Technology tips to be more efficient
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A collection of tools and email tips to help you be more efficient. Better live and in person but the slides will be helpful to those who want to remember/reinforce what was learned in the live sessions.
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Technology tips to be more efficient
- 1. 12 Technologies to Increase Efficiencies Dale T Denham, MAS+ Geiger CIO & 2018 PPAI Board Chair www.slideshare.net/therealdaledenham
- 2. Who am I? • Chief Information Officer (CIO) Geiger • MAS+ • Chair of PPAI • 2015 Premier 100 IT Leaders, Computerworld Magazine
- 3. This Presentation Online www.slideshare.net/therealdaledenham Take notes and/or use online version. @daledenham (Twitter / Facebook) http://www.linkedin.com/in/daledenham
- 4. • Repeated tips • Email tips and techniques • General tips • Lightning round • Discussion
- 6. LastPass
- 9. Mint.com
- 11. Autocorrect • Customizing autocorrect can create an easier, more efficient texting and typing experience • Office • File • Options • Proofing • Autocorrect Options
- 12. Outlook / Email
- 13. Quick Access Toolbar • Favorite commands always available • Easy to customize • Use for all Office applications
- 14. Simple Settings • File – Options • Spell check • No notifications • No stationary
- 15. Create @Reference Folder • Too many folders overcomplicate filing and finding • @Reference is for anything you might need to look up • Reports • Travel details • Anything • Right click inbox • Choose New Folder • Name @reference (or reference) • Move emails into for reference
- 16. More Folders • @NextAction • @WaitingFor • @readlater • Move rarely used or old folders under @reference • Consider @OLD for cleaning up your inbox
- 17. Searching Toolbar • Fast searches • Easy to refine • From • Subject • Attachments • Time • & more
- 18. Create a Group • Use for when you email a group often • Open People view • Click New Contact Group • Add people
- 19. Bonus Tip – 2 Applications side by side • Windows Key and Left Arrow + =
- 20. Quick Create Appointments • Have both email and calendar views open • Right click calendar – open in new window • Drag email to your calendar • Easiest with 2 screens • Drop on the time you want the appointment
- 21. Creating A Quick Step Makes filing and other repetitive tasks easier. • Pick a message you want to take action on • Click the down arrow next to quick steps • Choose New Quick Step • Example • Choose move to folder • Name the quick step (Move2Dale) • Select Mark as read • Consider “Create Appointment” Quick Step
- 22. Creating Rules - Filters • Create rules to process/manage repetitive email • Open the email. • Click the Rules button in the ribbon. • Choose “Always move messages from:” • Choose the folder you want to move the messages to • First time only click CREATE NEW • Name the folder something like read later • From this point on, those messages will show up in your READLATER folder and you can read them when time allows.
- 24. Don’t. Click. The. Link.
- 26. OneNote
- 27. Keyboard shortcuts • Show Desktop – ⊞ + D • Maximize Window – ⊞ + Up Arrow • Save – CTRL + S • Open –CTRL + O • Select All – CTRL + A • Delete previous word – CTRL + Backspace • Open new browser tab – CTRL T • Switch Tabs – CTRL TAB • Copy / Paste – CTRL C / CTRL V
- 28. Text Expander
- 29. Pocket
- 31. Online Learning
- 32. Slack
- 34. MileIQ (or Quickbooks Pro) • Automatic drive detection. • Automatic mileage logging. • One-swipe classification. • Comprehensive reporting. • Bank-grade data security. • Maximum mileage savings
- 35. Payments • Use your phone • Transfer money to friends
- 36. Blockchain
- 37. Blockchain • Limited impact in next 24 months but it will impact you long term. • Blockchain is more than just currency and transactions. • IBM has 1,000 employees working on blockchain-powered projects. They’ve also set aside $200 million for development. • Financial and tech firms invested an estimate $1.4 billion dollars in blockchain in 2016 with an increase to $2.1 billion dollars in 2018
- 38. Lightning Round
- 39. Bullet Journaling •X = Task Complete •> = Task Migrated •< = Task Scheduled
- 40. Microsoft Lens
- 43. General Time Management • Take time to prepare for the day by focusing on goals first. • Set daily goals first before jumping into e-mail. • Set up calendar in blocks and schedule appointments with yourself • Understand your most productive times and use that time wisely • Turn off notifications that distract you. • Every three months set aside time to plan and think (ideally three hours) choose three goals to focus on. 3/3/3 - Three hours to define three goals to focus on the next three months.
- 44. Music to Concentrate • Brain.FM • Spotify playlists • Concentrate at work • Deep thought USE HEADPHONES!
- 46. Task Management Software • Asana • Teamwork • Wrike • Trello • Favro
- 47. Time Tracking • Toggl • Harvest • RescueTime
- 48. Disney Circle • Managing online screen time and content • Time limits • Filters • Rewards
- 49. Disney Circle
- 50. 12 Technologies to Increase Efficiecies Dale T Denham, MAS+ Geiger CIO & 2018 PPAI Board Chair www.slideshare.net/therealdaledenham