Wednesday 4 April 2012

Productivity Plus in Outlook We Often Ignore

Our Favourite Five Underused Functions in Outlook

Outlook 2010 has been in many of our offices now for quite a long time, yet most of us continue to use the product in exactly the same way we used Office 97!

The 2010 version has several very good longstanding functions from 97, and some handy new ones too. These can help users to organise themselves and find items not only in Messaging, but Contacts and Tasks, as well as Calendars.

Here are five of our favourite Outlook features – Some have been around for a while, but all are good productivity tools. Which do you use?


Email – Favourite Folders


Can be viewed by selecting the Ribbon Bar – View Group – Navigation Pane – Favourites

Sometimes Folders can become buried deep in my Inbox, under a Client list, or Project, but with Favourites, I can add or remove folders quickly and easily - This gives me the chance to keep the folders in current use to-hand for today, tomorrow, next week or next year. This means I can organise my regularly used folders and allows me to quickly see anything I enter there.

To Add a Folder to the Favourite list, simply select the required folder, right click and select Show in Favourites.  Providing your Favourites are set to viewed, you should see the addition of your Folder.  Its just as easily removed – they don’t have to stay there permanently.

You can do exactly the same thing above by using the intuitive drag-and-drop feature, simply left click and hold on the folder you want to move and drop the item into the Favourite Bar (shown by the ‘drag your favourite folders here’ section).


Email – Search Folders

In your Navigation Pane you should see the Folder tab (4th along), click that and you’ll see the ‘New Folder’ and ‘New Search Folder’ buttons.

Right click on the Search Folder Header and you can select New Search Folder – there are too many options to go through here, but you can easily pick Mail from one Client, one person, etc.
 default you get Large Mail and Unread Mail, but you can add your own.

I like to have Categorised mail and one or two folders listing particular individuals. You can pick particular folders that the Search brings up, you can also return to and customise the Search at any time.

You might want to look for attachments, or follow up items – just think about what type of mail you repeatedly look for and you can setup a Search Folder.

So if you regularly hunt through your Sent mails for items, or Project folders, try setting up a Search Folder – it’s dead simple, and a great time saver!

Of course if you delete a Search Folder, you won’t delete the contents – the Search Folder is merely a way of showing you the items meeting your criteria. 
Email - Quick Steps


In your Outlook 2010 Ribbon Bar, you should see a Group called Quick Steps.  Im sure a lot of people have simply ignored it.


Following on from thinking about the tasks you repeatedly carry out Quick Steps will help you.  They are easy-to-use one-click buttons which perform multiple actions at once. If you file your mail, they can be a huge time saver – one click and that email is filed away and marked as read. If you send e-mail to the same people over and over – one click and you have a new email to that team.


Microsoft say that 70% of people file mail into folders in Outlook. In Outlook 2007, and every release before that, there were two ways of filing manually: either you dragged it to the folder or you clicked “Move to folder” and choose the folder.   Quick Steps will walk you through setting up those repetitive filing jobs.  Theyve really helped me!


Outlook – Auto Correct


Lets face it, most of us use Outlook to write emails.  How many are two finger typists? Not qualified in writing but plodding through the work day.  For those that struggle with spelling, of course the Office range help us greatly by offering Spelling and Grammar facilities.  I bet hardly anyone reading this has customised their product to use the correct language, how many times are we unhappy with American English (sorry Americans).  For me, one of the most useful tools however is the Auto Correct – I cant spell Calendar, it doesn’t matter how many times I try, it comes from my fingers incorrectly.  There are many instances of right hand being quicker than left and the odd letter being transposed.  So to help we can use Auto Correct, its buried away in -  File, Options, Mail, Spelling & Auto Correct, Auto Correct Options – in simple terms, on the AutoCorrect TAB, scroll to the bottom and add your correction then click Add.


With many of these things, the time saved once you have set it up is immeasurable.  Seconds do add up.  There are so many options, typists who have to deal with fractions or particular signs can set those up – you can change the short cut keys you want to use to call these corrections up – suddenly, degree symbols, or diameter signs are easy!  Next time you mis-type the same word, set it up in AutoCorrect.


Outlook – Customise Ribbon & Quick Access Toolbar


These are great tools to give you the opportunity to find all those functions and frequently used items and put them where you can find them at last.


From your menu, select File, Options & Customise the Ribbon, you can Add a New TAB &/or a new group within that TAB.  You can put any command on your TAB, so rather than hunting through the groups and finding the functions you used to use, you can put them in in one place.  Like wise, from the same area File, Options, Quick Access Toolbar, you can add your favourite items as buttons, I like to add on or two items that tend to disappear when the email box is a small window – like Insert Signature, or High Importance.  You can also customise the Quick Access Toolbar by clicking on the Down Arrow at the end of the Toolbar.


So there you have our five favourite features of Outlook and they are features we believe add benefit to most users of the software - increasing productivity for their business.

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