Getting the most from outlook

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Getting the Most from
Outlook 2010
Plus some email & time management tips that apply to all email clients

Quick Overview
• Fast paced
• Outlook focused
• Progress from basic to advanced
• What do you hope to learn?

The Ribbon

• Customizing the quick access toolbar
• Context sensitive tabs
• Hiding the ribbon
• Moving the QAT

Views
• Changing views
• Conversation
• Sorting
• Reading panes/navigation
• Changing/adding fields

Key Mail Settings
• Always spell check
• Turn off stationary
• Autosaving emails
• The ham sandwich

Using Mail

• Searching for similar messages
• Search tab & features
• Cached email addresses
• Turn on bcc

Basic Operations

• Safe senders
– Auto download settings
• Creating/editing/using signatures
• Add a follow up to an e...

Categories & Flags
• Quick overview
• Using for follow up dates

Calendar Tips
• Create appointments from email
• Time zone option
• Easy time entry
– First Monday in Nov
– Next Tue 3p

Power Tip
• Edit subject of received email

Getting Social
• The Social Media Plugin
– http://bit.ly/MCXREN

Contact Manager

• View activities
• Scheduling meetings
• Importing business card
– Camcard app
– Cardmunch

Using Evernote
• Evernote demo

Cool Rules
• 2 minute delay
• Newsletter type mail
• Out of Office

Time Management
• Working Offline
• Turn off notifications
– And no read receipts!

Getting Things Done
• @next action – do it later
• @waiting for – make sure it gets done
• @deferred – do it much la...

Clean up
• Get started by cleaning up
– Using cleanup tool
• Create @oldinbox
• Move everything
• Keep your inbox under ...

Outlook Calendar
• Block time to
– Read @ folders
– Follow up
– Cold call
– Specific emails

3 most important things
• Quick access toolbar
• 2 minute rule
• Keep your inbox clean
– @next action
– @waiting for
...

Q&A

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