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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 email
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 later
•   @reference – might want to review
•   @toread – read later
Clean up
• Get started by cleaning up
  – Using cleanup tool
• Create @oldinbox
• Move everything
• Keep your inbox under 50
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
  – @reference
Q&A

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Getting the most from outlook

  • 1. Getting the Most from Outlook 2010 Plus some email & time management tips that apply to all email clients
  • 2. Quick Overview • Fast paced • Outlook focused • Progress from basic to advanced • What do you hope to learn?
  • 3. The Ribbon • Customizing the quick access toolbar • Context sensitive tabs • Hiding the ribbon • Moving the QAT
  • 4. Views • Changing views • Conversation • Sorting • Reading panes/navigation • Changing/adding fields
  • 5. Key Mail Settings • Always spell check • Turn off stationary • Autosaving emails • The ham sandwich
  • 6. Using Mail • Searching for similar messages • Search tab & features • Cached email addresses • Turn on bcc
  • 7. Basic Operations • Safe senders – Auto download settings • Creating/editing/using signatures • Add a follow up to an email
  • 8. Categories & Flags • Quick overview • Using for follow up dates
  • 9. Calendar Tips • Create appointments from email • Time zone option • Easy time entry – First Monday in Nov – Next Tue 3p
  • 10. Power Tip • Edit subject of received email
  • 11. Getting Social • The Social Media Plugin – http://bit.ly/MCXREN
  • 12. Contact Manager • View activities • Scheduling meetings • Importing business card – Camcard app – Cardmunch
  • 14. Cool Rules • 2 minute delay • Newsletter type mail • Out of Office
  • 15.
  • 16. Time Management • Working Offline • Turn off notifications – And no read receipts!
  • 17. Getting Things Done • @next action – do it later • @waiting for – make sure it gets done • @deferred – do it much later • @reference – might want to review • @toread – read later
  • 18. Clean up • Get started by cleaning up – Using cleanup tool • Create @oldinbox • Move everything • Keep your inbox under 50
  • 19. Outlook Calendar • Block time to – Read @ folders – Follow up – Cold call – Specific emails
  • 20. 3 most important things • Quick access toolbar • 2 minute rule • Keep your inbox clean – @next action – @waiting for – @reference
  • 21. Q&A