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Managing email effectiveley

How to manage your email so that you’re more productive

Silvia Pinto ,Compliance Officer

Checking email

Checking your email regularly during the day can be an effective way to keep your inbox at manageable levels. However, the constant interruption and distraction that comes from multitasking in this way can dramatically lower your productivity, and disrupt your ability to enter a state of flow when working on high-value projects.

One strategy you can use is to check email only at set points during the day. For instance, you may decide that you’ll only check your email first thing in the morning, before lunch, and at the end of the day.

Here, it helps to set your email software to “receive” messages only at certain times, so that you’re not distracted by incoming messages. If you can’t do this, at least make sure that you turn off audible and visual alerts.

You can also reserve time to read and respond to email after a long period of focused work, or at the time of day when your energy and creativity are at their lowest (this means that you can do higher-value work at other times).

If you’re concerned that your colleagues, boss, or clients will be annoyed or confused that you’re not responding to their email quickly, explain that you only check email at certain times and that they can call you or use instant messaging (Teams, Skype, WhatsApp) if the matter is really urgent.​

Reading email

When you read email, you can waste hours if you don’t use this time intelligently.

First, try using the “Two-Minute Rule” (a concept from David Allen, the author of Getting Things Done) when you read your mail – if the email will take less than two minutes to read and reply to, then take care of it right now, even if it’s not a high priority.  The idea behind this is that if it takes less than two minutes to action, it takes longer to read and then store the task away “to do later” than it would to just take care of the task now.

For emails that will take longer than two minutes to read or respond to, schedule time on your calendar, or add this as an action on your To-Do list. Most email programs allow you to highlight, flag, or star messages that need a response, so utilise this handy feature when you can.

Organising email

Can you imagine having an inbox with nothing in it? It almost sounds too good to be true! Although a completely empty inbox (also called “inbox zero”) might be unrealistic for many of us, keeping our main inbox cleared can make us more organized, and help eliminate stress.

First, set up a simple filing system to help manage your mail. You could use broad categories titled “Action Items,” “Waiting,” “Reference,” and “Archives.” If you’re able to stay on top of your folders – particularly “Action” and “Waiting” folders – you could use them as an informal To-Do List for the day.

If four categories sound too simplistic for your needs, you can set up a more detailed system. For instance, you could create a folder for every project that you’re working on, or have a set folder for each of your clients or sales reps.

The advantage when you create specific folders for processing email is that it makes it easier to search for past mail: instead of scouring your entire email system, you can simply search in that particular folder.

Using rules

Most email programs, such as Outlook and Gmail, allow you to establish “Rules” that sort email into a particular folder as soon as it comes in.

For instance, you might get several emails per day that notify you of sales that your company has made. You want to receive these because you want to see what’s happening, but you don’t want them to clutter your inbox.

This is where you could set up a rule in your email program that moves emails with, say, “Sale Notification:” in the subject line straight to the “Sales Made” folder as soon as they come in. This means that you don’t need to manually file these emails and allows you to keep all of the sales emails in one folder.

Non-essential email

If you regularly receive an email such as newsletters, blogs and article feed, you could re-route these to another email address, or use rules so that they’re instantly delivered to a particular folder.

This will help keep your primary inbox clear, and they’ll be in one place, ready to read at a convenient time.

Good team habits

One of the best things that you can do, to limit the amount of email you need to process, is to encourage people to send you less.

For instance, if certain team members regularly send you long, drawn-out emails, let them know. Tell them gently but firmly that because of the demand on your time, you’d appreciate emails no longer than a paragraph or two. Anything longer than that should warrant a phone call. Alternatively, they could drop by your office for a discussion. That being said, some group emails require lengthy responses or detailed information and calling everyone in a mailing list to share the same information is inefficient.

 

If you have any questions, please contact Managing Director, John McMahon – john.mcmahon@togethertraining.co.uk 07500126450.

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