Getting To Done: Communication - A guide to email triage - Lifehacker

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Getting To Done: Communication - A guide to email triage

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by Keith Robinson

Ever wonder what causes that sinking feeling of dread just before you open your e-mail client? Is it the hundreds of new messages that will mock you in all their need-a-response-asap, unread glory?

So far in my series on communication, I’ve mentioned the importance of identifying yourself and how to design your messages. This week I’m going to give you some tips about dealing with your e-mail and doing your very best to respond to every legit e-mail you get in a reasonable time frame.

These tips won’t make you a perfect e-mail responder, and frankly I don’t think that’s possible, but they will make you good. As I’ve heard many times in my life: perfect is the enemy of the good.

E-mail response is very important

I thought about calling this article “Don’t Be A Flake” or something along those lines. It really amazes me how many legitimate e-mails I send out to coworkers, friends and colleagues that ask specifically for a response that never make it back to me. Or they make it back so late it’s not relevant any more.

Every time this happens I remember it and not in a good way. As well, I’ve been called out by people in the past when I’ve dropped the ball. It’s not a good feeling. It looks really bad and reflects poorly on you personally and professionally.

The good news is that there are lots of ways you can improve your response time. The bad news is that because of the sheer amount of junk and spam e-mail we all have to deal with, it can be hard and you’ll most likely never get everything.

Making the effort

The first step is to decide to do better. Recognize you’ll not get them all, but make a concerted effort to do just that.

Set yourself up for success

The first action you should take is to clean up and clean out your inbox. You might be saying, “But, Keith, I’ve got, like, 982 e-mails in there!” I know it can be a pain, I’ve been there, but it’s got to happen. Sort, respond to, delete, archive and/or file every single e-mail in your inbox. This’ll give you a clean slate to start with.

Next you’ll want to create folders to help you sort and file new and future messages. There are lots of ways this can be done, and sometimes it takes some trial and error to get it right for you. It can also be tricky if you’re like me and have multiple addresses.

What I do is have a top level folder for my each of my main alternate addresses. Within these folders I’ve got sub folders broken down various ways, depending on the needs of the address. These folders are for archival purposes only. I use them to store e-mail that doesn’t need action but may need reference.

I then have two top level folders for things that may need action. A “Waiting-Followup” folder for things I’m waiting on someone else for or things that aren’t urgent, and a “Needs Response or Action” folder for things I need to respond to. I’ve got sub folders in these to split things up by e-mail address. I usually mark messages in my “Needs Response or Action” folder for an added reminder.

Here’s what it looks like:

email-example.png

So, once you’ve got folders set up to organize and archive your messages, and you’ve got a clean inbox, you simply need to establish a process and stick to it.

The “always clean” process

The goal of this process is to:

  1. Have an empty inbox at the end of each day
  2. Keep the “Needs Response” folder as clean as possible

If you can do both of those things chances are you’ll not only be able to respond more quickly, you’ll have a much better idea of where everything is as far as e-mail goes. This gives you the time and focus to address and respond to most email when it comes in (or when you check it). But it’s hard. Chances are you’ll not be able to keep it up on a day to day basis, but that’s ok, just try and do your best. Here’s how:

  1. When checking e-mail, do your best to either respond, file, archive or delete every message you read when you first read it. If you don’t do this things will tend to hang around in your inbox. Then they pile up and…
  2. If you have to file something that needs a response sometimes it’s good to reply quickly letting the sender know you got it and that you’ll get back to them. This usually eliminates “the re-send” which can become a hassle.
  3. If you’ve responded to something late—apologize. People generally know and appreciate that you’re busy and, especially with non-urgent or time sensitive things, they’ll be happy that you responded at all. I know I am.
  4. Go through your e-mail at least once a week and respond to anything that’s been left over. I actually try and do this daily with a longer block of time scheduled for the end of the week. What’s nice is that if I’ve done well I’ve got some free time in my work day.

A good system and good filing structure can be just the thing you need to get you to where you can make people who contact you feel really good by getting back to them in a timely manner. Plus you’ll probably be more organized.

A few tips and observations

  • Go light on the rules. Too much automated filing can make it hard to know what’s in your archives and you run the risk of losing something important. Plus, I’ve found it makes review and organization much more time consuming.
  • Use a separate account and mail program (Gmail is good) for your listserve and announcement stuff. Keeping this stuff totally separate really helps.
  • For group addresses, assign someone to triage and do initial responses. Also, try and keep group and individual e-mail boxes separate if you can.

  • Check your mail 3-4 times a day instead of every 10 minutes. Going through your mail in bunches really helps.
  • When in doubt—DELETE. If you don’t need to keep something and don’t plan to respond, just trash it.

How do you keep yourself from letting e-mail drive you insane? Let us know in the comments or at tips at lifehacker.com.

D. Keith Robinson is an associate editor of Lifehacker. His special feature Getting To Done appears every Monday on Lifehacker.

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Be an Email originator

I've found that it helps after a meeting or phone call to send a quick overview of what was discussed and what needs to be done. This helps with the appearance that you are proactive and always on top of things (whether or not this is true). If you find that you are always responding to other people's emails it might be a good time to revise your personal email policy.

by FeintNate on 02/27/06 02:46 PM

These are some great tips. One thing I've found helpful is exporting messages as files. Typically, anything that is truly important gets responded to by most people in a timely manner and what ends up cluttering their inboxes are jokes, news articles, forwards, and the like sent by friends, family, and coworkers. They end up being like loose pieces of yarn that get saved in a packrat-like manner, the idea being that we'll refer to or share them later. If you really want to keep them around, export the message as a file to a saved email directory on your hard drive. That way, your mail client isn't bogged down by stuff you're just, "saving for later", and it will still be easily accessible. This method has served me well for quite a while now.

by bpm on 02/27/06 03:35 PM

I am a big fan of filters. I try to set things up so that specific types of email always go to a particular folder (keeping that inbox clear). It goes without saying that you need a very good spam filter; ideally anything directly identified as spam goes into the spam box, anything questionable goes into an "is it spam" folder that you can check and refile (and refine your filters if necessary) periodically. The idea is whatever you must respond to right now is what's left in your inbox. Then when you reply to it, you refile into archival or pending folders. Pretty much what you describe above, except where you use different email addresses as (essentially) a form of filtering, I eliminate that layer.

I had more flexibility in this regard for many years because I used a unix-based programmable module for reading my email, but gmail has some pretty useful features. You can filter any mailing lists directly into a label & archive; that way they're not in your inbox, but on the sidebar, it will note what you have unread, so you can decide when you want to go look at it. The labels can also be used like tags,

What I haven't figured out is a good way to selectively archive to file items in gmail. You can set the pop connections up to forward recognized emails, but that doesn't take care of items in the sent folder and so on that should join any such archive.

by BEG on 02/28/06 01:12 AM

Using outlook at the office, I found that I spent WAY too much time "catching up" and sorting out a huge number of messages from my inbox. I took a hint from the way I do personal email with Gmail, and quit the folder madness.

Now I Keep all my current (i.e. newer than date ____) messages in one folder and search if I can't find something. I keep my inbox in threaded view, so I rarely have to search at all. I also flag items that need follow-up or response.

When the .pst gets too big, or after a prescribed block of time, I save it as a separate .pst and start a new one.

This method has worked very well for me, and ironically, with no sorting, I can find everything much more easily! I'll be glad if I never sort email to folders again.

by Pat on 02/28/06 10:10 AM

Great tips - procrastination is the enemy.

I'd like to add a reminder to set an "away" message if you're going on vacation. Not only will it let whoever is writing to you know that you won't be able to respond immediately, it might also help cut down on clutter associated with repeated attempts to contact you. I've actually extended my vacation time in the away message by a day or two, just to give myself time to catch up on what's already there.

by Rose on 02/28/06 10:37 AM

I've actually gone the other way and ditched folders altogether, thanks to an Outlook plugin called Lookout that searches my emails in milliseconds.

I'd never go back - it'd be like finding things on the web before Google was around.

by Christian Watson on 03/02/06 10:02 AM

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