Friday, October 5, 2012
Change the subject of an email
I started receiving emails that had the same subject, but were actually about different clients. To simplify retrieval, I highlighted the email subject and typed the name of the client. When I need to find this email, it is much simpler!
Friday, July 6, 2012
Outlook Task's Feature
One tool that I highly recommend is Outlook's task list. Having one place to record all of my tasks helps me make sure I do not forget deadlines or follow-up. I would encourage you to learn how to use Outlook's task feature. Here are my favorite tips:
1. Drag and drop and email from the Inbox to TASKS! A copy of the email will be in the notes section. Just add a good subject and in the due date field use the pull-down arrow to access the calendar to set a date to work on the task.
2. If I look at my list and I know I will not get all of my tasks completed that day, I pick three and make them a high priority. At the end of the day, I feel like I accomplished the most important tasks. The other tasks get a new date.
3. Reminders are set for really important deadlines. I do not use a reminder on all of my tasks so when I set one, I pay attention to it.
If you need help setting up or using Outlook's task list, consider a virtual coaching session with DJC.
1. Drag and drop and email from the Inbox to TASKS! A copy of the email will be in the notes section. Just add a good subject and in the due date field use the pull-down arrow to access the calendar to set a date to work on the task.
2. If I look at my list and I know I will not get all of my tasks completed that day, I pick three and make them a high priority. At the end of the day, I feel like I accomplished the most important tasks. The other tasks get a new date.
3. Reminders are set for really important deadlines. I do not use a reminder on all of my tasks so when I set one, I pay attention to it.
Friday, March 30, 2012
Outlook 2010 Quick Steps
Most of my tasks actually begin as emails in my Inbox. Normally I add these emails to my task list by using "Move to Folder". Outlook 2010 has given me another option. There is a new feature called "Quick Steps" and you have the ability to customize a step to meet your needs. I recently created a step called "Create a task".
Locate the Quick Steps in the main ribbon.
Locate the Quick Steps in the main ribbon.
- Use the pull down arrow to find MANAGE QUICK STEPS
- Select NEW and then CUSTOM
- In NAME, I typed "Create a task "
- In CHOOSE ACTION, scroll until you see CATEGORIES, TASKS, and FLAGS
- Choose CREATE A TASK WITH ATTACHMENT
- Select FINISH and then OK
Tuesday, January 31, 2012
Read Receipts on emails
Have you gotten an email that has a "read receipt" request? You can manage how Outlook handles these requests.
Outlook 2010
- Select the File tab, then Options
- Choose Mail
- Scoll down to Tracking
- To set tracking options for any message received that includes a read receipt request:
- Choose from Allow, Never, or Ask
- Click OK
Outook 2007
- Select Tools, then Options
- Go to Preferences tab
- Click E-mail Options
- Choose Tracking Options
- Under "Use this Option" you can select "Never send a response"
- Click OK
Outlook 2010
- Select the File tab, then Options
- Choose Mail
- Scoll down to Tracking
- To set tracking options for any message received that includes a read receipt request:
- Choose from Allow, Never, or Ask
- Click OK
Outook 2007
- Select Tools, then Options
- Go to Preferences tab
- Click E-mail Options
- Choose Tracking Options
- Under "Use this Option" you can select "Never send a response"
- Click OK
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