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Email vs. chat vs. tasks: when to use which

Using the wrong channel creates confusion. A simple guide to choosing.

Using the wrong channel creates confusion. A simple guide to choosing.

Short answer: Use email for formal external communication, chat for quick internal conversation, and tasks for anything that needs to be done by someone by a certain time.

Email

  • Clients and suppliers.

  • Formal records.

Chat

  • Quick questions.

  • Team conversation.

Tasks

  • Requests with an owner and deadline.

  • Work that needs proof.

Frequently asked questions

What about urgent things?

Call for real emergencies, then record the action as a task.

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