PWHN 5/11/10 Presentation

Professional Women’s Network of Houston Best Practices for Getting More Organized Using Microsoft Outlook Presented By: Misty Khan Advena Artemis LLC Tuesday, May 11, 2010

Presentation Outline …best practices by folder
Inbox
Tasks
Calendar
Contacts
Journal
Outlook Add-in Tools

The Outlook Inbox
How many emails are currently sitting in your Inbox?
How do you feel when you open up Outlook?
How would you feel if it looked like this ?
How do you use your Inbox?
Task management?
Data repository?
Follow-up management?
If you answered “yes,” do you ever lose data or have Outlook performance issues?

The Outlook Tasks Folder
Do you use the Outlook Tasks Folder?
Dragging emails to create tasks
Do you use task alarms?
How many alarms are currently sitting in your alerts window?
Are you still paying attention to them?
Franklin Task Strategy in Outlook
Priority setting – most should be Normal/Low

The Outlook Calendar
Do you schedule call backs on your calendar?
What happens when you miss one?
Scheduling task time
Use meeting requests
Color Code your appointments
Track billable hours
Track mileage

The Outlook Contacts Folder
Which view do you use to access your contact information?
Using table views to manage contact data
Using categories to filter
Follow Up Management
Linking other Outlook items

The Outlook Journal
Activity tracking
Document time management
Track time spent per client

Add-In Tools
Simply File (organize email)
HuntressPro (manage follow up activity, forecasting)
TwinBox (merge Twitter with Outlook)
NutShell Mail (manage multiple email and social media accounts)

The Outlook Inbox link

Franklin Task Strategy link

Color Coded Appointments

Track Billable Hours

Track Mileage

Follow-up Management

Activity Tracking

Document Time Management

Track Time Spent per Client

Questions

PWHN 5/11/10 Presentation

by Misty Khan on May 11, 2010

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PWHN 5/11/10 Presentation — Presentation Transcript