email hints and tips
DESCRIPTION
Following on from our Email ManagTRANSCRIPT
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Email Hints & TipsJuly 2012
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The UK’s most knowledgeable supplier of innovative products and services to improve workplace wellbeing and productivity
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We work with
people like you
in Private and Public Sector organisations,
helping with absenteeism,
presenteeism and productivity
issues
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We provide
assessments, advice and recommendations
to help you understand the problem
combined with products to
ensure the right outcome
So that
you know what to do next
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Which means that
the problem is solved
with minimum fuss
and maximum Return on Investment
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We make …
… your life easier
and we make…
… you look goodeven better than you would
without our help!
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Email Hints & TipsJuly 2012
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General Protocol
• The Subject is really important– Think of it as your “dress code” for the day
• Greet recipient• Structure the content clearly:
– Info top down:– Content– Action– Closure
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Think 5
• If the message is complicated or there is a lot that has to be said, think about simplifying it like this:– 5 bullet points– 5 words– 5 sentences
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Email to Task/Calendar
• You can move an email directly to your Outlook calendar
• Left-click and drag to embed it in the event• Right-click and drag to create an event
with the email as an attachment• (do this if you may want to forward the email later)
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Subject Editing
• View > Current View > Customise Current View > Other Settings > Allow in-cell editing
• Change Subject• Follow the link below for Microsoft
explanations of how to make this and subsequent Outlook modifications
bit.ly/email_tips
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Search Folders
• Move Unread Emails up into your Favourite Folders
• Use this to check new emails in all your directories simultaneously
• Use Customised Searches for more specific searching
bit.ly/email_tips
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Using Colours
• Tools > Organise > Using Colours• Useful for organising and prioritising
emails, appointments and tasks
bit.ly/email_tips
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DidTheyReply?
• Create a DTR directory• Create a DTR rule• For those who are not very good at
replying to your communications (or to keep track of emails you need to follow up),
• Include dtr at the bottom of your emails• Check the your dtr directory regularly
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Quick Parts
• Create Quick Parts for any phrases you use regularly
• They are quick and simple once you get into the habit
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Security
• One billion new users are projected to go online in the next 5 years
• If only 1% are dishonest, that amounts to 10 million hackers!
• Security will, therefore, continue to become more and more of an issue.
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Email Attachments
• Never email Word and Excel documents as attachments – Document metadata (information buried
within the heading) shows all amendments– Use pdf
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Signature/Autoresponse
• Use only dialable telephone numbers• Use +44 845 345 0898 • or 0845 345 0898• Since these can be dialled directly from a
smartphone.• Never +44 (0)845 345 0898.• Never include email or web addresses in
autoresponsebit.ly/email_tips
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Osmond Group Limited21 Johnson Road, Ferndown Industrial Estate,
Wimborne B21 7SE, UKTel: +44 1202 850553 Fax: +44 1202 850560
Email: [email protected] Portal: www.osmondgroup.co.uk