Project Management Essentials:
Export Information From Your Emails into a Spreadsheet and Have an Ongoing Status Report
It’s never been more crucial to ensure that all team members have ongoing remote access to the information they need in one shared online location. That’s why you’ll find such a timely and powerful resource in Export Emails to Google Sheets by cloudHQ, our handy Chrome extension: it simplifies the project management experience by organizing your most valuable information into clear, thorough spreadsheets.
As you accumulate email communications about an assignment, this tool employs artificial intelligence to search your emails for project-relevant information—due dates, costs, price sold, materials, etc. Then, it uses the information to populate an easy-to-read spreadsheet.
Certainly, data safety is pivotal on any business project, and backing up your emails is a necessary step towards protecting your important data. But Export Emails to Google Sheets takes backup a step further. You can instantaneously create clear and thorough spreadsheets of relevant information based on your Gmail label using cloudHQ’s artificial intelligence. What’s more, your spreadsheet can even update continuously as you add new emails to your Gmail label. And, finally—in your Google Drive, you’ll have an automatically-backed-up copy of every email that’s been included in the spreadsheet. Therefore, this is an excellent tool for storing images such as invoices or work orders.
4 Reasons to Back Up Your Emails to a Spreadsheet
Exporting the information in your emails to spreadsheets offers a variety of project management benefits. Let’s explore all 4 now:
1. Have an up-to-date status report
An always accessible, always up-to-date report is an extremely powerful asset for any business owner. It’s even more powerful when that report clearly displays vital information such as delivery dates, sales to date by customer, material costs, or other key data points. Unfortunately, most companies are at the mercy of large, costly and clunky CRM systems that make it a hassle to access such reports. In contrast, cloudHQ’s Export Emails to Google Sheets offers you a simple and cost-effective resource for effective project management. Now you can keep your finger on the pulse of your entire business—on both macro and micro levels.
2. Share project management reports with your team
With your reports automatically available to you, you can now choose to share them with your team members or with others. Many business owners or project managers hire contractors; contractors need to be able to view and comprehend the project’s current status at all times. In fact, they may be waiting for the requisite information before beginning a part of their project. Thankfully, your shareable, updated documents are one click away.
3. Delegate responsibility
With a living document, everyone is in the know in real time. Indeed, you can continue updating your spreadsheet just by adding more emails to the label that is sourcing the spreadsheet! Let the artificial intelligence take care of the rest—it will insert the new parsed information into the spreadsheet. Then, once you give document access to your team, you’ll have no trouble delegating responsibilities and assignments. That’s because you’ll have a centralized hub of information which everyone can reference.
4. Back up project-related emails
Making sure you have a copy of your emails for all projects—past and present—is a surefire sign of good project management. When you create a label to organize a group of emails relating to one project, assignment, or concept, you’ll already be organizing your inbox and your business. But when you back up the emails to your Google Drive, you’ll have an extra level of safety for your data.
Project Management “How-to” Step-by-Step Guide:
- Install the extension here by clicking Add to Chrome:
- Create a Gmail label with all of the emails that you want to have exported to Google Sheets:
- Next, when viewing the label, click the Start Export to Google Sheets icon:
- In the wizard, select the first option—Back Up Email Messages From a Gmail Label—by clicking Start Wizard:
- Select the Gmail label you want to back up and click Continue:
- Customize the columns for your new spreadsheet. Then click Start Export:
- You’ll see a successful confirmation notice that your email export has started:
- Click the following icon in the upper-right-hand corner of your Gmail to monitor progress:
- When it’s done, you’ll see your Google spreadsheet populated with all the information from your emails in your Gmail label exported and ready for your viewing.
Project management requires time and energy on all fronts: maintaining a holistic vision, enforcing deadlines, putting out fires and making last-minute decisions. Why add extra hurdles? Automate your organization and keep everyone in the know.
Install Export Emails to Google Sheets today, and watch your team level up.