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Your Guide to Getting Productive with Gmail: Managing the Flow

Your Guide to Getting Productive with Gmail: Managing the Flow

Email Couch Potato: Get Productive with Gmail

    Last time we redirected all of our email accounts to the one place, our central email hub at Gmail. Once you have all your accounts trickling into Gmail, you’ve got to manage that flow of information so that a) it’s possible to get through all of your email in fifteen minutes or less and b) it’s easy to find next week, next month and next year.

    The Inbox is Sacred

    You must learn to see your inbox as an almost sacred place: the worst sin you can commit against it is leaving messages in there to rot. I’m not talking about days or weeks. You’ve got to deal with each message in your inbox during your email processing session. It cannot be in the inbox once you’ve finished.

    Since we’re using multiple email accounts, we have them filtering into a variety of labels. If we don’t, the boundaries between the roles and information associated with each account becomes blurred and quite often, just plain confusing. The inbox is a very useful tool for processing and this separation is an unfortunate necessity.

    In the last post we talked about using the All Mail feature to replace this, but the problem with this approach is that you can’t “process out” the incoming information this way. There are a couple of alternative solutions we’ll address in a moment, but the simplest way at this point is to deal with all mail as though it were in your inbox – it’s an attitude hack, rather than a technological one.

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    Dealing with Messages in Your Inbox

    The first step to processing your email is, obviously, to read it. Unfortunately, this is where many people stop (and it’s frustrating when you’re trying to get solid communication going).

    Read smart, not hard. Give the subject and first paragraph of the email a scan to determine its relevancy, because there will always be emails that are pointless and you don’t need to read them. If it’s totally useless to you, you can delete the message. “Never delete an email again” is not a mantra I totally believe in.

    If you’ve kept the message, you can read it properly. By the way, I should mention that if more than 15% of your inbox processing consists of deleting messages, you’re probably not creating enough pre-qualifiers and smart “obstacles” to people who want your email address. The + hack works well here, which we’ll get to soon.

    Once you’ve finished reading the message, you must process it. There are a few outcomes:

    • Reply and archive,
    • Reply and delete,
    • Reply, turn it into an action, archive
    • Turn it into an action, archive
    • Archive
    • Delete

    If you’re turning the email into an action you’ll almost always want to archive it, not delete it, for future reference. For messages that you need to deal with later, or that call for you to perform a task, turn that into an action in your task list or GTD software immediately and then clear the message out of your inbox.

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    Creating actions from emails before clearing them out of your way is the best thing you can do for your email productivity. Keeping emails in the inbox because there is a task pending creates “email apathy” and things become unorganized and cluttered.

    Alternative Solutions to Using All Mail

    Using All Mail should work perfectly if you process each unread message as soon as you open it and read it, but perhaps it’s just not working for you. There are a few other ways to deal with this.

    Starring All Email – the Star feature of Gmail is useful for marking items of interest that you want to come back to later (even though, under this system, we try to avoid that). If you don’t need or use this feature, you can make it work as a faux inbox. The star will indicate that a message needs to be processed.

    Go back to the Filter setup window under Settings, and set the To: field to an asterisk (*). The To: field tells Gmail to select emails based on who the email is sent to, but the * tells it to pick up all email. We’ll go into the asterisk and its usefulness to filters in a moment.

    Click Next Step and tick the “Star it” box. You now have a filter that stars all your incoming mail, and as you process each item, you can remove it from the list by clicking on the star, which is usually next to the “From” field in list view.

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    Not using automatic filters is another solution that I do not recommend. This takes all the power out of your system, but it will cause every email to flow straight into the inbox where you can process it into labels manually. I think this defeats the purpose and adds extra work that the computer can do for you, and in my experience it has been far from an optimal solution.

    Using Asterisks in Filters

    I mentioned the asterisk before when we talked about setting up a filter that stars your incoming mail. The asterisk, simple as it is, provides a very useful tool and provides more dynamic email filtering.

    Let’s take a look at how it works. Say I have a regular client who has given me three different email addresses (it really does happen). I don’t want to have three labels for each one of those email addresses, and I want to basically treat them all as one. Using the asterisk we can achieve this really easily.

    In the To: field of the filter setup, place an * before the rest of the domain name. So let’s say I have copywriter@unproductiveclient.com, editor@unproductiveclient.com and joel@unproductiveclient.com. To route all these email addresses into the one place, using one filter, all I have to do is set the To: field as *@unproductiveclient.com.

    This works with the other fields, too. For instance, if I receive email from a whole bunch of people at one company to my main address and want to separate it from all my other mail, I can set the From: field to *@thatonecompany.com.

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    The + Hack

    And finally, we have the + hack. This is great for pre-qualifying your email. Despite the fact that the sender may be a stranger you’ve never met or heard of before, you know what the email is about because it landed in the right label. Almost sounds like magic.

    With Gmail, you can add a + add the end of your username with a keyword attached. For instance, if your email address is lifehack.example@gmail.com you can still receive messages directed to lifehack.example+invoices@gmail.com. Better yet, you can apply filters to these email addresses. I use this on my own site, where username+postideas@gmail.com goes to a Post Ideas label, and so on.

    Better still, you can create semi-disposable email addresses without having to go create one with a disposable mail service. If a site is demanding your email address and you’re worried they’ll send you spam, just add a +sitename to your address and you can always filter that material to the Trash later on.

    Stay tuned for more advice on setting up a productive email system with Gmail.

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    The Gentle Art of Saying No

    The Gentle Art of Saying No

    No!

    It’s a simple fact that you can never be productive if you take on too many commitments — you simply spread yourself too thin and will not be able to get anything done, at least not well or on time.

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    But requests for your time are coming in all the time — through phone, email, IM or in person. To stay productive, and minimize stress, you have to learn the Gentle Art of Saying No — an art that many people have problems with.

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    What’s so hard about saying no? Well, to start with, it can hurt, anger or disappoint the person you’re saying “no” to, and that’s not usually a fun task. Second, if you hope to work with that person in the future, you’ll want to continue to have a good relationship with that person, and saying “no” in the wrong way can jeopardize that.

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    But it doesn’t have to be difficult or hard on your relationship. Here are the Top 10 tips for learning the Gentle Art of Saying No:

    1. Value your time. Know your commitments, and how valuable your precious time is. Then, when someone asks you to dedicate some of your time to a new commitment, you’ll know that you simply cannot do it. And tell them that: “I just can’t right now … my plate is overloaded as it is.”
    2. Know your priorities. Even if you do have some extra time (which for many of us is rare), is this new commitment really the way you want to spend that time? For myself, I know that more commitments means less time with my wife and kids, who are more important to me than anything.
    3. Practice saying no. Practice makes perfect. Saying “no” as often as you can is a great way to get better at it and more comfortable with saying the word. And sometimes, repeating the word is the only way to get a message through to extremely persistent people. When they keep insisting, just keep saying no. Eventually, they’ll get the message.
    4. Don’t apologize. A common way to start out is “I’m sorry but …” as people think that it sounds more polite. While politeness is important, apologizing just makes it sound weaker. You need to be firm, and unapologetic about guarding your time.
    5. Stop being nice. Again, it’s important to be polite, but being nice by saying yes all the time only hurts you. When you make it easy for people to grab your time (or money), they will continue to do it. But if you erect a wall, they will look for easier targets. Show them that your time is well guarded by being firm and turning down as many requests (that are not on your top priority list) as possible.
    6. Say no to your boss. Sometimes we feel that we have to say yes to our boss — they’re our boss, right? And if we say “no” then we look like we can’t handle the work — at least, that’s the common reasoning. But in fact, it’s the opposite — explain to your boss that by taking on too many commitments, you are weakening your productivity and jeopardizing your existing commitments. If your boss insists that you take on the project, go over your project or task list and ask him/her to re-prioritize, explaining that there’s only so much you can take on at one time.
    7. Pre-empting. It’s often much easier to pre-empt requests than to say “no” to them after the request has been made. If you know that requests are likely to be made, perhaps in a meeting, just say to everyone as soon as you come into the meeting, “Look guys, just to let you know, my week is booked full with some urgent projects and I won’t be able to take on any new requests.”
    8. Get back to you. Instead of providing an answer then and there, it’s often better to tell the person you’ll give their request some thought and get back to them. This will allow you to give it some consideration, and check your commitments and priorities. Then, if you can’t take on the request, simply tell them: “After giving this some thought, and checking my commitments, I won’t be able to accommodate the request at this time.” At least you gave it some consideration.
    9. Maybe later. If this is an option that you’d like to keep open, instead of just shutting the door on the person, it’s often better to just say, “This sounds like an interesting opportunity, but I just don’t have the time at the moment. Perhaps you could check back with me in [give a time frame].” Next time, when they check back with you, you might have some free time on your hands.
    10. It’s not you, it’s me. This classic dating rejection can work in other situations. Don’t be insincere about it, though. Often the person or project is a good one, but it’s just not right for you, at least not at this time. Simply say so — you can compliment the idea, the project, the person, the organization … but say that it’s not the right fit, or it’s not what you’re looking for at this time. Only say this if it’s true — people can sense insincerity.

    Featured photo credit: Pexels via pexels.com

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