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© 2017 - Chris Casal - @mr_casal & @heathcotetech GMail: Tips & Tricks A ST@C Course 5/10/17 Chris Casal @mr_casal blog.mrcasal.com

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

GMail: Tips & TricksA ST@C Course

5/10/17Chris Casal

@mr_casalblog.mrcasal.com

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Preface

● Always use Chrome

● In a shared computing environment always use Incognito Mode○ Incognito This will ensure you are logged out of your Google account when you quit Chrome

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Welcome

blogs.scarsdaleschools.org/heathcotetech/stc/

© 2017 - Chris Casal - @mr_casal & @heathcotetech

GMail in Chrome

© 2017 - Chris Casal - @mr_casal & @heathcotetech

GMail

Inbox

overview

© 2017 - Chris Casal - @mr_casal & @heathcotetech

GMail

Sidebar

1. Click the word Mail to access Contacts

and Tasks

2. Labels are foldersa. Numbers in parenthesis represent unread

message in that Label

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

GMail

Top bar

1. Search boxa. Search within GMail

2. Refresh Inbox

3. Settings

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

GMail

Select a message to see more options

1. Archive

2. Flag

3. Delete

4. Archive to specific Label

5. Label but keep in Inbox

6. More

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Select to see options

1. The menu bar only appears when a message is selected

2. If no message is selected you only see basic functions

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

New message

Standard email features

1. To

2. Subject

3. CC/BCCa. Tap to expand

b. BCC is blind

i. Always BCC Groups

ii. Hides who got the email

iii. Helps prevent spam

4. Delete drafta. Starting a new email automatically

creates a Draft

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

New message

Standard formatting features

1. Texta. Font

b. Bold/Italic/Underline

c. Lists

d. etc

2. Attacha. From desktop

b. From Drive

3. Inserta. Photo

b. Link

c. emoji

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

New message

More options

1. Hidden “More options”

2. Read receipta. Only works with

@scarsdaleschools.org

addresses

3. Canned responsesa. Pre filled responses

b. Helps to eliminate repetitive

typing for common

messages/replies

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Organization

Labels

1. Label

2. Move to

3. Archive

Think of your GMail as iTunes. It’s all of your messages. Labels are like Playlists. A

message can be in multiple Playlists (Labels) and you can “hide” them from your

Label:Inbox

1. You can give message a Label but also leave it in the Inbox (Label)

2. Or you can give a message a Label and Archive it to that Label (Move to)

3. Archive, to Label or All Mail, to clean up your Inbox

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Label a message

1. Select the

message

2. Choose a label

3. Select an existing a. or “create new”

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Label a message

1. The email has now been added to the “BOE” label

2. It still appears in the Inbox, with the “BOE” label

3. It will leave the Inbox, and remain in the “BOE” label when I Archive it

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Move a message

To immediately organize and

Archive a message away from

your Inbox

1. Select the message

2. Select Move to

3. Choose Label

4. This will give the message

the label and remove it

from your Inbox

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Label vs Move to

1. Labeled and not

in Inbox

2. In Inbox but not

Labeled

3. Labeled and still

in Inbox

You can Label and

keep in the Inbox or

“Move to” to file away

& clean your Inbox

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Filters

Use filters to

automatically Label

messages as well as

automate organization

1. In a message, click

“More”

2. Click “Filter

messages like

these”

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Filters

“Filter messages like these” will let you

choose the reasons to filter, for

instance…

1. By who it’s From

2. The Subject

You can also do a Search to see how

many messages fit your criteria…

Click “Create filter with this search” when

ready to continue

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Filters

Now choose what the Filter will do with the

messages you selected on the previous

screen…

1. Want it to Skip the inbox?

2. Automatically apply a Label?

3. Apply these settings to previous

messages?

Once you’ve customized your Filter setting

“Create filter” and you’re done!

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

Access

settings

from the

Gear icon

in the top

right of

your

Inbox

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

General

1. Emails per page

2. Conversation viewa. On=all message

w/same subject

connected &

condensed

b. Off=all messages

appear individually

3. Send and Archivea. Helps with

organization once

you hit Send

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

General

1. Shortcuts for faster

usea. 25 useful shortcuts

b. Full list of shortcuts

2. Add a profile

picture

3. Auto-create

Contacts

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

General

1. Signaturea. Create a custom

footer with your

contact details that

will automatically

appear on the bottom

of every message

2. Vacation respondera. Set “away” message

as well as as auto-on

and off dates

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

General

Vacation Responder

Allows for plenty of

customization

including:

1. On/Off dates

2. Text formatting

3. Who gets it

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Labels

Show or Hide

“System labels”

and Categories

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

Labels

1. Create

2. Hide

3. Edit/Organize

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

Inbox

Settings for “Important” messages

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

Inbox

Type

Customize

which

messages

appear at

the top of

your inbox

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Filters and Blocked Addresses

1. See all your Filtersa. With specifics

2. Edit and Delete as

necessary

Settings

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© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

Labs

Lets you search

through, and

implement,

experimental features

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Settings

Multiple Inboxes

● A Lab that

needs to be

enabled

● Lets you create

a multi-pane

Inbox○ ie: Put

“Unread”

above “Inbox”

© 2017 - Chris Casal - @mr_casal & @heathcotetech

GMail on iOS

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Main account

Additional

accounts

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Message

Options

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

GMail Archive

DeleteMark

unread

More

Options

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS Message

Options

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Compose

new email

Standard messaging options

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Options

Attachment & Send

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

To add CC

and BCC

CC and BCC

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Attachments...From Camera

Roll

Take a new

photo

Recents

Drive files

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOSAccount

Options

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Standard

boxes

Labels

(folders)

Other

accounts

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Scroll down side

bar to get to

Settings

Settings

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Configure Google

Apps integration

for all accounts

signed in to the

app

Link Google

Apps for all

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Customizing

Google Apps

means you can

get links in GMail

to open in

Chrome, not

Safari

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Set some custom

settings on

individually for

each account

Customize accounts

individually

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Signature and

Vacation

responder can be

set on the

desktop version

Biggest item here

is the “swipe to

delete” optionCustomize accounts

individually

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

To toggle

between

accounts, tap

icons on top

To manage

accounts tap the

white triangle and

select “Manage

accounts”

Other

accounts

© 2017 - Chris Casal - @mr_casal & @heathcotetech© 2017 - Chris Casal - @mr_casal

iOS

Turn accounts

invisible

Add accounts

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Contact

Chris Casal

[email protected]

@mr_casal

@HeathcoteTech

blogs.scarsdaleschools.org/heathcotetech

blog.mrcasal.com

© 2017 - Chris Casal - @mr_casal & @heathcotetech

Created byChris Casal

purveyor of geekery

Heathcote School@mr_casal