Best practices for using Gmail add-on to track external communications?

#1

Hi there,

I have a colleague who is trying to make use of the Gmail add-on to better track communications with external clients. They’re currently struggling, though, with how cumbersome it can be to add every email exchange as a new task, particularly when the actual task at hand would only take a few moments. But, they want to have a record in Asana of what interactions have taken place. Any thoughts or ideas on how to approach this conundrum?

Thanks!
NRD

#2

Hi,

Couple of ideas:

  • have a dedicated project per client, create one task per email, and just reference the task using @ in the main client task
  • take a screenshot of the email and attach to the client task
  • copy paste email content as a comment

I tend to do the #3, extracting only the important part of the email