Best Practices for Using Microsoft Outlook from a Sales Perspective

Archive for the Tasks Category


Guest Post: How a Genealogist Uses Outlook to Manage Her Activities

When my new twitter pal Alex Coles tweeted several great examples of how she uses Outlook to stay organized for her favorite hobby genealogy, I asked her if she would create a guest post for Arrow-Tips readers.  You’ll notice a few points that I’ve made in past Arrow-Tips (great minds think …


Arrow-Tip #62 Maintaining Inbox Zero

I’ve talked a lot about attaining Inbox Zero in the past couple of months, but what are some of the biggest challenges to maintaining it? Vacation or the occasional work or personal crisis are two situations that can lead to temporary setbacks, but again those can be overcome with some …


Professional Women’s Network of Houston Presentation

A big thank you to the ladies of the Professional Women’s Network of Houston for inviting me to speak with them about tips for using Microsoft Outlook to work more efficiently.  I thoroughly enjoyed this group and have posted my presentation to them on slide share.  I have also summarzied some highlights from my …


Arrow-Tip #55 What Is Your Sales Checklist?

As a nod to my husband’s great post on using a check list to help our son get organized, I decided to resurrect this draft post regarding using a sales checklist that I started back in 2008.  Interesting side note: my original post was inspired by an article listed in a …


Arrow-Tip #54 Top 5 Benefits of Reaching Inbox Zero

This Inbox Zero thing just gets better and better – I didn’t realized how much I’ve missed it!  For those of you who think it is an impossible achievement – I’ll be announcing some very exciting news real soon so stay tuned.  In the mean time, here are my top five reasons …


Lexus Enform Rocks & Presentation for Professional Women’s Network Next Week

Day 17 at Inbox Zero and it feels great!  My Tasks folder is also up to date and organized which has been great for my efficiency because whenever I have a spare minute or two, I’ve got a prioritized list ready to go.  That list came in handy today when I …


Arrow-Tip #52 Don’t Accidentally Archive Your Inbox

Ah, almost 2 weeks maintaining Inbox Zero status and it feels great!  So great in fact that I decided to go back and clean up some other folders as well.  While reviewing my archive folders, I found to my utter mortification that some of my active email correspondence from about a …


Arrow-Tip #48 Transitioning from Outlook 2003 to 2007

As many of my early readers know, I resisted the upgrade from Outlook 2003 to Outlook 2007 for a long time (see Arrow-Tips #22 Should You Upgrade to Outlook 2007).  Since that March 2008 post, Microsoft has released service packs for both Vista and Office 2007 which is always one of …


Arrow-Tip #47 Options for Managing Assigned Tasks Part III

In Arrow-Tip #45 we discussed managing tasks across an organization using the task assigmnet options in Microsoft Outlook and Exchange.  In Arrow-Tip #46 we discussed managing these same tasks in SharePoint.  This Arrow-Tip will address using a combination of Outlook/Exchange and SharePoint to manage assigned tasks.

SharePoint tasks can be downloaded …


Arrow-Tip #46 Options for Managing Assigned Tasks Part II

In Arrow-Tip #45 I discussed managing tasks using the Outlook and Exchange task assignment features.  In this Arrow-Tip I’m going to discuss how we use SharePoint in combination with Outlook to manage tasks as an organization for one of my clients Gulf Coast Welding Corp.

Each week at Gulf Coast Welding Corp (GCW …

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