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The second file system was contained in the old and dreaded “4-Drawer File Cabinets”. When you are done with that project, simply right-click the Folder and choose “Remove from Favorites”.
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To add a folder to the Favorites, right-click the Folder and choose “Show in Favorites”.So we don’t file them into the A-Z folder system instead, we keep them handy in the “Favorites” folder at the tip-top of the Outlook Navigation Pane. These are your active customers, most urgent vendors, you name it, these are the files you need at your fingertips. These still apply to today’s world but have been lost in the flurry of digital organizing. In the days of “paper offices”, (pre-computer age), we had 3 filing systems.
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Use “Favorites” to keep active folders at the top of your Navigation Pane (aka folder pane) Then you can read them all at one time without distraction.Ģ. You, my friend, will be (or already are) a model of consistency, competence, and class (not to mention efficiency, effectiveness, and equilibrium).To apply the “Work Less” theory, have Outlook automatically file an email.
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Take a look at Outlook MVP Dian Poremsky’s blog post that explains Quick Steps.Īre you not yet convinced that using Quick Steps is a must? Create them and use them and you’ll never lose a message, miss a meeting, or forget to follow up on anything ever again.Read about how you can automate common or repetitive tasks with Quick Steps.I’m always tweaking this gallery because I’m always undertaking new projects, working with new people, and well, I tend to get bored with the same-old thing and like to see how many actions I can cram into one mouse-click… I’d like to know how many actions YOU can cram into one mouse click (and you have to name each one). Then I added it to my Quick Access Toolbar, like I’ve done here: What I’ve done is create my own “Quick Steps gallery” of actions that I take most often. Start from scratch and create a Custom Quick Step. Create a new one that starts you off with an action (see image to the left). Change an existing, pre-made Quick Step. There are a few ways you can go about creating your own Quick Steps. But I’m getting ahead of myself.įirst off, there are some pre-made, self-explanatory Quick Steps such as Move to:, Team Email, and Reply & Delete.įor me, those are great starting places but I am all about customization my needs are different from your needs, yours are different from your grandma’s, and hers are different from her twin sister’s needs (love those techie grannies). I like to think of Quick Steps as rules that I apply when I want to (rather than setting something up in Rules that is usually applied automatically). Frankly, I like the control that Quick Steps allow me because I’m looking at each mail that comes in and, with one click, I can have it take any number of actions. Quick Steps, new in Outlook 2010, is a feature that applies multiple actions at once to an email message. Question: How many mouse clicks and keyboard finger tappings does it take to categorize an email message, move it to a folder, add a follow-up flag, reply to it, and create a meeting request about it?Īnswer: One, if you’re using a Quick Step.