When a client emails you about a project, you can pin that email directly to the project so the full conversation lives alongside the work. This works whether the project is open, on hold, or already closed. Pinned emails appear on the project's Client Emails tab where every team member with access to the project can see them.
Pin an Email from the Inbox
Open the Email > Inbox from the sidebar.
Hover over the email you want to pin. A pin icon appears on the right side of the row.
Click the pin icon. The Pin to Project popover opens.
Pick the client (if not already filled in), then choose the project from the Projects dropdown.
Click outside the popover or click the X to close it. The email is now pinned.
When an email is pinned to at least 1 project, its pin icon switches to a filled-in pin so you can spot pinned emails at a glance.
ℹ️Heads up! Pinning an email does not remove it from your inbox. It only links the email to the project so your team has full context.
Pin an Email to a Closed Project
Client conversations don't stop the moment a project closes. A client might send a correction, a payment confirmation, or a final question days after the work is signed off. You can pin those follow-up emails to the closed project so the record stays complete.
Open the email from your inbox and click the pin icon to open the Pin to Project popover.
In the Projects dropdown, scroll to the bottom and turn on the Closed projects toggle. The dropdown now includes closed projects in the search.
Search for the closed project by name and select it.
The email is now linked to the closed project. The project's status stays closed. Pinning an email does not reopen it.
View Pinned Emails on a Project
Open the project you pinned the email to.
Click the Client Emails tab on the project page. Every email pinned to that project appears in the thread list, including emails pinned after the project was closed.
Team members with access to the project can read, reply, and continue the conversation from this tab. The pinned thread also remains in your inbox.
When to Use This
A client sends a correction or follow-up question after tax season ends.
A payment confirmation arrives after the related billing project closes.
You need to document a dispute, a final sign-off, or a clarification on a completed engagement.
Multiple team members worked the same project and now need shared visibility into post-close communication.
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