Customizing Microsoft Outlook for Efficiency

Use Microsoft Outlook as a Project Management tool instead of just an email client! The typical user only scratches the surface of this software's capability. I will show you how to easily transform Outlook into a project management power tool.

Throughout this guide, you will learn the following topics:

• Quickly organize an existing mailbox

• Effectively track all open actions for both sent and

received emails by flagging, categorizing, and filing

items quickly and effectively

• Organize your folder structure, mail view, and create

dynamic search folders

• Automatically format incoming emails based on

senders and content

• Create macros to simplify the process of flagging,

categorizing, and filing emails for follow-up

• Modify Task View to show actionable items in an

organized way

• Use keyboard shortcuts and/or set up mouse

shortcuts to increase efficiency

• Create Outlook Posts to capture tasks not contained

in emails

• Effectively using the Outlook search function to

easily find emails

• Get in the habit of easily ending each day with all

actions tracked and no emails in your inbox