1. Select ClearContext > Options > AutoFile > Apply to Inbox to file messages using ClearContext’s automatic rules.
2. File other unimportant, informational messages by dragging email from bulk senders onto an AutoFile filing group in the sidebar.  This will move all messages these senders into folders for later review.  Watch a demo of this here.
3. Starting with your high priority (CC VIP) messages, manage your inbox; spending a minute or two on each conversation.  Delete, Reply, File, Defer, Unsubscribe or create a Task or Appointment and quickly move on.

Enjoy the vacation!

Act Immediately?

Reply to the message if you can do so in a minute or two.

Delegate the email to someone else as appropriate.

If no response is required, review the message and file it to a Project folder.

Act Later?

Defer messages that you aren’t ready to deal with to a later date.

Create a task from email that requires further action on your part.  Assign Projects to tasks as you create them.

Schedule appointments from messages that require a meeting.  Assign Projects to appointments as you create them.

No action required?

Unsubscribe from mailing lists or long email threads that you have no interest in.

Use the Delete key to delete messages that you don’t need to keep for archiving purposes.

The end result will be a cleared Inbox and a prioritized task list, allowing you to focus on your work rather than your email.

Tip

As you act on email, assign a Project and allow ClearContext to automatically file the original message from the Inbox into a Topic folder.

Tomorrow: Throughout the day, succeed by focusing on your core work

Act Immediately?

If the message doesn't have a Topic assigned to it, assign one.  IMS will link all future emails, tasks and appointments to this Topic. 

Reply to the message if you can do so in a minute or two.  IMS can automatically file the original message to a Topic folder for you. 

Delegate the email to someone else as appropriate. 

If no response is required, review the message and file it to a Topic folder. 

Act Later?

If the message doesn't have a Topic assigned to it, assign one.  IMS will link all future emails, tasks and appointments to this Topic. 

Defer messages that you aren't ready to deal with to a later date. 

Create a task from email that requires further action on your part. 

Schedule appointments from messages that require a meeting. 

No action required?

Unsubscribe from mailing lists or long email threads that you have no interest in. 

Delete messages that you don't need to keep for archiving purposes.

This phase is the bridge that moves you from sizing up your day to working on your most important projects.  Consider it blocking and tackling – quickly and efficiently move through your Inbox and put messages onto your calendar or your task list.  The end result will be a cleared Inbox and a prioritized task list, allowing you to focus on your work rather than your email. 

If upgrading from a previous version of ClearContext, go to ClearContext > Options > Analyze Contacts and re-scan your email history. This will help ClearContext give accurate Topic suggestions when filing.

Additional reading – take a look at post Intelligently Empty Your Inbox if you are serious about getting your Inbox under control.

One of the features that I use literally hundreds of times a day is Original Message filing.  It has become such a critical part of my workflow that I find it maddening when I try to process mail without it.

As you reply to a message or create an appointment or task from the message, set Original Message to File To Topic.  As you save the new item, IMS will automatically file the original message to it’s associated Topic folder.  This saves an extra step when processing mail to clear the Inbox.

For more detail on this and other advanced Task and Calendar management features, see our video tutorial.

Followup Message

Use Followup Message when sending a message that you need to hear back on.  As you send the message, click the Followup Message button and set a time frame for the response you need.  If you don’t hear back within the time specified, IMS will notify you.  If you do hear back, the task will automatically be marked complete.  You can also create a Followup task after the message has been sent by highlighting the sent message and selecting Followup Message from the ClearContext menu.

Delegate

Delegate converts email to either an Outlook delegated task (perfect for members of your internal team) or forwards an email and creates a personal task on your task list (better for external delegation).  Delegate is accessed from the ClearContext menu.  If you find that you use this feature a lot, you can add it to the Inbox toolbar.  As you create a delegated task, assign a status of Waiting on someone else…

Delegation Management

Since a status of Waiting on someone else… is assigned to both followups and delegated tasks, you can sort your task list by status and quickly glance at what has been delegated to others.

That said, I’m decidedly in the filer camp and start to feel some amount of anxiety when my Inbox has over 10 messages in it.  Because of this, I find myself having a lot of interesting conversations with folks who are the polar opposite; people who begrudgingly empty their Inbox only when they have to due to size limitations.

It looks like Merlin Mann has encountered the same time of resistance, so he has posted his take on what to do if your organizational culture is such that you receive many long, conversational email threads throughout the day that require more than a few minutes of your time:

“Every time I give the Inbox Zero talk to a tech-heavy group — and most especially when I talk with engineers — there’s pushback on a couple issues. First, a lot of techies say they love it when everything gets routed through email, and second, they think an Inbox-Zero-type methodology isn’t particularly useful for the type of communication that they get all day long. And that’s conversations. Lots of conversations.”

For folks who match this description, Merlin has posted six tips that map very nicely to IMS features – threading, processing, filtering, standards, muting and save and search.   It’s definitely worth taking a look if you’re still weighing whether emptying your Inbox will work for you.  And if you do decide to take the plunge, see this post in intelligently emptying your Inbox.

If the psychic weight of being an Inbox Piler is taking its toll, there are a number of similar recommendations for clearing your Inbox and getting to zero email bounce. In addition to Jason’s Inbox 0.5, there’s Merlin Mann’s Email DMZ (Michael Linenberger recommends a similar process) and Deva’s Ten a day plan.

All of these plans have their merits and I can attest that, whatever process you use, the feeling of relief you get when you keep your Inbox count low is well worth the effort.  If you’re concerned that you’re going to drop some important messages when cleaning house, use a variant of our Vacation Email Triage recommendations to jumpstart the process and intelligently dump messages from the Inbox:

1. Remove all low priority messages from the Inbox
• Use ClearContext IMS to prioritize your entire Inbox. 
• Switch to the ClearContext Prioritized view (ClearContext > Inbox Views).
• Highlight all messages in gray.  These messages are from unknown senders, are not addressed directly to you, and are likely spam.
• Delete all of these messages or alternatively move them to a processed mail folder if you are worried about missing something.
• If you really want to clean house, consider removing all messages in black as well.  These are still from unknown senders and/or were not sent directly to you.
2. Use AutoAssign to automatically categorize and file informational messages
• Highlight a newsletter or other informational letter in the Inbox.
• Select ClearContext > Create AutoAssign Rule from Message.
• Craft a rule that will assign a Topic and file to a Topic folder.
• Check Apply rule to Inbox messages now and click OK.
• Repeat for additional newsletters, corporate announcements, etc..
3. Manage your Inbox, one conversation at a time
• Make sure are in a ClearContext Prioritized view.  You may need to switch to Prioritized by Week or Prioritized by Day if you are finding stale messages at the top of the Inbox.
• Follow the steps in the Manage phase of the IMS Daily workflow to act on your remaining messages conversations.  IMS will automatically group all message conversations together to ensure that you don’t repeat work that someone else has already completed.

In the Manage phase of the Daily Workflow, we explicitly advise that you act on each message quickly or convert it to a task or appointment and file away the original message.  The idea is to process the message when you first look at it so that you can get it off your mind and out of your Inbox and you don’t waste mental cycles dealing with it.  There is one expert-use case where this doesn’t make sense.

When you encounter a message that you know you want to respond to today, but you either need to think on it a bit or you don’t have time to answer right now, it doesn’t necessarily make sense to convert that message to a task.  Flag this message via a right click so that you know that you looked at it and you’re waiting to process.  Then, at the end of the day, go through each flagged Inbox message to answer and file.

I got this idea from Michael Linenberger, author of Total Workday Control Using Microsoft Outlook and ClearContext partner, who has this caveat:

"If the reason you are not responding is there is some other task-like action needed first to fulfill the request, then better is to convert the e-mail to a task, and plan on working the task, and then reply immediately saying ‘I need to do xyz before I can get back to you on this; I will get back to you as soon as possible’ or some such reply."

Excellent advice.

See the manage tag on our weblog for more tips on optimizing your implementation of the IMS Daily Workflow.