Handle Actionables that Don’t Come from Email Conversations

Let’s debunk a myth right here.

FLOW-e is NOT just for tasks that come from emails. If you’re a member of the FLOW-e community already, you must know that our team’s goal is making a tool that is as flexible as your schedule demands. We know how life can be. In any given day, any task could come your way. You never know when you’ll get an actionable task and where it’ll come from. That’s why your FLOW-e workflow has you covered.

Although FLOW-e is built on email, as it is the main channel for professional tasks and communication (it’s the back bone of the Internet!), the FLOW-e workflow can handle tasks that arise in any other circumstances.

By mapping standalone cards in the columns of your workflow, you can account for tasks that did not come from the email channel, but from somewhere else entirely.

What can you use standalone cards in FLOW-e for on a daily basis:

How do I add standalone cards to my FLOW-e?

First, make sure you have enabled the Cards without email power-up from the dedicated menu. By enabling this feature, you are giving your user the ability to make new cards in the workflow even if they’re not coming from email. This means you can use FLOW-e as your general task manager.

Making new task cards is very similar to starting a new email conversation (they’re living in the same workflow and the creation process reflects that) A “+” icon at the top of every column allows you to make new cards in that column. Clicking it produces a new card that requires you to add the name of your task as a card title.

Add additional information in the card description and create the new card. It will appear at the top of the column from which it was created.

The new task has its own menu like any other card on the board. You can edit it by opening it up in this mode, mark it as done, change its column, and delete it.

As with any other cards on the board, you can add To Dos and deadlines to your any standalone card if you have enabled these functions from the power-ups menu.

The Future of Standalone Cards

In order to keep things in the vein of email and all your tasks in one place, we are planning to make it possible to send a standalone card as an email. Essentially, this keeps everything in the same loop between your feed of incoming messages and your workflow. It also minimizes the chances of your work being scattered all over the place (the worst!)

 

Monica

Monica received her first email when she was in kindergarten and hasn't stopped getting them since. These days, Monica is likely to pummel through at least 70 incoming messages a day and is known for her prompt response, reliable task management and killer sign-offs. Her secret weapon is https://flow-e.com

 

3 thoughts on “Handle Actionables that Don’t Come from Email Conversations

  1. NICE! Just made Flow-e 100x better! And…this enhancement makes Flow-e a serious contender vs Trello. In fact, the grouping power up gives Flow-e a feature Trello does not have. So, I applaud these simple, but useful upgrades. Once Flow-e either has a mobile app or just more stable mobile browser interface, it could very well become my Kanban-style tool of choice.

    1. Thanks for the kind words about FLOW-e, Jim!
      The features we are adding come directly from FLOW-e users, like yourself, who are actively giving feedback and participating in our vision for the product so, props to them as well. A mobile FLOW-e is high on our priority list as it has been a top request since the very beginning. I’ll reach out personally to let you know when it’ll be released. Cheers, Jim, and have a great week 🙂

  2. Hi Monica,

    The login screen says: ‘*FLOW-e visualizes your inbox, but won’t store your data on other servers.’

    I interpret that as: whatever data you access or will enter in FLOW-e will only be stored in your own inbox and never on our servers. A bit like how Microsoft Tasks works. It’s a different website but anything I enter is stored within my mailbox (stored in the underlying task object).

    This new feature caused me to rethink that. Where are these ‘Standalone Cards’ stored? I can’t find them anywhere in my inbox, tasks, calendar or anywhere else… And if those are stored on ‘your server’, what happens with the other power-up data like groups, due dates and to-do’s? And, come to think of it, regular data like in which lane an email is at a certain point in time? That might be stored on ‘your servers’ too?

    The reasons this is important to me are:
    1. If I decide to switch tools at some point, will I still have all my data? (the new tool might not know how to handle it, but then again, maybe it would)
    2. If all data is stored on my mail server, I know how it is secured, where it is stored, etc.

    I hope you can help me out here!

    Thanks!

    Bas

Leave a Reply

Your email address will not be published. Required fields are marked *