Notes & Tags

Transform Your Email Inbox into Actionable Tasks

Notes and Tags is a project management and collaboration platform that helps teams capture, organize, and track work. With our Outlook add-in, you can instantly convert emails into action items without leaving your inbox.

Key Features

Email to Action Item Conversion

Select any email in Outlook and create an action item with one click. The email subject becomes the task title, and the email content is preserved for reference. Never lose track of commitments made in email again.

Project Organization

Organize action items by project and portfolio. Link tasks to specific initiatives so your team always knows what work belongs where.

Team Assignment & Due Dates

Assign action items to team members and set due dates. Track who is responsible for what and when it needs to be completed.

Meeting Notes Integration

Capture meeting notes and automatically create action items from decisions made during meetings. Distribute notes to attendees with one click.

Schedule & Gantt Charts

Visualize project timelines with interactive Gantt charts. Track task dependencies and monitor progress across your portfolio.

Tagging & Categorization

Organize work with a flexible tagging system. Create hierarchical tags to categorize and filter action items across projects.

Who Benefits from Notes and Tags?

• Project Managers who need to track deliverables and team commitments
• Team Leaders who want visibility into workload and progress
• Consultants managing multiple client projects simultaneously
• Operations Teams coordinating cross-functional initiatives
• Anyone who receives action items via email and needs a better way to track them

How It Works

1. Open any email in Outlook
2. Click the Notes and Tags button in your toolbar
3. Review the pre-filled action item details
4. Select a project, assign an owner, and set a due date
5. Click Create - your action item is saved and ready to track

Workspace Collaboration

Notes and Tags uses secure, multi-tenant workspaces. Invite your team members, assign roles, and collaborate on projects together. All data is isolated to your workspace and accessible only to authorized members.

Get started today and turn your inbox into a productivity engine.