Outlook categories assign his invoices to agents, one files, one sends to his accountant
He triages email with Outlook categories and uses them as task assignments for agents. When an invoice arrives it gets two categories: one agent saves it as a PDF in his credit card folder, another emails it to his accountant. Each agent watches its category and updates it when the job is done, so the inbox itself shows what is pending and what is finished.
How it works
- Invoice arrives
- He tags it with two categories
- The filing agent saves the PDF to the card folder
- The sending agent emails it to the accountant
- Each agent updates its category when done
Why it’s worth knowing
The trick is using plain Outlook categories as the whole task system: assignment, status and filter in one field.
Where it’s from
Summarized from a public post on reddit.com. See the original ↗