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The Reason Why You File Emails is Not What You Think

The Reason Why You File Emails is Not What You Think
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You spend 10% of your working week filing emails, according to research by IBM. That’s 4 hours. Really? Half a work day filing emails? When I read the research, I didn’t believe it either. But, as someone who has been providing time-management training for over 15 years, I’ve met learners who are really passionate about their filing. You probably know someone like that too. You’ll have seen their Outlook folders to the left of their inbox. Some are truly a work of art – 60 folders deep and 6 wide. Structures that have grown and morphed over time, like an ant’s nest burrowed into the soil. You can almost feel those people desperately trying to drag an email into a folder, but it just won’t fit. Another folder gets created. And the nest of tunnels grows.

The IBM research looked at what we do with emails. The researchers used terms like “refinding” to describe the process of looking for an email that we’ve read in the past and that we need to read again or act on. They observed over 85,000 refinding actions across 345 users. Their insights are incredible.

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There are 3 Types of Filer

The users were split into 3 groups when it came to filing: No Filers, Frequent Filers, and Spring Cleaning Filers. Which one are you?

Not Replying to Emails When We Should

37% of the emails the users opened should have been replied to but weren’t. We call this the “Email Ostrich”. Someone who opens emails, winces, and then closes them again. I bet you’ve never done that ;)

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Creating Folders to Understand What We Need to Do

We create folders because we think we want to put our emails away for safekeeping until we need them again. Research suggests that over 80% of the emails we file away are never looked at again. What we’re really engaging in is a “just in case” response. “Well, I might need to cover my butt on the XYZ project, so I’ll file this,” we say. The gurus’ answer? Get good at using advanced search, because you’ll always know something about the email you want to refind. You’ll remember who it’s from, a key word, the rough date – something that will help you to refind the email. Add to that the fact that most companies archive emails for 7 years, and you’ll see that there’s no danger of losing the email.

The reason we create folders to the left of our inbox is to understand the email-related tasks we need to do. It’s a little like walking through the forest with a machete, chopping at the undergrowth. As we chop away, putting emails in folders, we can see the way ahead, as if we’re clearing the shrubs and leaves away to see the path ahead. The underlying reason we do this is that we are using our inbox as our to-do list, and we believe that getting sight of that to-do list is essential if we are to make progress.

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But here’s the real rub…

We’ve created a wonderful structure of folders, wide and deep, which has grown with us as we have grown into our job. The most damning insight from the research is that those who file take as long as those who do not file to refind an email! This is because the folders were created as a means of clearing the inbox, not as a means of organizing them for refinding. Therefore, when the Frequent Filer looks for an email, they cannot follow a logical sequence to refind that email because there isn’t one. Additionally, their filing structure on their email system is different from the one on their hard drive, so they essentially have two filing cabinets being used. Each one has a different structure according to its format, i.e. one filing cabinet for emails and one for everything else. That adds up to a poorly structured filing system.

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So, What’s the Answer?

  1. Stop filing your emails immediately.
  2. Put all your folders, with their emails, into archive.
  3. Become good at using advanced search to find your emails in Outlook, Gmail, or Apple Mail.
  4. Advanced action: Don’t use your inbox as a to-do list. Create one each day for yourself. This time management template will help.

Featured photo credit: Jeremy Bishop via unsplash.com

More by this author

Darren A. Smith

Founder of Making Business Matter - Training Provider to the UK Grocery Industry

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Last Updated on July 21, 2021

The Importance of Reminders (And How to Make a Reminder Work)

The Importance of Reminders (And How to Make a Reminder Work)
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No matter how well you set up your todo list and calendar, you aren’t going to get things done unless you have a reliable way of reminding yourself to actually do them.

Anyone who’s spent an hour writing up the perfect grocery list only to realize at the store that they forgot to bring the list understands the importance of reminders.

Reminders of some sort or another are what turn a collection of paper goods or web services into what David Allen calls a “trusted system.”[1]

A lot of people resist getting better organized. No matter what kind of chaotic mess, their lives are on a day-to-day basis because they know themselves well enough to know that there’s after all that work they’ll probably forget to take their lists with them when it matters most.

Fortunately, there are ways to make sure we remember to check our lists — and to remember to do the things we need to do, whether they’re on a list or not.

In most cases, we need a lot of pushing at first, for example by making a reminder, but eventually we build up enough momentum that doing what needs doing becomes a habit — not an exception.

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From Creating Reminders to Building Habits

A habit is any act we engage in automatically without thinking about it.

For example, when you brush your teeth, you don’t have to think about every single step from start to finish; once you stagger up to the sink, habit takes over (and, really, habit got you to the sink in the first place) and you find yourself putting toothpaste on your toothbrush, putting the toothbrush in your mouth (and never your ear!), spitting, rinsing, and so on without any conscious effort at all.

This is a good thing because if you’re anything like me, you’re not even capable of conscious thought when you’re brushing your teeth.

The good news is you already have a whole set of productivity habits you’ve built up over the course of your life. The bad news is, a lot of them aren’t very good habits.

That quick game Frogger to “loosen you up” before you get working, that always ends up being 6 hours of Frogger –– that’s a habit. And as you know, habits like that can be hard to break — which is one of the reasons why habits are so important in the first place.

Once you’ve replaced an unproductive habit with a more productive one, the new habit will be just as hard to break as the old one was. Getting there, though, can be a chore!

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The old saw about anything you do for 21 days becoming a habit has been pretty much discredited, but there is a kernel of truth there — anything you do long enough becomes an ingrained behavior, a habit. Some people pick up habits quickly, others over a longer time span, but eventually, the behaviors become automatic.

Building productive habits, then, is a matter of repeating a desired behavior over a long enough period of time that you start doing it without thinking.

But how do you remember to do that? And what about the things that don’t need to be habits — the one-off events, like taking your paycheck stubs to your mortgage banker or making a particular phone call?

The trick to reminding yourself often enough for something to become a habit, or just that one time that you need to do something, is to interrupt yourself in some way in a way that triggers the desired behavior.

The Wonderful Thing About Triggers — Reminders

A trigger is anything that you put “in your way” to remind you to do something. The best triggers are related in some way to the behavior you want to produce.

For instance, if you want to remember to take something to work that you wouldn’t normally take, you might place it in front of the door so you have to pick it up to get out of your house.

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But anything that catches your attention and reminds you to do something can be a trigger. An alarm clock or kitchen timer is a perfect example — when the bell rings, you know to wake up or take the quiche out of the oven. (Hopefully you remember which trigger goes with which behavior!)

If you want to instill a habit, the thing to do is to place a trigger in your path to remind you to do whatever it is you’re trying to make into a habit — and keep it there until you realize that you’ve already done the thing it’s supposed to remind you of.

For instance, a post-it saying “count your calories” placed on the refrigerator door (or maybe on your favorite sugary snack itself)  can help you remember that you’re supposed to be cutting back — until one day you realize that you don’t need to be reminded anymore.

These triggers all require a lot of forethought, though — you have to remember that you need to remember something in the first place.

For a lot of tasks, the best reminder is one that’s completely automated — you set it up and then forget about it, trusting the trigger to pop up when you need it.

How to Make a Reminder Works for You

Computers and ubiquity of mobile Internet-connected devices make it possible to set up automatic triggers for just about anything.

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Desktop software like Outlook will pop up reminders on your desktop screen, and most online services go an extra step and send reminders via email or SMS text message — just the thing to keep you on track. Sandy, for example, just does automatic reminders.

Automated reminders can help you build habits — but it can also help you remember things that are too important to be trusted even to habit. Diabetics who need to take their insulin, HIV patients whose medication must be taken at an exact time in a precise order, phone calls that have to be made exactly on time, and other crucial events require triggers even when the habit is already in place.

My advice is to set reminders for just about everything — have them sent to your mobile phone in some way (either through a built-in calendar or an online service that sends updates) so you never have to think about it — and never have to worry about forgetting.

Your weekly review is a good time to enter new reminders for the coming weeks or months. I simply don’t want to think about what I’m supposed to be doing; I want to be reminded so I can think just about actually doing it.

I tend to use my calendar for reminders, mostly, though I do like Sandy quite a bit.

More on Building Habits

Featured photo credit: Unsplash via unsplash.com

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Reference

[1] Getting Things Done: Trusted System

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