Overview
As you navigate through your mailbox in Outlook, you likely receive numerous emails on a daily basis. However, keeping track of important emails that require follow-up or action can be challenging. Without a reliable system in place, there is a risk of forgetting about critical emails amidst the deluge of incoming messages.
By incorporating Yablo into your Outlook workflow, you can streamline your email management and ensure that important emails are promptly addressed, reducing the risk of missed opportunities or overlooked tasks.
Add emails to Yablo
When you need to keep track of important emails, you can add those emails to Yablo. Yablo serves as a centralized hub where you can gather and organize all the emails that require further action, ensuring that nothing slips through the cracks.
Adding emails to Yablo is simple:
- Select the email in Outlook that you would like to add.
- Open the Yablo add-in if you haven't done so.
- Click the "Add email as card" button to add the email
Note that you can also simply flag emails in Outlook to add them to Yablo.
Organize emails
After adding an email to Yablo, you gain the ability to categorize it into various lists, assign due dates and reminders, utilize priorities and tags, and access numerous other features. This section provides a comprehensive overview of the diverse attributes you can utilize.
| Attribute | Description |
| Assigned to | Avoid uncertainty about responsibility by establishing clear ownership. By default, when you add an email to Yablo, it automatically assigns it to you. Use this feature to delegate emails to your team members. All emails assigned to you will be easily accessible in the "Assigned to Me" view. |
| List | Efficiently categorize emails into lists. You have the flexibility to create lists for various purposes such as emails requiring a response, emails for reading purposes, emails awaiting feedback, or any other customized set of lists that align with your requirements. |
| Snooze | Not ready to deal with an email right now? Use the snooze feature to receive a reminder at your preferred time. By default, snoozed emails are temporarily removed from your inbox and resurface when the snooze period expires. |
| Due date | Assign due dates to specify when you intend to address an email. Yablo will provide reminders to help you avoid missing your deadlines. |
| Share email |
Share emails as tasks to one of the supported task management applications. Yablo has support for the following applications:
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| Priority | Establish email priorities to ensure that you prioritize the most urgent requests and give them your focused attention. |
| Tags | Tags provide a convenient way to track specific topics in your inbox and help you organize your emails by subject. |
| Inbox | Transfer entire email conversations (including all its attributes) to another inbox in Yablo. Learn more about inboxes in Yablo. |
Work with notes
Notes in Yablo allow you to add information to your emails. Notes are always present alongside emails and help you save time and effort in building context. Notes are always private and are never shared with your customer when replying to an email.
Notes also helps you to collaborate with your team on an email. Use notes to discuss email conversations internally without the need to forward emails. You can use @mentions to include a teammate into the conversation. Notes on conversations are visible to all team members who have access to that conversation.
Stay on top of your emails
By default, added emails are assigned to you and are placed in the My Inbox in Yablo. Use the different views on the Home tab to get an overview of your email conversations.
- Assigned to Me: All conversations assigned to you.
- Upcoming: All conversations assigned to you with a due date set.
- Following: All conversation that you are following and that are not assigned to you.
By organizing your emails in a structured manner (by adding due dates, setting priorities, working with lists, ...), you can get a better overview of your pending emails, making it easier to prioritize and manage your workload.
Open an email conversation to view and edit its properties, and start working on that conversation. Once you're done, you can mark an email conversation as closed and it will disappear from you active conversations.
Click the Globe button at the top of every view, to open that view in a full-sized separate window. This gives you more space to organize your email conversations on a board canvas.