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Using autotext in outlook 20136/18/2023 ![]() Putting a process in place on how you use those folders (kind of like a workflow) is the real key to working more efficiently. ![]() Organize what to do using FoldersĪs any document management expert will tell you, separating files out into an organizational structure is only the first step. And remember you can always find video training and documentation in our HDCav Training Library. And explain the reason for a new Contact Group, like “Client Onboarding Development Approvals.”įor a look at our simpler Outlook tips, see our Outlook Tips for Better Email Management article. For instance, explain the pain you’re solving for (as well as the expected outcome) when you create a new rule. ![]() ![]() Track not only the name and date you create them, but also the reason. TIP: If you’re a fan of building little tools that automate what you do every day, it’s wise to keep a log of your rules. Be careful and deliberate about anything you create in Outlook and remember: simple is sophisticated! Workers who have used Outlook for years are typically familiar with These are some of our favorite tricky tips, but a word of warning: creating too many folders and automations (like those that rules take care of) can eventually create more issues than solve them.
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