8 ways to create tasks from email - Stop Flagging Mails |

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  • Опубликовано: 22 авг 2024

Комментарии • 48

  • @t3fLoN77
    @t3fLoN77 3 месяца назад +3

    I think this applies to users with light workloads but not others. I flag anywhere between 10-25 messages per day which aren’t time sensitive, to stay on top of time sensitive matters, then circle back when time allows to clean up flags. Breaking every flag out into a task would be a huge step backwards in productive time, for me at least.

    • @efficiency365
      @efficiency365  2 месяца назад +2

      Thanks @t3fLoN77
      My implicit assumption is that Flagging is equivalent to marking it as a task.
      In your case, you are using it like a Snooze option.
      I only provide my point of view. You can (and should) customize it to your unique way of working and context.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

    • @t3fLoN77
      @t3fLoN77 2 месяца назад

      @@efficiency365 Respectfully, flagging is similar to marking it as a task, just far more efficient than creating one.

    • @efficiency365
      @efficiency365  2 месяца назад +1

      It is not about the ease of doing it - we are not counting the number of clicks or actions.
      What happens after it is Flagged / Converted to Task is what matters.
      Even after flagging, it is still a mail.
      If you create a task, you get many more features that are designed to manage tasks.
      Even if you consider both to be absolutely equivalent (for argument sake), you still have to monitor two task lists - the proper one and the flagged mails... this is inefficient.

    • @t3fLoN77
      @t3fLoN77 2 месяца назад

      @@efficiency365 Im not sure how you can be so absolute on the subject. Oftentimes, flagged follow up actions require less effort than creating and managing a task list. The problem worsens with volume. Perhaps this differs from user to user, but I disagree strongly with “stop flagging emails”, at least for my use they are extremely efficient.

  • @brentmorris8626
    @brentmorris8626 3 месяца назад +2

    Since my workflow is email based, I will keep flagging emails. Regardless, thank you for all your videos as I really enjoy them. FYI, I am using categories extensively as well.

    • @blakehenderson9689
      @blakehenderson9689 3 месяца назад

      You can create tasks directly within Outlook

    • @efficiency365
      @efficiency365  3 месяца назад

      Thanks @brentmorris8626
      Creating a Task from mail does not delete the mail. It maintains the link.
      That way you have best of both worlds.
      However, you must customize the approach as per your convenience - and you are already doing that.
      As products evolve and more features are added or enhanced - review existing workflows and modify them for maximum efficiency.
      Cheers. Doc.

  • @kenacer9822
    @kenacer9822 3 месяца назад +1

    Good message today. TYVM. New question: TODO app on Win11 and on Android has no ability to assign nor to view "Categories" for tasks. Seems fundamental. Will the new Planner have Categories? Is there a good workaround to get the category functionality? I need this for my GTD functionality. Thank you.

    • @efficiency365
      @efficiency365  3 месяца назад

      Thanks @kenacer9822
      Watch this video - Efficient Tasks Management 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      This shows how to handle all types of tasks, delegation and projects.
      Check out my other best practices videos as well.
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @robibilic2494
    @robibilic2494 2 месяца назад

    Thanks for all instructions. I would like to use email to create a task for my team in the Planner. Is that possible?

    • @efficiency365
      @efficiency365  2 месяца назад

      You can use Power Automate to do this. The trigger is when Email is Flagged. Then the flow can add it to a particular, pre-decided plan in Planner. If you want to choose a plan dynamically, additional rules will need to be added to the flow.

  • @iAnguel
    @iAnguel 22 дня назад

    I expect that moving an email into a task will remove it from the inbox and all replied, forwarded, etc. tags cannot be used for that email. IMHO this will lead to a mess and make it impossible finding the email later in e.g. a sales team shared mailbox. Correct me if I’m wrong.

  • @tammibrastad8362
    @tammibrastad8362 3 месяца назад

    What do you recommend doing with the email once you create the task? Just archive it, or move it to a folder? Thanks.

    • @efficiency365
      @efficiency365  3 месяца назад

      Thanks @tammibrastad8362
      Move it to the desired folder and THEN create task from it. So that the link is still active.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @Acheiropoietos
    @Acheiropoietos 2 месяца назад +1

    I am sharing this link to my work email so I can flag it, I mean, create a task: ‘how to create tasks in Outlook’. 😇

    • @efficiency365
      @efficiency365  2 месяца назад +1

      Thanks @Acheiropoietos 😀
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

    • @Acheiropoietos
      @Acheiropoietos 2 месяца назад

      @@efficiency365 thanks, I will 👍

  • @ashleybutler8733
    @ashleybutler8733 3 месяца назад

    Thank you for your great video as usual. However, I find that I am not seeing the quick steps option at all, under junk mail in my settings, I only see customized actions and this is different from quick steps. Please assist

    • @efficiency365
      @efficiency365  3 месяца назад +1

      Which version of Outlook are you using? Desktop? Mac? New Outlook? Browser?

    • @ashleybutler8733
      @ashleybutler8733 3 месяца назад

      Apologies for the delayed response. I was jumping between the desktop version and web. Both being the New outlook

    • @efficiency365
      @efficiency365  2 месяца назад

      Quick Steps is there in all versions. Home tab. I will create a video about it soon.

  • @redradoa
    @redradoa 3 месяца назад

    Thank you very much for your informative video. Well structured and to the point. Once a task is created in Outlook for the web. Is it possible to change the original mail’s folder and yet being able to retrieve it later from the task..

    • @efficiency365
      @efficiency365  3 месяца назад +1

      Thanks @redradoa
      No. It will not retain the link after moving the mail.
      Move first. Then create task.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @jeremydasneves6037
    @jeremydasneves6037 3 месяца назад

    Have you started using the new Outlook yet? I reverted back to the old Outlook many times but this last time I have stayed with the New Outlook as they have improved it.

    • @efficiency365
      @efficiency365  3 месяца назад

      Thanks @jeremydasneves6037
      Just created a video about New Outlook - have a look...
      s.efficiency365.com/mnew
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @robibilic2494
    @robibilic2494 2 месяца назад

    We have an issue with Outlook. Besides email accounts linked to individual users, we also have shared mailbox because I didn't want one email to fill five separate mailboxes. The problem is that we can't move group emails to Tasks like this. Is there a way to solve this?

    • @efficiency365
      @efficiency365  2 месяца назад

      Task has to be assigned to a person. How will you decide which person from the group gets which task?

  • @virkumardevtale9671
    @virkumardevtale9671 3 месяца назад

    Thank you sir 🎉

    • @efficiency365
      @efficiency365  3 месяца назад

      Thanks @virkumardevtale9671
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @dhakshithm4274
    @dhakshithm4274 2 месяца назад

    Sir, plz post the SharePoint tutorial with the power automate functions.

    • @efficiency365
      @efficiency365  2 месяца назад +1

      Thanks @dhakshithm4274
      Will work on it.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

    • @dhakshithm4274
      @dhakshithm4274 2 месяца назад

      @@efficiency365 Thanks for your response sir..👍

  • @parthverma6794
    @parthverma6794 3 месяца назад

    Will you do only MS suite or ZOHO as well?

    • @efficiency365
      @efficiency365  3 месяца назад +1

      Thanks @parthverma6794 for the suggestion.
      This is the first time I have received a request for Zoho.
      I will certainly explore the product and plan some videos.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @jackc08
    @jackc08 2 месяца назад

    What I used to like about a google email app from years ago that treated your emails as a to do list

    • @efficiency365
      @efficiency365  2 месяца назад

      Thanks @jackc08
      Sure. However, email and tasks are two different contexts. Mixing them together is not optimal.
      Each one needs to be handled separately.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @altia3
    @altia3 3 месяца назад +1

    you can't creat a task from the email on Outlook for Mac, you have to flag it so it"s added to your Tasks in To Do App

    • @efficiency365
      @efficiency365  3 месяца назад

      Thanks @altia3
      You can create task from browser version or on mobile app.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

  • @hansonic2938
    @hansonic2938 3 месяца назад

    Thanks, but this does not allow me to add the task to my existing plans in planner. So it will be no different than flagging the mail

    • @efficiency365
      @efficiency365  3 месяца назад

      Thanks @hansonic2938
      There is no way to create a task in a specific plan from a mail message.
      It will go as private task in To Do / Planner.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

    • @tesastick111
      @tesastick111 3 месяца назад

      yeah it totally sucks, hope they will fix this soon...

  • @fantasytrain42
    @fantasytrain42 2 месяца назад

    I have power automate to copy the email t9 planner when I flag it.

    • @efficiency365
      @efficiency365  2 месяца назад

      Thanks @fantasytrain42
      Sure. But how do you invoke the PA flow for specific mails?
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.

    • @fantasytrain42
      @fantasytrain42 2 месяца назад

      @@efficiency365 there is a template for it.

  • @p3rfectsimplicity
    @p3rfectsimplicity 2 месяца назад

    Creating a task is becoming a task

    • @efficiency365
      @efficiency365  2 месяца назад

      Thanks @p3rfectsimplicity
      Ha ha - good one.
      Choose the approach which suits the work at hand.
      Check out my other best practices videos as well.
      Efficient Tasks Management using the New Planner 2024 - ruclips.net/video/kgxqzDirw1o/видео.html
      Microsoft Teams Meetings - 16 Best Practices - ruclips.net/video/l3Bvq-I0hy4/видео.html
      Microsoft Teams - 15 Best Practices - ruclips.net/video/W8Ufx_znKxI/видео.html
      OneDrive Best Practices Part 1 - ruclips.net/video/D7ZrfphW4vo/видео.html Part 2 - ruclips.net/video/nFx6YQxc-b4/видео.html
      Smart and Effective Email - 5 powerful ways - ruclips.net/video/6NEFSMqHgQE/видео.html
      Outlook Calendar Best Practices : Part 1 - ruclips.net/video/GzsQnecjAQo/видео.html and Part 2 - ruclips.net/video/padKH8ys5Cs/видео.html
      OneNote - Best Practices - ruclips.net/video/m-4AY1cMi8s/видео.html
      Microsoft 365 Best Practices - ruclips.net/video/kVC_YcL5ObU/видео.html
      Cheers. Doc.