How do I make Tickler in Outlook?

Discussion in 'PUBLIC: Discuss Tools & Software for GTD' started by thorner1995, Sep 7, 2007.

  1. thorner1995

    thorner1995 Guest

    I am just setting up GTD. I understand the concept of Tickler file and how to setup a physical system. I'd like to also set one up for Outlook. Has anyone done this and could give me some tips? I don't think I want this to be in Tasks because it might also include email. Any recommendations greatly appreciated.

    Thanks
     
  2. jmhutch

    jmhutch Registered

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    For tickler items, I add a new calendar item as an all day event.

    Are you aware that for both calendar & task items, you can drag an email into the notes section of the task item, and then it is attached.

    Good luck!
     
  3. cornell

    cornell Registered

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    To follow-up on jmhutch's point, using the calendar this way is a valid tickler alternative, what I've heard called the "calendar + support file" technique. I wrote about it here, if you're interested:

    Distinguishing Hard Landscape v. Deferred/Tickled Items
    http://www.davidco.com/forum/showpost.php?p=51309&postcount=4
     
  4. Tom Shannon

    Tom Shannon Registered

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    There are a number of options here. You say you don't want to use tasks, which is fine, but its trivial to drag the email to the tasks folder and create one with the text of the email and its subject.

    Some people don't like this solution because responding to the email is part of what needs to be done and they don't want to search for it. You can actually drag the email, itself, into the notes section to attach a copy of it to the task. When the time comes, double click on the attachment and respond to the email if that's part of what you want to do.

    Similar things can be done with calendar appointments.

    Another option is to forward the email to yourself but schedule it to be sent on the day you want to be reminded. It will be stored in the outbox until the time comes.

    Tom S.
     
  5. Josh Winn

    Josh Winn Registered

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    I have a solution for an Outlook email tickler that's easy to use, and requires no plugin. And it only takes a few minutes to set it up. I'm using Office365 hosted email, with Outlook 2016 for Windows. Your mileage may vary depending on your situation.

    The key is to use View Filters. I've been using these for the Task pane for a while, and really like them. This doesn't affect the main Tasks window, just the To-Do bar at the right. If it's not visible, Go to the main VIEW tab and enable it in the LAYOUT section. Using filters, I can make my Task pain only show actual tasks (not flagged emails), only uncompleted tasks, and only tasks that are now due (or due to be started if you prefer). Just right-click in the Task pane, select FILTER, go to the ADVANCED tab, and set it up as you like. Here's what mine looks like:

    taskFilters.PNG

    For an email tickler, use the same sort of filtering (I have two accounts and had to set this up for both). Select your inbox and then the VIEW tab at the top. Click on VIEW SETTINGS, then the FILTER... button, then the ADVANCED tab. You'll need to set up two criteria. In the FIELD drop-down, choose ALL MAIL FIELDS, then START DATE. Set the condition to "on or before" and then type "today" in the value field (Outlook recognizes this value and knows what to do with it). Click ADD TO LIST. Go back and create another one in the same START DATE category, and set the condition to "does not exist." Outlook will now only show unflagged email messages and ones that are flagged and due to be started. This will apply to your inbox and all other folders in the account, but I only use flags in my inbox anyway. Here's what my filters looks like:

    emailFilters.PNG

    Next, try flagging an email (hover over the email and right-click the grey flag) and set it for tomorrow. The message will disappear from you inbox, and will reappear tomorrow, with a red flag, indicating that it's not a new item in your inbox but rather a tickled item. You can set a custom flag for any date when you want the email to reappear in your inbox.

    In the VIEW tab, the left-most button is CHANGE VIEW. I have mine set to COMPACT most of the time, and that's where I applied the filters. If you change to one of the other views, you can see all of your emails without any filtering. That's the best way to access a future-dated email. Don't use the RESET VIEW button, as this will clear your filters.

    One big advantage to doing it this way, is that there aren't any "Re:" or "Fwd:" additions in the subject line, or anything else that would have to be cleaned up before replying to a client or whatever.

    Now that this is set up, there's another cool trick I'm using. I set up a rule that I titled "BCC Myself for Next Day Followup." This isn't as flexible as some plugins or services that remind you in a configurable number of days if you haven't received a reply. Instead, I get a reminder the next day to followup on an email that I sent. If the recipient already replied, I have to manually delete the email I received via BCC. I don't use this a lot, since it would get annoying. For certain critical emails, though, it's helpful. I often email myself (to put something in my in-tray), so these rules make sure only emails where I've BCC'd myself get flagged this way. The previous filters that I've set up ensure that I never even see the BCC'd copy in my inbox until the next day. Here's what that rule looks like... (you may want to also have the rule mark the email as "read" so it doesn't count toward your unread messages total since it's technically in your inbox but not visible).

    BCCmyselfRule.PNG

    One downside of this solution is that it only affects Outlook. When I check my email from my phone, I see everything that's in my inbox, including things that are flagged for later. I just have to be in the habit of ignoring those things that are flagged in my phone's view of my inbox. Usually, I'm just looking to see if there are new/unread messages since the last time I was at my computer, so it's not hard to ignore the flagged messages below the new messages.

    Hope this helps!
     
    Last edited: Jan 6, 2017

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