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Correspondence Management using Office 365 for Mac

In my work I rely heaviliy on email to provide a record of communication s between myself (as a PM), clients and project team members. Essentially I file all emails I receive against a folder for that client/project in Outlook 365 for Mac. Each time I need to recall of reuse information in correspondence I have to search back through heaps of emails. I am wondering if there is a more efficient way I could use any tools/features in Office 365 to efficiently record and recall information that I currently hold in emails? For example is there some easy way to use say One Note, People, Planner, Delve to help?

In the past I have used Quick-steps in Outlook to at least be able to easily and quickly file emails but Outlook 365 for Mac doesn't have quick-steps. I think I need more than just an email solution. I also have access to use Jira if someone thinks that could be part of a solution. My main drivers are: quick to store and share information plus easy to search for information. Examples of the problem are:
1.Yesterday I was cc'd in a long Outlook email trail on some very technical discussions between application developers and architects working on one of my projects. There is very limited value in me ready these however I have to have oversight and I may need to recall the information at another time. The volume of emails clogged my InBox.
Yesterday I had to go back through my sent emails to recall and collate informnation that I sent to a client over the last 6 weeks that ended up being found in 3 seperate sent emails. This is all very very timeconsuming and I worry that if I continue I may misplace critical information.

Skills: Customer Service, Microsoft Office, Microsoft Outlook, Project Management

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About the Employer:
( 6 reviews ) Ascot, Australia

Project ID: #14999714

2 freelancers are bidding on average $65 for this job

dwthompsonvw

I would like to chat with you about how I use MS One Note, to store all my project-related correspondence. Relevant Skills and Experience Been certified as a Project Management Professional (PMP) since 2007. I'm still More

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mcabrera

Hello, One way could be to reorganise your inbox by topic and then create subcategories by stakeholder. There are ways to synchronize additional software but you can make the most of what you have. Relevant Skills and More

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