We recommend you do not BCC team members into emails.
- If the email is for someone's information, they will be able to find it in the client, organization and/or piece of work timeline;
- If the email actually requires the person's attention, @ mention the colleague in a comment. This email will appear in your colleague's Triage with the comment where they can comment back, assign the email to themself or unfollow the conversation.
- If there is action needed, assign the email.
Lachlan is sending an email to Fred requesting more information; he wants Michelle to keep track of the documents and send them as they come to the auditor.
In this example, you see that the email is just clutter and requires me to reach out to my colleague to understand whether I should do something or not. It's not clear at a glance.
In this best practice example, I can tell at a glance what is required of me, for what client and in regards to what job or task.
Learn more about using @ mentions to notify a colleague.