Get Organized With Microsoft Outlook
Melissa Esquibel began her career in audit and data security at a time when systems and hardware were kept in tightly secured boxes, and IT gatekeepers doled out functionality within a rigid systems architecture. Now, in the present, where end-users know how to access the power of technology independently and according to the agile timelines they require, this push and pull has created quite a mess in many organizations. With her unique experience as the conduit between the gatekeepers and the gate Stormers, she offers a unique perspective as “bridge-builder” in training programs designed to make sense of new productivity platforms, like Office 365 and G Suite and ensure effective implementations.
This 90-minute content-packed session begins with 3 techniques to get rid of hundreds of unneeded email messages. We’ll introduce search techniques to help you uncover messages that you will be comfortable deleting right away. You’ll learn how to use grouping and sorting to get rid of dozens of messages in a single operation. Then we move on tools and strategies to stay out of trouble. From one-click solutions to processes that are virtually on autopilot. We’ll wrap up with processes to better manage your time by integrating email, calendars, and tasks.
With the advent of electronic communications, such as email, it has become easier to keep rather than delete messages, even beyond the time limits set by business prudence, company policy, and regulatory compliance.
- Using search and search refiners to narrow down an email to delete
- Employing sorting and grouping to make deleting groups of messages with a single keystroke combination
- Activating Conversation view quickly get rid of redundant messages
- Setting up basic rules that put messages into “sweep” folders that can be deleted daily or weekly
- Setting up advanced rules that manage work tasks without your direct intervention
- How to use Quick Steps to make short work of multistep email processes you do all the time
- Using categories to organize your work
- Integrating email, calendars, and tasks to better manage your time
Course Level - Tips for ever level of Outlook skill
Who Should Attend
Anyone who gets and sends email
Why Should Attend
It’s that time of year, to begin anew. Does your email inbox reflect this? Are you keeping things that are in violation of your company’s records retention policies? Can you find the most important messages you hold quickly? Do you hold any information which could be in violation of your organization’s security policies? Even if you know that we are keeping information in our inboxes that we shouldn’t, where do we begin the clean-up? Learn tools and techniques to clean up the mess. Put strategies in place to keep it that way. And, learn valuable techniques to make the part of your job that depends upon good mail management easy and clutter-free.