Email Management

Escape the Email Vortex - Tips, Tools and Techniques to Tame Your Inbox

Facilitator Information: 

This session is facilitated by Ann Michael Henry, Mise En Place. 

In-Person Courses

Tired of being overwhelmed by your email? Are you using your inbox as a “to-do list”, a contact manager, a calendar, or a filing cabinet? How many emails do you have in your inbox – 100…250…500…more than 1,000? If so, you aren’t alone! Learn how to properly manage your email so that you can enjoy the benefits of this great tool. Get control of your email so that it doesn’t control you!

During this session, you will learn:

  • The proven secrets of managing email
  • Who contributes to the email overload
  • The 5 misuses of an inbox
  • The golden rule of managing email
  • Disadvantages of a full inbox
  • 5 steps for clearing out an overloaded inbox
  • Strategies for incoming email management
  • 3 tips for significantly reducing spam
  • Strategies for managing outgoing emails including 4 options for directing email traffic
  • 5 tips to improve overall performance, processing, maintenance and more!

All registrants will receive course notes, Tips, Tools and Techniques for Managing Email, a 21 page how-to tip sheet and a Next Step Guide which contains a step-by-step strategy for getting your email under control.

By attending the Escape the Email Vortex session, you will learn how to create and maintain a proven strategy for cleaning out your inbox. You will have the ability to control your “email ecosystem” instead of allowing it to control you!

This session is best suited for MS Outlook users on a Windows operating system.  It will not include information on the MS Outlook Web App, (RIT's mymail system.)

Online Courses

Get a handle on your inbox. Learn to streamline your Outlook 2016 workflow with tips, strategies, and techniques for reviewing and organizing email. Gini Courter shows how to use views to rearrange and sort email, organize email with folders and categories, and use rules and Quick Steps to automate many common tasks. With these techniques, you'll cut down on the time and energy you spend on email every day.

Topics include:
  • Viewing messages by conversation
  • Ignoring a conversation
  • Using Mailbox Cleanup
  • Arranging email by date or by sender
  • Sorting and filtering views
  • Creating inbox folders
  • Customizing and using categories
  • Using a custom search folder
  • Creating Quick Steps and email rules
  • Using automatic replies

In Outlook 2010 Essential Training, author Karen Fredricks provides in-depth instruction on the key features of Outlook 2010. The course shows how to master fundamental Outlook features including sending and receiving email, creating an address book, and scheduling activities and tasks. It also covers basic administrative tasks including backing up the data file, setting up email accounts, and organizing data both manually and automatically.

Topics include:

  • Using the Office 2010 Backstage View
  • Using and customizing the Office 2010 Ribbon
  • Using Outlook as an email client
  • Filtering email with Quick Steps
  • Scheduling with multiple calendars
  • Creating tasks for to-do items
  • Taking notes
  • Adding multiple addresses and phone numbers for contacts
  • Reading blog posts
  • Integrating with social networking sites

 

Be more productive in Outlook. In Outlook 2013: Efficient Email Management, author Gini Courter demonstrates techniques to streamline your Outlook workflow. The course offers tips, strategies, and techniques for reviewing email, using views to rearrange and sort email, organizing email with folders and categories, and using rules and Quick Steps to automate many common tasks.
 

Topics include:

  • Viewing messages by conversation
  • Ignoring a conversation
  • Tagging messages with flags and categories
  • Arranging email by date or by sender
  • Creating inbox folders
  • Customizing and using categories
  • Creating a search folder
  • Creating Quick Steps and email rules

Learn how to best set up and manage email, calendars, and contacts in Outlook 2016. This course begins with a tour of the interface and shows how to connect to a wide variety of email accounts, as well as OneDrive for online file storage. Author Jess Stratton then shows how to quickly create, send, and read email and reduce your inbox clutter; organize, group, and share contacts; and stay on schedule with calendars and tasks. Plus, learn how to back up your Outlook data in case you need to restore or move it to a different machine.

Topics include:
  • Connecting accounts: Exchange, Office 365, IMAP, and POP
  • Searching for mail
  • Saving attachments
  • Organizing mail with flags and folders
  • Creating new messages
  • Working with contacts in the People hub
  • Adding delegates to act on your behalf
  • Creating meetings
  • Creating tasks and notes
  • Backing up and moving Outlook data

Learn how to set up and navigate email, calendar, and contacts in Outlook for Mac 2016. The course begins with a tour of the interface and shows how to connect to Office, Exchange, IMAP, and POP email accounts. Author Jess Stratton then shows how to quickly create, send, and read email as well as reduce your inbox clutter. Also see how to best organize, group, and share contacts, and stay on schedule with calendars and tasks.

Topics include:
  • Adding email accounts
  • Reading mail
  • Saving attachments
  • Searching mail
  • Organizing mail with folders, flags, and filters
  • Creating mail rules
  • Adding signatures
  • Setting an out-of-office auto-responder
  • Creating new contacts and groups
  • Working with delegates
  • Creating meetings
  • Opening other calendars
  • Creating tasks

Learn how to use the robust calendar and task management capabilities of Outlook 2016 to manage your personal and professional schedules. Author Gini Courter explains the difference between Outlook tasks and to-do lists, and shows how to use Outlook 2016 to make appointments, complete tasks, and find and organize your high-priority items. She also shows how to use built-in and custom Quick Steps to automate common or repetitive tasks, and use flags to follow up on important tasks. With these tips and techniques, you'll spend less time planning your schedule, and more time working on what matters most.

Topics include:
  • Managing your time with Outlook 2016
  • Creating an appointment or event
  • Inviting others to meetings
  • Creating recurring meetings
  • Flagging email
  • Creating tasks and to-do items
  • Applying categories
  • Using built-in Quick Steps
  • Completing a task and sending an update
  • Setting calendar and task list options