The magazine of the Melbourne PC User Group
How to manage your Mail Box
Jo Cantiaca ©
 

Reduce, Reuse and Recycle your way to a smarter email solution

Last weekend I pulled on the rubber gloves, summoned my courage, and tackled the chaotic jumble of junk in our kitchen cupboards. As I uncovered unused gadgets and forgotten gifts, I realised that this sort of clear-out was exactly what my mailbox needed. Like the kitchen implements, my mail had been accumulating in unsorted heaps for months.

Inspired by the 'Reduce, Reuse, Recycle' principle and my clutter free-cupboards, here are the steps I took to restore some order to my mailbox.

Reduce

A jumble of email in your inbox distracts from the job of processing incoming messages.

  1. Reduce the number of incoming emails by using RSS feeds instead of email Newsletters.
  2. Use your mail system to process the easy items.
    Set up filters or rules to keep low-priority items out of your mailbox, so you can read them when you are free.
Gmail users: create filters and labels:
  • Open an item (e.g. a newsletter). Click More actions > Filter messages like this (see below)
  • Gmail will nominate criteria for the filter. You can modify these then click Test Search to verify the criteria you have set. Click Next.
  • At the Choose action screen: check the option to Skip the Inbox.
  • Check the option Apply the Label. Choose New Label and enter an appropriate name. You might want to set up separate labels or a single "Newsletters" label for all such items.
  • Check the option to "Also apply filter to conversations below." and click Create Filter.
  • Right click an offending message, and select Create Rule.
  • Set the rule to Move the item to folder, called e.g. "Newsletters" or "NEWS_Bitpipe" (see above)
  • Click OK to confirm, and select the option to "Run this rule now on messages already in the current folder".
  1. Be be part of the solution, not part of the problem. When writing functional or business-related emails, try to minimise the number of emails that need to be sent back and forth.
  • Use the subject line to make it clear what the email is about;
  • Aim for brevity and clarity, at the same time as being polite or friendly.
  • If you want the receiver to take action or respond, state that upfront. Provide brief contextual information to help the recipient understand why your email matters.
  • Try to keep to one topic per email.
  • Don't abuse distribution lists off-topic banter. Avoid reply-to-unless it's really appropriate.
Reuse

As I realised when clearing out the kitchen cupboards, it's only worth keeping stuff if you'll be able to find what you want when you wanit. With that in mind, give some thought to how you are going to organise your messages. Decide on a storage approach.

My preferred solution is to file or label emails I may well refer to in future, and put other messages which I'm keeping 'just in case' into one big archive bucket. For example I actively file messages related to current projects, our house, holiday planning, and any significant-looking information about family and friends.

Set up your storage system

First, decide on the labels or folder you'll need initially. Current project and activities, groups and key interests are probably the place to start. Avoid having more than 25 active folders, though, or you'll find it harder to work out where to file things.

To make it easy to find labels in an alphabetical list, I use prefixes such as PR_ for current projects, (renamed to xPR_ when the project is completed), TR_ for trips, R_  for reference, GR_ for items from Groups.

Gmail users: set up labels for your chosen topic areas
  • Click Settings (top right) > Labels and create your labels.
  • Label your existing email.
  • For speed, search for items by sender or keywords. Include "label:inbox" to restrict the search to the inbox. Select relevant search results.
    • If you wish to apply multiple labels, use the Labels dropdown box, or;
    • From the Inbox, click Move to - this applies a label and simultaneously moves items out of the inbox.
  • In Gmail, the Archive button effectively removes the special 'Inbox' label. Select multiple emails in your inbox list, or open one email, and then click on the Archive button.
To access items which you have archived, click on the All Mail link. You will see items that you have labelled, as well as those that are not labelled.

Outlook users: create folders to organise your email.
  • Create new folders by going to File > New > Folder... or press Ctrl+Shift+E. Enter the Name and click OK.
  • Create a general Archive folder (I create one for each year) in addition to your chosen topic folders.
  • Organise your existing emails by searching or sorting (e.g. by sender), then drag and drop them into your new folders.
Recycle

Once your mailbox is looking shipshape, you'll want to define a set of steps, or a 'cycle', to systematically empty your inbox. My process owes much to Merlin Mann's Inbox Zero.

Open and review each item in turn. For each item, decide:
  1. Do I need to respond, take action or follow up? If so:
  • Will it take less than 5 minutes or cannot wait?
    • Take action straight away
  • Will it take more than 5 minutes?
    • Add to task list:
      • Outlook users: drag the email to the Tasks icon
      • Gmail users: add a Star to the item.
  • If this is important to the sender, reply with a brief outline of planned action and approximate
  1. Am I likely to want to refer to this in future? If so;
    • File or label the message.
      Create new folder/label if necessary
  2. Should I keep this just in case? If so,
    • Archive it.
    If not;
    • Delete it.
Leave no read items in the inbox.

Write down your process as a series of prompts, and pin it up near your computer. Cycle through the process regularly - at least twice a week, but no more than once an hour.

This should help you to clear your inbox quick smart and maintain order in your newly organised mailbox.

More information:
Inbox Zero:
http://www2.43folders.com/zero

Reprinted from the August 2009 issue of PC Update, the magazine of Melbourne PC User Group, Australia

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