy. Learn how in this help doc.

Exporting Tasks and Conversations

Any of your task and conversation lists can be exported to CSV.

Getting Started with Workflow Jobs

Learn how to setup and get started with Workflow Jobs. Ticket assignments made easy.

How to Set Up Your Customer Ticket Portal

Learn how to set up your Customer Ticket Portal on any DoneDone Mailbox.

Introduction to Mailboxes

Use Mailboxes to receive and track customer emails in DoneDone. Great for customer support, hiring and new business inquiries.

Link Tasks to Conversations and Vice Versa

Linking tasks and conversations directly helps connect your support and production teams. Or use them to group related tasks.

Mailbox Email Limits

Email limits are in place to maintain the safety and stability of DoneDone.

Managing Email Notifications

Control how often (or not) you receive email notifications.

Merging Conversations in a Mailbox

How to Merge Conversations in DoneDone

Moving Tasks to Another Project (or Conversations to Another Mailbox)

How to move tasks from one project to another (or conversations from one mailbox to another).

Setting up Saved Replies

Use saved replies to save time and standardize response to common questions from your customers.

Setting up Auto-Forwarding

How to set up your email to auto-forward into a Mailbox

Setting up Conversation Rules

Learn how to set up rules for new Conversations and customer replies

Setting up an Email Signature

How to set up a signature for replies from your Mailbox

Setting up an Outgoing Email Address

How to set up your outgoing email address for your Mailbox

Setting up the Auto-Responder and Office Hours

How to set your Mailbox to send auto-responses (including during and after office hours)

Using Filters to find Tasks and Conversations

Filters are perfect to quickly find work using a mix of assignee, status, priority, due dates, tags, and much more.

Using Project & Mailbox Notes

Learn how to use Project & Mailbox Notes to share iniative-wide info with your team.

Using Tags to Organize Work

Tags are a great way to further organize your work and easy enough for anyone to understand.