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.
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm however the zoho creator solution for portals can be very expensive for us due to the way they charge …
Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so …
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.
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:
Related Posts
Item Check-In System
Question: I run a small business, helping weddings with their reception and people checking in jackets, bags and other personals. I would like to develop a system in which the customer can hand over their belonging, the item will then become “Checked In” and receive back a unique ticket number, with the venue’s logo on …
I want to develop an Intelligent application form and portal
Further details of question: We would like to put our current finance application form online and built as we are current zoho one clients and have access to the whole suite of zoho to including Zoho Crm however the zoho creator solution for portals can be very expensive for us due to the way they charge …
What is the best portal within project management software?
Question: Not sure if you will be able to help. We have just won a big project in the US and we need assistance in (1) deciding which would be the best Project Management Client facing Portal. (2) How to set-up said Portal correctly with all the project tasks and users we have identified so …
Simple CRM for surfboard manufacturer
Further question details: We are a surfboard manufacturing business with Wholesale, Retail and Online sales channels. We currently do not have a CRM and need help knowing which one to choose. We need advice which CRM is best to use- we’ve looked at Salesforce, Zoho & Hubspot but they are all too complex for our needs. We’d love a simple option that has solid reporting and the ability to handle our multi-channel approach.