Schedule project and contact emails for later

From a project or contact email compose window, send now or pick a later date and time. Quick picks use your business timezone from Business Settings.

1. Open Communications > Email on a project or contact
2. Write your message and choose recipients
3. Open the Send menu and choose a schedule option—or Pick date & time…
4. Confirm. Use Undo on the success toast to cancel immediately after scheduling

On the same Communications > Email screen, switch from Email Threads to Scheduled to see pending messages for that project or contact. Each card shows the send time and includes Cancel with confirmation.

• Near-term sends – within about three days may use the default email provider's native schedule
• Later sends – longer delays are queued and sent at the chosen time
• Connected Gmail or Outlook – follow the same timing rules
• Project activity – scheduled sends appear as scheduled activity; sent messages log as email sent

• Undo on the confirmation toast right after scheduling
• Scheduled tab on the project or contact Communications > Email screen—open Cancel and confirm before the send time

💡 Tip: You cannot edit the message body after scheduling—cancel and create a new scheduled send if the copy needs to change.

Pick From before you schedule. You can use your verified domain default or an explicit Gmail / Outlook mailbox. The choice is saved with the scheduled send.

• Send from your verified domain (transactional email and campaigns)
• Track client email replies in the CRM (two-way sync)