Archive for the Tasks Category
Arrow-Tip #45 Options for Managing Assigned Tasks Part I
I got some great feedback after posting Arrow-Tip #44 Outlook vs Sharepoint: Where to Put What – Part II regarding management of combined tasks from both Outlook and Sharepoint. After playing with the suggested solutions, I’ve learned some great new alternatives for managing tasks both individually or as an organization. Then …
Arrow-Tip #44 Outlook vs SharePoint: Where to Put What? – Part II
In Arrow-Tip #43 I discussed how my newest client Gulf Coast Welding is using Outlook/Exchange and SharePoint to manage their shared documents, calendar and email. In this post, I’d like to tackle tasks which proposed a real dilemma when trying to decide between posting on Outlook or SharePoint.
To be perfectly …
Arrow-Tip #43 Outlook vs SharePoint: Where to Put What? – Part I
As promised, I wanted to give you all an update on how things are going with our Outlook/Exchange and SharePoint implementations at Gulf Coast Welding Corp. (a company that previously did not have email – see Arrow-Tip #42 Top 5 Things We Take for Granted About Outlook). Its taken me …
Arrow-Tip #42 Top 5 Things We Take for Granted about Outlook
For the past few weeks I have been spending about four days a week with my newest client – my Mother. When we lost Dad last Spring, Mom became the sole owner of Gulf Coast Welding Corp. – a fabrication company that builds ASME code vessels, rolls steel plate …
Arrow-Tip #40 Is Your Smart Phone a Leash?
While most of my clients use a Blackberry or some other form of smart phone, there are a few hold outs that express concern over their cell phone becoming a leash. These folks are worried that if they have a mobile device that receives email, their clients will expect …
Arrow-Tip #36 Managing Inbox Overload Part IV
In Arrow-Tip #35 we discussed tackling emails that require some sort of follow up action on your part such as a quick answer or scheduling a meeting. Now it is time to address the toughest category of emails requiring follow up – emails that require a task. These tasks …
How to Create a New Outlook Item from an Email
Select the email from your Inbox and then drag it over the folder in your Outlook Navigation Pane that contains items of the type you would like to create. For example, if you want to create a task item, drag the email to your Tasks folder or the Tasks …
How To Open Up a New Instance of Outlook
From time to time you may want to be able to easily toggle between Outlook folders or view two at the same time. You can have more than one Outlook window at the same time by right clicking on the folder you would like to Open an additional Outlook …
Arrow-Tip #31 Using Tasks to Help Organize Your Team
One of my clients has engaged me to manage his sales and marketing team and they have been really great to work with. Obviously we use HuntressPro and some customizations to help them manage their call back list, opportunities and capture sales history. However, I was reminded last …
Arrow-Tip #28 Using Outlook to Help Achieve Your Personal & Business Goals Part III
Last week I promised to talk about how I use the Tasks folder to help me achieve my goals. So here is my Outlook Task strategy…
Capture All To-dos with a Task Item
I capture all To Dos no matter how trivial or when I think I may actually have time …