My big ol' head.

The Indiana Jones School of Management

IJSM Rule #18: Being a Digital Packrat Is Worthwhile

Can’t tell you how many times I’ve saved myself time/money/frustration by being an inveterate archiver of email [including sent email]. Invariably, something I sent to someone will be needed down the line by someone else, and if I can dig it up … I save everyone heaping amounts of time.

I buy into INBOX Zero, but I do project-based folders. I do a lot of proposal management, so each separate proposal gets its own Outlook folder in a .PST dedicated to just proposals for 2008. [Twenty-one to date this year, and that's not counting multiple revisions on at least five of those proposals.] That’s really it, though. If a proposal or project is active and generating email, I put it in as a Favorite Folder in Outlook, which puts it in the left-hand menu for rapid drag/drop action. Rarely I put stuff in an @Actions folder; I’m better off leaving it in my INBOX to stress myself into handling it, or sticking it in my task manager and filing the email if there are large attachments. I have to have it on the radar.

All proposals and projects are listed in the Favorites Folder, sorted by most urgent calendar-wise, due-first at the top. A typical listing is something like “2008-299 XYZ Widgets (9/26)” — the log number assigned internally [which is what Pricing, Procurement, and the Business Office pay the most attention to], then the title of the Proposal, then the due date in parentheses. If a colleague is heading the task but I’m still needing to stay current, I put their name in brackets, e.g. “2008-333 Acme PDQ Whatsits (9/5) [Jaime]“. When a proposal goes out, I pull the folder out of the Favorites list, because it’s off my radar. If we get to do a rev on the propsal, back it comes.

Sent mail gets auto-archived to its own sentmail PST after two weeks. The archive is a smidge slower to open, and I’m more likely to need something in Sent Items that’s recent; I have to hunt more for older stuff, but when I’m hunting, I typically need to be hunting, and that’s okay.

Also, I back up … religiously. I’ve been burned.


Because some might ask, I adhere to a classic Actions/Archives/Responses I0 setup at home. The only variants I have: I break up the archives and sentmail by year, just to keep the IMAP mailbox size down and cut search times. Archiving last year’s email is a very fun New Year’s Day task for me. [No, really, it is.]

4 Responses to “IJSM Rule #18: Being a Digital Packrat Is Worthwhile”

  1. Ron Davis Says:

    wait a minute…you use Outlook?

    ;)

  2. Geof F. Morris Says:

    At work, I am forced to against my will. For personal email, I use Thunderbird on Windows clients [read: my work machine] and Apple Mail everywhere else. IMAP über alles.

  3. Brad Says:

    Breaking out the archives by year is a good idea. My archive folder isn’t, and there’s some 33k messages in there that I’m sure doesn’t help performance much when I sync over IMAP.

    Any thoughts about Smart Mailboxes on Apple Mail? I’ve just moved to doing all of my mail using that from pine, and I’m trying to get into the I0 paradigm…

  4. Geof F. Morris Says:

    Brad: I like the idea myself. Thankfully, Fastmail makes it very easy to move things around like that. I can do it via their Web interface and make life happy.

    I occasionally use Smart Mailboxes, but just not that often.

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