Jobs

Incoming Requests

When an email looks like new work, Plana doesn't open a job straight away. It gathers what the email says into a request and waits for you, because opening a job takes the next job number, and that number is kept forever.

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The idea behind it

The life of a job. A job moves along its status, from the first ask to getting paid.

Good to know

A new email about the same thing joins the request that's already there, so one enquiry is one row however many emails it takes. Once you've dismissed a request, more replies in that email conversation stay in Dismissed, and replies on a request you've opened as a job go to the job.
If an email was filed under the wrong job, open it and click New job instead at the top. It reads the email into a new job and moves the email onto it. If the old job has nothing on it, Plana offers to archive it.
If an email conversation was filed on the wrong job and doesn't belong on any job, click Unlink from job at the top of it, or right-click it in the inbox and choose Unlink. Replies in that conversation are never filed back on that job.
While Plana reads an email you can close the window. A message tells you when the lines are ready, and Review brings the window back.

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