How to do email management | Tips and Tricks

Becca Martin
4 min readSep 8, 2023

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How to do email management | Tips and Tricks

Is your inbox overflowing?? Do you get anxious at the thought of having to face your monstrous untame inbox when returning to work after a few days off? ? Fear not, there is hope! In this blog post, we will discuss how to do email management (tips and tricks) with the help of a virtual assistant.

AND, we’ll share our EXACT system we use to save easily 15+ hrs a week by getting out of the Ol’ inbox.

What is email management?

Email Management is the process of organizing, reading, deleting, responding to email messages as well as sorting out travel arrangements and other administrative tasks that come up in an office environment.

Why is it important to have a good email management system?

It is important to have a good email management system because email can quickly become overwhelming and take over your life if it is not managed properly.

How do you set up an effective email management system?

There is no one-size-fits-all email management system, but there are some general tips that can help you set up an effective email management system:

  1. Create folders (parent + subfolders) to organise your emails. This will help you to organize your email and find the message you are looking for more quickly.
  2. Set up multiple inboxes
  3. Set up filters
  4. Set aside time each day (or week) to deal with email. This will help keep your email inbox from becoming too overwhelmed & also give yourself boundaries with allocating time.
  5. Delegate email triaging (reading, responding & organising your inbox) to a Virtual Assistant. This will free up your time so that you can focus on other important tasks.

What are some common email management tricks

Here are a few common email management tricks:

  1. Utilise the “Archive” button
  2. Sort email messages into different folders. Use email categories such as “Action Items,” for example, to keep track of important email messages.
  3. Create canned responses if you find yourself frequently sending the same email message over and over again. This will save time when composing email messages because you can reuse your previous email responses in new emails without having to type them all out again every single time!

Best practices for keeping track of your emails and staying on top of them.

In order to keep email from taking over your life, it is important to be diligent about staying on top of email messages. Here are some best practices for keeping track of your emails and staying on top of them:

  1. Check email at least twice a day — once in the morning and again in the evening.
  2. Create time-based email rules so that certain types of email messages are only sent during specific times of the day. For example, you can create a rule that says “No email notifications between 7 pm and 8 am next day.”
  3. Use an app such as Inbox Pause to temporarily stop email notifications so that you can focus on other tasks without being interrupted by new email messages.
  4. Set up an auto-responder email message that lets people know when you will be back to checking email and answer any questions they may have.
  5. If you’ve tried to take on your email inbox yourself, it can be a daunting task. Fortunately, there are best practices for keeping track of emails and staying on top of them without having to do all the work yourself. For example, you might want to delegate your email to a Virtual Assistant who will help triage any messages that come in while you focus on other tasks at hand. This is one way we make sure our clients never miss an important message — book a call here to see what kind of Virtual Assistant you need. !

How can a Virtual Assistant help with email management?

A virtual assistant can be a great asset when it comes to managing email tasks. They can help by reading, deleting, replying, forwarding or filing email messages on your behalf. This will free up your time so that you can focus on other important tasks.

If you want a more in-depth review of tips and tricks you can use for email management, check out this video below:

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Becca Martin
Becca Martin

Written by Becca Martin

Helping 6–7 figure business owners to sustainably scale their business & get more time back ✌️

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