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Processing Email Efficiently: 4 Decisions, Fixed Rounds

Fabrizio Marra 2 October 2026 9 min read
Four decisions per email

In short: An inbox is a passageway, not an archive and not a task list. Make exactly one of four decisions per email (delete or file, do it now, delegate, defer), work through your email in two or three fixed rounds and use one reference folder plus search. The studies do not clearly show whether fixed rounds reduce stress, so below there is a two-week test instead of a promise. The method is a practical rule and Outlook only provides the switches.

From managing to processing

Imagine you open your mailbox and see 40 unread emails. You read the first one, close it again («later»), read the second. After half an hour you have looked at a lot and decided very little.

According to the Work Trend Index 2025, the average Microsoft 365 user receives 117 emails a day and most are skimmed in under 60 seconds. This is vendor data (up to February 2025, excluding EU and education customers). Whether it is 40 or 140: what matters is what happens to each individual email.

My guiding idea: the inbox is a passageway. The aim is not an empty inbox but attention that is not eaten up by half-read emails. The post on the three-line note dealt with the moment after an interruption. This one is about creating fewer of those moments: you decide when emails get your attention.

One of four decisions per email

Every email you open in a round gets exactly one decision. After that you do not touch it again, unless it comes back as a task or an appointment:

  1. Delete or file. If you do not need the email, get rid of it. If you want to find it again later, it goes into the reference folder. If it documents a business transaction, it belongs in the formal filing system, see below.
  2. Do it now if it takes under two minutes.
  3. Delegate. If the topic belongs to somebody else, forward the email to the person responsible (internally and to authorised people only, banks have their own rules), name a deadline and flag it for yourself as a follow-up.
  4. Defer. If it takes longer, the email becomes a task or a calendar block and leaves the inbox.

Four made-up example emails:

Four made-up example emails and their decision
EmailDecisionWhat to do
Company-wide circular, for information onlyDelete or fileIf you need it later: reference folder, otherwise delete.
A colleague asks whether Thursday's appointment still standsDo it nowReply in one line, done.
Customer enquiry about a topic that a colleague looks afterDelegateForward with «Please get back to me by Wednesday», set a reminder.
Contract draft to be reviewed by FridayDeferTask with a Friday deadline, a 45-minute calendar block on Thursday, email out of the inbox.

Microsoft's guide Best practices for Outlook (tailored to classic Outlook) names essentially the same four directions: delete what is unimportant, do anything under two minutes straight away, delegate, defer anything longer. That is support for the idea, but not evidence that it works. The two-minute rule comes from the world of Getting Things Done. My view: in continuous operation it easily becomes a constant interruption, so it applies only within a round.

Fixed rounds instead of constant checking

Plan two to three rounds a day, 20 minutes each, for example at 10:30 and 15:30. Outside the rounds, notifications for new email are off. Not for good: you do look in the rounds, which is like the pausing in the post on the three-line note. A round only holds if the team knows about it. Say in advance when you will reply:

From next week I will check my email at 10:30 and 15:30. If it is urgent, call me.

This does not apply to every role. If you have response deadlines (support, customer enquiries, advisory work), agree the round times with your team lead. And watch whether follow-up questions slip into chat and phone calls: in the test below you count the follow-ups for exactly that.

Whether fixed rounds really help is less clear than it sounds. Three studies, none of which tests fixed times of day:

Evidence or not? Little. Two studies saw short-term relief. That fixed rounds reduce stress reliably and in the long term is not proven. The samples of Mark and Kushlev are 40 and 124 people, I have not checked the one by Wijngaards, a lot of it is self-reporting, none of the studies comes from Switzerland and I know the studies from summaries, not from the full texts. Practical rules without an effectiveness study of their own are the four decisions, the two-minute rule, the reference folder, the round times and the sender rules.

My interpretation, not a study result: rounds can help under certain conditions and one of them is the expectation in the team. If everyone expects immediate replies, a round is hard to keep up.

One folder, search and tasks instead of a car park

Whittaker and colleagues (CHI 2011) analysed more than 85,000 instances in which someone wanted to find an email again, among 345 long-term users: people who filed many emails into folders did not find them again more successfully and search worked well. The study is old and only measures re-finding, a pointer, not proof.

My practical rule on this: one reference folder under the inbox and you find everything else through search (search scope: whole mailbox). Anything that needs action becomes a task or a calendar block. An inbox in which emails lie around as reminders is a car park: it fills up and every round starts with the same emails.

The inbox is not the client file

Archiving in Outlook means that the email stays in the mailbox, just in a different folder. Without a retention policy from IT, that is a personal filing area and not an audit-proof record. Emails can fall under retention obligations, for instance when they document invoices, orders or contracts. What has to be kept formally belongs in the client file or in SharePoint. Which emails those are is for your fiduciary or accounting firm (Treuhand), compliance or HR to clarify with IT and in banks compliance sets the rules. This is not legal advice.

The best email is the one that never gets written

Your emails fill other people's inboxes. Four rules for the sending side:

More on writing: How to make Copilot write emails that sound like you. Whether a topic works better as a meeting or as a message, you can practise in the learning game Channel Compass.

The set-up in Outlook

Only now does the tool come in. Allow 20 to 40 minutes (an estimate, not a measurement). Depending on the version (new or classic Outlook) and the account type, the items are named slightly differently and not every function is available everywhere: check in your own client or ask IT.

  1. Two calendar appointments for the rounds, recurring, for example 10:30 and 15:30, 20 minutes each. Outlook Calendar 2026 shows how to protect focus time.
  2. Switch off desktop notifications for new email outside the rounds. Check your phone too.
  3. Create the reference folder. At Microsoft it is called «1-Reference» and the «1-» keeps it at the top. Nothing is moved into it by a rule. You decide yourself.
  4. Three Quick Steps as in Microsoft's guide: «Reference», «Done», «Defer». «Defer» is not the snooze function: the Quick Step flags the email and takes it out of the inbox. You create the task or the calendar block separately.
  5. Turn emails into tasks. That works in To Do, after a one-off set-up, with a single click (here is how).
  6. Focused Inbox (tabs «Focused» and «Other»): a pre-sort, not a decision. Go through both tabs in the round.
  7. Rules only for newsletters and noise (examples). You decide on emails from people yourself.
  8. Copilot, optionally, as a pre-sorter. According to the Microsoft 365 Roadmap, «Prioritize my inbox» marks important emails and shows a short explanation for each. Whether it runs for you and under which licence is for IT to clarify and in banks together with compliance (according to Microsoft's FAQ, Copilot does not process emails encrypted with S/MIME). More: Copilot workflows.

Your two-week test

Whether rounds work for you, you will know better after two weeks than after any article. A self-experiment, not proof:

  1. Before: On three normal days, note four things in the evening and take the average: stress (1 to 5), sense of productivity (1 to 5), glances at the mailbox (tally sheet) and how often someone asked whether you had seen an email.
  2. For two weeks: two or three fixed rounds, notifications off, four decisions per email.
  3. After: the same notes on three normal days in the second week, plus: what bothered me about the rounds?
  4. After four weeks: once more. In the study by Wijngaards the effects could no longer be detected after two weeks. Whether that happens to you, you will only see then.

If you want to introduce the set-up and shared email ground rules in your team, the page Microsoft 365 productivity shows how I support teams. Would you rather talk directly? Book a free intro call.

Fabrizio Marra
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