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How to use a single Mail.app Archive (without losing your mind)
Merlin Mann | Aug 16 2007
For some time now, I've encouraged people to consider abandoning the byzantine folder structure that most of us used to employ to "organize" our email. In fact, this kind of functional simplicity is something I've started to think of as a pillar of Inbox Zero. In addition to helping explode the myth that most email messages have any life once their actions have been liberated, it's a healthy habit to actively remove any unnecessary systematic fiddling that doesn't handsomely pay back the effort that habitually goes into it. And, as ever: yes, some of you -- because of the incredibly unique nature of your work in an office -- will need to have 500 taxonomic mailboxes, a monthly archives by project, a person-by-person collection going back to 1983, and a multiply-copied CC'd team archives, coded by color and identified with helpful icons you found on Gopher in 1992. Sure, why not. If that's working for you, by all means, keep fiddling and filing. But, if you're ready to admit you might be turning a crank that's potentially not hooked-up to anything, here's my four favorite ways to leverage the intelligence of Mail.app for drop-dead simple archiving. [also, some prior art from April: Some handy Mail.app Smart Mailboxes] 1. Regular Old SearchAn astonishing amount of email can be found with nothing more than a search on "From," "Subject," or the occasional "Entire Message." If you just need to see whether you've ever gotten email from a person, this is the easiest and fastest way. In fact, I can't think of a way to even do this with regular mailboxes, so score one for Search. What you're not doing: Maintaining an insane collection of by-person manual mailboxes. I've heard of people who get a message that went to five people, then manually copy it to five folders -- one for each of the recipients. People like this need more work and, possibly a Ritalin. (See also below: Address Book Group Smart Mailboxes) 2. Smart Mailbox: Date RangesA Smart Mailbox for email you've received in the last 3 days will cover so much of your basic archive-retrieval needs -- meaning the times when you actually will need to see archived email (versus your elaborate fantasies about the day 10 years from now when you theoretically cover your ass and embarrass everyone you hate). Winnowing of this kind not only makes for faster scanning, but it will greatly speed up sorting and searching, of course. My "Sent in the last 4 days" Smart Mailbox also gets a big workout, as well as "To Respond -- 2 days" which is any email I've received in the last 2 days and flagged for response. What you're not doing: Building a rabbit hutch that requires you to manually drag crap into folders where the contents will die within a few days. A Smart Mailbox knows how to keep things fresh and avoids the need for unnecessary metawork and "thinking." 3. Smart Mailbox: Address Book GroupsIt's mindblowing to me that even some power users don't know about this time-saver. You can create manual or Smart Groups in Address Book that are then exposed for Smart Mailboxes in Mail.app Ideas for this?
Related: I'd also suggest making a new person-based Smart Mailbox any time you find yourself corresponding a lot with a new person, especially if it's on an urgent project that will likely sunset in the next little while. Work, work work, and then when your exchanges slow down, just delete the Mailbox and you're done. No need to re-re-re-organize. What you're not doing: Again, you're not struggling and fussing over where stuff goes in order to keep access easy. You can trust that all your stuff is one single location, then just let Apple's magic do all your heavy lifting. 4. Smart Mailbox: Tagged MessagesWith a plug-in like Mail Tags you can easily add simple taxonomic terms for the kind of messages that you used to file by hand. But, seriously: keep it as simple as you can possibly stand. Maybe even down to a few really basic categories for all non-actionable & reference email.
What you're not doing: No longer fiddling with a hierarchical maze in order to know your login and purchase info can be pulled up when you eventually need it. The Acceptable Exception: Really Old MailDepending on your life and work, you might want to consider archiving (as in removing to a backup someplace) any mail that's more than a couple years old. This should speed up your searches a bit, and will certainly improve the quality of any search-based results. But if it's important to you to keep this around, maybe create an "Annual Archive" mailbox, with manual sub-folders for all mail received in each given year. I'm not sure how much this buys you from a semantic standpoint, but my suspicion is that it might be kinder on Mail's resources to not have a single, bajillion-item mailbox (any Apple pros want to chime in?). As with all this stuff, YMMV. But consider whether the effort you put into filing pays off often enough to be worth the hassle. In my experience, it's no contest: smart wins. So, anything I missed? Got a Smart Mailbox that saves your ass from fiddly archiving? 46 Comments
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Basically, I keep the inbox...Submitted by wd_Frank (not verified) on August 16, 2007 - 7:50am.
Basically, I keep the inbox clean with GTD folders, have a large Archive folder, and use a handful of folders underneath Archive to speed up the searching of things that are hard to pick out of the single Archive such as receipts, financial statements, or frequently searched project archives. I just have a few folders. I have GTD folders to keep my inbox clean: ActionNeeded, Active, MaybeSomeday, and QuickRef. The QuickRef is simply an archive of files I emailed myself in lieu of having real online storage. Active replaces the WaitingFor list because this is the place for current, active conversation. In addition to these folders to keep my inbox clean, I have folders for mailing lists, and an archive folder for old reference. Under archive, I do keep a handful of folders for email that I might need to find quickly, but would be hard to gather together in a search such as receipts, statements, or buyer/seller conversations, or projects that are active for months or years. Whenever possible, I dump one of these folders into the main Archive folder. Unfortunately, these folders are needed to speed up searches. Sometimes, I prune the Archive folder, too, and keeping the extra folders around ensures the most important data is safe from my shears. I use server-side filters to sort messages I send myself into these folders (both gmail and my paid account use the uname+extra@ convention). Smart Folders are really useful as temporary folders. Some of the 5-6 folders I have under Archive are Smart Folders. Fortunately, the search saves me from having as many email folders as manilla folders! With tagging and better search arguments (I miss the regex searches many OSS apps include), I could easily get rid of the sub-archive folders. » POSTED IN:
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