The Sales Team Starter Kit
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Prioritizing tasks and time

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To-do with Gmail

Your inbox and your to-do list should be friends, not adversaries.
💡 Copy this template or type /to-do with Gmail in your doc.
This template pulls your emails into an Emails table via the Gmail Pack, and connects them to a basic task list. That way, you can prioritize your to-dos based on your inbox.
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Tasks table
1
Done
Priority
Task
Related emails
1
Schedule kickoff meeting with Block, Inc Product team.
Checking in...
Intro email
Coffee next week?
2
Write client proposal for the next meeting with Navigator.
Meeting notes for 8/27/2019
A human reaching out from Navigator
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Emails
0
Not synced yet
Thread
Start Date
Button
1
Navigator Login Link
Aug 31, 5:26 AM
Create a task
2
Meeting notes for 8/27/2019
Aug 27, 6:17 PM
Create a task
3
[GitHub] Please verify your device
Aug 22, 4:35 PM
Create a task
4
[GitHub] A third-party OAuth application has been added to your account
Aug 20, 10:38 PM
Create a task
5
[GitHub] Please verify your device
Aug 20, 2:46 PM
Create a task
6
Checking in...
Aug 18, 9:42 PM
Create a task
7
Update your section of the sales deck
Aug 18, 6:58 PM
Create a task
8
Invitation: Board meeting dry run @ Tue Aug 13, 2019 4pm - 6pm (EDT) (al@codadoc.io)
Aug 13, 5:32 PM
Create a task
9
Invitation: Lunch with sales team @ Tue Aug 13, 2019 2:30pm - 3:30pm (EDT) (al@codadoc.io)
Aug 13, 5:31 PM
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10
Intro email
Aug 12, 8:30 AM
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11
Johnny's doughnuts receipt
Aug 10, 9:40 AM
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12
Lyft Receipt
Aug 10, 9:33 AM
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13
Your Thursday evening trip with Uber
Aug 8, 4:10 PM
Create a task
14
Your ride with Jose on July 20
Aug 8, 4:04 PM
Create a task
15
Your ride with Felix on July 21
Aug 8, 4:03 PM
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16
Coffee next week?
Aug 8, 2:12 PM
Create a task
17
Invitation: Mary:Jeremy Interview @ Mon Aug 19, 2019 1pm - 4pm (EDT) (al@codadoc.io)
Aug 7, 1:25 PM
Create a task
18
A human reaching out from Navigator
Aug 1, 9:23 AM
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