10 tips to use e-mails in your projects more efficiently

1. Sort by importance and urgency

When you have to deal with a large amount of e-mails, it’s important to classify each mail by importance and urgency. If an e-mail is definitely not relevant, you might want to ignore it and to unsubscribe, if possible. If an e-mail is important, but is not urgent, you can make a task out of it and/or a calendar entry. Additionally, the sender should receive a status e-mail to let him or her know that you have received the e-mail and that you work on it.

Follow-up flag in Outlook

Right click to turn an e-mail into a follow-up task in Microsoft Outlook. Use drag & drop in Microsoft Outlook to move an e-mail into your calendar. As soon as the e-mail has been processed, you should remove it from your inbox.  

2. Use meaningful subject lines

If you use detailed subject lines in your e-mails, you save all the people involved a lot of time and the people you communicate with don’t run the risk of missing important pieces of information. The more specific your subject line – the better.

Bad: Report

Better: Quarterly report Q2

Best: Please review quarterly report Q2 2013

3. Apply the „only once“ principle

Many team members who receive e-mails take a quick look at an e-mail when they receive it, they think about the content, start to work on it and then postpone it. If you make the resolution to open each mail only once and to work on it immediately, it will save you a lot of time. It can also make sense to define fixed time slots each day to work on e-mails. This measure will prevent you from interrupting your current task whenever you receive new e-mail.

4. Use text templates

Some text modules are used in e-mails on a daily basis. Pre-defined text templates can save a lot of time. In InLoox PM, you can create customized e-mail templates in the InLoox options.

Text templates in InLoox PM

   

5. Write one e-mail per subject and recipient

Many e-mails address several recipients – with the result that none of them feels responsible for it. That’s why you want to address only one recipient at a time and forgo the CC option.

It’s also highly recommended to write a separate e-mail for each subject. This prevents recipients from missing the second topic of your mail and it makes it easier for them to find your e-mail again at a later date.

6. Coordinate responsibilities

It might happen that you won’t take charge of the e-mail yourself, but that you delegate the task. It’s very helpful to answer the mail directly first and then delegate it or forward it to a colleague. This makes sure that the sender knows that you have received the mail and that it is not necessary to follow-up.

7. Keep your inbox small

You can use your inbox quite efficiently as a to-do list – but only if you keep the number of e-mails in there quite small. That’s why it is better to archive all e-mail that you have completed working on and remove them from your inbox. So you’ll see at a glance which tasks are currently pending. It’s easy to lose sight of tasks and important deadlines in an inbox that is chock-full.

8. Archive your e-mail

It is best to treat e-mails like “normal“ written business correspondence and archive them as such. This makes it easier to comprehend decisions and agreements after a certain period of time.

9. Don’t create too many subfolders

Most e-mail programs contain a powerful search function these days. That’s why it is no longer necessary to create a great number of subfolders that you might have to search separately to find a certain e-mail. For many users, the inbox folder for active tasks and an archive for completed tasks are completely sufficient.

10. Allocate e-mails to your projects

If an e-mail belongs to one of your projects you can assign it accordingly in InLoox PM by using the quick access panels. It’s up to you whether you want to add the mail with or without an attachment to a project, if you want to add the attachment only or if you want to add the e-mail and the attachment separately. You can create a time tracking entry out of it and you can add it to the document folder of a certain project.

 

Quick access panels in InLoox PM

   

Ideally, the entire project team adheres to these standards. This makes it as easy as possible for all team members to communicate efficiently via e-mail.