E-mail Triage

Day, Jo; Day, Kevin
August 2002
Journal of Financial Planning;Aug2002, Vol. 15 Issue 8, p46
Academic Journal
This article provides tips on how financial planners can set up an email triage that can reduce the time needed to manage emails. The trick to setting up email triage is to automatically separate incoming calls based on priority. This strategy helps financial planners to prioritize what email receives their attention first. First, create a subfolder under the Inbox where triaged emails will be sent. Next, create a rule, then build conditions that pinpoint a particular type of email for triage. It is good idea to combine several criteria. Then, specify an action that moves the pinpointed email into a specific inbox subfolder. This strategy enables financial planners to check the inbox folders that are most important to them on a daily basis, while checking others on a weekly or biweekly basis. In handling FYI emails, financial planners should add another rule that directs any email that they receive as a carbon copy (cc) or a blind carbon copy (bcc) to a separate cc subfolder in the inbox. While emails that financial planners receive as cc's are important to review, they may not require the immediate attention of financial planners since they are not the primary recipients. This means they are lower in priority on the email food chain.


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