In Triage, how to determine if you assign an email to a work item or create a To-do?

Why add an email to work? 

If you're not sure if you should add an email to a piece of work, ask yourself these two questions:

  • Are there several steps you need to take with this email?
  • Is or will this email conversation eventually end up into a larger project/job/work?

If the answer is yes to one or both of the above, add that email to work or create a new piece of work directly from the email. Any attached files will be stored on the Details tab of the work item, and you can keep track of everything that needs completing by using Tasks

Handy tip: You can copy text from the email and paste it directly into a Task list.

Why create a To-do task for your email?

At any time you can create a To-do for an email. This is handy if you want to reply to the email later or have one of your colleagues' reply to it for you. You can do this by assigning the email to yourself, putting the email on your to-do list, or by assigning it your colleague, putting the email on their to-do list. 

Further reading: Effectively Managing Triage


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