Connecting a mailbox (IMAP) so email becomes tasks

Taskpath reads email from your existing mailbox over IMAP and turns each message into a Task. Your mailbox stays the system of record — Taskpath never takes over your MX or becomes your mail host.

The quickest way: the guided Support setup

For a support mailbox, use the turnkey pack instead of wiring things up by hand:

1. Go to Automations → Start from a job → “Support mail” (this opens the guided Support setup).
2. Enter your mailbox details — address, IMAP host/port, username, password, and the SMTP details for sending approved replies. Taskpath tests IMAP and SMTP as you connect, so a wrong password shows up immediately.
3. It installs the support workflow, connects the mailbox, and routes it in one step. Add a few knowledge documents, and you're live.

You can see and manage everything it created afterwards under Connections.

Connecting a mailbox manually

If you'd rather set it up piece by piece:

1. Create (or choose) a mailbox for the address you want to route, e.g. support@yourdomain.com. Any IMAP-capable provider works.
2. File the mail into its own folder (recommended). Add a server-side filter that moves mail for that address into a top-level folder (e.g. Support), so Taskpath reads only that folder and not your whole mailbox.
3. Create an IMAP connector — Connections → Connectors → New connector → IMAP: host, port (usually 993 with SSL), username, password, and the IMAP folder to read. Add SMTP details too if you want Taskpath to send approved replies from that address. Click Test connection.
4. Add an assistant mailbox — Connections → Assistant mailboxes → New: set the address and link the IMAP connector you just created. Once linked, the connector's messages become Tasks.
5. Choose who can create tasks. By default only workspace members can; turn on “Accept email from anyone” for a support or sales mailbox so messages from customers become tasks too (the sender is captured as an external requester).

Good to know

• Taskpath polls active IMAP connectors automatically every few minutes; you can also open the connector and press Sync now.
• A connector's Health (on the Connections page and the connector row) tells you at a glance if it's connected, stale, or errored — you don't have to go looking; a broken connection also raises a banner across the app.
• Replies are never sent automatically to someone outside your workspace — they go through human approval.
• If mail isn't arriving, the cause is almost always DNS (MX records) or a server filter silently moving/dropping the message — not Taskpath. Verify the mailbox receives the message first, then sync.