I use Evernote for all of my documentation needs. I also use ToodleDo to manage my To Do list. Both of these services allow the documentation or task to be emailed into them. This is quite useful when you're going through your email anyway. I am trying to practice "Inbox Zero" as much as possible.
It's not a big deal to click forward and then forward your message manually. Doing so is made easier by having a contact for Evernote and one for ToodleDo.
But I do each frequently enough that I found it worth my wile to write macros and attach them to buttons.
This also helps with the tag, folder, and other options that can be included on the subject line to help Evernote put your note into the right notebook, or ToodleDo into the right folder.
So here are my macros:
Sub ForwardToodleDo()
Dim objMail As Outlook.MailItem
Set objItem = GetCurrentItem()
Set objMail = objItem.Forward
objMail.To = "myaddress@toodledo.com"
objMail.Display
Set objItem = Nothing
Set objMail = Nothing
End Sub
Sub ForwardEvernote()
Dim objMail As Outlook.MailItem
Set objItem = GetCurrentItem()
Set objMail = objItem.Forward
Dim NewSubject As String
' drop the FW: at the beginning and append the destination folder
NewSubject = Mid(objMail.Subject, 5) & " @Zoo_Documentation"
objMail.Subject = NewSubject
objMail.To = "myaddress@m.evernote.com"
objMail.Display
Set objItem = Nothing
Set objMail = Nothing
End Sub
Function GetCurrentItem() As Object
Dim objApp As Outlook.Application
Set objApp = Application
On Error Resume Next
Select Case TypeName(objApp.ActiveWindow)
Case "Explorer"
Set GetCurrentItem = _
objApp.ActiveExplorer.Selection.Item(1)
Case "Inspector"
Set GetCurrentItem = _
objApp.ActiveInspector.CurrentItem
Case Else
End Select
End Function
It's easiest if you create a macro digital certificate (so you can trust yourself) and then assign these to toolbar icons as I've shown in the diagram above.
Without much effort, it would be extendable to prompt with a drop-down for tags, folders, notebooks, etc. But since I am doing this primarily from my work computer, I am comfortable with sticking items in the @Zoo_Documentation notebook.
I could also perform an objMail.Send instead of objMail.Display and this would then send it without further prompting. But I often add an into note.
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