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Organize Your Inbox!!!

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Overview of how to organize your inbox...

Overview of how to organize your inbox...

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  • [ Note to trainer : For detailed help in customizing this template, see the very last slide. Also, look for additional lesson text in the notes pane of some slides.]

Organize Your Inbox!!! Presentation Transcript

  • 1. Microsoft ® Office Outlook ® 2003 Training Organize your Inbox presents:
  • 2. Course contents
    • Overview: Tame the chaos of your Inbox
    • Lesson 1: Color code with automatic formatting
    • Lesson 2: Find it fast with arrangements
    • Lesson 3: Use flags to follow up
    Organize your Inbox (Continued on next slide.)
  • 3. Course contents (contd.)
    • Lesson 4: Use folders
    • Lesson 5: Play favorites
    Organize your Inbox Each lesson includes a list of suggested tasks and a set of test questions.
  • 4.
    • What's your style in Outlook? Would you say that you organize your e-mail the same way you organize your office?
    Overview: Tame the chaos of your Inbox Organize your Inbox Your style works for you: Outlook can accommodate you with features that complement your natural work style. Shawn Lee Jamie Horton
  • 5. Course goals
    • Use colors to make specific messages stand out.
    • Easily locate messages by changing the way they are arranged.
    • Use flags to set your own priorities for how and when to follow up on messages.
    • Organize messages into actual groups and virtual groups by using folders and Search Folders.
    • Get easy access to the folders you use most often by adding them to the Favorite Folders pane.
    Organize your Inbox
  • 6. Lesson 1 Color code with automatic formatting
  • 7. Color code with automatic formatting
    • Whether you keep a lot of e-mail around or only a few messages, you can use colors to help clarify what's there.
    • You can use the Automatic Formatting feature to instantly organize your e-mail with color.
    Organize your Inbox See messages from your boss in one color and messages from your friend Bob in another.
  • 8. Color code messages
    • Use Automatic Formatting to make certain messages stand out with color.
    • Even if you have thousands of messages in your Inbox, the green ones will catch your attention.
    Organize your Inbox
  • 9. You do it with Organize
    • Once you select a message and click the Organize command on the Tools menu, you're just a few quick steps away from color-coded messages.
    Organize your Inbox
    • Click Using Colors .
    • Set up the rule for color coding.
    • Click Apply Color .
    To color code messages, use the Organize pane.
  • 10. It’s an Automatic Formatting rule Organize your Inbox
    • To see the rule:
    • Click Automatic Formatting in the Organize pane.
    Outlook creates an Automatic Formatting rule and shows you the details in the Automatic Formatting dialog box.
  • 11. Suggestions for practice
    • Color code messages from a specific person.
    • Turn off color coding.
    • Change the color used for automatic formatting.
    • Delete the color coding rule.
    Organize your Inbox Online practice (requires Outlook 2003)
  • 12. Test 1, question 1
    • Organizing by color would help you: (Pick one answer.)
    Organize your Inbox
    • Make your Inbox pretty.
    • Quickly notice messages from the boss.
    • Group similar messages.
  • 13. Test 1, question 1: Answer
    • Quickly notice messages from the boss.
    Organize your Inbox If you set up a rule to color messages from your boss, you'll be able to spot them right away.
  • 14. Test 1, question 2
    • When you click Apply Color in the Organize pane, Outlook creates: (Pick one answer.)
    Organize your Inbox
    • A custom font.
    • A fashion statement.
    • An Automatic Formatting rule.
  • 15. Test 1, question 2: Answer
    • An Automatic Formatting rule.
    Organize your Inbox Outlook creates a rule that it applies to the messages in your Inbox, or to the messages in whichever folder you were looking in when you created the rule.
  • 16. Lesson 2 Find it fast with arrangements
  • 17. Find it fast with arrangements
    • You may be able to spot the message you're looking for more quickly by changing the way messages are arranged.
    Organize your Inbox
  • 18. By date, by default
    • By default, Outlook shows messages grouped and sorted by date.
    Organize your Inbox
    • The type of arrangement.
    • How messages are ordered. Here the newest messages are on top.
    • Outlook displays only relevant date information.
    • To see the full date, position the pointer over the displayed date.
    In messages grouped by date, one thing you’ll always be able to see is the sender’s name.
  • 19. Quickly change arrangements
    • You can also arrange messages other ways: by size, by who they're from, or by subject (to name just a few).
    • To quickly change from one arrangement to another, you would click Arranged By and select the choice that suits you.
    Organize your Inbox The Arranged By shortcut menu
  • 20. Arrange by conversation topic
    • When you arrange messages by conversation topic, only unread messages are displayed.
    • At first, you'll see only the bits of the conversation that you haven't yet read.
    • To see all the messages, click the arrow next to the conversation title (circled in the picture).
    Organize your Inbox
  • 21. See the whole conversation
    • When you arrange messages by conversation, you see the "traffic flow" of a conversation.
    Organize your Inbox
    • Click the arrow to show or hide read messages.
    • Read messages appear as open envelopes.
    • The indentation tells you that a conversation split. (This is a reply to Ted Bremer's message above.)
    Messages are indented to show you who replied to whom. The dates show you when they replied.
  • 22. Suggestions for practice
    • Arrange by message sender.
    • Arrange by conversation.
    • Use the shortcut menu to switch to a different arrangement.
    Organize your Inbox Online practice (requires Outlook 2003)
  • 23. Test 2, question 1
    • To see who replied to whom (and when they replied), you should arrange messages this way: (Pick one answer.)
    Organize your Inbox
    • By subject.
    • By conversation.
    • By date.
  • 24. Test 2, question 1: Answer
    • By conversation.
    Organize your Inbox Arranging messages by conversation will indent related messages, giving you visual cues about who replied to whom and when they replied.
  • 25. Test 2, question 2
    • When you arrange messages by date, Outlook hides certain unimportant message details. Which detail will you always see in this view? (Pick one answer.)
    Organize your Inbox
    • The sender's name.
    • The time the message was sent.
    • The day of the week.
  • 26. Test 2, question 2: Answer
    • The sender's name.
    Organize your Inbox In the default arrangement, in which you see messages grouped by the date you received them, you'll always be able to see who sent the message. Depending on when you received the message, some details about when the message was sent will be hidden.
  • 27. Lesson 3 Use flags to follow up
  • 28. Use flags to follow up Organize your Inbox You can use flags to prioritize your messages and follow up.
  • 29. Flag it! Organize your Inbox
    • The Flag Status column. Right-click here to add a flag.
    • You have six flag colors to choose from. The flags aren’t labeled, so you decide what significance to assign a particular color.
    You can flag messages right from your Inbox.
  • 30. Flag it! Organize your Inbox You can flag messages right from your Inbox.
    • When you've followed up, use the Flag Complete command to change the flag status.
    • Use Add Reminder to set a date and time for a reminder.
  • 31. Base a "To Do" list on flags
    • To quickly get organized, a great trick is to use flags with Search Folders.
    • After you flag a message, it automatically appears in the For Follow Up Search Folder.
    Organize your Inbox
  • 32. Suggestions for practice
    • Add a flag by using the Flag Status column.
    • Add a flag to an open message.
    • Add a reminder.
    • Sort messages according to their flags.
    Organize your Inbox Online practice (requires Outlook 2003)
  • 33. Test 3, question 1
    • A red message flag signifies which of the following: (Pick one answer.)
    Organize your Inbox
    • Highest priority.
    • Urgent.
    • Whatever you want it to mean.
  • 34. Test 3, question 1: Answer
    • Whatever you want it to mean.
    Organize your Inbox With Outlook flags, you decide what the colors mean. You have six to choose from.
  • 35. Test 3, question 2
    • Flags can be a great way to create a "To Do" list when you combine their use with this feature: (Pick one answer.)
    Organize your Inbox
    • Search Folders.
    • Reminders.
    • Flag poles.
  • 36. Test 3, question 2: Answer
    • Search Folders.
    Organize your Inbox When you attach a flag to a message, it will automatically show up in the For Follow Up Search Folder. You can look in this folder to see your "To Do" list. (See the next lesson to find out more.)
  • 37. Lesson 4 Use folders
  • 38. Use folders
    • Folders can help you sort your messages into intuitive groups.
    • Folders can reflect your personal needs and interests.
    Organize your Inbox
  • 39. How to create a folder in your Inbox Organize your Inbox
    • Right-click Inbox .
    • Click New Folder .
    Then, you would type the name of the new folder and click OK .
  • 40. Use Search Folders
    • A Search Folder is a virtual folder that lets you see a particular group of messages without having to physically move or copy them anywhere.
    • It displays messages based on the results of the search criteria you specify when you create the folder.
    • With Search Folders, a message can be in two or more places at once.
    Organize your Inbox Search Folders appear along with the rest of your mail folders in the Navigation Pane.
  • 41. Use Search Folders
    • Outlook creates three Search Folders by default:
    Organize your Inbox Search Folders appear along with the rest of your mail folders in the Navigation Pane.
    • For Follow Up
    • Large Mail
    • Unread Mail
  • 42. Suggestions for practice
    • Create a folder by right-clicking.
    • Create a folder from the File menu.
    • File messages.
    • Use one of the default Search Folders.
    • Create your own Search Folder.
    Organize your Inbox Online practice (requires Outlook 2003)
  • 43. Test 4, question 1
    • To display messages in a Search Folder, you would: (Pick one answer.)
    Organize your Inbox
    • Move the messages into the folder by dragging them.
    • Specify the appropriate criteria when you create the folder.
    • Move the messages into the folder by right-clicking them, and then clicking Move .
  • 44. Test 4, question 1: Answer
    • Specify the appropriate criteria when you create the folder.
    Organize your Inbox A Search Folder displays messages based on the results of the search criteria you specify when you create the folder.
  • 45. Test 4, question 2
    • The For Follow Up folder, a default Search Folder, will display flagged messages from which of the following folders: (Pick one answer.)
    Organize your Inbox
    • All folders in your mailbox.
    • The Inbox only.
    • Only those folders that you specify.
  • 46. Test 4, question 2: Answer
    • All folders in your mailbox.
    Organize your Inbox If you want to narrow the scope, you can create customized Search Folders.
  • 47. Lesson 5 Play favorites
  • 48. Play favorites
    • Adding a folder to Favorite Folders makes it easy to access.
    Organize your Inbox
  • 49. See favorites
    • You see mail folders when you look at e-mail in the Navigation Pane.
    • Mail folders are visible in two places:
    Organize your Inbox
    • Favorite Folders
    • All Mail Folders
  • 50. Make a folder a favorite
    • Once you’ve set up folders, you may want to add them to the Favorite Folders section of the Navigation Pane.
    Organize your Inbox
    • To do this, simply drag the folder that you want to make a favorite into that pane.
    • To remove it, right-click the folder in Favorite Folders , and then click Remove from Favorite Folders .
  • 51. Suggestions for practice
    • Add a folder to Favorite Folders by dragging.
    • Add a folder to Favorite Folders by right-clicking.
    • Remove a folder from Favorite Folders.
    Organize your Inbox Online practice (requires Outlook 2003)
  • 52. Test 5, question 1
    • To place a folder in Favorite Folders, you would: (Pick one answer.)
    Organize your Inbox
    • Drag it.
    • Cut and paste it.
    • Move it by using Microsoft Windows ® Explorer.
  • 53. Test 5, question 1: Answer
    • Drag it.
    Organize your Inbox
  • 54. Test 5, question 2
    • To remove a folder from the Favorite Folders list only, you would: (Pick one answer.)
    Organize your Inbox
    • Delete it.
    • Use the Remove from Favorite Folders command.
    • Drag it.
  • 55. Test 5, question 2: Answer
    • Use the Remove from Favorite Folders command.
    Organize your Inbox Right-click the folder in Favorite Folders , and then click Remove from Favorite Folders . What could be more simple?
  • 56. Quick Reference Card
    • For a summary of the tasks covered in this course, view the Quick Reference Card .
    Organize your Inbox
  • 57. USING THIS TEMPLATE See the notes pane or view the full notes page ( View menu) for detailed help on this template.