How best to use Projects in ActiveInbox

I’ve got a little technique I want to share, that I’ve found very effective lately.

The role of Project labels isn’t always obvious, especially in email. For more casual users, especially if they use multiple task managers, it doesn’t make sense to track their “main projects” in Gmail (the emphasis is on the things they understand as “projects”, in the sense of “this is a work project”).

But the great weakness in email is not ‘email overload’ – I don’t believe it exists in a pure sense – but the fact that email is an open “catch all”. It is so simple, and used by absolutely everybody, that it becomes the obvious choice for communicating about ABSOLUTELY EVERYTHING. So there’s not an overload of email, there is simply no focus in email.

In a very real sense, projects partition emails into manageable “streams”. In full GTD, a project is not a “thing” in itself – it’s not well defined – it’s a group of related tasks that are not yet finished. You might think you have a project to “refurnish the kitchen”, but actually its a set of related tasks that keep going until you run out of tasks. The project doesn’t end, the tasks do.

So far this might be very obvious to you! But I think it’s a very powerful idea. And for those of you who are saying “yeah yeah, get on with it”, I hope I have an interesting next level for you :)

There are many different types of conversation, and some conversations are so identifiable that they can be defined by the common path they take. A pipeline, if you will.

For example, in customer service, you 1) receive a request, 2) reassure that person you have heard them, 3) find out more details about the problem to try and find a solution, 4) tell that person the solution.

And for public relations, for a specific announcement, you might 1) Tell a member of the press the announcement, 2) get a reply asking more information or at least acknowledging it, 3) get confirmation they’ve written about it.

The pattern is so precise that you can codify it to repeat it. For example, I use the label format:
P/PR/<Campaign>/1) Contacted
P/PR/<Campaign>/2) Responded
P/PR/<Campaign>/3) Written

I then move each individual conversation through these pipelines.

There’s all manner of reasons why you’d do this – to educate a team about company processes, to ensure every contact is satisfied by your response (in the customer service example), to keep things moving forward to your goal (in the case of PR).  And ultimately, for an overall sense of control & flow.

Implementing this is trivial with ActiveInbox; just use the number/bracket prefix on a label to order it.

There are two broad approaches depending on how well defined something is.

1) With something like the PR campaigns, it is a campaign, so you can create the necessary labels and reuse them a lot. The same example again being P/PR/<Campaign>/<Step>. More generically, this is P/<Type>/<Name>/<Step>. (The emails are mostly outbound).
2) With customer service the problems cannot be predicted. So, you give a project label for the problem (P/Issues/<Bug Name>, in our case); and have a category for the pipelined process (Pi/TicketFlow/1) Received -> Pi/TicketFlow/2) Acknowledged, etc.). (The emails are mostly inbound)

Oh, and while in future we may find a better way to have ActiveInbox support you doing this, right now I find ‘pin’ing popular labels a huge help.

As ever, it will be great to have your own thoughts on how you use projects in email; and any similar experiences you have. Please comment below!

  • Facundo (gamelux)

    Hi Andy, thanks for sharing. I find these discussions greatly useful. In my case project labels are used in two ways:
    1) Reference. Yes, simply tag an email within a project for future reference. However, I rarely, if ever, search for an email by going to its corresponding project and scanning all the project’ s emails to find. I rather search it using gmail’ s built-in search. So for while I didn’t label email by projects at all. I am now doing this intermitently.

    2) To group all actionables of a project. Suppose I want to work on a certain project today. Then I search its actionable emails and pick one to do. That’s it. If they where not grouped by the project’s label it would be extremelly hard to do.

    3) For reviewing. For my weekly review I need to have a list of ongoing projects. This, however, does not require tagging emails with project names, just having a list would suffice. But it is certainly very practical to just click a project in the list to see its actionables.

    And let me conclude with a request (already in UserVoice). I would love to have a way to list all projects without next actions. That would greatly simplify the review process.

    Peace to everybody

    Facundo

  • Jack

    I don’t understand “a way to list all projects without next actions”. Could you give an example of how that would look, or draw a picture for me to think about?

  • Robert

    Jumping in here, so I may be wrong. A “way to list all projects without next actions” would be good to see completed projects, as well as projects that are in a “waiting on” status for some reason. I think this would be a case of sorting by project, then sorting by project status (with a specific sort parameter here). This would allow fine-grain status reviews without having to read through all of the project emails to determine what’s what.

  • RickD

    Andy,
    After reading your latest post, I jumped over to my newly-reorganized, spiffy-diffy, Gmail w/ActiveInbox and did some more refactoring.

    While using the tool, I had a process-epiphany that’s going to further streamline how I process *all* my To-Dos, Google Calendar events, Google Chats, and Google voicemails. I figured it’s the least I could do since Google has been kind enough to provide an In-box for me.

    Pretty much any Google service that has the ability to forward email notifications can be organized by ActiveInbox.

    ActiveInbox is bound to produce geeky-grins and an air of superiority when used on a “seemingly-organized” Gmail inbox.

    Thank you for all your hard work Andy!!

  • admin

    Thank you Rick – I’d love to hear more about this!!

    What kind of to-dos are you managing in your Google inbox?

    Examples would be wonderful – either here, or drop me an email if they’re a little more private (andym@activeinboxhq.com).

  • Matt

    What about repetitive project tasks?

    I used to use thinkingrock (tr), but I’m now an ActiveInbox convert. In tr I was about to create project templates and then reuse them for when similar project came up. For example, when I perform client software upgrades there is a 10-15 step process carried out over 12 weeks in advance. In tr, when I would schedule a new upgrade, I would drag that template across to my projects, and then schedule some events on my “next” list, some on “action” and then some on particular days. Knowing that I had used the template lets me:
    a) know that I haven’t missed any steps
    b) The notes in the template could contain generic emails to send out
    c) quickly and easily dump a project into my daily task lists

    That have been very useful and a great feature. Can you think of anyway that this could be replicated in ActiveInbox?

    Thanks

    Matt

  • Kevin

    Andy,

    I’m a little confused by your post. Are you suggesting to label emails with a numerical value based its status? To me this seem a bit cryptic. I can’t imagine being able to remember what the P///# label represents for all my projects and sub-projects. It also seems that you’re trying to mix the meaning of Project and Status. To me Contacted, Responded, and Written, in your example, are statuses and not sub-sub-projects. So why not just create those as status labels if they occur often. If you need them to be sorted for some reason, just use something like S/1-Contacted, S/2-Responded, S/3-Written. Though I can’t foresee requiring so many statuses that sorting them would be helpful. Also, from a GTD POV, I would discourage using much more than the basic Action, Next-Action, Waiting-On, Finished statuses. Though I personally have added an OBE (obsolete by events) status for tasks that fall into purgatory and will never be finished but aren’t worthy of the Waiting-On label.

    Kevin

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