A Neat Way To Store Your Job Correspondence For Project Managers
A question we regularly get asked is: How can we store all of our Correspondence and Paperwork with the Job financials?
The good news is that it’s simple. Here is a quick and easy way to do it.
If you want to save a document against a Job from any Microsoft Office application, click on the Add To Log.
If you’re using Outlook, you would see a screen that would look like this. The Add To Log will bring up a list of all of the Jobs
Select your Job and put on in your comments
Use the same procedure for Word and Excel to add a document.
Open the Correspondence Log
Click on the Item Attachment and it will open your document. The benefit of this is that in this grid you can also sort by any column.
Even if you delete the email in Outlook it will have saved the copy in your Correspondence Log.