Email is a common tool used by small businesses to communicate with their staff and clients. All types of information is shared via email ranging from task requests, file attachments, memos and the odd naughty joke or two.
One of the problems with email is that people sometimes forget to cc their colleagues who also need visibility on the conversation/correspondence. Often this can lead to an awkward "I sent you an email about this last week" moment when the client calls asking why you haven't done that task for them yet.
To ensure your team has full visibility of the emails that affect the jobs they're working on, simply include the job number in the subject line and forward or cc the email to your WorkflowMax drop box, e.g. email@example.com. The email and any attachments will be automatically assigned to the job and the staff members working on the job will be notified that there is new information of importance to them.
Once the email is attached to the job in WorkflowMax, you'll never need to trawl though your emails again looking for that important email or file from the client. Now your entire team has visibility and access to all the information they need.