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.
To decide whether to schedule appointments yourself or automate this process, you’ll need to look at whether this is a part of the business conversation where you’re adding value. Let’s look at a few factors to decide whether to do it yourself or automate. Add Value (DIY) If your current process is to have a …
If you’re looking for simple visual PM software that includes Kanban and Gantt chart views, you’ll want to check out using Trello with the GoodGantt power-up. Also includes staff availability tracking, dependencies, stats and progress filtering.
Great question, especially coming into the holiday time when kids have extra time and will be tempted to use it on social media and other consumption-based tasks. You want them to be creative but you also need to be wary of telling them to follow their passion when it comes to business. They need to …
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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