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.

Your ability to access information quickly when needed is dependent upon systematic filing. TimeMaker’s filing tool is called FILING.

Filing is used to transfer a handled email and its attachments from your Inbox to the proper folder or folders. Which folder the item is transferred to depends on the Filing Rules you establish.

After a filing rule is established, all subsequent emails received that answer to the Filing Rules you have set will automatically display an option for filing in accordance with the rules. Thus, by using the filing rules, emails are filed logically and consistently, enhancing your access to data when needed.

How to create new rule for e-mail

This entry was posted on Tuesday, June 3rd, 2008 at 3:24 pm and is filed under Uncategorized, New Features. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.