This is a tutorial on how to setup your gmail inbox to better match your GTD workflow. you can find my previous post on GTD if you're not sure what I'm talking about right now. Otherwise here is an example of what you'll be able to do with your new GTD inbox:
As you can see, you'll have sections to place your 'Action Required' and 'Scheduled' items. These sections will sound familiar to you if you're a GTD fan, otherwise I will explain there uses further as we get to them in this tutorial.
Importing Email:
As you can see, you'll have sections to place your 'Action Required' and 'Scheduled' items. These sections will sound familiar to you if you're a GTD fan, otherwise I will explain there uses further as we get to them in this tutorial.
Importing Email:
We first need to create a master gmail account. This will be the account where you will be able to check the mail from all other gmail, Yahoo, Hotmail, Live or .edu email accounts you may own. To do this, we need to make sure that mail from all of your accounts get imported here. If you only use one email account you can skip this section.
1. Click on the settings icon in the top right corner of gmail. Then click on settings. This will bring you to your general mail settings.
2. Click on the ‘Accounts and Import’ tab, scroll down and click on ‘Add POP3 account.’
3. A new window asking for your email address will pop up. Enter the email address of the account you want to import to your master gmail account and click ‘Next.'
4. Now fill out the username and password for the account being imported. Select the correct POP Server and Port number from the drop down menu. If you are importing a school or work email account, you may need to ask your IT department which Server and Port to use.
5. Check the box ‘label incoming messages:’ , this means that any message imported from this account will be labeled with the email address that it was imported from. Click ‘Add Acount.’
6. The next window will ask if you would like to be able to send mail from this new account. Make sure ‘Yes’ is checked so that you are able to send mail as this imported account, without having to leave your master gmail account. Click ‘Next Step.’
7. On the next window, enter the name you want to appear in the ‘from: ‘ field when you send email. Click ‘Next Step.’
8. On the next window, Click ‘Send Verification.’ Then check the inbox of the account you just set up import for and look for the confirmation email. Click on the confirmation link to complete imort setup.
9. repeat steps 1-8 for any other email accounts you would like to import into your master gmail account.
Setting Up Labels:
1. Click on the settings icon in the top right corner of gmail. Then click on settings. This will bring you to your general mail settings.
2. Click on the ‘Labels’ tab, scroll down and click on ‘Create a new Label.’
3. Type in ‘1GTD’, click on ‘Create’
4. repeat step 3 and create tags for ‘1GTD/Action-Required’ and ‘1GTD/Scheduled’
Setting Up Multiple Inboxes:
1. Click on the settings icon in the top right corner of gmail. Then click on settings. This will bring you to your general mail settings.
2. Click on the ‘Labs’ tab, scroll down and check the box to enable ‘Multiple Inboxes.’ There should now be a tab for ‘Multiple inboxes’ in your email settings.
3. Click on Multiple inboxes in your email settings. Copy and paste the following search query into the text box labeled ‘Pane 0: ‘
Copy this: is:1GTD/Scheduled
4. Enter the title, ‘Scheduled’ into the Panel title for Pane 0.
5. Copy and paste the following search query into the text box labeled ‘Pane 1: ‘
Copy this: is:1GTD/Action-Required
6. Enter the title, ‘Action Required’ into the Panel title for Pane 1.
7. On the bottom of the ‘Multiple inboxes’ settings page, there is a setting labeled, ‘Extra panels positioning: ‘. Select the option that says, ‘Above the inbox.’
Using the System:
1. The purpose of this system is to be able to process any email that comes in so that your inbox doesn’t grow out of control. Your goal is to keep your inbox at zero messages. I still can’t quite keep my inbox at zero, but here are the steps I use to get as close as I can.
2. When you open any email, you don’t want to close it until you are done dealing with it. If a friend sends you a message asking for a good recommendation for a great blog on personal finance, do Not close the email thinking you’ll get back to it later. Go ahead and search for a good blog, and reply with a link right then and there. When you are done you can archive the email to be done with it.
3. Many times you will get a email that you just can’t deal with at the moment. For example, I just got an email from Best Buy asking me to spend a gift certificate I’ve won. But I want to wait until the item I want from Best Buy goes on sale before I pick it up. Since it’s impossible to complete this email at this time, I can click on ‘move to’ at the top of the email, and then select ‘1GTD Action Required.’
This email is now moved out of my default inbox, and into my separate inbox labeled, ‘Action Required’. This new inbox is where I keep all the emails I can’t quite complete just yet. When the item I want finally does go on sale and I make the purchase with my gift card, I can remove the ‘Action Required’ Label and it will automatically be archived.
4. Another type of mail I frequently receive is a message regarding an event I’ve commited to. I’ve already recorded the event in my calendar, but I don’t want to get rid of the message quite yet because it has all the event info such as time, place, descriptions and other reminders. So I’ll again click on ‘move to’, and select ‘1GTD Scheduled’.