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.