User Guide: Organize Inbox, Manage Projects and Improve Email Effectiveness in Outlook

Following installation you will note that ClearContext has has added toolbars and a sidebar within Outlook. These features allow you to quickly & effectively manage email.  For a quick introduction to ClearContext, we recommend stepping through our getting started page.

The ClearContext Inbox

Immediately following setup, ClearContext is automatically prioritizing email from VIPs in red and Known Senders in green. Automated features include:

• Inbox prioritization - ClearContext uses contact and email message information to prioritize emails.  See Mark Important for more detail.
  
• One-click filing - ClearContext Pro suggests folders for filing based on email history.  Press the file button to accept the suggestion or the arrow next to it to see more suggestions.
  
• Convert email to action  - When using ClearContext Pro, create a task or appointment from an email with a single click.  Assign projects to them and view your work by project in the Dashboard.

In addition, you will find that ClearContext has installed toolbars in the Inbox and open item windows to provide greater control over email processing. This user guide will help you take advantage of these features. For additional information on ways to use ClearContext, see our video tutorials.  If you are implementing GTD in Outlook, see our GTD setup guide for additional reference.