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organizing mail with "Manual Smart Folders"?

i need to start studying up (are there any case studies for organizing mail?!) my email.

i think i get that with smart folders i can create a "keyword" or keywords or sender "tag" and have all mail that confirms to these restraints ALSO show up in what i would call a "virtual folder"?

ans i can also manually MOVE mail myself and place it into an "actual folder"?

but i don't want mail to only show up in one folder. and i don't want it to only be organized by a single key rod because what i need to see together is not always going to be able to be found with this kind of method.

so can i ADD email to a virtual folder of some kind?

like can j select mail i previously had in an actual folder - to a virtual smart folder and then drag the contents out of the physical folder and put it back into the INBOX? you know what i mean?

i mean it is in a physical folder and i would like to see it together virtually but i would like it to physically reside in the INBOX.

you know what i mean?

also any case study type tutorials? mac help always seems to sort of not do a very good job of explaining why i am doing something even though it explains how to do it.

MacBook Air 11″, macOS 12.2

Posted on Sep 22, 2022 7:11 AM

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Posted on Sep 22, 2022 8:17 AM

With Smart folders mails wont be moved unless you do other steps to move them.


Smart folders are perfect for what you want, they're just list of pointers for eMails elsewhere.


A Mail shoeing in a Smart Mailbox will still be in the Inbox.

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9 replies

Sep 22, 2022 8:29 AM in response to BDAqua

hey man

so i really hate apple support docs. they never tell you why you are doing something. it is always like a weirdly tautological explanation.

its like, how to drive? put your hands on the steering wheel and drive. it's never like get your keys and open the door. or to get from a place where you are to some other destination you many want to drive.

i don't know but it really bugs me because i always feel lost.

anyway i am not sure i explained this well. i have some "ACTUAL FOLDERS" and i have put a dual email in these actual folders. like people submitted resumes and these might be for office work or typing or moving dirt or taking out the trash or whatever.

ans i put them in INDIVIDUALLY named folders "trash", "dirt" etcetera. in a parent "RESUME" folder.

last week i sent out a request for resumes and asked people to put "9.2022 RESUME" in the title. of course not everyone does this!

so i have three issues.

  1. i want to pull all the info in the "actual folders" and put it back into the mail inbox. i think i want to do this because i hate having separate physical folders and i think it tells the email out of "the general population"?(!) so i want to "tag" it with "submitted resumes" or whatever but also eirh the sub folder designation of dirt or trash etc.
  2. i want to GROUP incoming resumes for 9.2022 RESUMES with a "virtual" smart folder. but i also want to grab incoming submissions that don't or won't conform to the requested header title. because then i look like an idiot asking them to resubmit their email with a new title and they have already not submitted a PDF like i requested and they want me to spend ten minutes waiting for their online CV to load or for some funky UI where they have uploaded their portfolio...
  3. one other thing i forget right now but can i do 1 and 2 in mail? i am SO BEHIND on actually using OS x to organize my life they should lock me up...

Sep 23, 2022 8:56 AM in response to hotwheels22

trash is a bd name to use even in another folder.


  1. Just Select A;; in that folder then Right click & choose>Move to Inbox
  2. You'll have to find some other trait than 9.2022 in those eMails, like the word trash, or dirt, etc., otherwise it won't be easy to organize.
  3. Shoud beable to depoending what they inclyded in their reply.

Sep 23, 2022 4:16 PM in response to hotwheels22

i mean to confirm is that smart folders REQUIRE me to use a keyword.

AND i get to keep the emails also in the Inbox.

Yes


regular folders REQUIRE ME to manually move the emails to a folder. and they REQUIRE ME to take the emails out of the Inbox. so they can't be seen in the inbox!

No, you could Copy them to other folders but that would double the size of your eMail. You would not have manually do it, you'd use Rules to do it, it'd be the same as Smart folders but doubling the size.


there is no way to create a Smart Folder to automatically "virtually and automatically copy" mail to that folder. but ALSO manually virtually copy mail to that folder.

You could do both with extra work, but I don't know why you'd want to. :)


Just use Smart folders... here's a sample...


Sep 24, 2022 8:16 AM in response to hotwheels22

hotwheels22 wrote:

i don't understand what you mean by i would just edit the smart mailbox to include those criteria. what criteria?

You keep using the terms "keyword" and "tag." You set up a Smart Mailbox using criteria that can be many different things. Just go to Mailbox > New Smart Mailbox to view all of the options:


You can set it up for "All" (AND) or "Any" (OR). You can sort of do a NOT by setting up a Smart Folder that gets all of the messages you don't want, then adding that mailbox to a "message is not in mailbox" criteria.

lso (second question please barney) - you are saying you would MOVE the messages to a "actual folder" using a rule (instead of setting up a smart mailbox with a rule (sorry i don't know the terminology) - and then you would manually MOVE the messages that don't conform to a rule to the "actual folder"?

Just my preference, but since you can't anticipate all of the criteria ahead of time, I would set up a Rule (which works much like a Smart Mailbox criteria list) to automatically move matching messages to an actual folder I created. As new messages come in that you want to include, but don't match the rule, I would just move them manually.

Rules are created in Preferences > Rules. They only work automatically on messages that come into the Inbox. You can run them manually, too. So, in your example, if you noticed you were getting a lot of messages with similar characteristics, you could add those to the Rule, then run the rule on the inbox to gather the ones that you just added to the criteria list.

I don't mean to imply I would use Rules over Smart Mailboxes, but in the specific example you cited, I would rather initially move the bulk of the messages by Rule, then manually move the oddballs as they came in. I wouldn't want to add criteria for a bunch of different messages. But, if you end up with most of them fitting into a small criteria set, you could just add to the Rule (or Smart Mailbox).


You could do the same with a Smart Mailbox. Change the criteria for the Smart Mailbox as new messages come in. As long as the Criteria is by "Any," you can expand the list of messages it matches. Since you imagine getting a lot of individual messages, I would rather just move them into a physical folder than add a lot of individual criteria.


Even if you went with the Smart Mailbox route an discovered it was getting too difficult adding the additional criteria, you could create an actual folder and drag the messages from the Smart Mailbox into the actual folder. The original messages would move from the Inbox into the new folder. The Smart Mailbox would still show the matches, but you could then add the individual oddball messages manually to the new folder. You would not see those in the Smart Mailbox.


Smart Mailboxes are for visually organizing messages based on common criteria.

Rules are for performing actions on the matching messages, such as moving, coloring, responding, etc.


Sep 23, 2022 3:37 PM in response to BDAqua

ok. i was just using an example. what i mean to confirm is that smart folders REQUIRE me to use a keyword.

AND i get to keep the emails also in the Inbox.

and regular folders REQUIRE ME to manually move the emails to a folder. and they REQUIRE ME to take the emails out of the Inbox. so they can't be seen in the inbox!

but there is no way to create a Smart Folder to automatically "virtually and automatically copy" mail to that folder. but ALSO manually virtually copy mail to that folder.

i mean it is totally unrealistic to expect me to do one or the other but not have done kind of overlap!

Sep 23, 2022 6:52 PM in response to BDAqua

i don't think i am explaining this right since it is not making sense.

it's all well and good to virtually copy email to a virtual folder using keywords. great. fine. it shows up virtually in a grouped place and it remains in the Inbox.

but i have email that came in that is not going to have this same tagged keyword in the title or the body of the email. and i am also going to want this email in with the smart folder email.

say 200 people send me an email with the header of "incoming resume". it will all be splayed across my inbox over the course of two or three weeks.

buy i can create a smart folder and group it in one place.

but thirty people will send me emails with titles like "hi there!" or "expert CAD jockey" or "love to help you". then one guy will have a header in czech and it will have no text in the body of the email but it will have an attached CV in english.

how am i supposed to handle these 30+ other emails that "should" be showing up in the virtual smart folder?(!)

in the same vein - but separate topic - i have some folders (not smart folders) where i manually moved mail from the inbox. i would like to see this mail in the inbox now. how do i move it to the inbox but make sure it is still grouped together?(!) can i get it into some kind of virtual folder from the physical folder?

hoe

Sep 24, 2022 4:54 AM in response to hotwheels22

You would just edit the Smart Mailbox to include those options in the criteria. But, in that example, I would have moved the bulk of them to an actual folder with a rule, then manually dragged in the rest. But, that’s just how I would have done it.


If you have items in a Smart Mailbox and you want to move the original message, if you move it “from” the Smart Mailbox, it moves the original message. As long as the Smart Mailbox doesn’t use a criteria that excludes the new mailbox or doesn’t include the new mailbox, the message will still show in that Smart Mailbox.


You cannot manually include items into a Smart Mailbox. You have to edit the criteria to include the new items you want to see.

Sep 24, 2022 7:52 AM in response to Barney-15E

i don't understand what you mean by i would just edit the smart mailbox to include those criteria. what criteria?

also (second question please barney) - you are saying you would MOVE the messages to a "actual folder" using a rule (instead of setting up a smart mailbox with a rule (sorry i don't know the terminology) - and then you would manually MOVE the messages that don't conform to a rule to the "actual folder"?

THANK YOU

organizing mail with "Manual Smart Folders"?

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