Get in the Habit of Assigning Topics

Topic assignment is key to getting the most out of IMS.  By assigning Topics to email threads, you ensure that:

In addition, by segmenting messages, tasks and appointments by Topic, you can utilize the full potential of the Dashboard and focus on your work by project.

IMS provides several ways to help you assign Topics:

Sent Message Categorization


Go to ClearContext > Options > Preferences > Topic Options.  Enable "Ask about selecting a Topic if one is not assigned."  When you compose a message, IMS will check to see if the current conversation has a Topic assigned to it.  If not, you will be queried to assign one.  This will ensure that future replies to this message will come in pre-assigned with your Topic.  Also, if you check "Save messages to Topic Folder" IMS will move the Sent message to the correct Topic folder; keeping both sides of the conversation in the same location.

Task and Appointment Topic Query on Save


Much like Sent Message Categorization, there is a similar Topic Query function available for tasks and appointments.  Go to ClearContext > Options > Preferences > Tasks/Appts and check "Ask about selecting a Topic if one is not assigned" for both Tasks and Appointments.  IMS will query you for a Topic assignment as you save these items; enabling you to view them by Topic when using the Dashboard.


As discussed earlier, AutoAssign allows you to quickly create simple rules to automatically assign Topics to incoming messages.  This is a huge time-saver; a good set of AutoAssign rules in conjunction with IMS’s automatic assignment of Topics to conversation messages ensures that many of your messages will arrive in the Inbox pre-categorized.  For more detail on AutoAssign, see our User Guide.

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