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12 December 2008

Taglocity + Outlook 2007 = inbox zero

Taglocity has recently revamped it's services. I did purchase the program back in version 1 days and was quite impressed. Something stopped me from using it permanently and I cannot recall what that was. With a bit of a reinvention they now provide an easier user experience. I've downloaded the trial account and am so far loving it. For almost two weeks I've maintained 'inbox zero' as a result of reinstalling taglocity.

There is a small learning curve with setting the system up however this is well compensated for with the results.

What are these results?I am able to with one click of a tag on my tag bar assign a category to an email (it is possible to assign multiple categories).

Each tag can have associated actions. For example if I tag a file @read it will immediately put it into the @READ folder for me. If I tag it @Data it sends it off to my @ACTION folder but has the category '@Data' so it is grouped together with other emails requiring me to do some data entry. Nice!

If I tag an email @Call it creates a task in the @ACTION folder with the @Call category making a nice list of people to contact on the telephone.

If I tag an email @Archive180 it removes any other action tags that I have created and stores it in my 6 month archive folder.

I am now down to FOUR email folders and loving it.

My @ACTION emails are categorised within that folder with very little effort at all thanks to Taglocity.
@Call
@Computer
@Data
@Errands
@Home
@Office
@Pay
@Reply
My current @ACTION email folder when sorted by category looks like this!

Taglocityblog

What I try to remember to do is to 'flag' all the emails that go into @ACTION with a 'no due date flag'. If an email as been 'flagged' it will show up in the task 'to do list' view which is just wonderful. In that view I then have a mixture of tasks AND emails requiring action all in the appropriate categories.

This 'to do list' view in Outlook doesn't force me to convert my emails to tasks - it just treats them as a task because of the flag. On the other hand, items that are captured on the fly via Chapura's Key Tasks on the iphone are also seen in the lists.

The result is a system which is the merger of two different workflow inputs. The things I have to do result I think roughly from 75% emails and 25% other (meetings, calls, brainstorming, weekly review etc).

If I am still happy with this system after 30 days of constant use I will mark it as a complete success but in the meantime if you are having problems with email overload consider giving taglocity a go.

There is a free version but I will be upgrading to the professiona versionl. My main reason for that is with the professional version you can take away the 'travelling tags' at the bottom of your emails. It is not a feature I particularly embrace! Email support is provided for professional users and more premium features are promised. Currently there is a special offer - until 31st December you can purchase Taglocity 2.0 for $60US - 40% discount off full retail of $99US.

I will be writing about other benefits of taglocity soon but there is more information available on the taglocity site - eg Benefits for Individuals.

PS My inbox was persistently clogged at around the 200 email level - not huge but not what I was happy with. Since using Taglocity I've gone to sleep almost every night with an empty inbox. Do I sleep better? You bet!


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