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When we think about effective e-mail management in Outlook 2010, there are five aspects of e-mail management that we should consider, five different sets of tools or types of features that we can use to become fast and effective at managing our Inbox. The first is to set up Outlook so it will support e-mail review. For example, we can decide whether we'd like to use the Reading Pane and where we'd like to position it. We can take a look at quick ways to mark messages as we review them, and we can use new tools like Ignore and Cleanup.
Next, we can make sure that we know how to create the views that will most let us effectively work through our e-mail. We might want to have the view that allows us to look at our mail by sender or by date. The new Conversation view in Outlook 2010 is incredibly powerful for review, particularly when you have a lot of messages in your Inbox. Once we're comfortable with views, we should move on and create some folders to temporarily store messages that are project-related or cyclical. Then we can tag messages in three different ways, not just read and unread, but using flags for future action, or using categories to help us sort and filter.
Then finally, we should take a look at the automation tools. Two powerful tools in Outlook 2010, the first, Quick Steps like macros that are used inside of Outlook, and then rules that can used not just to move messages, but to forward messages, delete messages, play sounds and do a wide range of other actions for messages that are coming in or messages that we're sending. When we take a look at this entire set of skills, then we're looking at all of the features that are needed for effective e-mail management in Outlook. That's what we'll be doing in the rest of this course.
- Viewing messages by conversation
- Tagging messages with flags and categories
- Understanding flags and the To Do list
- Sorting and filtering email
- Creating a search folder
- Creating QuickSteps and email rules
- Using automatic replies