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outlook shared mail box - how to manage tasks / actions and emails in a shared email box
Hi I am using outlook version 2306. We have a shared mail box shared between about six of us. Relatively low volume of emails, it has just been set up. The emails will have actionable tasks associated with them. I'm looking for a relatively easy way of tracking emails and tasks within. I was thinking of just dragging and dropping the email to task list but I think this task list is just for the individual not for the group?
I've see there is a tasks feature in teams. I do not know whether I can import an email into teams therefore a task.
I think I should add, I need a way of still best practice in triage the emails, which I guess could be a simple folder system.
Any suggestions please. than you Zoe
Hi zj215
You can create Groups in the To-Do. Create a task list for each person within the Group and drag the email/task under the group's name.
While in New Outlook or Web versions, you can easily add, review, and monitor tasks via My Day Tab.
If you find this information helpful, please mark it as the best answer, which will assist others with the same question.
/Teresa
#traccreations4e
2 Replies
For your scenario, dragging emails to the Task List in Outlook is indeed useful for individual tracking, but it doesn’t work well for group collaboration. You’re right in thinking a shared task management system would be more efficient for a team.
Additionally, you could implement a simple folder system for triage (e.g., "Unassigned," "In Progress," "Completed"), but SBX can automate and streamline that process, making it easier to assign and track emails without missing anything.
A simpler alternative is to use SBX, which integrates directly into Outlook and allows you to assign emails to team members for tasks. With SBX, you can track who is working on which email, and mark tasks as open or closed. This allows for easy collaboration, even in a shared mailbox.
Teams’ Tasks feature can also be used, but with SBX you can keep everything within Outlook and maintain the shared inbox workflow without needing to shift to another tool.
Hi zj215
You can create Groups in the To-Do. Create a task list for each person within the Group and drag the email/task under the group's name.
While in New Outlook or Web versions, you can easily add, review, and monitor tasks via My Day Tab.
If you find this information helpful, please mark it as the best answer, which will assist others with the same question.
/Teresa
#traccreations4e
