Email Management Best Practices

meaganrmyers · 02-10-2009 , 02:38 PM

I am in charge of filtering my CEO's email and have not had any experience with this in my previous EA positions. I am supposed to review their inbox and take care of any administrative tasks - as well as make sure the CEO knows of important items. We are using Outlook. Can you please let me know how you manage this? Also, any tips?

Thanks!

cjohnsonfsb · 02-12-2009 , 04:07 PM

We use an exchange server where we can both (the boss and I) can access his email at the same time. Anything that Ihave not handled I mark as unread so when he accesses his email he know these are the things he should pay attention to.

CariYates · 02-13-2009 , 11:09 AM

There are a few things that I find helpful when doing this. The first is to set up rules so that certain items automatically go into certain folders. This will keep you inbox organized and the unread messages will still show as unread. Secondly flag items using colored flags. For example: red for administrative tasks, yellow for information to pass to ceo.. you can also set reminders here for follow us.

Chrissy Scivicque · 02-13-2009 , 02:02 PM

We have a few articles on general email management that may help. Try these:

Email Revolution: Tips and Tools for Effective Email Management

How to Dam an Overflowing Inbox: Tips for MS Outlook

There was also a big discussion that happened a little while ago on this same topic and a lot of great recommendations were made so check it out here: Managing Someone Else's Inbox - Tips?

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02-10-2009 , 02:38 PM
meaganrmyers Offline OA Expert Join Date: May 2008 Posts: 4	Email Management Best Practices I am in charge of filtering my CEO's email and have not had any experience with this in my previous EA positions. I am supposed to review their inbox and take care of any administrative tasks - as well as make sure the CEO knows of important items. We are using Outlook. Can you please let me know how you manage this? Also, any tips? Thanks!

02-12-2009 , 04:07 PM
cjohnsonfsb Offline OA Spectator Join Date: Nov 2008 Posts: 1	Re: Email Management Best Practices We use an exchange server where we can both (the boss and I) can access his email at the same time. Anything that Ihave not handled I mark as unread so when he accesses his email he know these are the things he should pay attention to.

02-13-2009 , 11:09 AM
CariYates Offline OA Expert Join Date: Feb 2009 Posts: 2	Re: Email Management Best Practices There are a few things that I find helpful when doing this. The first is to set up rules so that certain items automatically go into certain folders. This will keep you inbox organized and the unread messages will still show as unread. Secondly flag items using colored flags. For example: red for administrative tasks, yellow for information to pass to ceo.. you can also set reminders here for follow us.

02-13-2009 , 02:02 PM
Chrissy Scivicque Offline Managing Editor Join Date: Mar 2008 Posts: 813	Re: Email Management Best Practices We have a few articles on general email management that may help. Try these: Email Revolution: Tips and Tools for Effective Email Management How to Dam an Overflowing Inbox: Tips for MS Outlook There was also a big discussion that happened a little while ago on this same topic and a lot of great recommendations were made so check it out here: Managing Someone Else's Inbox - Tips?


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