Overview
Often you receive emails in your mailbox that you need to share with teammates, either to collaborate on that email or simply to keep everyone in the loop.
Sharing emails in Yablo differs significantly from forwarding emails in Outlook. When you forward an email in Outlook, you are simply creating and forwarding a copy of a single email. This approach does not allow for the entire email thread to be shared, which means that some information and context will not be transferred, and new replies to the email thread will not be automatically shared either.
In contrast, Yablo enables you to share entire email threads with your teammates, making collaboration more efficient and productive. By sharing an email thread, you can ensure that all relevant information and context is shared, and any new replies to the thread will also be automatically shared with your team.
How to share emails with a team?
If you need to share emails with specific teams in your organization, such as your sales or support team, you can create team inboxes in Yablo for each team. You can learn more on team inboxes here.
Once you've added these team inboxes, sharing an email with your team is easy. Here's how:
- First, select the email you want to share in Outlook.
- Use the "Add Email as Card" button to add the email to Yablo.
- By default, the email will be added to your personal inbox in Yablo, called "My Inbox".
- Tap the Inbox attribute to move the conversation to one of your team inboxes. All members of that inbox will now gain access to that email.
How to share emails with selected teammates?
In some cases, you might not want to share an email with an entire team, but only involve certain colleagues in the conversation. This is particularly useful when you need to collaborate with teammates on a specific email thread. With Yablo for Outlook, you can easily add your colleagues to an email conversation and keep track of all the relevant information and updates.
To add specific teammates to an email conversation in Yablo, you can follow these steps:
- In the quick notes field, type the "@" symbol followed by the name of the teammate you want to mention. This will notify them and add them to the conversation.
- Type your message in the notes field and click "Post" to send it.
Now your teammate(s) will be able to see the email conversation in Yablo and collaborate with you on any actions or follow-ups that need to be taken.