How I Tamed My Inbox

empty inbox Guess what? I finally cracked the nut on keeping my email inbox empty. The trick is all in what you do when you get them in. I’ll share what I did, and if it works for you, great. If it starts to fail for me, I’ll tell you so in another post. But I have a good feeling about this.

You’ll Need

  • An archive folder (in Gmail, this is a button. On other systems, you need somewhere to store stuff, in case you need to search for details later).
  • A calendaring software. I use Google Calendar.
  • A project tracking software. I use Things for Mac. You could use anything lets you group projects into contexts.
  • A file folder structure (online at least, and maybe mirrored in the real world – hat tip to my hero,Get it Done Guy, for this).
  • Two processes: sorting when mail comes in, and reviewing your projects regularly.

Quick Overview

Next, I’ll explain how this all works together. I’ll talk about:

  • Processing incoming mail.
  • Using the Calendar.
  • Project Structure.
  • Consistent Review.

Processing Incoming Mail

Mail comes in- Check mail X times a day tops. (I’m trying for 4, but not there yet). When it comes in, see if you can just reply right away. Try to close all informational loops in one go. Points off for “ping pong” emails.

Process step 1- If it’s not a “right away” answer, sort it into a project area. I’m calling “project areas” out by context. In Getting Things Done, David Allen uses physical context, like @computer, @phone, @mall. In my case, I’ve used the following project contexts:

  • Family/Home – my first priority, of course.
  • Commitments – these are things where someone’s awaiting a response or action for me that takes more than a few minutes.
  • Projects – These are more regimented things, like when the boss asks you to build out a new experience at a conference.
  • Speaking – I do lots of speaking, and I want to keep my commitments straight, and my details sorted.
  • Blogging – This has become where I stuff my “Hey, Chris. I have a social network about porcupines. Will you blog about it?” requests, so I can give them serious thought. (And yes, please feel free to contact me about your special amazing new whatever, if you think it fits the stuff I talk about here).
  • Personal – This deals with things like “file your taxes” and “upgrade cell phone plan” which matter only to me.
  • Research – I have lots of projects that are more for “rainy day” or “someday/maybe” so that’s where those go.

These are MY context areas. You could have completely different ones. More on projects in a bit.

Using the Calendar

If any of my projects are time specific, I put that information into Google Calendar. I then set up the reminders along the way. Further, if the project is large or lengthy, I set up little milestone time frames such that I will remember to work periodically on projects all the way up to their due date.

This part, the setting milestone reminders in the calendar, has changed my effectiveness, but I only JUST started doing this, so I’ll let you know if it makes the difference I hope it does.

Project Structure

UNDER my above-mentioned context areas are specific projects. For all my projects, I have tasks and milestones, notes, tags, and due dates for each part of the project. For example, I have notes and details on a new conference I’m launching for marketers for September in the Boston area.

Like I said earlier, I use Things for the Mac. You could use 37 Signals Basecamp, or MS Project, or whatever. The tool isn’t the point.

Consistent Review

This will all break down fast if I don’t focus on Things as my “go to place” to see what needs doing. And if I don’t make THAT the focus of my day while working on projects, and slip back into hounding my inbox, the whole thing will fail. You’ve heard that someone with two watches can’t tell time? I believe that someone with multiple systems of managing their tasks and projects will probably fall on their face.

I’ve scheduled reviews into Google Calendar recurring over the next few months. If it works, I’ll extend the schedule of little pings to check my responsibilities.

We’ll Check Back On This Later

This is a work in progress. I’ll let you know how it works out for me. In the mean time, tell me about you. How are YOU getting it all done? Does this make sense? Am I missing something obvious? How are you taming the savage project load?

By the way, Things doesn’t sync in any way with my BlackBerry and that’s a huge hole in this process. Hello? Could you fix that for me, Things? Anything?

Okay, what do YOU think?

Things

For another completely different (and most likely better) method, check out the famed and touted Inbox Zero series by Merlin Mann.

The Social Media 100 is a project by Chris Brogan dedicated to writing 100 useful blog posts in a row about the tools, techniques, and strategies behind using social media for your business, your organization, or your own personal interests. Swing by [chrisbrogan.com] for more posts in the series, and if you have topic ideas, feel free to share them, as this is a group project, and your opinion matters.

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  • http://www.freedomfromorganization.com Marina Martin

    I describe my Inbox Zero maintenance program at http://freedomfromorganization.com.

    It sounds like there’s no clear differentiation between supporting project materials and actionable “later” emails that you haven’t yet input into Things.

    Whenever an email requires an action, I hit ‘s’ for star, and then go through my starred items regularly and input them into my project management system (pen and paper … haven’t met a software program that’s worked for me yet, and I’m a strong believer that your process has to be there first, and then a program may or may not be available to fit that process). Once the action has been captured, I un-star (but it maintains the project label throughout).

    It also might be easier to name your labels after the project name and not the area. This makes it really easy to find only exactly what you’re looking for on a given project. The point of Contexts is that there are some things you can only do in a certain environment (run an errand, make a phone call), and you can do any of your categories in any environment (presumably). If category is important for you to note, you could color all projects under Family light brown, etc.

    You also simply must start using the GMail Macros Greasemonkey extension for Firefox, if you’re not. With the number of emails I’m sure you have each day, an extra keyboard shortcut or two would save you significant time.

    Don’t beat yourself up over the “don’t check email too many times per day” idea. That may be fine for people whose livelihoods don’t depend on the Internet, but it’s damn irresponsible to check email once or twice a day when your career is web-based. The key is not to *dwell* in your Inbox all day — you want to hit a bunch of keyboard shortcuts and be in and out in a minute or two.

  • http://www.freedomfromorganization.com Marina Martin

    I describe my Inbox Zero maintenance program at http://freedomfromorganization.com.

    It sounds like there’s no clear differentiation between supporting project materials and actionable “later” emails that you haven’t yet input into Things.

    Whenever an email requires an action, I hit ‘s’ for star, and then go through my starred items regularly and input them into my project management system (pen and paper … haven’t met a software program that’s worked for me yet, and I’m a strong believer that your process has to be there first, and then a program may or may not be available to fit that process). Once the action has been captured, I un-star (but it maintains the project label throughout).

    It also might be easier to name your labels after the project name and not the area. This makes it really easy to find only exactly what you’re looking for on a given project. The point of Contexts is that there are some things you can only do in a certain environment (run an errand, make a phone call), and you can do any of your categories in any environment (presumably). If category is important for you to note, you could color all projects under Family light brown, etc.

    You also simply must start using the GMail Macros Greasemonkey extension for Firefox, if you’re not. With the number of emails I’m sure you have each day, an extra keyboard shortcut or two would save you significant time.

    Don’t beat yourself up over the “don’t check email too many times per day” idea. That may be fine for people whose livelihoods don’t depend on the Internet, but it’s damn irresponsible to check email once or twice a day when your career is web-based. The key is not to *dwell* in your Inbox all day — you want to hit a bunch of keyboard shortcuts and be in and out in a minute or two.

  • http://geoffmanning.com Geoff Manning

    Hi Chris, great post. I have been trying to stay at inbox zero ever since the Merlin Mann Google presentation (re) circulated twitter a month or so ago. It’s been going well so far (for my personal email atleast!)

    I use Google Calendar to process emails that are date sensitive, either reminders or events/meetings. With G Cal, if the date is formatted properly, you can add the event straight from the email.

    I also use Remember the Milk for storing to-do’s by context. There is a method for keeping RTM in the sidebar for Firefox here so it is always available.

    I get way too many emails from work to try this yet. Perhpas if I can stick to this discipline for personal email, I can apply it to work…eventually.

  • http://geoffmanning.com Geoff Manning

    Hi Chris, great post. I have been trying to stay at inbox zero ever since the Merlin Mann Google presentation (re) circulated twitter a month or so ago. It’s been going well so far (for my personal email atleast!)

    I use Google Calendar to process emails that are date sensitive, either reminders or events/meetings. With G Cal, if the date is formatted properly, you can add the event straight from the email.

    I also use Remember the Milk for storing to-do’s by context. There is a method for keeping RTM in the sidebar for Firefox here so it is always available.

    I get way too many emails from work to try this yet. Perhpas if I can stick to this discipline for personal email, I can apply it to work…eventually.

  • http://mashible.com/denzuko Denzuko

    Smashing tip mate. And considering that i get about an infinitesimal amount of email a day let alone on the hour this is quit helpful. Now only if we can do this with our free yahoo and hotmail accounts too. But on second hand, that’s why we all have switch to google anyways.

  • http://mashible.com/denzuko Denzuko

    Smashing tip mate. And considering that i get about an infinitesimal amount of email a day let alone on the hour this is quit helpful. Now only if we can do this with our free yahoo and hotmail accounts too. But on second hand, that’s why we all have switch to google anyways.

  • http://www.rebelstance.com ryan

    Well articulated…thanks for the post and it’s a big help. A few years ago a team of us tried the extreme approach – we erased every email that came in for one week without looking at it as a test. We then tested to see how much fell through the cracks. In the end, there were about 5 important things that fell through the cracks but since we received phone calls about those issues we were able to handle anyway. Now, I don’t suggest this approach for a whole host of reasons and we haven’t done anything like it since – rather I just point it out because….you must be very diligent in asking “is this important/do I need to respond/do I need to be copied on all of this/etc…”. Organization of email is great and this post help immensely with that, but it’s also important to cut down on the amount of incoming email in the first place.

  • http://www.rebelstance.com ryan

    Well articulated…thanks for the post and it’s a big help. A few years ago a team of us tried the extreme approach – we erased every email that came in for one week without looking at it as a test. We then tested to see how much fell through the cracks. In the end, there were about 5 important things that fell through the cracks but since we received phone calls about those issues we were able to handle anyway. Now, I don’t suggest this approach for a whole host of reasons and we haven’t done anything like it since – rather I just point it out because….you must be very diligent in asking “is this important/do I need to respond/do I need to be copied on all of this/etc…”. Organization of email is great and this post help immensely with that, but it’s also important to cut down on the amount of incoming email in the first place.

  • http://shaidorsai.wordpress.com Steve Ellwood

    Chris, I already take your RSS feed, and benefit from it. I’ve just twittered this to some colleagues who are crumbling under the wieght of their inboxes. Seeing your mail on one page really makes a difference.

  • http://shaidorsai.wordpress.com Steve Ellwood

    Chris, I already take your RSS feed, and benefit from it. I’ve just twittered this to some colleagues who are crumbling under the wieght of their inboxes. Seeing your mail on one page really makes a difference.

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  • http://getitdone.quickanddirtytips.com Stever Robbins

    Hi, Chris,

    I like your e-mail system. If you’d like to add a powerful tweak, check out the book “Do It Tomorrow” by Mark Forster. Mark advocates scanning your e-mail several times, but only to take action on things that REQUIRE immediate response. Everything else, you defer dealing until tomorrow. Tomorrow, you limit your action time to processing the (fixed size) inbox from yesterday. Each day you get the experience of emptying your inbox and completing your TO DO list. It’s very powerful!

    Best wishes,

    Stever Robbins
    host of The Get-It-Done Guy

  • http://getitdone.quickanddirtytips.com Stever Robbins

    Hi, Chris,

    I like your e-mail system. If you’d like to add a powerful tweak, check out the book “Do It Tomorrow” by Mark Forster. Mark advocates scanning your e-mail several times, but only to take action on things that REQUIRE immediate response. Everything else, you defer dealing until tomorrow. Tomorrow, you limit your action time to processing the (fixed size) inbox from yesterday. Each day you get the experience of emptying your inbox and completing your TO DO list. It’s very powerful!

    Best wishes,

    Stever Robbins
    host of The Get-It-Done Guy

  • http://chrisbrogan.com chrisbrogan

    Wow. Gush gush. Stever commented on my post??? (honestly, I’m a big fan, and you need to be, too.)

  • http://chrisbrogan.com chrisbrogan

    Wow. Gush gush. Stever commented on my post??? (honestly, I’m a big fan, and you need to be, too.)

  • http://www.psychoticape.uni.cc Loopue

    Check out http://diggreponsitory.blogspot.com/2007/12/spammers-penetrate-gmail-spam-filters.html – Gmail is still liable for spam attacks unless you do a little patchwork with filters and labels to remove spam. GMail still hasn’t rectified the problem, but you can fix it yourself with a little elbow grease.

  • http://www.psychoticape.uni.cc Loopue

    Check out http://diggreponsitory.blogspot.com/2007/12/spammers-penetrate-gmail-spam-filters.html – Gmail is still liable for spam attacks unless you do a little patchwork with filters and labels to remove spam. GMail still hasn’t rectified the problem, but you can fix it yourself with a little elbow grease.

  • Chris Baker

    I like this! I’m constantly trying to keep the inbox down. When it’s at or below 5 I feel free and creative. Thanks for the ideas!!

  • Chris Baker

    I like this! I’m constantly trying to keep the inbox down. When it’s at or below 5 I feel free and creative. Thanks for the ideas!!

  • http://sarahatwood.wordpress.com Sarah Atwood

    Dang, Brogan. I’m just as overwhelmed by this post as I am with my inbox but I like what your saying. I think I need to keep reading it over and over and eventually I will have the strength to put it to use. :)

  • http://sarahatwood.wordpress.com Sarah Atwood

    Dang, Brogan. I’m just as overwhelmed by this post as I am with my inbox but I like what your saying. I think I need to keep reading it over and over and eventually I will have the strength to put it to use. :)

  • http://chrisbrogan.com chrisbrogan

    @Sarah – You’ll get there. Baby steps. Read Stever’s idea and the other people in the comments. They have even easier methods. : )

  • http://chrisbrogan.com chrisbrogan

    @Sarah – You’ll get there. Baby steps. Read Stever’s idea and the other people in the comments. They have even easier methods. : )

  • http://www.caseymckinnon.com Casey McKinnon

    OMG!!! I did it!!! Thank you, Chris Brogan! You have saved my inbox! I can breathe now…

  • http://www.caseymckinnon.com Casey McKinnon

    OMG!!! I did it!!! Thank you, Chris Brogan! You have saved my inbox! I can breathe now…

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  • http://chrisbrogan.com chrisbrogan

    By the way, Casey McKinnon put a Flickr screencap of her empty inbox with a link to this post. That link got me 40 new reads of the post. That’s just something to consider when you’re posting to Flickr. Another source of traffic.

  • http://chrisbrogan.com chrisbrogan

    By the way, Casey McKinnon put a Flickr screencap of her empty inbox with a link to this post. That link got me 40 new reads of the post. That’s just something to consider when you’re posting to Flickr. Another source of traffic.

  • http://www.makevideo.org.uk/ Frank Carver

    There seems to be a step missing in your description. I don’t really understand how you get from categorizing email (which I do already) to what is shown in the image. Gmail puts every mail I have ever received into my inbox, even if I have read it and tagged it with labels. Is this picture meant to indicate that you have deleted all your email – if so, how can you refer back to it? I thought the point of gmail is that it keeps everything and makes it searchable.

    In other, traditional, email clients, I can move stuff from the inbox to folders to get it out of my face, but gmail does not seem to support that way of working. I can’t even find a way of displaying only un-labelled conversations (which would seem to be the equivalent of a traditional inbox).

    Or have I missed something obvious? Baffled.

  • http://www.makevideo.org.uk/ Frank Carver

    There seems to be a step missing in your description. I don’t really understand how you get from categorizing email (which I do already) to what is shown in the image. Gmail puts every mail I have ever received into my inbox, even if I have read it and tagged it with labels. Is this picture meant to indicate that you have deleted all your email – if so, how can you refer back to it? I thought the point of gmail is that it keeps everything and makes it searchable.

    In other, traditional, email clients, I can move stuff from the inbox to folders to get it out of my face, but gmail does not seem to support that way of working. I can’t even find a way of displaying only un-labelled conversations (which would seem to be the equivalent of a traditional inbox).

    Or have I missed something obvious? Baffled.

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  • http://www.caseymckinnon.com Casey McKinnon

    And looking at my Flickr stats on the screencap of my empty inbox (which has currently been seen 350 times):

    32% of traffic came from Pownce
    24% of traffic came from Flickr
    14% of traffic came from Twitter

    Another thing to consider ;)

  • http://www.caseymckinnon.com Casey McKinnon

    And looking at my Flickr stats on the screencap of my empty inbox (which has currently been seen 350 times):

    32% of traffic came from Pownce
    24% of traffic came from Flickr
    14% of traffic came from Twitter

    Another thing to consider ;)

  • http://chrisbrogan.com chrisbrogan

    Hi Frank–

    I don’t use folders. I pile all the mail in an archive, because if there was data I really needed to complete a task or to know something, I move that into Things. The mail just stays in an archive.

    The point is to make the mail app NOT be where you think about things. It’s where you receive info, and then do something with the info. Save the mail for reference, just in case, but otherwise, you DO stuff elsewhere.

    Make sense?

  • http://chrisbrogan.com chrisbrogan

    Hi Frank–

    I don’t use folders. I pile all the mail in an archive, because if there was data I really needed to complete a task or to know something, I move that into Things. The mail just stays in an archive.

    The point is to make the mail app NOT be where you think about things. It’s where you receive info, and then do something with the info. Save the mail for reference, just in case, but otherwise, you DO stuff elsewhere.

    Make sense?

  • http://blog.randulo.com randulo

    Chris, as an occasional correspondent, my suggestion would be to add a keyword or two that you tell people about and use Gmail’s filters to file them. So for me, you can add “crackpot” and I’ll send my ideas to you with that word in the subject. All my ideas will be filed under “crackpot”. Perfect, no?

    Sneakemail.com has the advantage that each address can be turned off or deleted if you find yourself spammed to death. I use Sneakemail for all forms and memberships, at least until I’m sure the company won’t sell my email into spam slavery.

    /r

  • http://blog.randulo.com randulo

    Chris, as an occasional correspondent, my suggestion would be to add a keyword or two that you tell people about and use Gmail’s filters to file them. So for me, you can add “crackpot” and I’ll send my ideas to you with that word in the subject. All my ideas will be filed under “crackpot”. Perfect, no?

    Sneakemail.com has the advantage that each address can be turned off or deleted if you find yourself spammed to death. I use Sneakemail for all forms and memberships, at least until I’m sure the company won’t sell my email into spam slavery.

    /r

  • http://www.makevideo.org.uk/ Frank Carver

    Thanks Chris.

    I have experimented a bit more, and I think I have found my problem. I was misunderstanding what “archive” meant. In GMail, it seems that “archive” just means “do not show in inbox”. This is very different from what (for example) Outlook means by “archive”. Having been very frustrated by Outlook’s approach to archiving (which makes archived email much harder to access) in the past, I had never clicked that button in GMail.

    A clarification of your article might be to elaborate on your section on processing incoming mail. How/when do you archive your email. Do you have a rule which archives everytyhing automatically to keep your inbox empty? Do you do it manually after you have labelled an email as “Family/Home”, “Blogging” etc.? Do you use some other approach? I found it puzzling that you include the archive button in “You’ll Need”, but then never mention it again.

    As an aside, what do you do about incoming email which does not have an obvious associated action – such as discussion mailing lists, automated status updates or subscriber newsletters?

  • http://www.makevideo.org.uk/ Frank Carver

    Thanks Chris.

    I have experimented a bit more, and I think I have found my problem. I was misunderstanding what “archive” meant. In GMail, it seems that “archive” just means “do not show in inbox”. This is very different from what (for example) Outlook means by “archive”. Having been very frustrated by Outlook’s approach to archiving (which makes archived email much harder to access) in the past, I had never clicked that button in GMail.

    A clarification of your article might be to elaborate on your section on processing incoming mail. How/when do you archive your email. Do you have a rule which archives everytyhing automatically to keep your inbox empty? Do you do it manually after you have labelled an email as “Family/Home”, “Blogging” etc.? Do you use some other approach? I found it puzzling that you include the archive button in “You’ll Need”, but then never mention it again.

    As an aside, what do you do about incoming email which does not have an obvious associated action – such as discussion mailing lists, automated status updates or subscriber newsletters?

  • http://blog.randulo.com randulo

    “As an aside, what do you do about incoming email which does not have an obvious associated action – such as discussion mailing lists, automated status updates or subscriber newsletters?”

    What I do is filter them by server of origin and file by subject. Looking at Gmail “folders” you’ll see the number of undread messages, and you’ll look when you’re in the mood to read about each interest, e.g., design, aero, exercise or Cubs.

    /r

  • http://blog.randulo.com randulo

    “As an aside, what do you do about incoming email which does not have an obvious associated action – such as discussion mailing lists, automated status updates or subscriber newsletters?”

    What I do is filter them by server of origin and file by subject. Looking at Gmail “folders” you’ll see the number of undread messages, and you’ll look when you’re in the mood to read about each interest, e.g., design, aero, exercise or Cubs.

    /r

  • http://blog.randulo.com randulo

    heh, “undread” messages! I meant “unread”, but non-spam which is often called “ham” could be in the “undread” category :)

  • http://blog.randulo.com randulo

    heh, “undread” messages! I meant “unread”, but non-spam which is often called “ham” could be in the “undread” category :)

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  • E.T.Cook

    You aren’t that specific about how you transfer the messages and “mail” tasks to Things if you use Gmail. If you use mail, I know you can drag the message into a context or project, but how do you integrate gmail into the fold with Things?

  • E.T.Cook

    You aren’t that specific about how you transfer the messages and “mail” tasks to Things if you use Gmail. If you use mail, I know you can drag the message into a context or project, but how do you integrate gmail into the fold with Things?

  • http://www.webshopinabox.peter-tashjian.com/WebShopInABox.htm Tashjian – Webshop

    Thanks for the post. A couple of other points to consider to not to give out your primary email address to everyone. And if you work for a company ask management to constantly remind everyone not to “Send to all” unless it’s truly necessary.

  • http://www.webshopinabox.peter-tashjian.com/WebShopInABox.htm Tashjian – Webshop

    Thanks for the post. A couple of other points to consider to not to give out your primary email address to everyone. And if you work for a company ask management to constantly remind everyone not to “Send to all” unless it’s truly necessary.

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