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Microsoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific information in this manual is used for illustration and is an example only. MAIL: P.O. Box 509 Eau Claire, WI 54702-0509 • TELEPHONE: 866-352-9539 • FAX: 715-833-3953 EMAIL: [email protected]WEBSITE: www.lorman.com • SEMINAR ID: 400094 Karla Brandau, CEO Workplace Power Institute

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Page 1: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Microsoft Outlook:Tips for Keeping Your Inbox

Clean and Organized

Presented By:

This manual was created for online viewing. State specific information in this manual is used for illustration and is an example only.

mail: P.O. Box 509 Eau Claire, WI 54702-0509 • telephone: 866-352-9539 • fax: 715-833-3953email: [email protected] • website: www.lorman.com • seminar id: 400094

Karla Brandau, CEOWorkplace Power Institute

Page 2: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific
Page 3: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

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Page 4: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific
Page 5: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Microsoft Outlook:Tips for Keeping Your Inbox Clean

and Organized

©2017 Lorman Education Services. All Rights Reserved.

All Rights Reserved. Lorman programs are copyrighted and may not be recorded or transcribed in whole or part without its express prior written permission. Your attendance at a Lorman seminar constitutes your agreement not to record or transcribe all or any part of it.

Full terms and conditions available at www.lorman.com/terms.php.

This publication is designed to provide general information on the topic presented. It is sold with the understanding that the publisher is not engaged in rendering any legal or professional services. The opinions or viewpoints expressed by faculty members do not necessarily reflect those of Lorman Education Services. These materials were

prepared by the faculty who are solely responsible for the correctness and appropriateness of the content. Although this manual is prepared by professionals, the content and information provided should not be used as a substitute for professional services, and such content and information does not constitute legal or other professional

advice. If legal or other professional advice is required, the services of a professional should be sought. Lorman Education Services is in no way responsible or liable for any advice or information provided by the faculty.

This disclosure may be required by the Circular 230 regulations of the U.S. Treasury and the Internal Revenue Service. We inform you that any federal tax advice contained in this written communication (including any attachments) is not intended to be used, and cannot be used, for the purpose of (i) avoiding federal tax penalties imposed by

the federal government or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.

mail: P.O. Box 509 Eau Claire, WI 54702-0509 • telephone: 866-352-9539 • fax: 715-833-3953email: [email protected] • website: www.lorman.com • seminar id: 400094

Prepared By:Karla Brandau, CEO

Workplace Power Institute

Page 6: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific
Page 7: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

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Page 8: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific
Page 9: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Program by Karla BrandauCertified Speaking ProfessionalCertified FacilitatorRegistered Corporate Coach CEO, Workplace Power Institute770-923-0883www.WorkplacePowerInstitute.com

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Page 10: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

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Page 11: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

About Your PresenterKarla Brandau has taught time management for over 20 years and has a niche market in timemanagement and Microsoft Outlook.

She is the author of:

• 101 Time Management Tips

• Outlook for Increased Productivity

• Email Survival Skills

All are available on her web site:www.KarlaBrandau.com

Email Triage:

● Stop● Scan ● Process● Store

Picture from Graphic Stock

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Page 12: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Process Email: Create a Methodical Way to Work

Move Urgent requests to the CalendarMove Complex requests to TasksMark as ‘Unread’Highlight using Flag Status

You are creating a To-Do list in the Inbox.

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Page 13: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Inbox Helpful Tips

Learning points: Use options in the Flag column Search in a variety of ways Click and drag emails to Tasks or the Calendar

GO LIVE!

Work Right in the Reading Pane

Notice the Reply, Reply All and the Forward

Learning points: Use “pop out” Turn on and use the People Pane

GO LIVE!

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Page 14: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

2013 Email Ribbon FeaturesGoing from left to right, explore the email ribbon:

STOP, Redirect and OrganizeGO LIVE!

Categories

You’ll learn how to: Set a variety of Categories Add the Category column to your Inbox

headings Sort by Categories

GO LIVE!

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Page 15: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

More Features in the View Tab

Learning points: Show as Conversations Use Conversation SettingsOpen in New Window

Using Conversations to Process Email: View Tab

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Page 16: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Survival Skill #1#1Never put anything in an email you would not want to zip around the world in 20 seconds or you would not want your mother to know.

Survival Skill #2#2Stop checking your email every 2 minutes.

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Page 17: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Survival Skill #3#3Stop the “Reply to All” frenzy

Survival Skill #4#4Stop the “Carbon Copy All” just to

cover your bases.

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Page 18: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Survival Skill

Regularly purge your Contact Group Lists

(distribution lists).

#5#5

Survival Skill #6#6Use

signatures to your

advantage.

GO LIVE!

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Page 19: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Survival Skill #7#7Use Inline Comments

GO LIVE!

Survival Skill #8#8

Use the options when you right

click.

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Page 20: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Survival Skill #9#9Use appropriate abbreviations:

NRN – No Reply Needed FYI – For Your Information F2F – Let’s meet Face 2 Face EOM – End of Message

Survival Skill #10#10Put pertinent

information in the subject line.

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Page 21: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Make it pass the “So What” test. Use the 2 B’s• Bottom line • Background information

To write better email…

Don’t write a mystery –Write the Bottom Line then add Backup Information!

Always put:

Requests before justificationsAnswers before explanationsConclusions before discussionsSummaries before details

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Page 22: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Voting Buttons: Gathering preferences quickly!

Write your message and click on Use Voting Buttons

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Page 23: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

When it comes in, you will be able to vote.

You will be asked if you want to edit your vote.

GO LIVE!

Questions?

Write me an email in 21 days telling me how this program

helped [email protected]

www.KarlaBrandau.com

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Page 24: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

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Page 25: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific

Notes

Page 26: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific
Page 27: Tips for Keeping Your Inbox Clean and OrganizedMicrosoft Outlook: Tips for Keeping Your Inbox Clean and Organized Presented By: This manual was created for online viewing. State specific