My inbox might get crowded on occasion, but it never stays that way. Currently, I have 34 emails in my inbox, all of which are relevant.
I get several hundred emails per day, but I’m in control of my email, and I promised someone I’d share my approach. Maybe you’ll find a hint or two in here that works for you. And as always, your mileage will vary, so if it doesn’t work for you, skip it and find a way that does. (Maybe Chris Penn’s method will work for you instead).
First, Break All The Rules
Like it or not, your email is no longer simply a distraction. It’s a core element to your work, because the more distributed our systems are, the more we rely on it to connect people and dots. So firstly, get your head into the reality that this is how we work now. We don’t have filing cabinets and binders and interoffice memos anymore, we don’t use the phone as much, we have email. Deal with it.
Secondly, you can set aside time to deal with email, or you can adapt to it real-time like I do (oh! The Horror!). The former means you have to be disciplined about your time, and have ruthless filters to find the things that matter in a definitive moment and set the rest aside. That’s fine if you work that way.
The second means you have to be willing to scan, process, and redirect your attention continually, and have a system for parking information for later. It also means making decisions on the fly and putting your head back where it belongs afterwards. Everyone’s different. Either way is fine, no matter what people tell you.
And for crying out loud, mess with the system when it doesn’t work. Hundreds of people will tell me I do it wrong. No such thing if it functions for you. Now, to the tools.
Gmail
Gmail is by far my preferred email interface. I’ve tried several clients, and none of them improve upon it in any exponential way. I like simple, so I stick with what I know and like.
- I use Mailplane for Mac to manage Gmail, and I have several email addresses there. I can log in or out of them easily. I also manage several from a single inbox.
- I use Priority Inbox. It *dramatically* cuts down on the noise for me, and I can demote or promote an email with a single keyboard shortcut.
- When I’m processing email in a big whack – say, after travel or an extended time away – I start with the oldest first and work backwards. Email is temporal and sometimes time sensitive, so this way I can go back in time and work forward rather than missing something older that needed my attention.
- I use the “Super Stars” function in Gmail Labs. I use a checkmark for actionable items, blue stars for actionable things I’m waiting on for other people, red stars for things that are overdue. Things that are FYI or sources of information get archived immediately using a label. I’ll find them later if I need the information, and if someone adds more to the thread, it’ll resurface.
- Thank heavens for the “Mute” function in Gmail. Buh-bye, abusers of the Reply All function.
- I use the Do, Delegate, Defer, Delete system. If it’s less than a couple of minutes *and* relatively important, I do it now. If it’s for someone else, I forward and delegate, and archive the email. If I need to act on it later but it’s a longer thing (or if I simply don’t have the couple of minutes right now), I use the SuperStars and defer it but leave it in my inbox and add it to my task list. If not any of the above, I delete it. More on that below.
- I process meeting requests in batches to try and avoid conflicts and assess priorities as a group. I use “Create Event” from emails in Gmail liberally, even if it’s just a task or reminder to myself for something that needs to be done at a certain time.
Evernote
I live in Evernote, and it’s probably my most heavily used application. Here’s a bit about how I use broadly here.
It collides with my email in one simple way: a task list. I’ve tried a zillion different task and to-do list applications, and I don’t care for any of them. Mostly because they don’t work within or aren’t habitual to my existing system, so I don’t adopt them fully, ever. (Too many apps decreases rather than increases productivity for me). All I really need is a simple checklist.
When I have an actionable thing from my email, I go to my to-do list (it’s the same one all the time, just maintained continually) and add a task with a check box. If it’s important, it goes on top, bolded, with a simple **. I know that things on my list that correspond to emails will be in my inbox with a checkmark star so I can find them quickly, and see at a glance how unruly my task list is.
When something’s done, I delete it. Simple.
In General
Get comfortable with the delete button. Some stuff you’re honestly not going to do or answer, yet you hang on to it out of guilt or fear you’ll lose important information you just might need later. Get over it, and delete it or archive it. If it’s really important, it’ll resurface. Remove it NOW so you don’t have the visual clutter in your inbox.
Unsubscribe from the noise. I mean now, right when you get the email that’s clogging up the tubes. Take two seconds, unsub, and reduce the volume of garbage you need to process. Do you really need to know immediately when DSW is having a sale?
Turn off email notifications from your social networks unless you need them as part of your work. They’re going to distract and interrupt you, period. Either get comfortable with that and quit whining that you get too much email, or stop letting Facebook email you cat pictures and go to the site itself when you have time to do so.
Email overload is as much psychological as it is real. That’s why you get the clutter out. We judge the magnitude of our obligations by what we can see in our inbox, and get overwhelmed when we just don’t know what’s in there awaiting us. Get out the clutter, leave behind only the stuff that really needs attention, and you’ll have a much better handle on what’s really waiting for you in there.
Unless your work is a matter of life and death, it’s not. It won’t kill you to miss an email, and if it’s really that damned important, the person reaching out to you needs to employ other mechanisms to track you down.
Now? Breathe and dig in.
* Not a typo. See here if you didn’t catch the geektacular reference. 🙂
Interesting to see that you start off with the oldest mail and work back to the present. I go exactly the other way around. Here’s why: if someone emailed me something that just can’t wait, they should have set camp next to my desk or at least phoned me 😉
Most email (that I receive) is threaded. I find it easier and time saving to read the latest submissions because you don’t need to read back (you forget details when you read a couple of other emails between the threads) and you avoid replying to smth that’s no longer the issue. Working with gmail fixes the problem of course, but most people have to use Outlook 😉
I look at it like a call queue; answering the oldest call first. I also find that that’s how my mind works logically; I want to know what’s in there that’s the oldest so I know what, in logical order, is building up in my world. I’m *very* thankful for the threading in email because that helps immensely with this system.
COULD. NOT. AGREE. MORE. I am surprised at how many people allow their inbox to dominate their day. It’s a form of communication. It’s not the Library of Congress.
One more note for you: Do unto others. . . I write three-line emails. The more I write them, the more I get them, the less I have to read. I don’t need War and Peace. If you need more than 100 words to tell me something, send me a note telling me to call you.
Great tip, Paul. Brevity isn’t always possible, but when it is, it really helps. And better yet? Instead of wasting an email telling ME to call YOU, just call me. 😉
/Knock On The Door
Me: Hey? What’s Up?
You: Hey? Did you get that email I just sent you?
Me: You mean the one where you said you needed to talk to me?
You: Yeah, that one.
/Me: Just put you in the SPAM filter.
HA! So true, Amber.
I like your style Paul.
However, as somebody who likes to be as thorough as concise, I found immense value in the hyperlink. Not everything needs to be stated, but some things should be referenced.
I like your style Paul.
However, as somebody who likes to be as thorough as concise, I found immense value in the hyperlink. Not everything needs to be stated, but some things should be referenced.
Holy crap, how did I know know about those super stars! THANK YOU!!!
I poke through Labs on occasion because there’s nearly always something cool in there that’s helpful. 🙂
Yes that was a great tip I got from this! I use tons of labels and colors to organize, but the starts will be a huge help.
Amber this is brilliant, I have learned to create more than one email in past to not have noise in my main box. So for subscriptions, I have an account for just that-I need to catch up I go there filter- read- close.
Love the list, as I am a list girl and have been trying to figure out a digital solution as I love writing on a piece of paper (notebook). I will give your system a go and see what I learn about me & any ideas that pop up.
My next question is do you use anything to organize your meetings? (that list or tungle etc….) So glad I do not have to use outlook GGGRRRRR.
I still have a Moleskine that is my go-to for lots of things. I can’t ever get rid of paper altogether. As for meetings, I use Google Calendar. I’ve tried Tungle and stuff like that and while it’s handy, it’s again *one more * application to use that isn’t baked into my existing system, so it hasn’t caught on for me.
Great info Amber. I use priority as well, will definitely start implementing some of your other key points. Thanks for sharing…
I run a laser engraving service business and just switched my email related to that to zendesk. I’m not far enough along to know if it will just become another inbox to keep track of, but so far it seems to be helping me keep things from getting lost in the shuffle. I can also program automatic followup actions like emailing a note to a potential lead if I haven’t heard from them in a while. Previously I was labeling everything in gmail and had the multiple folders view (in labs) up to show me separate boxes for each label.
Thanks Amber! I’m soooo happy to pick up a couple of new ideas for improving my Gmail! I’m a big fan of the Super Stars, but I think I’ll add the green check to the one’s I’m already using. And I hadn’t seen the Mute feature… so cool!
My struggle has been managing the number of folders I have. The only thing I’ve come up with is to review them every 6 months or so and hide the ones that are no longer top priority and then delete the ones I can. But I still have tons of active folders.
And I’ll have to figure out what I want to do when I’ve reached 100% capacity on my main account.
Cindy – If you’re anywhere near capacity on Gmail, you aren’t deleting enough. Archiving is different than outright deleting, and you’re likely holding onto WAY too much stuff that you don’t need to save.
We do this “but what if I need it someday” thing, and that’s the killer. You’ve got to get ruthless with the difference between “I might forget this” and “I really truly need a record of this”. If it’s honestly the latter, you need to back up and save your email offline using a tool or application for that.
Cindy – If you’re anywhere near capacity on Gmail, you aren’t deleting enough. Archiving is different than outright deleting, and you’re likely holding onto WAY too much stuff that you don’t need to save.
We do this “but what if I need it someday” thing, and that’s the killer. You’ve got to get ruthless with the difference between “I might forget this” and “I really truly need a record of this”. If it’s honestly the latter, you need to back up and save your email offline using a tool or application for that.
Very similar methods, you and I, Amber…but I really like your extra hints on Evernote…I’ve had a toe stumped once or twice getting friendly with that one. Will try again.
I have an additional filing method I use…a double system of sorts. A main file will hold all mail ment for keeping…while a CAPPED file of the same name will indicate the need for fast attention. This gets it out of my inbox…but keeps it fresh.
and, of course, there’s the ‘Do Me Now, Bitch’ file…;-)
When I bought my android phone, I stumbled into the greatest gmail technique… starting fresh. my original gmail account was initially used for mailing lists, blogs, resume contacts, etc. loads of traffic, loads of junk. by creating a new much more private and quiet address that goes directly to my phone, I have a pre-filter of the most important stuff.
I’m a BIG believer in in-box zero – which you are clearly doing. http://inboxzero.com/ Gmail, outlook or otherwise – stop organizing and categorizing email and learn to archive everything that isn’t actionable and trust your search engine – gmails, or google desktop for outlook, or whatever.
I accidentally mute things in my Gmail inbox ALL THE TIME. Great to finally know what that function is all about — nice post!
I accidentally mute things in my Gmail inbox ALL THE TIME. Great to finally know what that function is all about — nice post!
Great post Amber. I assume using Mailplane for Mac also allows you to eliminate the “on behalf of @gmail.com” notation as well?
You have inspired me to get my 7,342 emails-in-my-inbox self back in control. My inbox pwns me. (hangs head in shame)
No shame, madame. But man, ever notice that we talk about our inbox as if it’s an entity with which we need to wage war, rather than simply a flow point for information? It’s become the antagonist and it simply shouldn’t be that way.
Have you seen my inbox? It comes to work each day with a shiv. Flow point, my tuchas. Gangbanger in need of a reform school is more like it!
Ok, this totally made me snort laugh.
No shame, madame. But man, ever notice that we talk about our inbox as if it’s an entity with which we need to wage war, rather than simply a flow point for information? It’s become the antagonist and it simply shouldn’t be that way.
Can you elaborate on how you use Evernote for to-do’s? Do have one note with a list of evernote checkboxes? Do you forward emails that create a list of notes in your evernote inbox that act as your to-do list? Love the write up.
Robert, a simple note in one of my notebooks that’s a list with checkboxes. Priority items get moved to the top and bolded. Completed items get deleted. I don’t forward emails to notes; creates the same problem as an inbox for me that I can’t just look at the list at a glance. So, a simple list is all I need.
Robert, a simple note in one of my notebooks that’s a list with checkboxes. Priority items get moved to the top and bolded. Completed items get deleted. I don’t forward emails to notes; creates the same problem as an inbox for me that I can’t just look at the list at a glance. So, a simple list is all I need.
I use Evernote the same way – I now have one list across all devices that’s simple and works. Thanks for the great list of tips – very useful.
Awesome ideas, all of them! I find myself very similar to you in how I deal with my emails (sorting into folders, only dealing with the musts right away and flagging everything else. I use Outlook, so many of these features are already built in. I always look at the oldest first, too. It just makes the most sense for me…
Awesome ideas, all of them! I find myself very similar to you in how I deal with my emails (sorting into folders, only dealing with the musts right away and flagging everything else. I use Outlook, so many of these features are already built in. I always look at the oldest first, too. It just makes the most sense for me…
Awesome ideas, all of them! I find myself very similar to you in how I deal with my emails (sorting into folders, only dealing with the musts right away and flagging everything else. I use Outlook, so many of these features are already built in. I always look at the oldest first, too. It just makes the most sense for me…
Awesome ideas, all of them! I find myself very similar to you in how I deal with my emails (sorting into folders, only dealing with the musts right away and flagging everything else. I use Outlook, so many of these features are already built in. I always look at the oldest first, too. It just makes the most sense for me…
Awesome ideas, all of them! I find myself very similar to you in how I deal with my emails (sorting into folders, only dealing with the musts right away and flagging everything else. I use Outlook, so many of these features are already built in. I always look at the oldest first, too. It just makes the most sense for me…
When it comes to how to handle email, as it comes or in a pre-scheduled chunk, I’m with you, Amber. I handle it best when an email hits my hip and I can digest it or disregard it immediately. Then I don’t have to constantly wonder if I have email or if it might be something important.
When I get into real trouble is when I fall between the cracks of the two methods and get into feast and famine mode. Then I ignore email for hours on end, only to be forced to make up that time later in a very unscheduled chunk. Email is definitely one of those things that gets scarier the more you ignore it.
There are only two ways to deal with email overload. One? Nuke everything and start over. Or two, get in and take control back, even if it means setting aside a chunk of time at the start to get back in it.
It’s funny that lurking in the back of brain I KNOW to do all of this (especially when I start crying when I go to my inbox 😉 but it’s like tidying the linen closet (easier to keep the door shut).
I tend to try to manage on the go as well; scan and prioritize (and have learned to embrace the Delete button). For my part, I do try not to toss out too many unnecessary emails (thank you for thanking me et. al. Is it just me who thinks those should be abolished?)
You’ve given some fantastic guidance, Amber – thanks!
Definitely with you on the unnecessary emails. Often want to ear flick those that send them. 😉
Amber:
Great post here!
One more tool that I think gets missed are filters. I move all my email newsletters, notifications and other “noise” out of my inbox and file them directly without ever touching them.
I’m also a big Evernote fan and do the same thing with a simple to-do list. Instead of one big list, I use three, Today, Tomorrow, and Later. This forces me to focus on just what I can do TODAY, and keeps me from promising things that won’t fit in that list!
I’ve never used Mail Plane, but I’ve started using Postbox and it makes me an email ninja! So many keyboard shortcuts that get me through my email more quickly and efficiently.
Hi Brad,
That’s a good one. I rarely use filters myself, mostly because I think if I need to filter it I probably don’t really need to receive it to begin with. But I realize that approach doesn’t work for everyone.
Like your Evernote method too…my tasks tend not to sort themselves neatly into today/tomorrow buckets, but it’s bound to be useful for someone else. Thanks for sharing!
Amber:
I agree that filters can be excuses not to turn things off, but one filter that I REALLY like is to move any message where I am not in the TO: field to a folder called “To Read”. That lets me focus on the messages that are really to me, and leave the rest until later. That one is really useful!
I’m with you Brad-I love Postbox and my filters.
Love this post. I’m always fascinated by how other people work.
I recently did a similar post on email, but it was more geared towards freelancers and not people receiving quite the column you do. However with that said, thank you Google for the Superstars and Multiple Inboxes labs, along with filters and color-coded labels. I’d be lost without them.
And I hear you on the task list thing. I do something similar, except I live in SpringPad. Find it better for the immense amounts of research I have to do.
Hi Amber – have you tried ActiveInbox? It is a robust GTD tasking system built inside of gmail. I think you would find it much simpler to use than running everything through evernote. Simply, it changed the way I manage tasks and I use it in very similar ways that you use gmail. Also, with ActiveInbox, you can turn that priority inbox off and make sure you’re not missing anything.
Side note, I don’t have anything to do with ActiveInbox, just an evangelist for it and GTP principles to help people be more productive!
Really good advice. I too use Evernote (how-to video tutorial http://bit.ly/f7EgJv) to manage my task lists. Sounds like use one note and make a long list of tasks. I mainly use each note for a tasks. The benefit of this is that I can actually do the task in the note if it has a writing component.
i have had a task-challenge since moving over from franklin covey (paper then app) to outlook to gmail. SEVERE A.D.D. requires SEVERE task management (and maybe meds)! to compliment my final resting place in gmail, i found GQueues – simple on up to complex task management for those needing more than a checklist. it does a pretty good job of allowing tasks to be ordered, colored, classified, delegated, emailed, scheduled, and the list(ing) goes on. my task list guides my day – your inbox fear is my task list, and being able to classify them (similar to folders in gmail) for hiding, etc. really helps. hope this helps!
Brilliant article Amber. I always love to know how people manage their inbox. I’ve written how to posts on this myself but it always makes me wonder when I don’t follow my own advice. I particularly love Gmail offline so I can attend to and read email while on planes, trains and boats and have them all be sent off when I next connect.
I know I was one of the ones that asked you how you do it. Wow! My inbox has become my file cabinet, has been for a long time. Rules and folders has helped a lot, but there always seems to be stuff that “is too important” to delete. I’m not going to even tell you how many emails are in the inbox right now. But, it is the beginning of the new quarter, so perhaps the time is right to be a bit more comfortable with the delete button. You’re right, if it is that important it will resurface.
I leave you now to start deleting….
loved this! I am a huge gmail fan and do most of the things you suggested (although I use labels for my to-do — @NeedsAction @Waiting, etc). I will be trying out Mail Plane (curious to see how well it works with google apps addresses). Have you checked out http://www.otherinbox.com/? I’m a big fan… it learns senders and auto files certain things, it works well for those of us who don’t want to unsubscribe from all the notifications or newsletters but don’t want them interrupting our inbox.
thanks amber, some gmail functionalities I haven’t used yet, so really good to know and start using.
This totally helped me! In the last week, I’ve unsubscribed from dozens of email subscriptions, I’ve created a bunch of Smart Mailboxes that have me more organized than I thought possible, and I’ve cleared hundreds of old emails out of my inbox.
Oh, and I’m now addicted to Evernote.
Thank you!