If your work is heavily dependent on email, chances are you have an Inbox management problem. Receiving 100 more email messages a day can quickly turn into information overload if you don’t have a system for managing your Inbox. Some time management experts speak of the Empty Inbox as an attainable goal. I question the true value of that goal. My experience is that even if I take an hour or two to achieve an empty inbox, I can only maintain it for a couple of days.
I have my own system which allows me to keep a good handle on my email (and I receive a couple of hundred emails a day). Here are some inbox management tips that have helped me.
Create Useful Email Folders
Mass deletion of emails from your Inbox is one way to clean it out, but if you want to use email effectively you should never resort to that. In my office, being able to find information from past emails is critically important. Even with my personal email, I often need to verify something in an old email. You definitely want to keep emails, and a folder system is the best way to do it.
Every email system has the ability to create folders. Think about how you want to organize information, then create a hierarchy of customized folders. When I say hierarchy, I mean start with a top level folder which will contain all the email for a specific objective, project or milestone. Within this folder, you can create subfolders for more specific areas.
I also create some generic folders for informative email I may want to access again. For example, a “Benefits” folder stores email related to my company benefits.
Move Email to Folders and use the Follow Up Flag
On my best days, I read email as I get it. If I don’t need to act on an email but want to save it, I try to immediately move it to the appropriate folder. As a courtesy to co-workers, if an email requires action but I can’t get to it right away, I usually send a reply letting the sender know I’ve read the email and will respond to the action as soon as possible.
When I need to act on an email, I flag it as “Follow Up” (this capability is available in all the Microsoft email applications). You can sort your Inbox contents based on the presence of this Follow Up flag and you can also make use of a Follow Up flag search folder to view your Follow Up messages.
Finally, email that is junk, spam or that just doesn’t need to be saved after reading is immediately deleted.
Use Inbox Filters
You can set up filters to automatically move email to folders before you read it. This is done by defining rules for incoming messages. It’s a very handy way to clear out your Inbox, though you’ve really just turned your storage folders into Inbox folders. However, this can help you decide what to read first and what to ignore.
The system I’ve outlined above will move you a lot closer to the goal of a well-managed Inbox, especially if you move emails to folders on a regular basis. Doing small things on a regular basis each day – read, store, flag, delete – will get you at least 80% towards a completely organized Inbox. In an 80/20 world, that’s just about good enough.
There are a couple of additional steps that take into account the fact that you might not be able to use folders effectively every day. Those steps are described in Part II of this article.