Email Software- Organizing Help or Hinderance?

One to-do list, one calendar.  Talk to any professional organizer worth their salt and they are likely to make this recommendation for being organized.  So, when it comes to incoming information, similar rules apply.

If the majority of your information comes in via email, you may want to take a closer look at the email software you're using in order to consolidate functions.  It's no wonder we're having difficulty organizing information that comes at us via different modes of delivery and we track with separate task lists, calendars, address books, etc.  I am NOT making the argument for electronic methods vs. paper, you need to find a system that is supportive of your style, personality and tendencies.  BUT if you are using software, think about how you are using it and what you need to do better.  Does your software help you do that?

While I am no fanboy (or girl) of Microsoft®, I do think that Outlook® messaging software is one of the best organizing tools available. Though it's often underutilized and sometimes disregarded, used correctly Outlook® can help you perform tasks related to email, calendar, contact, time management and even customer relationship management (CRM).

Email is the function that a majority of users may already be familiar with but if that's the only thing you are using Outlook for, you are definitely missing out.  By acknowledging email as more than just a simple, digital form of communication, we must recognize the need for the right tools to be more productive and efficient. What is that old saying? "When you only have a hammer, everything looks like a nail." When all your software does is 'organize' email messages, you think every email is just a message. But when you dig a bit deeper and ask more questions, you find that email messages are representative of decisions, actions, appointments, contact info, customer information, intellectual property, project information, etc. Stop using 10 standalone programs to track all the info you need.

The ideal solution will allow you to load in your contacts, use it for email, track appointments and events and manage your to-do list in one centralized location. The features and functions available within Outlook® and its integrated nature make it an ideal organizing tool. Here are just some of the things you can do in Outlook®:

• Customize 'view' in each module
• Create an appointment, contact, task or note from an email message
• Sort and filter by any number of fields for each module
• Ability to create views to support weekly and master task lists
• Sync with hand held device seamlessly

I have yet to find a software solution that does it better—or even comes close. And, believe me, I have been seek them out. Don't get me wrong- I think "the cloud" is amazing but I just haven't been able to find, create, or formulate an arrangement of 'SaaS' solutions that come close to what Outlook delivers. I am seeking an application that allows as much ease of use and flexibility for the creation and management of tasks and synchronizes with my (or any) hand held device without too much intervention on my part.

Word of warning: Just like with any other organizing product, tool, container, planner, etc. YOU are the key to its success! Marrying the functionality with organizing best practices, mixing in some customization and consistent routines on your part will produce the long-lasting results for managing email overload.

I have tried Gmail with various lab features or extensions as well as several Mozilla Thunderbird task add-ins, and while their email capability is quite robust, the task sync features were weak or cumbersome.  I would love to hear about additional integrated email/task/calendar tools, so please comment about what you have found.

If you already own a copy of Outlook® and would like to set it up, you can learn more about accounts and profiles here.