Notes & Tags
作者 Notes & Tags
Notes and Tags lets you convert emails into trackable action items and organize them by project.
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
- Open any email in Outlook
- Click the Notes and Tags button in your toolbar
- Review the pre-filled action item details
- Select a project, assign an owner, and set a due date
- 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.
应用功能
- 可通过 Internet 发送数据
- 此应用可访问活动邮件中的个人信息，例如发件人姓名、收件人姓名、电子邮件地址、邮件正文和附件信息。无法读取或修改邮箱中的其他项目。有关如何管理和处理个人信息的更多详细信息，请查看开发人员的隐私策略。