In order to send secure emails from a custom domain, all that is required is to configure a few settings on Google’s Workspace platform, as well as on the back end of the TaskFlow.

Setup in Google

Create a new project

To get started, go to the Google API Console. Log in with your Google Workspace account if you have one, otherwise log in with your personal Gmail account (this should match the email address you want to configure in TaskFlow).

1. click on Create Project, located on the far right of the OAuth consent screen. If a project has already been created in this account, then the New Project option will be located on the top right under the Select a project drop-down menu.

2. On the New Project screen, rename the Project name to TaskFlow and browse for the Location. Set the Location as the Google Workspace organization. If you are using a personal Gmail account, then leave the Location as No Organization.

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3. Click on Create to finish this step.

OAuth Consent screen

If the page doesn’t redirect to the User Type options, click on OAuth consent screen in the left menu.

1. Under User Type options, select the appropriate User Type, and then click on Create again, which will finally navigate to the Edit app registration page.

Edit app registration

Next we will configure the app registration of the project.

1. On the OAuth consent screen step, under the App information section, enter TaskFlow in the App name field. Select the organization’s email address under the User support email field.

2. Next, under App Domain ‣ Authorized domains, click on Add Domain and enter <yourdomain>.taskflow.co.za where <yourdomain> is the subdomain of your TaskFlow instance.

   1. eg: crm.taskflow.co.za

3. After that, under the Developer contact information section, enter the organization’s email address. Google uses this email address to notify the organization about any changes to your project.

4. Next, click on the Save and Continue button. Then, skip the Scopes page by scrolling to the bottom and clicking on Save and Continue.

5. Finally, scroll to the bottom and click on Back to Dashboard to finish setting up the project.

Create Credentials

Now that the project is set up, credentials should be created, which includes the Client ID and Client Secret.

1. First, click on Credentials in the left sidebar menu.

2. Then, click on Create Credentials in the top menu and select OAuth client ID from the dropdown menu.

   1. Under Application Type, select Web Application from the dropdown menu.

   2. In the Name field, enter TaskFlow

   3. Under the Authorized redirect URIs label, click the button ADD URI, and then input:
      https://<yourdomain>.taskflow.co.za/google_gmail/confirm in the URIs 1 field.

   4. Next, click on Create to generate an OAuth Client ID and Client Secret. Finally, copy each generated value for later use when configuring in TaskFlow, and then navigate to TaskFlow
      
      

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Setup in TaskFlow

Enter Google Credentials

1. Navigate to Settings ‣ General Settings and ensure the Custom Email Servers or External Email Servers checkbox is checked. This populates a new option for Gmail Credentials or Use a Gmail Sever.
   
   

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Configure outgoing email server

1. To configure the external Gmail account, return to the top of the Custom Email Servers setting and then click the Outgoing Email Servers link.
   
   

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2. Then, click on New or Create to create a new email server, and fill in the Name, Description, and the email Username (if required).

3. Make sure you select the Gmail checkbox under Connection Information
   
   

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4. Next, click on Connect your Gmail Account.
   
   

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5. A new window labeled Google opens to complete the authorization process. Select the appropriate email address that is being configured in TaskFlow.

6. Then, allow TaskFlow to access the Google account by clicking on Continue or Allow.

7. After that, the page navigates back to the newly configured outgoing email server in TaskFlow.

8. The configuration automatically loads the token in TaskFlow, and a tag stating Gmail Token Valid appears in green.
   
   

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9. Finally, Test the Connection. A confirmation message should appear. The TaskFlow instance can now send safe, secure emails through Google using OAuth authentication.