Topic Overview
According to recent studies, your typical information worker spends an average of 4.5 hours per week looking for information – files, emails, etc. The time you waste scanning, sorting, and stumbling your way through your Inbox and other facets of Outlook is time you could be using much more productively. In this webinar, we’ll focus on organization and automation tools and practices that will get you moving more quickly and confidently.
Topics include:
- Generating Meetings, Appointments, Events, and Tasks from Emails
- Categorizing Action Items for Simple Finding, Sorting, and Filtering
- Scheduling and Prioritizing
- Integrating OneNote for Robust Details
- Creating Custom Views to Display Day At-a-Glance
- Updating Stakeholders on Work Progress
- Managing Daily Workflow
Learning Objectives:
- Tracking delegated project segments
- Tracking time logs
- Tracking project deadlines
- Ensuring your work-life balance activities are scheduled
- Building categories to sort and filter information
- Prioritization of tasks
- Complex task folders
- Task logging
- Tracking task ownership
- Building custom views
- Tagging and Foldering
- Search, Advanced Search, and Saved Search
- Automation Tools
- Easy Outlook Macros
- Templates and Automatic Content
- Creating Action Items
- Customizing Views
- Building an Outlook Dashboard
- Linking Outlook Content to OneNote and OneDrive
- Tracking and Integrating Tasks
- Understanding Office 365 Groups
Who Will Benefit
- Business Owners
- C-Suite
- Directors and Managers
- Sales Representatives
- Human Resources Executives
- Project Managers
- Lawyers
- Paralegals and Assistants
Handouts & Reference Material
How-to job aid: Automating the Inbox
Neil Malek
Neil Malek runs Knack Training, an Orlando, FL area software and professional development training company. He is a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with 20 years of working with individuals, small businesses, non-profits, and Fortune 500 companies to identify and close skill gaps. He specializes in customized, hands-on, live workshops.