back to indexDo You Have a Filing System for Your Email?
Chapters
0:0 Cal's intro
0:17 Cal reads a question about email
0:31 Cal doesn't consider email good information management
1:20 Cal talks about #Trello
1:58 Cal gives an analogy
00:00:04.000 |
Alright, let's go on with a question now from Ab. 00:00:09.000 |
Ab asks, "Which emails do you keep? Do you have a filing system?" 00:00:16.000 |
Ab, an email inbox is not a good information or knowledge management system. 00:00:22.000 |
People do try to keep track of the different obligations or information relevant to projects, etc. in their inbox 00:00:33.000 |
because they trust their inbox as a system. They know they always check. 00:00:36.000 |
They trust it as one of the few productivity systems that they know is not going to just disappear. 00:00:42.000 |
But I don't think it's a great idea to mix information management with back and forth communication. 00:00:48.000 |
So when you clear an email out of your inbox, the relevant information needs to go into your relevant long-term system. 00:00:59.000 |
Where that system is depends on the information. 00:01:02.000 |
So if there's an email that's talking about an upcoming meeting, well, that's going to go on your calendar. 00:01:07.000 |
And then you don't need that in your inbox anymore. 00:01:09.000 |
If an email captures some sort of task that you are going to need to get done, 00:01:13.000 |
well, that should get transformed into, let's say, a card on your task board 00:01:17.000 |
where you could even copy the whole text of the email and put it on the back of that virtual card. 00:01:21.000 |
So the information is there, but it's better for it to be on a card 00:01:24.000 |
where the card can be under a column that captures its status, 00:01:27.000 |
and that column can be on a board that captures the particular professional role to which that task is relevant. 00:01:33.000 |
That's a way more informative way of storing that information than just, 00:01:37.000 |
"Here is an email buried somewhere in my inbox that I vaguely remember that it has some information in there that might be relevant." 00:01:49.000 |
Get it into a more trusted system that's part of a more systematic way of organizing your work. 00:01:53.000 |
You want it, and this is the analogy I often give to people, 00:01:57.000 |
in an age of old-fashioned interoffice memos and interoffice mail cubbies 00:02:02.000 |
where you would go to the mail room, remember this, 00:02:05.000 |
and there would be letters and memos in your mail slot that you would take out to bring back to your office. 00:02:10.000 |
You want to just keep stuff in there to organize your professional life. 00:02:15.000 |
Like, "Yeah, I just have a bunch of stuff stacked in my mailbox cubby in the mail room at my office, 00:02:20.000 |
and I just sort of go in there and look through it to see what's going on." 00:02:23.000 |
You say, "No, I have my own to-do list and a day planner, and I keep track of things myself." 00:02:29.000 |
That's not the right place to keep track of what's going on in your life.