Conopeum Core Features and Workflows
Learn how to turn Gmail threads into tasks and manage them using sections, Google Tasks integration, and our partner apps.
Overview
Conopeum turns Gmail threads into tasks that remain synced with Google Tasks. You can manage work by assigning members, organizing tasks into sections, and tracking time across multiple Google accounts. The grouped top navigation separates Workspace, Task tools, Time & People, Tickets, Admin, and Settings for easy access.
Creating Tasks
Turn any email into a task without leaving your inbox. When you add a task, Conopeum automatically creates a customer record from the inbound email using case-insensitive matching to prevent duplicates. If a match is found, any missing name or phone details are backfilled from the new submission. Task tickets and support-chat tickets stay siloed to their originating workspace.
Organizing Work
- Sections: Mirror your pipelines (like sales or support) using sections. Owners can disable sections workspace-wide without deleting stored data.
- Ticket Merging: If a customer sends two different threads, you can merge them into a single task.
- Multi-Gmail: Connect several Google accounts to a single workspace for a unified view.
Integrations
Conopeum connects with your favorite tools to streamline your workflow:
- Plutio: Enjoy two-way sync for customers, tasks, comments, and time entries. Time categories are resolved in a specific order: customer, then section, then workspace default.
- Canva: Start blank designs or use brand templates from a task. Exported files sync to Google Drive and link back to the task.
- MyMarky: Send tasks as social media drafts. Attachments upload to the Marky library, and a link is added back to the Conopeum task.
- Fathom: Automatically convert your meeting notes into tasks.
- Atarim: Two-way sync website-feedback tasks, status, priority, and comments: imported tasks include screenshots and page context.
- Avaza: This integration is coming soon to support teammate time mirroring.
Troubleshooting
- Duplicate Customers: If you see a duplicate warning, it means Conopeum matched an existing customer via their email address.
- Time Tracking: Ensure your time categories are set at the customer or section level to override workspace defaults.