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5 Tips to Manage and Organize E-mail

How do you focus on your urgent e‑mail and organize the rest for your review? Think about how you handle your paper mail. You probably sort your paper mail quickly before you read it to figure out what to look at first, what to read later, and what to throw away. Here are some similar ways to automatically process and prioritize your electronic mail for better and faster results:

(Although the following tips refer to Microsoft Outlook, many of these features are similar to those found in other mail systems. For specific how-to steps, and more email and Outlook tips, visit www.TheSoftwarePro.com/tips/e-mail.htm)

1. Color Code to Identify Key Messages

Color code priority messages to quickly identify email from your most important contacts such as management, staff, and team members. To apply colors in Microsoft Outlook 2007 or Outlook 2003, highlight a message from a contact, choose Tools > Organize, select the option Using Colors and pick how you want to color-code your incoming messages from the specific contact.

2. Streamline with Categories and Folders

Stop using your Inbox as a reference system filled with messages that don’t require an immediate action. To further organize your messages, create categories and folders with useful labels such as Team Members, Projects, Personal, and others. The Categories feature in Microsoft Outlook, for instance, helps to organize and view active messages into groups within your Inbox. Create and use email folders to store messages that you have already handled and wish to keep for history or folders for email that contains informational reading and general reference.

Note that folders and categories sort in alphabetical order which is not likely to place your priority items at the top. Adding a letter or number at the beginning of a label, such as a-Team Members and b-Projects, will sort these towards the top of your Inbox.

3. Filter with Rules

Rules are instructions or filters that automatically categorize, organize, and prioritize messages based on conditions that you set. As new messages are received in Microsoft Outlook, right-click on the message and left click on the command Create a Rule to apply a category or move the message to a folder. If all you do is apply rules, you may be able to get through email in half the time it took before.

4. Learn Easy Navigation

Stop wasting time by moving in and out of each message and start applying simple navigation tricks. In Microsoft Outlook, for instance, you can move in your Inbox with the up or down arrow key to select a message. Then press [Enter] to open the message. To move to the next message directly from the current email, look for toolbar buttons with arrow keys or press [Ctrl] + > for the next message and [Ctrl] + < for the previous email. Press [Esc] to close the active message.

5. Sort to Find Messages

To quickly sort your email messages, click once on a column heading for the new order you want such as sender, subject or date. For instance, to sort messages by the sender, click once on the Sender heading. By clicking twice on a column heading, the sort order changes from ascending (A-Z) order to descending (Z‑A) order. By the way, the abbreviations RE and FW in the Subject line are ignored when you sort messages alphabetically by subject.

Implementing these tips for overcoming email overload can help you become more productive and free you from your Inbox.

© Dawn Bjork Buzbee, MCT, The Software Pro®

Dawn Bjork Buzbee is The Software Pro® and a Microsoft Certified Trainer (MCT) as well as a certified Microsoft Office Specialist (MOS) Master Instructor, certified Microsoft Applications Specialist (MCAS) Instructor, and a certified Microsoft Office expert. Dawn shares smart and easy ways to effectively use software through her work as a software speaker, trainer, consultant, and author of 8 books.

This article and more can be reprinted at no charge in your publications and website with copyright and attribution.
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