Why Manage Work in Revo?
Revo includes a complete project management system that helps teams stay aligned without switching between tools. By using Projects, Issues, and Cycles, you can track everything from high-level product roadmaps to granular bug fixes.
Why this matters for email:
When you receive an email asking "Is the feature ready?" or "What's blocking launch?" Revo doesn't guess. It checks your actual project status, references open issues, and drafts a reply like: "The feature completed QA yesterday and ships Monday. We have 3 remaining tickets, all cosmetic, on track for Jan 31st."
Note: These features are disabled by default to keep the interface simple. You must manually activate them to start tracking work in Revo
How to Activate and Create Projects
Step 1: Enable Projects & Issues
Click your Team Name at the top-left to open the main menu
Select Settings from the dropdown
In the General settings tab, find the Issues and Projects toggle and turn it on
Step 2: Create Your First Project
Click the Home button in the left sidebar to return to your main view
You'll now see a Projects section at the bottom of the left sidebar
Click the + button next to "Projects" to create a new one
Name your project by department or initiative (e.g., "Dev Project," "Marketing," "Sales," "Customer Success")
Pro tip: Create separate projects per department so engineers, marketers, and sales reps can track their work independently while Revo maintains cross-functional intelligence for email drafting.
Core Features
1. Projects: Department-Level Organization
Projects are containers for related work. We recommend organizing by department or major initiative:
Examples:
Dev Project: Engineers track bugs, features, and technical debt
Marketing Project: Campaign launches, content calendar, brand initiatives
Sales Project: Deal tasks, proposal tracking, customer onboarding
Product Launch: Cross-functional initiative with assigned tasks across teams
Email impact: When a customer asks about a specific initiative, Revo can summarize the entire project status across multiple teams in one accurate reply.
2. Issues: Detailed Task Tracking
Issues are individual tickets representing tasks, bugs, or feature requests. Each issue includes:
Core Properties:
Title & Description: What needs to be done
Status: Backlog, Todo, In Progress, Done
Priority: None, Low, Medium, High, Urgent
Estimate: Fibonacci-style effort points (1, 2, 3, 5, 8)
Assignee: Who owns the task
Due Date: When it needs to ship
Labels: Categories for filtering and organization
Cycle: Which sprint the task belongs to
Advanced Features:
Attachments: Add screenshots or images for bug reports and design specs
Sub-issues: Break large tasks into smaller, linked tickets with individual owners and due dates
Email impact: When drafting status updates, Revo references issue properties to provide exact timelines, ownership, and progress details without you manually checking multiple tickets.
3. Cycles: Sprint-Based Planning
Cycles (also called Sprints) group issues into time-bound work periods, typically two weeks. This allows you to:
Track team velocity (how many points completed per cycle)
Ensure focus on committed deliverables
Plan future capacity based on historical performance
Email impact: When stakeholders ask "What ships this sprint?" Revo drafts a reply listing all issues in the current Cycle with their statuses and owners.
Multi-Channel Issue Creation
You don't need to be in the Revo app to capture work. Issues can be created from multiple sources:
In Revo:
Use the + New issue button in Projects or ask in Chat: "Create an issue in Dev Project for the login bug"
Via Slack:
Use the Revo Slack integration to convert any message into a structured issue with one click
Via Email:
Forward tasks or customer bug reports directly to Revo. It will parse the content and create an issue automatically
From Meetings:
Revo detects action items during transcription and can auto-create issues for follow-up tasks
Email benefit: Customer reports a bug via email. Revo drafts the acknowledgment reply and simultaneously creates a Jira or Revo issue, citing the ticket number in the response.
Integrating Work with Email Drafts
@Mention Issues & Projects in Chat
Reference specific work items to ground your queries or email draft requests:
Examples:
"@issue: REV-234, what's the current status?"
"@project: Mobile Redesign, summarize progress this week"
"Draft an email to the client referencing @issue: BUG-445 and @meeting: Customer Sync"
Automatic Context for Email Responses
When Revo drafts emails, it automatically queries your Projects, Issues, and Cycles for relevant information:
Customer asks: "When will the new dashboard be ready?"
Revo checks:
Project: Dashboard Redesign (current cycle end date)
Issues: All tickets tagged "Dashboard" (statuses and blockers)
Meetings: Recent planning calls (commitments and timelines)
Revo drafts:
"The new dashboard is scheduled for completion by Jan 31st (end of our current sprint). We have 8 total tickets: 5 completed, 3 in QA. The final items are cosmetic polish, and we're on track to ship on time. I'll send you a preview link once QA signs off early next week."
Result: Factual, detailed, cited response in seconds instead of manually checking multiple systems.
Best Practices for Email-Powered Work Tracking
Keep Issue Statuses Current
Revo drafts based on what your tools say right now. If an issue says "In Progress" but you shipped yesterday, update it to "Done" before your email draft generates.
Email accuracy principle: Truth over style. Revo won't guess or embellish. Your drafts are only as current as your project data.
Use Labels for Email Filtering
Tag issues with customer names or feature areas (e.g., "Client-Acme," "API," "Mobile"). When that customer emails, Revo can filter to only relevant issues for hyper-accurate context.
Link Issues to Meetings
When creating issues from meeting action items, Revo automatically links them. This means future email drafts can say: "As we committed in Tuesday's call, the fix is now complete (Issue REV-890)."
Frequently Asked Questions
Why don't I see Projects or Issues in my sidebar?
Why don't I see Projects or Issues in my sidebar?
These features are disabled by default to reduce clutter. Enable them in Settings → General → Issues and Projects toggle
Can I convert a message in Chat into an Issue?
Can I convert a message in Chat into an Issue?
Yes. One of the most common way to use it is asking Revo to "Create an issue for the bug mentionned in @meeting" or "Add an issue to the [Project X] based on this conversation."
Can I create Issues via Slack or Email?
Can I create Issues via Slack or Email?
Yes. Use the Slack integration to convert messages to issues, or forward emails directly to Revo to auto-create tickets. Revo can even auto-file them in the correct project based on content
Can I import issues from Jira or Linear?
Can I import issues from Jira or Linear?
Revo supports deep integrations with external project management tools. You can connect your Jira or Linear, and you will be able to ask questions in the chat about your Epics and Stories using their ID, you'll also be able to create tickets in Jira or Linear directly form the chat or even automate this based on when a specific type of meeting ends for example.
How does Revo use Projects and Issues for email drafting?
How does Revo use Projects and Issues for email drafting?
When you receive a status question via email, Revo queries your real-time project data (issue statuses, assignees, due dates, sprint timelines) and drafts a factual reply. It won't promise Friday delivery if the issue is still blocked in your backlog.
Can I @ mention a person to see all their open issues?
Can I @ mention a person to see all their open issues?
Absolutely. You can chat with Revo and type "@[User Name] what are they currently working on?" Revo will pull all issues assigned to that person across all your projects to give you a real-time "Who's on What"