An administrative assistant with a loaded Inbox and a very hectic office decided she needed to improve her email habits. She contacted me for help with Outlook® 2010 and quickly learned what she could do differently. Her boss benefited, too, with shortcuts to deal with the thousands of messages in his Inbox.
These were some of her favorites. Thought they might help you, too.
Post in Folder – email is their primary communication on projects. When key points are made by phone and in person, they struggle with where to store that info for easy reference. Post in Folder is their answer. It reduces mental and physical clutter without sending email. [Highlight the folder where you want to post key information. In Home tab, New items, More items, Post in Folder.]
Change the Subject – when an email subject doesn’t describe the content, highlight it and type a new subject.
Create Contacts from email – save significant key strokes by dragging email to Contacts, then drag content to appropriate slots.
Conversation Cleanup – eliminated 1,000 redundant messages in Sent folder.
Categorize emails and tasks – cluster content to clarify next steps.
Customize Tasks and To-Do Bar – stay on top of what must get done with views that work best for you.
Those were just some of the things we covered in 3 GoToMeetings. She wrote afterwards, “Mary showed me how to use my time more efficiently. She taught me how to organize my work load using Tasks. Her hands-on approach was invaluable. I learned so many shortcuts that have saved me time over and over again.”
If you’d like to streamline your time with Outlook®, or deal more effectively with work and people challenges while elevating the leader in you, I’ll be glad to help you. Let’s schedule a free 20-minute coaching call so you can experience what it’s like. I look forward to hearing from you!
