Archive for June, 2008

How to create new rule for email

Tuesday, June 3rd, 2008

Select an email in the Inbox for which you want to create the new Filing Rule.

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Left click on the “Filing” icon of the Action Toolbar. From the drop down menu, select the option “Create New Rule”. When this is done, your “folder tree” will appear, containing a list of all of your email folders.

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Close Communication and Mail Sorting

Tuesday, June 3rd, 2008

Your Inbox is not a storage facility - it should contain only newly arrived items. When thinking about an Inbox Tray that holds papers it is obvious that you will not keep all the completed papers in that Inbox as they very quickly will become a mountain of unmanageable particles and the same applies to electronic communications in your Inbox they need to be systematically filed once handled.

Thus, upon receipt, an item should be read and either:
1. Immediately replied AND filed or
2. Properly scheduled for future handling (using the TM Tasks) so the item does not remain in your Inbox.

As soon as you are done with an email the communication must be filed properly, allowing for easy future access when needed.

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