I was wondering if anyone uses work items as a holding place for notes/emails at all. No real tasks assigned to this area, but a repository for conversations/information. Easily searchable notes/emails within the team. or for other things...welcome any thoughts on this or current best practices and ideas. Thanks!
Hi
- Newsletters that I receive on a regular basis - I will add comments and assign it to myself if there is some follow up I need to do
- Articles
- Webinar recordings
- Projects like a process improvement - I will park requests from the team, notes from meetings, research to help advance the project
I do not set a due date on those and unless I am actively working on it I have set the status to Waiting so that all of those work orders show up grouped together in My Week and on my To-do list as an extra level of organization.
This is an interesting idea. I’ll have to test it out for myself. Thanks y’all!
We actually train our team to do this as part of clearing their triage. They frequently ask what they should do with emails that aren’t related to a work item or contact but they want to be able to locate again or keep organized. I describe these work items as ‘folders’ where they can ‘file’ these types of non-client emails.
We also created a specific work type for these work items so that we can filter them out of other metrics that we are tracking firm wide.
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