Larkware banner
border

Review: ClearContext IMS Pro

ClearContext IMS Pro v3, $79.95
ClearContext Corporation
San Francisco, California
http://www.clearcontext.com/products/pro.html

IMS in this case stands for "Information Management System." What that boils down to is an excellent add-in for Microsoft Outlook that seamlessly integrates with the stock user interface to provide tools to make it possible to more efficiently manage a large volume of e-mail (which, sadly, more and more of us are facing these days). If you're a fan of the Getting Things Done system, you're likely to find this a very useful add-in indeed.

The first thing ClearContext does is take over your Inbox with its custom prioritization scheme. Based on several weighted factors (you can change the weighting), including who the e-mail is from, how much you've participated in the conversation, and the message and thread priority, this scheme color-codes messages and puts the more important messages at the top of the list so they get your attention first. By default ClearContext also groups conversations together so you can easily see what's been going on.

Having found the important mail, what can you do with it? There are a number of well thought-out one-click options here. For starters, you can assign a topic to the message (either from a topic you've already created, or by making up a new topic on the fly) and then file the message away under that topic; this makes for a much easier filing scheme than Outlook's default way of creating folders and dragging things around. Even better, you can turn a message into a task or an appointment with a click, or delegate it to someone else. These options make it fast to clean up an Inbox run amok. Finally, and perhaps most useful, is the built-in Defer functionality. Click the button, pick an amount of time, and the message will vanish for that long, coming back to your Inbox to pester you again when you're ready for it.

There are plenty of other nice touches here too. For example, you can have the application file sent messages in the appropriate topic folder rather than stashing them all in the giant Sent Items heap. There's a good set of rules for auto-assigning topics. There's a Related View window that shows you, in one place, messages, tasks, and appointments related to the current thread. There's a way to create followup tasks that automatically cancel themselves if you get a response to your e-mail messages. It all works quickly, and with toolbars in the main Outlook window and in message, task, and appointment windows it's quite well-integrated with Outlook itself.

Version 3 of the product is a solid incremental upgrade from version 2. It adds compatability with the RTM versions of Outlook 2007 and Windows Vista, as well as support for Exchange 12. There are also some new features. One nice touch is the ability to designate a set of Exchange Server public folders or a set of SharePoint discussion lists as a secondary message store, and then to use ClearContext's features to file messages into that store as well as into the primary store. This opens the possibility of using ClearContext as a lightweight collaborative tool as well as a personal productivity tool. If you're using Outlook 2007, you'll also find that Related View is now integrated directly into e-mail messages, tasks, and appointments. There are other usability enhancements throughout.

The only potential drawback I see here is that ClearContext really wants to take things over for itself. If you've built up your own complex set of Outlook rules and muscle memory of dragging things around and re-sorting views, it's probably going to take you a while to learn to trust ClearContext. Similarly, if you're using some other auto-filer, there may be conflicts as the two add-ins duke it out on who gets to move messages where. But if you're overwhelmed by your Outlook Inbox and looking for tools to help tame it, this one deserves a look. There's a trial download available, as well as a free Personal Edition that lacks some of the advanced organizing features.

ClearContext screenshot  Click for larger screenshot

Mike GunderloyLarkware is the editor of Larkware, the daily .NET newspaper of record.

Published June 28, 2006