Using Gmail in a Productive Way

Recently on one of my Virtual Assistant Forums, there was a discussion about using Gmail…. again. It seems this topic crops up every other month or so. Folks wondering about “making the switch” from a computer-based program like Outlook to a web-based program like Gmail.
I made the switch myself a couple of times, actually! I’d switched to Google Apps for a few months, tried several ways to stay organized in Gmail, gave up and went back to my computer-based program. A few months later, I realized that I couldn’t stay. I HAD to switch to web-based as I didn’t want to lug my 17-inch laptop with me everywhere… and setting it up in the airport? Never mind.
Using a web-based platform was a bit scary at first. Am I sure that I’m getting all my email? What if I loose one along the way? How can I keep organized without rules, categories, folders, etc?
Gmail has soothed all my worries — and they keep adding features to make it more and more worth my while to stick with them. Oh, and it’s free.
Instead of folders and categories, Gmail has labels. Which are very versatile once you begin playing with them. Instead of rules, Gmail has filters. Which work enormously well. And, with Google Apps, I’m linked right in to my Calendar, Docs, Tasks and Chat (which I recently found out saves chats just like email).
So what about the organization? A friend of mine, Darren Crawford, recently wrote this on his blog: Getting Things Done in Gmail. After reading it, the light came on! I’d used the Gmail Labs features he’s talking about, but not in that precise way. I implemented his system a few weeks ago and I’m never going back!
Here’s what I do: In addition to what Darren writes, I also have a BUNCH of labels assigned by a filter. Taking the idea from ActiveInbox (formerly known as GTDInbox), I have nested labels for my clients, email lists, newsletters, etc. I’ve added colors to the labels to make them stand out (red for clients, blue for lists, green for newsletters) and then created filters to add the labels to emails sent either from specific email addresses or that contain specific words. It’s super easy for me to “triage” my inbox — emails with Red labels get the red-bang star, newsletters and lists might get my read and review star (which is the blue “i” in my case) or might get archived if I really don’t care at that point. I then quickly add labels to those emails which didn’t get labels (or setup/edit a filter) and then mark all as read and archive. Voila! Clean inbox and happy to-do list.
Have you made the switch? Let me know how it’s going for you!





Thanks for the tips, Rebekah.
I am not a fan of Outlook at all (I’ve had it “collapse” on me a couple of times (I guess I don’t delete old emails often enough?) – so have used hotmail forever and have my domain-specific mail forwarded there.
I’ll have to check out Darren’s post because taming the email beast is one of my biggest productivity challenges.
.-= Trish Lindemood´s last blog ..Keyword Research Tips and Tools- An Introduction =-.
Trish –
When Outlook crashes, bad things happen! Yikes! Yes, please check out Darren’s post (he explains just how to setup the Labs features) and give Gmail or Google Apps a try. Like I said, I was nervous at first, having only used Outlook for domain-specific email. But with Apps, my emails come from ME… not from my gmail address. If you need help setting up Google Apps, there’s lots of info online… or shoot me an email and I’ll see if I can answer your question for you. I’m not an expert, but I set myself up ok! Let me know how it goes!
~R
Thanks for the post Rebekah.
I’m testing out a revision of adding an additional star for “bulk work”. Basically trying to group tasks together, label for context and setting up custom searches. We’ll see how it goes.
I’ve been playing with a couple of beta programs – one called Boomerang that is a plugin for Gmail. The concept is great, but I am finding that I am not using it enough.
If you use Outlook still, check out http://www.clearcontext.com – they have a fantastic plugin that I couldn’t live without for Outlook. I still ‘jones’ for it once in a while (sorry about the pun)
-DC
.-= Darren Crawford´s last blog ..Getting Things Done In Gmail =-.
Darren –
I’ve heard great things about Boomerang (mainly the feature to delay email delivery) but have yet to try it. I did try out Clear Context when I was trying to get organized in Outlook. I’d tried several different programs (love Simply File) but now that I’m totally “in the cloud” I don’t think I’ve used Outlook in months!
One neat tool I’m just now trying out is http://www.gqueues.com – task lists and basic project management. If it works as advertised, I might be dumping my Basecamp account!
~R
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I’m a huge GMail fan. I used Eudora for years until I started working between multiple computers (PC and Mac) and then I needed something more flexible that I could access everything either place. I had that same disconcerting feeling at first but now I can’t imagine being without GMail.
I’m looking forward to being this organized! Recently I discovered etacts.com that works as a reminder system for gmail. I love getting a list that reminds who me who hasn’t emailed me back- crucial for a solopro like me.
Dina – Isn’t Gmail great? This system has helped me stay on top of things pretty well. Thanks for the recommendation for Etacts. This might be EXACTLY what I’ve been looking for. Testing it out now! I’ve since found a couple more apps that have helped me stay on top of things, so might have to do another post soon, lol!
Thanks Rebekah for the post, I am new to Gmail and your article has given me idea. I will read Darren’s article as well and play around. From what I have read so far, it will help me deal with my email overload.
Regards
Thabi
Thabi – Good luck! It’s been a lifesaver for me! ~R