10 Tips For Achieving Email Bliss
Over the last few years I've learned that the best way to manage my inbox was to follow the Inbox Zero technique, widely advocated by Merlin Mann. As stated on the official website, it's not about literally having zero items in your inbox (though I do get there), but rather how much of your brainpower is dedicated towards managing your email.
Since I've been personally able to achieve a near empty inbox for the last few years, I figured I should share the tricks that work well for me. So here they are!
Tip #1 - Don't bother with automatic filters
To some this may sound absurd, but I actually believe that setting up advanced rules and filters actually perpetuates the email hell so many people live in.
It's natural to think that it helps: less stuff flows in to your inbox and instead gets sorted to appropriate folders. The problem is that you now have the constant pressure of checking those folders.
In my experience, anything I automatically filter in to folders or labels ultimately either gets ignored or just causes me to worry more about email, wondering what's hidden behind that folder - exactly what I'm trying to avoid!
For example, rather than subscribe to email delivery on some Google Groups mailing list, I almost always opt out of email delivery. Instead, I will search the archives and post my question. I'll then set up a reminder in a few hours or days to check back in via the web interface and see if my question is answered.
For any other distribution list that is important enough for me to be able to respond in real time, I let it flow directly to my inbox. I may still end up archiving or deleting 99% of the emails but if it's important enough to respond quickly, it's important enough to see in my inbox.
Tip #2 - Archive like crazy
With storage what it is today, there's no point in deleting. Even in archaic organizations that give you a puny amount of storage, you should be just shoveling email from Exchange to local storage. The primary benefit to archiving, or course, is that you can easily search for it should you need to pull up an old email that you glanced at and then tossed.
And that's the real point: don't spend a lot of time reading email. As long as you don't delete them, there's no real risk to just skimming and archiving. Obviously if it's an email you should respond to, don't archive it right away, but I bet at least 90% of the email you get can be skimmed and archived in a matter of seconds.
For the 10% of the emails you really do have to reply to, practice the art of keeping your replies concise. This is really hard to do - probably the hardest of these tips. In fact, at first you'll find that writing shorter emails actually takes longer, since brevity is such an artform.
But it's also an important skill to learn, so keep practicing. Not only is it beneficial for your own time, it saves the time of those that you're sending email to. So if you can't respond in a few sentences, odds are that you should...
Tip #4 - Schedule meetings & reminders for the big stuff
Too many people (myself included, in the past) treat their inbox as some sort of todo list. But the problem with having your inbox serve multiple roles is it then creates stress and anxiety when you look at it. Is this email something I have to do? Is this just a new email? Should I reply now or wait until I do Task X?
All these questions create uncertainty around every email in your inbox. It becomes less clear which emails demand immediate attention and which are associated with longer term tasks. Often the result is that you end up suffering in both directions: tasks that need to get done lag for weeks in your inbox, and emails that require more immediate attention pile up.
Fortunately, it's easy to avoid this: just make time for Real Work. That means if a request for something that takes an hour comes in by email, quickly reply by email saying "I'll have it ready by Friday at 3PM" and then block out 2PM to 3PM on Friday in your calendar to get it done. If there is no timeline associated with the task, putting it in your favorite todo list (ex: Flow or Toodo) is fine as well.
Tip #5 - Manage email in bursts
So far we know that we should archive the 90% of the emails that demand very little attention and that we should schedule meetings & reminders for the stuff that demands a lot of attention. But what about all the stuff in between?
That's where handling your email in bursts helps. For example, while I am always keeping an eye on my inbox throughout the day, I don't actually concern myself about it most of the time. Instead, I reserve most mornings and afternoons for about 30 minutes blasting through my inbox. It's at this time than most of my archiving, calendar'ing/todo'ing, and concise replying happens.
For the last week I tracked what my inbox looked like at the start and end of every ~30 minute email session:
You can see that at the end of every session I often have 10 or fewer total emails (this is for all my inboxes - personal and work) and no unread emails. I also, through practice, have learned how to send 30+ emails in a very short amount of time - even if some of them simply say "let's talk about this on Tuesday" or "I'll have this by Friday at 3PM".
Another thing to remember: even though the world seems like it's moving faster than ever, it's likely that very few emails that you receive really need a reply right away. In fact, even if you can respond right away, there is some value to taking your time before you send back a concise, thoughtful response: by delaying your responses you begin to condition your coworkers that they shouldn't use email like it's a realtime conversation tool (for you at least).
In fact, one really easy way to condition your peers is to...
Be shameless. Wait a few days and then respond and ask: "Do you still need help on this?". Not only does this help condition people that you will likely take your time responding to non-critical items, but it also sends a message that while you hope/expect that they've solved their problem, you're there to help in case they haven't.
In my experience, in a healthy team most email topics work themselves out before I really ever get around to them. It's still good to be kept in the loop and it's still good to ask if you need to get involved, but by letting issues sit around for a bit and then following up, you can force the right behavior, which is often communicating using realtime instead of with email...
Tip #8 - Get realtime: talk in person and use voice/IM
For some strange reason, millions of professionals have been groomed to send an email to ask a question, even when the recipient is sitting just a few feet away. Sometimes this makes sense, especially when the question requires a little more thought or can be answered asynchronously.
But most of the time people want answers now and still resort to email. Once you've conditioned your coworkers that they won't get prompt responses from you by email, start pushing them towards realtime communication channels like face-to-face conversations (shock!) and using tools like Skype.
Even better, if you're in an email thread that seems to be getting out of hand, avoid the temptation to keep replying (especially so when it's a frustrating/confrontational thread). Instead, offer to jump on the phone (RIGHT NOW if necessary) or schedule a meeting to work it out. A ten minute phone call is worth dozens of emails back and forth.
Although you shouldn't be using email as your todo list, sometimes it's not practical to keep a todo item to track every little issue/request that you have of your coworkers, especially when you're sending out emails like "When will you have feature X complete?".
That's where a tool like Boomerang comes in. It lets you pick a time window for an email to pop back up in to your inbox if it hasn't been replied to yet. So you can ask Bob about "feature X" and tell Boomerang to remind you if you Bob hasn't responded in 3 days.
This is incredibly useful especially for mid-level managers (that's me!) who have a dozen or so team members and might have half a dozen outstanding questions for each one of them. None of them are important enough to warrant time on my calendar or an item in my todo list, but they are little ways I manage my team. I need to know if I ask a question and it goes unanswered, so Boomerang is a life saver.
Note: there are other competing solutions that work with other mail systems besides Exchange and Gmail, but I'm not aware of any better ones. If you know of some, please leave a note in the comments!
Tip #10 - Use conventions with your coworkers
Lastly, it can only help to use common conventions in your email subjects. For example: AR (Action Required), URGENT, and FYI are three common ones I use frequently. A simple way to encourage your teammates to use these conventions is to start using them yourself.
Over time your team should start picking up the conventions. But if that doesn't work automatically, don't be afraid to send out an email asking the team to agree on a few conventions and to understand that you won't review urgent items unless the subject says URGENT in it.
It's important to understand that your inbox shouldn't control you. It's one of many tools that is there to help us do our jobs better. But it's up to us to decide when and how often we'll use each of these tools.
By following a few of these tricks and conditioning yourself and your coworkers to use email differently, you've got a fighting chance at experiencing the same email bliss I do almost every day: often less than 10 emails in all my mailboxes, and a day mostly spent outside of my email client.
Do you have your own email management tips? Please share them in the comments!
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