How do I link an email, note, meeting or call to a Project?

With Cloze you can quickly link any email, note, meeting, call or to-do directly to a Project. Simply start typing in the "Re:" box to search and add your Project.

Tip: If you have a project manager, consultant or partner that spans many different projects you may want to NOT include them as automatically involved in the project. Instead use the Link To functionality described below to link just the specific emails, notes, meetings and calls that are related to a specific project. 

Here are some examples:

Link an Email to a Project

Link a meeting in your Calendar to a Project


Linked an Evernote note to a Project

 

Linked a Call to a Project

 

Link a Meeting to a Project

 

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