Most women I know are running a business, managing a family, chairing volunteer activities, and doing about a dozen other major things. We have lots of different types of email in our inboxes. Our priorities for even looking at these different types messages usually vary, depending on the time of day or what else is going on.
Here’s one way of automatically sorting the incoming mail, so that you can open and deal with different types of mail in the priority that makes most sense, not as they show up in your general inbox. This is the method if you’re using Outlook 2003 email. Other full-featured email applications have similar features for triaging mail and even Google’s gmail has a very simple filter feature. Stay tuned for a future post on Outlook 2007 triaging.
Girls’ Guide to Triage by Inbox Sub-Folders
Start by creating sub-folders in your Inbox for the different major categories of activities. I recommend keeping the sub-folders at a major level of your life: Family, Business, each volunteer/board activity you’re involved with.
To create a mail folder in Outlook 2003 ~~
- In Outlook, on the File menu, select New, and then select Folder.

- In the Create New Folder dialog box, in the Name box, type the name for the folder.
- In the Create New Folder dialog box, in the Folder contains box, click the type of folder that you want to create. Since you’re creating an email folder click Mail and Post Items from the drop-down menu.
- In the Select where to place the folder list, click on the Inbox, and then click OK.
- In your folder list, you’ll now have a + sign next to Inbox and when you click on it, you’ll have the newly created folder under it.
- Repeat for any other sub-folder you’re creating.
To define Inbox Rules in Outlook 2003 ~~
Now, set up the filter rules for automatically routing the incoming messages to the right sub-folder. The easiest way to get started is to work with the messages already in your Inbox.
- Select a message already in your Inbox that you want to base a triage rule on, right-click the mouse, and then on the shortcut menu, click Create Rule. In the Create Rule dialog box, select the check boxes for the options that are already filled in with information from your selected message. The option you’re most likely to select will be the From: option

- Click the Move e-mail to folder check box.
- Click on one of the folders you created earlier or click New to create a new folder to store the messages.
- If you have other conditions, actions, or exceptions to the rule, click Advanced Options, and then follow the rest of the instructions in the Rules Wizard.
- You can repeat Steps 1-4 for other messages in your Inbox that you want to triage.
- When you’re done defining rules (for today or for the whole Inbox), run the rules: In Outlook, on the Tools menu, select Rules and Alerts. Click on Run Rules Now. On the Run Rules Now screen, select the rules you just defined, make sure it says Run in Folder: Inbox. Click Run Now.
- Check your Inbox sub-folders to see if messages ended up where you intended. New messages coming in will automatically go to the designated sub-folder in your Inbox, if the boxes are checked on the Rules and Alerts screen. The sub-folders will appear bolded when there are new, unread messages in them.
Post a comment about your adventures in triaging your incoming messages.