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Contract Worker - Freelancing Experiences

Using Gmail as Your Project Manager

by Rico on May 29th, 2007

gmaillogo.gifIf you do most of your work online, then you probably check out your email at least once a day. And chances are, you use Gmail.

Gmail is great because instead of managing a long list of your individual messages, it bunches Gmails with the same subject line into “conversations.” The upside of this is that aside from having a neater inbox, you can easily follow the back-and-forth exchange, since the replies are sorted in chronological order.

I heartily recommend Gmail for freelancers of all shapes, sizes, and skills, so long as they use a computer and email regularly. That’s because the conversations feature lets Google’s free web-based email service do double-duty as your efficient and skillful project manager.

In Gmail, you don’t have to delete old messages. If you no longer need to see a certain conversation on your inbox, you can simply “archive” it. The conversation is still there, but it no longer clutters up your inbox. This is a great feature, because I never know if my previous emails contain crucial info I’ll need for future projects.

Anyways, enough about the Gmail advertisement (Google should be paying me for this!). Let’s get to the nitty-gritty.

Or not. Like I said, Gmail makes project management easy. Using the conversation and archive features in tandem, Gmail presents an easy-to-update list for you to keep track of your projects. Especially if all your projects begin with an email from your client.

As you and your client send each other messages, providing specifications, feedback, changes, or drafts, your discussions are kept together in one conversation. This keeps everything neat, and in case you forgot a project particular, you can just refer to the older images.

Once you’ve finished the project, just select the conversation and archive it. Now the finished project is out of view, signifying its completion, but you can still consult the information involved with it.

In other words, Gmail works as a project manager because it reminds you which projects are pending, as well as provides a record of all your discussions with clients. To summarize, here are three steps involved in using Gmail as a project manager:

  1. Once you receive an email from the client starting a project, keep it in your inbox. Make to reply to the original message to start building the conversation.
  2. To consult any previous discussions regarding the project, just check the conversation between you and your client.
  3. After you finish the project, archive the project conversation to indicate its completion, hide it and keep your inbox neat.

POSTED IN: Sites to Bookmark, Useful Tools, Ways to Work Faster

4 opinions for Using Gmail as Your Project Manager

  • yhurg
    May 29, 2007 at 2:20 pm

    Yes, Gmail is a reliable and useful email client. One loophole in what you suggest is when people like me change the subject. I change my subjects sometimes to serve my own organizational needs, but that doesn’t always help those on the receiving end.

    Check out my recent post about how Gmail and Basecamp together make for an awesome collaboration and project management system. You will see that the threaded messages upheld in Basecamp work hand-in-hand with Gmail. These two make an ideal combination for contract workers that need to collaborate with clients.

  • Joseph Nilo
    May 30, 2007 at 5:40 am

    I couldn’t agree more! I’ve recently made the switch from desktop apps for Mail / Calendar to completely using Gmail.

    It works nicely with the simple online task manager Todoist - http://www.todoist.com

    Plus, there are nice Firefox extensions like Better Gmail and Better GCal (from Lifehacker) that further enhance the experience.

  • Rico
    May 30, 2007 at 8:17 pm

    It’s pretty amazing how many people have created their own tools to extend the functionality of Gmail. I guess it shows how a good app provides inspiration for even better ones. Thanks for the heads-up guys! :)

  • Dave Roman’s Comprehensive Guide to Building a Career as a Freelance Artist and/or Paid Cartoonist
    Nov 22, 2007 at 8:00 am

    […] I suggest the following Mr. Roman? -Gmail for email. -GIMP and PDF Creator as free alternatives to Adobe’s expensive programs. […]

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