You will learn how to add notes and annotations to your emails and how to organize your notes.
P.S. Make sure that you have installed Mailflow before you start this guide.
In this guide:
Open an email where you want to make notes. Make sure that you can see the Mailflow sidebar. If it's closed, you can open it by clicking the Mailflow icon.
Click + Add card then Add note.
Drag your cursor across any text in the email body and select your color from the tooltip that appears. This saves the highlight to the sidebar of the email.
If you need to add a comment, you can click the snippet in the sidebar and add a comment.
Gathering your emails in projects is the easiest way to organize your notes. Your notes follow your emails, so when you add an email to a project, you add both the email and its notes.
You can add an email to a project by clicking Add to project and select a project from the list or create a new one.
You can use the left-hand navigation access the project at any time. Here you'll see all the belonging notes, emails, and tasks at one single page.
That' it! I hope you found this useful. Don't hesitate to reach out if you have any questions. You can find us on Twitter.