This document provides a user guide for the PKMT-Agile Manager Gmail Add-on, which allows users to view, create, and manage ToDos directly from Gmail.
📌 Overview
The PKMT Gmail Add-on integrates with your Gmail inbox to help you:
- View your active ToDos
- Create new ToDos from emails
- Mark ToDos as complete
- View task details
- Open tasks directly in the PKMT system
🚀 Getting Started
- Install the add-on from the Google Workspace Marketplace.
- Open any Gmail message or your inbox.
- Click the PKMT icon on the right sidebar to open the add-on panel.
🔑 Authentication
The add-on requires a PKMT API token to access your tasks.
To configure your token:
- Open the PKMT add-on.
- If no token is stored, you'll be prompted to enter it.
- Paste your token (from PKMT → ToDos page).
- Click “Save Token”.
🔒 Once saved, the token is hidden by default. You can reveal or update it anytime.
📋 Viewing Your Tasks
Once authenticated:
- Your active ToDos are listed.
- Each task shows its title and status.
- Click a task to expand its details.
Expanded view includes:
- Description
- Due date
- Responsible person
- Button to open in PKMT
- If created from an email, a link to the original message
✅ Marking a Task as Complete
Each task has a checkbox. Toggle it to:
- Mark as "completed"
- Revert to "open"
A confirmation message is shown upon success.
➕ Creating a New Task
Click “➕ New Task” to open the creation form.
Fill in:
- Title
- Description
- Due date (in format
YYYY-MM-DD) - Status (Open or In Progress)
Click “Create Task” to save.
✉️ Creating a Task from an Email
When viewing an email:
- Click “Create ToDo from this email”
- Subject and sender are auto-filled
- Add/edit the details and click “Create Task”
The task will link back to the original email (if available).
⚙️ Settings
You can:
- View if a token is configured
- Edit or re-enter your token
- Cancel token editing at any time
🌐 Open PKMT in Browser
At any time, you can click “Open PKMT-Agile Manager” to access the full web platform: https://criis-projects.inesctec.pt/PK/index.php?tab=todos
❓ Troubleshooting
- “Token not found” → Enter your token from the PKMT platform.
- “Error fetching tasks” → Check your token or network connection.
- Email link not working → The original message may no longer exist or be accessible.
📩 Support
For help or issues, contact: fbnsantos@gmail.com