◆ Outlook · tasks

Coordinate File Management

Agree a shared subject-line and file-naming convention with Production by sending a proposal email titled 'Proof Namin…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Agree a shared subject-line and file-naming convention with Production by sending a proposal…+
Agree a shared subject-line and file-naming convention with Production by sending a proposal email titled 'Proof Naming & Subjects — Proposal', include examples and propose we adopt it from next Monday, and set up quick steps with the new subject prefix.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I propose the convention, draft a short policy showing current confusion examples, offer…+
Before I propose the convention, draft a short policy showing current confusion examples, offer a simple subject-line prefix and file-naming format with three concrete examples, explain how categories and colours will map to versions, and request a quick sign-off meeting next Tuesday.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Agree and roll out a shared subject-line and file-naming convention with production so everyone picks the right proof version.

Who does this

1 roles
Copy Editor

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.