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Holiday Email Triage

autofile_options_smallAs we prepare to take off for the US Thanksgiving holiday, here are some tips for tackling the Inbox after time off:

  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!

ClearContext Personal Gets Your Inbox Under Control

At ClearContext, our vision is to organize all the information that flows through email. But with the ever-increasing flood of unimportant email, many people are too overwhelmed to even get started.  So we’ve created ClearContext Personal, a free product to help Outlook users get their inbox under control and see the email that really matters.

Everyone complains about getting too much email, when in reality most of us simply get too much unimportant email and don’t have useful tools to deal with it.  People try all kinds of systems to deal with the glut of messages from social networks, newsletters and ecommerce sites, but trying to manage folders, labels and multiple accounts fails over time for many people because it is too much work.  The result is that people spend too much time dealing with messages that aren’t important.

ClearContext Personal makes that information easier to deal with by doing three things:

  1. Automatically filing unimportant messages out of your inbox to deal with later
  2. Creating a daily digest of all autofiled email, so you never lose any information
  3. Highlighting email from important senders in your inbox without any confusing rules or training

We’re not the only ones to recognize the huge challenge people face dealing with all these messages.  Gmail created Priority Inbox to try and tackle the issue.  And in their new messaging platform, Facebook acknowledges the problem by separating mail into two inboxes – one for messages from your friends and another for all other messages.

Today, ClearContext brings that type of next-generation inbox functionality to the hundreds of millions of Outlook users facing similar problems with email.  With ClearContext Personal, we’ve focused on making everything clear and easy to understand for the user.  “Bacn” emails such as newsletters and notifications are automatically separated into “AutoFiled” folders – and organized into categories like Travel, Social, Shopping, etc.  And simply hit the “Important” button to have all email from specific people highlighted as VIP emails.  No complicated rules or configuration, just install and the AutoFile service will regularly update with new rules to automatically file and categorize email – so you can focus on the important emails in your inbox.

To see more info and download this free product, visit www.clearcontext.com/personal

And for users that would like to also manage all of their email, tasks, appointments, files, and contacts into projects in Outlook, try a free 30-day trial of ClearContext Pro

ClearContext 5.2 Adds Automated Inbox “Bacn” Filtering

We’re very excited to announce that ClearContext Pro v5.2 is now available for download.  ClearContext 5.2 introduces a completely new module to automatically filter and manage all the “bacn” newsletter and notification emails you receive.

AutoFile

Automated emails (notifications, newsletters, coupons, etc) are now automatically categorized and filed for you.  The AutoFile service regularly updates with new rules to manage unimportant email.

AutoFile

A new AutoFile tab in the ClearContext sidebar lets you quickly review and manage all your AutoFiled messages, and the Daily Digest provides a summary of AutoFiled messages so you don’t have to worry about losing any information.

When upgrading from v5.1 or earlier AutoFile is enabled by default, including sharing AutoFile rules you create and downloading updates.  Adjust these settings in ClearContext > Options > AutoFile.

Other Features

A number of minor enhancements have been made to increase the flexibility of the ClearContext Dashboard and Task Organizer functionality. These include support for people who organize by start date and undated tasks, as well as subproject and optional appointment views in the Organizer Review tab.

And we now include full Outlook 2010 x64 support!

Visit www.clearcontext.com for more details.

Download and install Outlook add-in to organize email and manage inboxRegistered v5 customers can download v5.2 here.

New customers can purchase v5 here.  Registered ClearContext Pro v4 users can purchase an upgrade to v5 here.

Mercury News: Is e-mail dead? No way.

The Contra Costa Times ran a story by Laura Casey on the supposed death of e-mail.  ClearContext CEO Deva Hazarika is quoted:

In fact, e-mail is only becoming more important for working professionals, says Deva Hazarika of ClearContext of San Francisco, a software company that helps people organize all the information that flows through e-mail.

"People need information to be traceable. They need to look back at information. That’s why all of important conversations are pretty much staying with e-mail right now," Hazarika says. "E-mail is really not only sticking around, but it’s getting entrenched. It’s really the one place where I can reliably send (information like receipts from Amazon or business) communication to you."

Read the entire article here.

ClearContext Daily Workflow: Succeed

SucceedAfter identifying your priorities and managing your Inbox, succeed by focusing on your work rather than your email:

 

IMS Dashboard

Open a Project Dashboard for one of your important projects.  Avoid checking email and work on your most important tasks.

Prioritized Views

When you do check on email, group your Inbox by priority (View > Current View > ClearContext Prioritized by Category) and review only your highest priority messages (in red and green).

RelatedView

Use the MessageContext to see emails, appointments and other related tasks to get the full context for the item you are working on.

By completing the Identify and Manage steps previously, you are free to focus on the work that is most important to you while staying in control of your Inbox.

Tip

Only touch your high priority messages once.  Even though you are glancing at these messages throughout the day, make sure that you act on any email you open.

For additional tips for using the ClearContext Daily Workflow, see the following blog posts:

ClearContext Daily Workflow: Manage

ManageAfter you have identified the day’s priorities, twice daily (or other specified interval based on email response time requirements), starting with your highest priority email first, quickly act on each Inbox message or determine when you want to act on it:

Act Immediately?

Reply

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

Delegate

Delegate the email to someone else as appropriate.

File

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

Act Later?

Reply

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

Delegate

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

File

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

No action required?

Reply

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

Delegate

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

File Original

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

ClearContext Daily Workflow: Identify

We recommend the following best practices for managing your workday with ClearContext:

 

ClearContext Daily Workflow for Email Processing

 

Identify Identify

Start your workday by identifying what you need to focus on.

Review your appointments for the day

Review today’s meetings and appointments.  Reschedule any conflicts.

Tasks and Appointments in the Dashboard

Review your Tasks and Actions for the day in the ClearContext Dashboard.  Adjust due dates based on task and project priorities.

Review your highest priority projects

Review overdue and pinned projects in the ClearContext Dashboard to determine which Projects require immediate attention.

Prioritized email

Identify your highest priority messages so that you are prepared to manage your Inbox.

Taking this time in the morning will get your priorities in place to ensure that you have a productive day.

Tip

Before you move on to the Manage phase and tackle your Inbox for the first time, work on one or two of your most important tasks.

Tomorrow: Twice daily, manage your inbox…

User Guide: Toolbar Management: Configure ClearContext to Work the Way You Do

The v5.1 release has introduced many new time-saving enhancements to the product.  This concludes our posts of the updated User Guide.

By default in Outlook 2003 and 2007, ClearContext adds a single toolbar to the Inbox with the applications most-used functions.  Add or remove buttons from this toolbar via ClearContext > Options > UI/Toolbar.  This feature is not available in Outlook 2010.

IMS User Guide: Toolbar Management

To add buttons to the toolbar, highlight the button name in the Available column and click Add.  To remove, click items in theActive column and click Remove.  Use the arrows below the Active field to change the order of the toolbar buttons.  Reset All will put the buttons back in their factory default positions.  You will need to restart Outlook for the changes to take effect.

Add a Second Toolbar

Add <START NEW TOOLBAR> to the active column to create a second toolbar.  Any items that appear in the active list below <START NEW TOOLBAR> will be placed on a second toolbar.  One caveat – the items marked "Drop Down Selector" must appear on the first toolbar.

Download a PDF of this User Guide here.

User Guide: Contact Exporter – Identify and Extract Your High Priority Contacts in Outlook

The v5.1 release has introduced many new time-saving enhancements to the product.  We’re posting the updated User Guide over several weeks.

The Contact Exporter lets you create and export groups of email addresses found in messages stored in the Outlook folders you select.

Contact Exporter

Select the email addresses from a prioritized list of contacts generated for you to create an Outlook distribution list, Outlook contact records, or a CSV export file. 

  • Send a group email to people on your team – Select your work or team folder and create an Outlook distribution list. 
  • Create a party invitation for your friends – Select your personal correspondence folders and generate a list that you can send an email to or export to an online invitation service. 
  • Add all your business contacts to LinkedIn or your personal contacts to Facebook – Select the appropriate folders and create an export file you can upload.

To use the Contact Exporter:

  1. Go to ClearContext > Tools > Contact Exporter (Pro) from the main menu. 
  2. Select the folders containing emails you want to export contact information from.
  3. The contacts found in those folders are divided into a list divided into three groups:  More Relevant, Relevant, andLess Relevant.  Use the selection links to select/deselect groups of those contacts or the checkboxes to individually select/deselect the contacts you want to export.
  4. Check the export formats you would like for the email addresses and enter names for the files – Outlook distribution list, Outlook contact records, or CSV file.
Import Contacts into Popular Websites

Once you’ve created the list, you can import these contacts into any services that accept CSV files.  Here are import links for a few popular sites (log into the sites before clicking the links below): 

User Guide: Do Not Disturb – Focus on Your Work Without Distraction

The v5.1 release has introduced many new time-saving enhancements to the product.  We’re posting the updated User Guide over several weeks.

Do Not Disturb disables all default Outlook notifications for new messages, including New Mail Desktop Alerts, changes in the mouse cursor, the envelope icon in the system tray and the default new mail sound.

IMS Do Not Disturb: Work without distraction

To use this feature, select Do Not Disturb from the ClearContext menu.  In the Do Not Disturb dialog, select the length of time that you would like to have new mail notifications disabled and click OK.  When the time frame specified has past, ClearContext will re-enable message notifications.  If you would like to reset your notifications prior to the expiration time, select Do Not Disturb from the menu again.  Do Not Disturb will also reset notifications if you restart Outlook.

By default, the Inbox toolbar does not include the Do Not Disturb button.  You can add it to the toolbar via toolbar customization.

Succeed

When you’re ready to focus on your projects, use Do Not Disturb to ensure that you aren’t distracted by incoming email.