Gmail Management

## Procedure

1. Access Gmail and confirm the connected calendar.

2. Work from **All Mail**, not only Inbox.

3. Use only client-approved folders or labels, such as urgent, action required, finance, parent inquiries, staff/director issues, and low priority.

4. Use filters only when approved.

5. If unsure whether to delete a message, do not delete it; file it and notify the client or project manager.

6. Keep the Inbox clear and review all mail regularly.

7. Include required participant, date, time, and context when adding calendar events.

8. Log out when finished and update the task record with a clear completion note.

## Security

Use approved access methods and folders. Do not record or share passwords. Follow client deletion and retention instructions.


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