Thanks to Gene Ramsay for this testimonial. Gene is an insurance agent and husband of master teacher Julie D. Ramsay. Gene had invited me to speak for a group of his colleagues. This video comes as a result of that event.
Email is a challenge for all-too-many of us, but it does not have to be. The key to handling email is to make a decision about each piece of email and decide what it means to you.
- Does the email contain information about a place you need to be?
- Does the email contain information about something you need to do?
- Does the email contain reference information you need to save?
- Does the email serve as documentation you need to retain just in case?
- Does the email serve as a reminder of what someone else should be handling?
In each case, the information needs to be saved, just not in the inbox. In my book, Get Organized!, we talk about making these decisions and then moving the email to its appropriate home.
In this video, Gene is an Outlook user. He now uses Outlook’s “drag and drop” feature to move emails to the calendar or task list. For those who use a web-based task list, forwarding emails directly to the task list is a way to accomplish the same end. An empty inbox at the end of the day can be a reality!