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Top Tips on managing your email effectively. Never Scroll Again.
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Microsoft Outlook
Top Tips
How full is your Inbox??
Event One
Event Two
Rule: One Screen Only
1
Inbox to Appointment (Calendar)
Event One
Event Two
2
Inbox to Contacts (Address Book)
Event One
Event Two
3
Inbox to Follow-Up Later / Reminder (Tasks)
Event One
Event Two
4
Email one or more Contacts
To email all of the selected
contacts:
ALT A
ALT M
To select more than one
contact:
For several contacts one after the
other - hold down SHIFT & click
the ‘top’ one and then the ‘bottom’
one.
For several contacts not
necessarily in order – hold down
CTRL & click on each individual
contact you wish to select.
5
Do more with your Contacts
Contact – to Task
You can drag & drop a contact into
your Tasks folder to allocate a task
to the contact and send them the
task for their own Tasks folder.
This will act as a Task and a
Reminder for the Recipient.
6
Do more with your Contacts
Contact – to
Appointment
You can drag & drop a contact into
your Calendar folder to schedule
and appointment with them and
send them the appointment to save
in their calendar also.
This will act as an appointment
and a Reminder for the Recipient.
7
Your colleague’s Calendar
Multiple Calendar or
Shared Calendar…
You can allow others to see your
calendar or indeed manage other’s
calendar whilst they are out with
clients.
You can even have a team
calendar shared by all in the team
and viewable by those you allow.
8
Organise Yourself with Folders
Your ‘Personal Folders’
To create a folder, Right-Click on
the folder within you wish to create
the folder and select ‘New Folder’.
Folder List
Your ‘Public Folders’
These are created by the
Administrator and are allocated
access levels at ‘Server Level’ so
you can view and use only those
allocated to you within the
organisation.
Helps avoid mistakes!
Find them in Folder List & add
them to your “Favorites” to have
easy access!
Drag email into
allocated folders
to clear your
Inbox & get
organised!
9
Automate Organising with Rules
10
Automate Organising with Rules
For your existing mail
For future mail
11
Tasks –v- Calendar
What do you prefer?
If you need to schedule time for it – use Calendar.
If Calendar too populated, separate entries by using Tasks.
12
Adding to your Contacts – From Email
Your ‘Public Folders’
Right-Click the sender’s name and
then select ‘Add to Outlook
Contacts’ to save this person to
your existing list of Contacts.
www.businesstendrils.com
Translating Geekish into English
13