As I’ve written in previous posts, I’ve been on a mission to get a handle on my use of email. I’ve made many efficiency changes to both the tools and processes I use. I don’t see this process as something that has a definite end point, it is more of a on-going wider goal to deal with the constant flood of information that we’re all dealing with.
My boss has taken an interested in what I was doing (our business is quite email heavy) and asked me to write up some notes on dealing with email to help my colleagues. I drew on my own experience, tips and tricks I’ve picked up from things like 4Hour work week, email charter and more recently inbox zero.
Here is the full article that I put together:
Winning the email battle
Many people have a love-hate relationship with email. It is a necessary tool to communicate, but can often consume vast amounts of time. Below are some tips/thoughts on making your use of email more efficient.
Search, don’t file
- Don’t have too many folders. Inbox, saved (or archive, the name isn’t important) and trash is probably enough
- Modern search tools are very efficient and you’ll save all that time it would have taken you to create/ file and never find anything ever again
Batch
- Constantly gazing at your inbox is soul destroying
- Use a batch method – for example: check email for 10 mins, do a task for 20 mins, check email for 10 mins, do task for 20 mins, and so on. See what fits for you
- Turn off email pop ups/sounds
- Ideas for what to do when you batch:
- file actioned emails to your one “archive” folder
- setup calendar appointments or to-do lists with actions, then file
Versions of documents via email doesn’t scale
- Emailing around updated versions of documents is painful, use another appropriate collaboration tool such as network file share or Google Docs
Think of other people’s time, not just your own
- Do you really NEED to CC someone?
- Do you need to say thanks? (remember it takes the other person time to open/delete)
- Are you providing enough information in the email? Will the recipient need to come back for more info or open other resources?
- Are you providing too much information? Could it be said in just a few sentences? Get to the point!! (http://three.sentenc.es)
Maintain a comfortable inbox size
- People have different ways of maintaining their inbox: some people prefer to get to zero, some people use it as a task tracking list with just items they need to action, some people don’t file anything. The first two options are preferable. Some things to think about:
- An email cull for items over a certain age is a good idea. 1 month is a good starting point. Move to your archive folder.
- Using the rules in this guide should have a positive impact on your inbox size and the work required to maintain it. Encourage other people to do the same.
Other useful resources on email usage:
- http://emailcharter.org/
- http://email.about.com/od/netiquettetips/qt/et_good_subject.htm
- http://inboxzero.com/





