What should/shouldn't go in "Waiting For"

[briangupton]

I manage technical projects in a client facing role. Projects typically have quick turnaround times and my email velocity is pretty crazy (like a lot of people). Virtually every email I receive requires a delegation to either the client or to our technical team.

I often wonder what should get put in my "Waiting For" folder because given the velocity of communication I'm not sure it is efficient to constantly keep up with a folder that is constantly in need of updating. There have, however, been times when things have fallen through the cracks that a folder like this might have prevented.

Any practical advice on how to manage this folder and what should/shouldn't go in it? I'm using Omnifocus if there are any specific tips to help using that tool.

[kelstarrising]

If your brain doesn't trust there is a better system, it will try to take the job back.

Whenever I've erred on the side of over-tracking on my Waiting For list, even when it seems tedious for huge projects, I have appreciated it in the long run.

[websavant]

I am also in a heavy-fire email environment where my sent messages tend to be a huge waiting for queue. Here's something that works for me:

When forwarding things that have to go out to others via email change the subject line.

For example: incoming message says Subject: Error
Hit forward and change subject to [projectname] User error on screen X, step 3 of checkout [wf]
Include one line at top of message body that tells other person what I need, especially if it's not just *fix this*.

Now, you can either subject search for [projectname] and [wf] to find things and do a quick scan as part of your review process, or you can write a rule to move all those sent messages to a WF folder that you can then review.

Depending on your email client, you may be able to create a smart folder to keep this from being overwhelming. For example, I have one that pulls all sent messages within last 7 days with [wf] as the tag into a single view. This lets me run through it as a WF tickler in my weekly review and fire off notes where needed to move things along. Caveat... you have to do a weekly review to stay on top of this.

[JoshuaRamirez]

Outlook has built in functionality to support this. When you find a message you need to forward, click forward or reply, then type what you need. Then choose Follow Up (it's on the first ribbon if you're using 2007, I think it's in the send options if you're using 2003). when you send the mail, the item will show up in your todo list.

An alternative approach is to manually copy the item from your sent items into a waiting for folder. Afterwards I flag the copied item and presto, it shows up in my todo bar. I personally do this and also attach a category to it that represents the project under which it's related.

[Gardener]

I'd probably make these "agenda" or "follow up" rather than "waiting for". And I wouldn't use the email folder as the reminder, I'd create OmniFocus actions instead.

For example, if John Smith sends you an email today requesting an estimate, and you send it to Jane Jones to deal with, and you expect that she'd normally act in it in two days and you're in trouble if she doesn't act on it in ten days, you could make an OmniFocus item:

- Action Text: Follow up with Jane re John Smith's 3/25 emailed estimate request
- Start Date: 3/29
- Due Date: Set one if it _must_ be done in ten days; empty if it's just an annoyance issue.
- Context: Agenda Jane (Or it could be Follow Up, or Email, or whatever context makes sense for you.)
- Project: ?? If this is just the starting point of a project that you'll work or at least track for several steps, then you put it in that project; if it's done when Jane picks it up, then you could perhaps just have a single-action list of all of these followup actions.

So the action vanishes for four days and resurfaces after Jane has hopefully handled it, but before anybody's in big trouble if she missed it.

You email her, or call her, or check the estimate database to make sure she's created it, or drop by her desk with a whole list of Agenda Items, or whatever you prefer to do to confirm these items. Maybe you ask people to update you when these things are done, so that normally the update comes to you without you having to go get it.

If she did it, you check it off. If she says, "John who?" you have enough information in the item to find John Smith's email and resend it, and then reset the Start Date. If she says that she's overloaded and she'll have it done in three more days, you move the Start Date, or you assign it to someone else, or otherwise deal with the delay before it becomes an emergency.

Meanwhile, I wouldn't bother to make a folder for the email - I'd just stuff it in an unsorted archive, and if you need it, you can search for Sender Equals John Smith, Date Equals 2/25.

I realize that creating an action looks like more effort than just copying the email somewhere, but I think that in the end you save a lot of time by not having to scan through emails, read subject lines, open emails to remember what they were about and when you can reasonably expect action, etc. I think that getting that over with once and for all when you first read the mail saves more time.

Gardener

[J.D. Iles]

Everything that is a Waiting For should go on a list.

Keep the list (all your lists) on paper. Nothing is faster than paper.

#1 reason to capture all WFs. Do you really want to decide "Do I really want to put this as a WF?" It takes time and cognitive power to decide that each time. Just do it and it becomes a reflex and an accepted part of your workflow

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J.D. Iles
Hyatt's All Things Creative

Equipment and Software / Sales and Training
On-Line Training Coordinator


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