Getting Started with ClearContext Professional

With ClearContext, you’re just minutes away from automatically keeping all your email, tasks, and projects organized using the folders and filing system you already use!  These five simple steps will get you started – ClearContext will take care of the rest!  If you haven't done so already, download and install ClearContext here.

1.

File Messages to Suggested Folders

ClearContext automatically suggests the right folders to file messages to based on your past email.  Click File Msg to file that folder or the down arrow to see more suggestions.

2.

Clear Your Inbox

Click Defer to move messages out of your Inbox for a specified time.  They will return to your Inbox, unread, at the time you choose.  Unsubscribe from unwanted email conversations.  Future messages in this thread will be moved to the Unsubscribed folder.

3.

Create Tasks and Appointments

Click Task and Schedule on the ClearContext toolbar to turn email into tasks or appointments.  If you haven’t assigned a project name to the email already, ClearContext will prompt you to select one. 

4.

Organize Tasks

Click Organize Tasks in the Dashboard to easily organize all your tasks.  Select a bunch of overdue tasks in the Date tab to re-assign their due dates, then go to the Project tab and hit Assign Project to make tasks part of a project.  

5.

View Your Projects

Now go to the ClearContext Dashboard sidebar in your inbox.  Select Active Projects to see a summary of your projects and upcoming tasks/appointments.  Click on a project name to switch to the Project Dashboard for detailed project information.