Email Inbox Organization Tips

Email Inbox Organization Tips

Email Inbox Organization Tips

Delete It • Filter It • File It

First, A General Clean Up

If you don’t need it, DELETE it. Delete it the minute you read it and know you don’t need it. (Gmail keeps deleted emails for 30 days.)

Update Your Calendar, then DELETE Event Emails  Emails invitations, changes, cancellations, etc. do not need to be saved if you’ve changed your calendar. Say Yes, No, Maybe, then delete. If you can’t part with them, make a folder called Calendar and move them as soon as you respond.

Take Control of Distractions by Filtering Decide WHEN you have time to read the content from your favorite newsletters. Otherwise, the content comes in, distracts you, makes you open the email, then leave it in your box to work around for days. Instead, make a folder called “Newsletters” and filter the ones you want there. Read them when you can MAKE the time. 

Google Filter How To: https://support.google.com/mail/answer/6579

Need to deal, later?

Snooze is your friend! Clear that inbox of emails you just can’t deal with yet. Any emails I get after 5:00 pm on a Friday that I won’t need to read til Monday morning? Snoozed til then. An email that I’m waiting on an answer for but won’t follow up for 48 hours? Snooze for 48 hours. Every email that sits in your inbox is one you have to see and skim while dealing with other ones. If you don’t need to deal with it now, let the system automatically hold it until you can.

Google Snooze How to: https://support.google.com/mail/answer/7622010

Filter or Unsubscribe from Sales & Alerts Just like content newsletters, FILTER FILTER FILTER! While you’re filtering each subscription really decide if you need it. Otherwise, UNSUBSCRIBE. You may likely be able to find those same sales and alerts WHEN you actually need them on the brand’s social channels or website. Otherwise, you’re checking your phone every time there’s a “ding” or that number badge for random sales you don’t need. Those seconds add up!

Okay, Now What To Do About What’s Left? 

Save Emails With A System With work conversations, emailed files, data that needs referenced, and so on, you will have hundreds of emails to file and save for the future. Build a set of folders with parent and sub folders the same way you file on a server, common drive, or cloud drive. This way, you’ve trained your brain to save consistently, and you’ll know where to find things in the future.

Quarterly Audit After you have your file system in place for a few months, click through each folder. If it has just a few emails, eliminate the folder and file those emails in the next logical place. Too many folders is just as overwhelming as too many emails. 

Things With A “To Do” Attached? Either:

1. Leave them in your inbox as your to do list, then file as SOON as they’re done.

2. Put that “To Do” Item on your To Do list in the priority order it needs to go and then file it where you know you can find it when you’re working on that task.

Otherwise, never touch an email more than once. Enjoy your efficient inbox and all that saved time!


Heidi, thanks for sharing these practical tips — still very relevant today! Since this post is from 2022, I’m curious: have your own email organization habits or go-to tools changed over the past couple of years? We’re currently researching how professionals manage email, and your perspective would be really valuable.

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Phil Vedda

Dynamic Sales Director | Transforming B2B Growth at a 3rd Generation Printing Company | Expert in Paper Printing, Direct Mail, and Apparel Decorating | Driving Strategic Sales Success in Cleveland, Ohio 🚀

3y

I like the snooze Idea, but no idea how to use it. I use outlook. My desktop version doesn't give me that option, the mobile app does but when I tried it and set it for 11:30AM nothing came back to me. Going to have to keep playing with this one. Love the idea of Inbox Zero though!

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Katie Casciato

✨ Helping B2B brands grow their businesses through storytelling

3y

I use this system to organize my email too, and it has worked wonders. Anyone who sees my inbox is surprised to find only a handful of emails (because the others are already filed!). 🙃 It probably looks like I hardly get any emails, ha!

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