Do you know how to hand over tasks (aka Emails) to others?
Rules to Better Inbox Management|9ced0f56-6f3f-4094-9973-b3b29ba57d53;Rules to Better Email|159f9b93-ae43-4ba7-989c-c92a48f5f7ab
v13.0
Posted at
21/11/2018 6:14 AM by
Tiago Araujo
Rule Intro
This rule is a variation of the popular rule Do you send "As Per Our Conversation" emails?
The most dangerous time in a task's life cycle is in a handover. This is the most likely time for a misunderstanding to occur leading to a task getting lost and not being completed.
Page Content
Always make sure you clearly reallocate a task with an email to the person who will complete the task like the good example below:
New,
I already talked with Sergei, he will handle it.
________________________________________
From: Adam
To: Andy
Cc: Sergei;
Subject: Timepro!
Hi Andy,
As per our conversation yesterday about TimePro!
keeps crashing when I do a search under 'Company', please fix
Figure: Bad example - task not clearly redirected
Sergei
As per our conversation - please action
________________________________________
From: Adam
To: Andy
Cc: Sergei
Subject: Timepro!
Hi Andy,
As per our conversation yesterday about TimePro!
keeps crashing when I do a search under 'Company', please fix
Figure: Good example - task clearly redirected
If you need to hand over an entire project there are more details here: Do you know how to hand over a project?
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