Studies clearly show that people who do not multi-task can focus for longer periods of time and feel also less stressed. But emails makes it difficult to NOT multi-task, particularly if you get notified each time an email comes in. This post shows you 4 things you need to can do to be more productive with emails without multi-tasking.
Turn OFF email Notifications
Be default Outlook displays a little notification in the bottom right hand corner of your screen every time an email comes in. It may also play a sound or show a little envelope icon in the taskbar.
Unless your work requires real-time notification of emails, we recommend that you turn off ALL email notifications.
Click File and then Options.
Click on the mail tab.
Scroll down to the Mail Arrival section and make sure that all the boxes are un-ticked as shown below.
Have Email Processing Scheduled in Your Calendar
Try and have a fixed time where you go through your Inbox and delete out stuff that doesn’t need to be there, respond to important emails etc.
This is your main email time during the day. Don’t worry… you will still get to see emails again later in the day.
Turn off Outlook when doing non-email related work
Many users turn to emails looking for a distraction when they are at a point in their work that is difficult or requires a decision. They turn to their Inbox hoping to find an excuse to avoid what they really need to work on.
You’re less likely to do this if your Outlook is closed… and even if you do, the time Outlook takes to start up will remind you to go back to your work.
Reward yourself by going to your Inbox when you finish a reasonable chunk of work… or when you finish a particular piece of work
Even if email is a distraction, a lot of real work gets done using it.
I go back to my Inbox roughly around once every one or two hours. This give me my email-fix as well as giving me the opportunity to respond to anything important that may have come up while I was doing other work.
Try these 4 quick tips today. They won’t solve all your email problems but they will put you more in control. You should find you’re getting more work done, feeling less stressed and still getting your emails answered.
In this article we look at why many professionals who use Outlook prefer to have two copies of Sent Emails (one in a client/project folder and one in the Sent Items folder). We also show you how to configure QuickFile so that it will Send & Copy File the email for you in one step.
Most power users of emails create Project or Client folders inside Outlook and then move their emails inside them. They do this for both received emails and sent emails so that they can see all related emails in one place. But many users treat Inbox and Sent emails slightly differently.
How to file Inbox Emails (Move them!!!)
The Inbox acts as a To do List for most people. It makes sense to leave emails in there while they still need your attention.
Once you have finished with an email, you can either delete it or move it to the relevant project/client folder.
That way your Inbox only shows you what you need to work on
How to file Sent Emails (Move or Copy)
There are two schools of thought on what to do with Sent Emails. You could move the original email out of the Sent Items folder to the Project or Client folder but…
We have found that many users prefer to file a copy to the Project/Client folder and leave a copy in the Sent Items too.
- Users frequently need to refer to emails that they sent recently (to clarify things on phone calls etc). They find it easier to quickly look at the Sent Items folder instead of going to a client folder.
- Many users fill in their timesheets for billing purposes at the end of the day. They refer to the Sent Items folder to remind themselves of what they worked on (and what they need to bill for)
How to make QuickFile to Send & Copy
The Send&File feature is probably the #1 Reason that our users choose QuickFile.
QuickFile for Outlook prompts you with a prompt similar to the following when you click Send on an email.
QuickFile recommends folders using its own recommendation engine or you can use the Search box to quickly select another folder.
You can also choose to either file the original email or a copy of the email as shown above.
Click Send & File and the email is filed automatically when it is sent.
(You don’t have to go to the Sent Items folder at the end of day to file your emails because they’re done already. No more incomplete client folders!)
How to configure QuickFile to Send & Copy by default
You can use QuickFile’s setting screen so that it selects “Copy of Email” by default.
Go to your Inbox
Click the Standss Outlook Addins tabs on the Outlook ribbon.
Click More in the QuickFile group and then click Settings.
Select “File a copy of email to folder” for the Send & File dropdown.
Now whenever QuickFile displays the Send & File screen, copy will be select by default. This means that in most cases (because QuickFile normally recommends the correct folder too), you only have to click Send & File.
A reader asked… How can I do an email merge in Outlook and send each person a customized attachment (PDF)?
In this post I discuss why you may want to do this and the easiest way to get it done.
Existing Outlook users are using this feature to provide their customers a more personalized service in several ways.
An accounting firm generates PDFs of customized tax reminders for their clients and then uses Email Merge to distribute the correct report to each customer
- Another professional services firm creates personalized invoices in PDF format and then uses Email Merge to send them out.
- An investment company sends out recommendations to their clients using this technique.
I am sure that you can come up with your own ways to use this to better serve your own customers.
Setup your list
The first thing you need to do is setup a list which contains the email addresses of the people you wish to contact, and the names of the file that will be sent to them. In this example I am assuming that you will do this using Excel.
Simply add a field (column) to the excel sheet which has the full name (with path) of the file that you wish to send as shown below.
(You can use Excel formulas to make up the file name if they follow some kind of rule)
Merge and Send the Emails
Now it’s time to send out the emails. While there is no built-in way in Outlook to do this, you can easily do this if you are using the Outlook add-in Email Merge Pro for Outlook.
Click the Email Merge Wizard button. The Wizard will guide you to creating your email and to choosing the Excel file as your data source.
When you come to the following screen, click the Select field’s hyperlink.
Click Attachments and tick the name of the field that contains the file name.
Click OK to return to the Wizard.
Follow the rests of the steps of the Wizard to send out the email.
Email Merge will create a separate email for each person, with the correct file attached to each one.
Our customers have used Email Merge to increase sales and to provide better support to their customers. Please share your own ideas in the comments below.
Not a user of Email Merge PRO for Outlook yet?
We recently upgraded our TBYL! for Outlook users to QuickFile for Outlook. The response has been overwhelmingly positive but a few users asked… Where are the Quick-Task and Quick-Calendar buttons?
These buttons are used to create Tasks and Appointments from Emails (to use TBYL terminology, move emails from your collection system to Action System)
The Quick-Task and Quick-Calendar buttons are part of QuickFile Pro for Outlook as shown below (we are only showing icons and not words to save space on the Ribbon).
By default clicking on either button will create the Task or Calendar as appropriate and attach the email to the body. You can change this default behaviour if you want from the QuickFile Settings screen.
If you have any other questions regarding QuickFile, please let us know by sending an email to firstname.lastname@example.org.
Do you find yourself turning up at appointments late (or stressfully on time)? The problem may not be related to having too much to do but instead to how you schedule your appointments.
The secret to stress-free appointments is what happens before and after the appointment!
For me appointments are basically things I need to do at a specific time and day. These include work related meetings with others, work related things I need to get done on my own, as well as personal things such as taking my son to music or playing golf.
I used to find myself frequently “arriving” late to appointments until one of my new golfing friends told me that 4 PM golf means you should be ready to tee off (start playing) at 4, not arrive in the car park at 4.
Learning to be on time for golf has helped me discover some rules that have helped me use appointments in a more productive and less stressful way.
1: Is there enough time to finish off from any previous appointment (before this appointment)
Do you need to make notes or schedule follow-up actions after the previous appointment is over?
If you’ve been working on something on your own, have you allocated enough time to save your files in the correct folders etc?
Have you allocated enough time to do that before the start of the next appointment?
2: Have you given yourself enough time to prepare or to get to the meeting?
If the meeting is somewhere else, have you allocated enough time for travel (and taken into account the amount of traffic at that time of day)?
This is one I frequently got wrong when taking my son to guitar lessons. I underestimated the time to pick him from school, take him for a milk shake (might as well make the guitar lesson a weekly father-son event), and then end up at the lesson.
If it’s a sales meeting, have you given yourself enough time to get familiar with the client and the offer?
3: Have you given yourself enough time after the appointment?
This is the same as #1 but for this meeting instead of the previous appointment. It is liberating to finish a meeting knowing it’s finished (instead of knowing that you need to take time out later to make notes etc).
What does this mean for your Outlook Appointments?
Before you set an appointment in your Outlook Calendar, make sure that there is enough space between that appointment and the ones before and after.
If it’s an appointment with yourself then you can create a meeting slot that includes the before and after time.
If it’s an appointment with someone else, then you probably want to make the start of the meeting the actual meeting time. In that case make sure that there is enough free space before the meeting for you to travel, prepare etc.
Outlook also lets you set Reminders for appointments. By default this is set to 15 minutes but you can change this to whatever you want for individual appointments.
Change the reminder to give yourself enough before the meeting to get to the meeting on time and fully prepared.
Final thoughts…Don’t Schedule too much into your day!
There is a lot of research that now shows that we can get much more done if we schedule regular breaks during our day as well. That was probably the idea behind morning tea and afternoon tea (or the equivalent coffee breaks in modern times).
So remember to take a break.
I hope this tip helps you to get more important things done with less stress.
Please leave a comment if you find this useful… or have your own tips to better appointments.
What do you do when you get an email that you know can be better answered by someone else? Chances are you Forward the email. I recently found out about Redirects which are often more appropriate than Forwards. Here’s how to do a redirect and why it may be better than Forward.
When you forward an email to someone, and the person replies, the reply comes back to YOU and not the original sender, so then you’re stuck forwarding it again.
You can avoid being the messenger-in-between by doing a REDIRECT instead of a Forward.
To Redirect an Email in Outlook:
Open the email in its own Window (i.e. you can’t do this if you’re looking at the email in the Reading Pane)
Select the Message Tab and then click Actions (or More Move Actions depending in your version of Outlook).
Click Resend this Message.
The message You do not appear to be the original sender of this message. Are you sure you want to resend it? will be displayed. Click Yes.
Address the email to the person you want to send it to (and type any notes etc. that you want in the email).
What happens when the recipient receives the email and clicks Reply
When the recipient receives the email, it will show that it is from you but on behalf of the original sender.
Now when the he or she clicks Reply, the reply will go to the original sender instead of to you.
Some final thoughts:
If you still want to be included in the reply to the email then I recommend that you use Forward instead of Redirect but remember to CC the original sender of the email too.
However if you just want to pass on the email and then stay out of it, Redirect is the way to go.
Did you know about Redirects (I didn’t)? Do you think they are useful? Let us know by leaving a comment below.
Here’s a tip that may help to get your important (but not fun work done) and still leave you time to do your enjoyable work. The secret is based on structuring this work as if you were back in high school.
We all have things that we were created to do…. work that we enjoy doing.
It’s probably what we studied in college and what we started our careers doing. But..
Over the years, the roles have changed. Our responsibilities have included things that we don’t enjoy as much.
Our businesses need us to do other things too!
If you’re a lawyer… or an engineer… or a software developer… or in any creative field, you may find that over the years you have had to do more and more admin and sales work… in fact over time it may feel like you are spending more time doing that kind of work than what you actually signed up for.
Do you find yourself doing all kinds of unproductive things just to avoid making that important sales call, or looking at the accounts?
The type of things I do including checking emails, checking Facebook or going for a cup of coffee… any excuse will do!
This leads to TWO NEGATIVE results.
- The work that is important for the business does not get done and
- I find I don’t really enjoy the work that I normally would enjoy because (at the back of my mind) I feel guilty for not doing the work that needed to be done.
The solution turned out to be something very simple.
Schedule your (non-fun) work as if you were back in high school
Back when we were in school, we had different classes or periods. Maths was at 10 AM, English at 11 AM and so on. We spent time on all our important subjects because it was scheduled and done at a particular time.
I have found that I am much more productive if I use the same idea for the work that my business needs me to do (but I may not enjoy as much).
I have scheduled various 30 minute blocks of time into my week for Sales Emails, Team Mentoring, and Marketing Analysis. Some of these activities may get more than one period per week.
On the allocated time, I set aside what I am doing and focus on the “Subject” for 30 minutes. Sometimes the works gets done before the end of “class”.
Other times I keep going because I am in the flow and the work seems easy to do.
And if I am not in the flow, I work till the end of the “period” and then leave the subject for the next allocated time on my calendar.
This simple trick has helped me become much more productive. The work that is important to our business is now getting done.
A nice side effect has been that I find myself enjoying my work day much more as I no longer feel guilty for ignoring important work.
I hope that this tip helps you too. If you have other productivity tips, please share it with other readers by leaving a comment below.
The web is full examples of what the dangers to organization due to emails sent to the wrong email address (including one that may have led to a $1B settlement). What are the risks to your organization from these kinds of mistakes, and what you can do to manage those risks? We answer these questions and also look at a solution that several large companies are now implementing.
How do these mistakes occur?
These mistakes typically occur when a user accidentally sends an email to the wrong person. The normal reason for this would be that there may be two people with the same or similar names.
Unfortunately Outlooks Auto Complete list (which generally helps by displaying a list of matching names and email addresses as you begin to type) makes these kinds of mistakes even easier to make.
(Strategy) What can you do to reduce the risks from these kinds of mistakes?
It is probably impossible to eliminate mistakes of this kind altogether. Therefore your organization’s strategy should be based on:
- Configuring Outlook to reduce the chances that users will make these mistakes
- Be able to show (in the event of litigation etc.) that your organization took reasonable action to prevent mistakes of these kinds
What can you do:
The actual actions you can take include:
- Asking users to be more careful and pay more attentions before emails are sent out.
- Turning off Microsoft Outlook’s Auto-Complete feature.
While both of the above are theoretically good solutions, they may not work as well in the real world for most organization because:
- Irrespective of how careful people are, mistakes are inevitable (it’s part of being human).
- Auto-Complete is actually a very useful feature and it is painful and counter-productive to use Outlook without this turned on.
Is there a better solution?
Yes! Send Confirm is an Outlook addin that integrates inside Outlook and automatically prompts for confirmation before emails are sent out.
The domain is highlighted in red as the greatest damage can be caused if confidential information is sent to the wrong organization.
Send Confirm has been designed with the needs of both small and large companies in mind.
- The warning prompt can be customized based on corporate/legal guidelines and policies
- Special filters can be setup to control when the prompt gets displayed (external emails only, all emails etc)
- All settings can be set and deployed centrally
We’ve actually Send Confirm available to users for several years as part of Send Guard for Outlook. However at the request of several larger organizations, we have now packaged Send Confirm as a separate component to make it more cost-effective for wider deployment in organization.
Please contact us at email@example.com for more information on how Send Confirm can be used to protect your organisation.
Do you know where your emails are saved on your computer?
They may not be where you think they are. Here’s how you can find out where your emails are so that you can be sure that they are part of your backup plan.
Last week at the golf club, I spoke to a frustrated fellow golfer who had just lost all his emails…
The harddisk on his old computer had crashed… and when he used his backups top restore his data to his new computer, he was in for a shock.
His Outlook emails were not there… despite having a well-thought out and implemented plan for backing up his computer.
Because Outlook does not actually ask you to save emails in a particular location, it is easy to forget about them.
Where does Outlook save emails?
If your emails are hosted with Office 365 or MS Exchange then a copy of your current emails will be on your server. Hopefully your network administrator is backing them up.
However, if you are using a POP3 mail account (which many people still are) or if you are archiving emails outside of Exchange, you need to know where your emails are being saved.
All your emails are generally saved in one big data file (PST file… which is short for Personal Storage Table). Unfortunately Outlook does not always create this file in a folder that you would remember to backup.
Some users may also have multiple PST files with additional files for Archives etc.
To find out exactly where all your data files are in Outlook 2010/2013:
- Click File.
- On the Info Tab, click Account Settings and then Account Settings again.
- Click Data Files to display a list of all your currently connected data files as shown below.
Makes sure that you are backing up all the Outlook data files shown above.
Additional Tip: If you’re not using Exchange, you may want to put your main Outlook PST files in your Documents folder. Assuming that you’re backing up your Documents folder regularly, you should be safe.
Happy New Year to all our readers and their family and friends.
Hope you all had a great holiday de-stressing (hopefully not distressing) yourself and gearing up for the year ahead.
I understand it will be awhile till we all get back to actual work so we will keep the first post relatively simple.
I will just provide a quick overview of the year 2014 and the important events that took place in case you missed it… and also provide some links to the favourite post of our readers.
Mid-last year we launched a major upgrade to one of our bestselling email management tool Quick File for Outlook. The response to QuickFile for Outlook version 5 was so positive and over-whelming… I guess the credit for this goes to all the users who contributed with their awesome ideas and recommendations and pushed us to release another major upgrade after 5 years since version 4 was released.
Not just that… overtime we realized that different people used QuickFile differently based on how they work in Outlook and what they do…
On one end we had users who like to simply use QuickFile to file and organize their inbox and sent items while on the other end of the spectrum we had high end users who required much more than just filing.
To cater for all the different user groups, we created 3 different versions of QuickFile:
- QuickFile Standard
- QuickFile Pro
- QuickFile Ultimate
To view the difference between the versions and choose which one best suits your end… visit the Quickfile Comparsion page.
New to QuickFile: If email overload is a problem for you… if you think that you’re not getting the right work done because of the amount of emails in your Inbox… you MUST try this. You can download a fully functional 30 day trial and see for yourself.
Existing QuickFile users: If you missed out on the upgrade, you can view the upgrade options and upgrade to the QuickFile version 5 that works best for you now.
Now let’s have a look at the top 3 Outlook tips blog post for 2014. This posts have been selected based on the NUMBER OF PEOPLE WHO READ THE POST!!!
TOP POST#1: Reasons why you should avoid using BCC for emails + Alternative Solution
Outlook users BCC emails for two main reasons… sending sales/marketing emails or sending someone a copy of the email without letting the other recipients know. We strongly recommend that you DON’T use the BCC field for either purpose. Why?
Find out the 3 main reasons plus what you can do instead of using the BCC field…
TOP POST#2: How to NOT Email Yourself when using Reply-to-All in Outlook
This post was a result of an interesting question that one of the readers asked
“Outlook includes my email address in the To field when I do a Reply-All. Clearly I do not want to email myself but Outlook lacks the intelligence to not add my email address to the email. Do you have a solution?…”
The reply to this was YES!!!
Find out what the solution was…
TOP POST#3: Saving (Exporting) Outlook emails with your other files
Here’s a quick tip on how you can save one or more emails outside of Outlook. This is very useful if you want to save your emails on your hard disk in Client folders along with Word files etc.
There are two formats by default which you can save the emails in Outside of Outlook, these are Outlook Message format and Text only, but in this post we also showed you how to save the emails in PDF format…
Well that pretty much raps up 2014 for us… time sure flew and without even realising we are now in year 2015.
The Standss team is ready for the year ahead and as always… we have big plans for this year as well and we will be notifying you of this once ready…
The whole Standss Team would like to once again which everyone a Happy New Year and great success for the year ahead… Thank you for being part of the Standss family and we wish to continue serving you the way we have and offering you solutions that saves you time and makes you productive.
Till next time… have a better Outlook.