In this video, Dave Crenshaw shows you how to process an email that will cause you to create a task reminder.
- [Instructor] Now let's process an email…that will cause me to create a task reminder.…We use task reminders when we have short tasks…that are between five and 15 minutes.…They are not time sensitive.…Here's an email I received from Leslie.…Leslie's asked me to get some information to her.…Although she's given me a general idea of when it's due,…she's also said there's no rush.…Let's walk through what, when, where processing.…
What is the next step?…Well, I need to locate the info…that we put together for the fabric swatches.…When will this be done?…If I knew exactly where this was…I could probably complete this in five minutes or less…and do it now,…but let's say I don't,…so it will probably take me about 10 minutes…to locate the information.…This means this belongs on the task reminder calendar.…As I have it, I'll copy the info from the email,…which may be useful later when I'm scheduling the next step.…
Again, I'll go to my Outlook Calendar.…While I could use Outlook Tasks for this,…I prefer to create a secondary calendar.…
- Recall why it is recommended to move your reading pane to the bottom of the screen in Outlook.
- Name the recommended amount of sections to have for your OneNote notes.
- Recognize questions that should not be asked when processing an email.
- List the correct steps for creating an email rule.
- Identify what should be used as a gathering point.
- Recall the benefits of repetition.