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Agency account director

Turn a feedback email into a to-do list

A client’s feedback arrives as a 40-line email the night before go-live.

How it feels: DeflationWhat you want instead: Organised

PlexiDesk screenshot: Tasks widget
A screenshot of the real app, with sample data. From the guide Tasks widget.

The problem

Feedback in long emails gets missed line by line, and the missed line is always the one they care about.

How Plexii handles it

Send the email to the project desk as an Email widget; it stays even after you archive it. Make a task from each point with a due date and urgency.

In short: Do not let one line in a long email sink go-live. Put the email on the project desk and make each point a task with a date. Tick them off where everyone can see.

Step-by-step guides