Andreas
Klinger #product #metrics #marketing
Startup Lessons Learned

Follow @andreasklinger

I am a product-guy good in two things:
Making people believe I am good in anything at all and making stuff worth a tweet.

On this website I share notes & thoughts.

Don’t drown in email! How to use Gmail more efficiently.

I usually I blog about Angellist, Startups, Founders, the Future and especially Metrics but I have shown this “lifehack” to so many people that I thought it’s worth it’s own blogpost. Hope it’s useful.

If you struggle with keeping on top of your emails in Gmail you want to maybe try my setup. It’s hard for me to lose track and trust me - i am easy to distract

This is how i use Gmail since 2010:

  • GTD - Getting things done
  • An easy to manage, usually empty inbox on the left
  • All “todos” in the first box
  • All emails “awaiting a reply” in the second
  • All “delegated” emails in the third
  • All emails related to meetings, flights, etc easy to find in the fourth
  • All done with 0 plugins, using only standard gmail features

It’s hard to lose overview using that setup

I couldn’t even imagine using gmail any other way. No seriously. I see those messy priority inbox tab inbox systems and I am just scared. Scared that google will someday force me to use those features.

Btw: This approach is not particularly new. I learned it from a person (forgot name) at LeWeb 2010 and it was mentioned on a blogpost which was called “Gmail Ninja” (couldn’t find the link).

How I manage daily work

  • An email comes in
  • Handle those you can instantly
  • The others mark as todo
  • If you want to keep track of them when you replied, you mark them as “Awaiting Reply” or “Delegated” (that way you can always quickly find them and follow up)
  • You archive all emails
  • You inbox on the left is empty again
  • All important ones are in the special boxes ones the right

Example:

  • Received an email
  • Was able to reply instantly (if i wouldn’t have had the time i would marked it as yellow bang (Todo))
  • I replied
  • Marked with “awaiting reply” (question mark)
  • Archived the email
  • The email is no longer in my inbox but in my “awaiting reply list” on the right side
  • His reply will come into my inbox (and we start over with replying instantly or marking as action)
  • Archive - Inbox Zero

That’s it! You are done.

Hope fully that workflow also helps you.

Interested? - It takes about 15minutes to set up…

… but might change how you work with email forever ;)

In a nutshell it’s

  • Multiple inboxes
  • Special stars
  • The multiple inboxes have searches matching the special stars
  • Several filters to avoid repetitive tasks

Step by Step guide

Add multiple inboxes

  • Go to Settings (you will find it under the cogs icon on the top right)
  • Go to Labs
  • Enable Multiple Inboxes
  • Choose right side layout

Choose the correct special stars

  • Go to Settings > General
  • Scroll down to Stars
  • Add the stars you will want to use

I use:

  • Yellow bang for Todo
  • Red bang for Important Todo
  • Question mark for emails I expect or await a reply. (so i can followup)
  • Orange guillemet (double arrow) for emails i delegated to someone but expect to be done. (so i can follow up)
  • Purple star for any arranged meeting, flights, event tickets, call or anything else related to an event where i might need to find that stuff quickly.

Filter the inboxes to match the stars

  • Go to Settings > Multiple Inboxes
  • Switch to right side layout - the option is in the bottom (!)
  • Add the filter rules you want for your inboxes

Here is the list of all names of the stars:

  • has:red-star
  • has:orange-star
  • has:green-star
  • has:blue-star
  • has:purple-star
  • has:red-bang
  • has:orange-guillemet
  • has:yellow-bang
  • has:green-check
  • has:blue-info
  • has:purple-question

You can btw also do more complex filters by adding OR, AND or basically anything else you can use in search. Eg. I use OR to show both important and VERY important todos.

Note on mobile: If you use the mobile Gmail App a lot i would suggest to use the normal yellow star for todo. That way you can at least mark todos in mobile. Unfortunately the other features won’t work as well because the gmail app doesn’t support them.

Enable the inbox layout (aka kill the tabs ;) )

This part is a bit annoying - basically you need to disable a lot of fancy default features of gmail. If the new multiple inbox layout doesn’t appear in your inbox after you finished the guide you might have missed some step here.

  • Go to Settings > Inbox
  • Switch to “default”
  • Turn off any configuration you might have regarding tabs
  • Turn off any configuration regarding priority, important emails or filters

  • Go to your inbox
  • Click on the cog and click on “Configure Inbox”
  • Remove everything
  • And while you are at it: Switch layout to “compact”

Now reload

Getting to inbox zero the first time

Let me guess you got a lot of emails in front of you right now or? I had several thousands the first time.

You need to get from several thousands it to Inbox Zero. And this needs to happen now. But it’s actually quite easy.

  • Go through the first two or three pages of email.
  • Mark everything that is a todo with a todo icon (in my case yellow bang).
  • Every thread where you had the last email and await a reply mark with your awaiting reply icon (in my case question mark).
  • The same for your delegated and events emails.

When you went through the first two or three pages and you have the feeling nothing (still) important appears anymore do the daring move.

  • Click select all (the checkbox on the top left)
  • Confirm that you really mean all 6523 emails
  • And click on archive

Now your inbox should at zero and your right areas full.

More Gmail Workflow Tips

If you like the suggestion above you might be also interested in my other gmail workflow tips:

Robot the majority of your emails

I am pretty sure you receive dozens of newsletters, groups etc.

  • Unsubscribe what you don’t need
  • Filter what you only need if you search for it (i do this eg for follower updates etc)
  • Filter everything that can be automatically processed (eg all my invoices get a label, all my commercial invoices get a label and are forwarded to my assisstent who will then use it for bookkeeping)

By now i have over 100 filters and i only see new emails if i really need to see them.

Keyboard navigation

  • Enable shortcuts in settings
  • Learn them
  • Most important y for archive, r for reply, a for reply all, s for star

Auto advance

  • Choose auto-advance in Settings so you can cycle through your new emails in the morning really fast

Undo sending

  • Enable Undo send in Settings > Labs
  • Wonder for the rest of your life why this is not a default feature

Merge your email accounts to one

  • Screw multiple logins
  • Fetch all your email to your main gmail account
  • Be sure to use the “smtp” feature to avoid the emails being send as “on behalf of”

  • Choose to always reply from the email you got the message sent to
  • Ideal if you have private and professional emails coming now to the same inbox

Install rapportive. But i am pretty sure you already have done so. ;)

Update:

A few people mentioned that they suggest using labels instead of stars. Labels are accessible in the mobile app and also in other apps.

Personally I prefer the stars because they are quicker to access. But if you are looking for a way to have the same workflow also accessible in your mobile - labels might be the solution.

That’s it.

I hope this workflow helps you as much as it helped me and several people i showed it too - If you want please tweet this article. And also feel free to hit me up on twitter if you have any further questions or suggestions how to improve my workflow: @andreasklinger

Until then, lifehack the planet,

Andreas

Thanks for reading! You might also like one of these articles

The Founder’s Lie About Comfort Zones

 

We run startups – we are constantly at the border of our comfort zone. Aren’t we? No we are not. We are just better in lying - especially to ourselves.

Startup Mentoring Sessions: How to get the most out of it.

 

In the last 4 years I have been to countless mentoring sessions. I wanted to share a few of my lessons i have made during those sessions to help you get more out of yours.

Why the future needs a brandname..

 

There is a disenchantment in our generation. We are still sitting on our lonely planet without space travel nor flying cars or at least hover boards. Maybe the Singularity will save us!

The things first time founders do…

 

Rob Fitzpatrick asked me on short notice to join a panel at #foundersexchange about what first time founders shouldn’t do. I quickly took a moment to write down some typical things. Some became many… Many became a lot.