In this section, I will take you step by step through managing a project utilizing email. This tutorial is not to be used with complex projects (project management software is better suited for this). Rather, I recommend this for small projects (think, small team of 2-5 people) or personal projects.
1. Create a folder specific to the project. For example, if you are working on a research project studying bear behavior, create a folder titled “Bear Behavior.” This is where you will keep all correspondence relating to the project.
2. Start a new email. Send this email to yourself (and any team members for a small project). This email will list the important tasks and subtasks relating to the project in an outline form. By using an outline form, you can thereby have a code for each task or subtask in the project.
3. Send emails with or without pertinent attachments for each task or subtask. Code these emails using the outline numbers designated in the master project email. For example, if something were a sub-task of task 1, you would code the email 1.a.
4. If a task has a deadline attached, send its email with the deadline in all caps in the subject. This way, the deadline stands out prominently.
5. Only use the project folder and coding for one project at a time. This way, you avoid the hassle of mixing projects up.
This is just one, general account of how to use email for small and personal project management. Many platforms for email (Gmail, Yahoo, Outlook, and Entourage) have tools now that allow for basic project management using calendars and tasks.