How to tag external mail

Tagging external mail refers to the process of identifying and categorizing emails that are not sent or received through your organization's email system, but are still relevant to your work or projects. Here are some steps to help you tag external mail:

  1. Create a label or category: In your email client or project management tool, create a label or category specifically for external mail. This will help you quickly identify and filter these emails.
  2. Use keywords or tags: Use keywords or tags to identify the external mail. For example, you can use keywords like "external", "third-party", "vendor", or "partner" to categorize the email.
  3. Use a specific folder: Create a specific folder in your email client or project management tool to store external mail. This will help you keep these emails organized and separate from internal emails.
  4. Use a color code: Use a specific color code to highlight or flag external mail. This will help you quickly identify these emails in your inbox or email list.
  5. Use a template or template library: Create a template or template library for external mail to help you quickly identify and categorize these emails.
  6. Use a project management tool: If you use a project management tool like Trello, Asana, or Basecamp, you can create a specific board or list for external mail to help you track and manage these emails.
  7. Use a CRM: If you use a customer relationship management (CRM) tool like Salesforce, you can create a specific field or category for external mail to help you track and manage these emails.

Some popular email clients and project management tools that allow you to tag external mail include:

By following these steps, you can effectively tag and manage external mail to help you stay organized and focused on your work or projects.