For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list.
Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench with your keys to remember them as you leave the house.
If you’re looking to change this habit, here’s some quick fixes:
If your CRM connects up with Gmail, like Copper, you can create tasks for your email and snooze your email.
If you’re using a sales pipeline like Pipedrive, you can set up Sales Inbox for two-way email sync or can use their Smart Email Bcc feature. Create a new activity for the email and you can archive from your main inbox.
If you’re using Asana, you can forward the email to x@mail.asana.com if it’s your main Asana account email. This will create a task in your My Tasks section. To add to a specific project, visit the project & click on the drop-down next to the Project name, selecting Import > Email and following along.
If you’re using Things 3, you can forward your email to your secret email address and have the email transform into a task list item.
To level up a little, you can add the forwarding email address to your email contacts (i.e. add “Email To Asana” as the company name and x@mail.asana.com as the email address in your email address book) so it will autocomplete in the To: field.
To level up a little more, it you’re using WordPress/cPanel for your website and emails, you can login to your cPanel, select Forwarders and set up a tasks@yourdomain . com address that forwards to one of the above addresses.
Additional details of question: I run a volume photography business, and I need a piece of software that will let me automate workflow. I need to start entries with a form, and take them through an editing, and then a QA workflow which requires I update the database through additional forms. I’d also like to …
Question: Our company helps high school leavers transition to college and college students prepare and transition to the world of work. We intend to do this through self-evaluation assessments and short online courses. Could you give us advice on a simple LMS that can achieve this? Answer: The client asked for this to be answered …
This is a useful way of gathering instant feedback from website visitors and gives you the extra depth of insight from being able to hear the tone of voice used and understanding what’s not working for your website visitors. This type of voicemail/speech capture software for embedding on your website can also be used in …
Turn your inbox from a to-do list into a place to triage
For many of us, you’ve got some control over your inbox for the majority of your workweek but you sometimes resort to leaving messages in your inbox as a defacto to-do list.
Kind of like how you leave your voicemails with their red dots, your text messages unread and leave things on the kitchen bench with your keys to remember them as you leave the house.
If you’re looking to change this habit, here’s some quick fixes:
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