Gmail Add-on

Using 5pm for Gmail

You can create tasks and messages from your emails using any email client, but if you are using Gmail, it is even easier to do. With 5pm for Gmail Add-on you can create tasks from emails with a few clicks!

After you install the add-on (see instructions below), you will see the 5pm button in Gmail, on the right edge:

With an email selected, clicking the "5pm" button opens the "Create new task" form.

If it is the first time you are using the add-on, it will ask you to login into your 5pm accoun firstt:

In the form you will see next, you can adjust the task name and description, set the deadline, choose the project it will be posted to and assign yourself to the team. Click "Submit" to create the task.

You will see a confirmation message with the link to the task created in 5pm:

Email subject will become the task name and the email body — the task description. All attachments will be automatically linked to the task.

Gmail attachments added to the ticket will be uploaded to your Google Drive, and links to them posted into 5pm. The files will be placed into the folder called "5pm shared files". Do not delete this folder from Google Drive. Limitations of Google API do not allow files to be uploaded directly to 5pm. But if you need to do that, simply create the tasks by manually forwarding your emails to the 5pm task email.

Installing 5pm for Gmail Add-on

To install 5pm Add-on click on Settings icon located on the top right in Gmail, and then click "Get add-ons":

It will open G Suite Marketplace — simply locate the "5pm for Gmail" add-on there and install it.