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Outlook Combinations

Most of us use Outlook strictly as an email application but there’s really a lot more to it. Calendar, tasks, notes and journal don’t get quite as much attention as the contacts and email sections. Not only are these sections of Outlook useful in and of themselves, but they can by combined with email to enhance their use.

So how do you combine the calendar with email? It’s called a meeting request. You can create one by going to File > New… You’ll see this menu.

 

If you’re a shortcut key fan, you can just use Ctrl+Shift+Q as you see in the right column of the menu bar.

The meeting request creator (seen below) allows you to add people from your address book and see their calendars—that way you know when/if they’re available to meet. 



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When the invited attendees get the email, they’re asked to accept or reject the invitation. If they accept, the time is automatically blocked off on their calendar. Some companies keep conference rooms on the exchange server and they are ‘invited’ to the meeting just like a person. Of course, they always accept the invitation as long as they’re free!

You can also issue a Task Request. It’s a To Do item that you ask someone else to accept. For instance, the project manager may set up a number of tactical steps necessary to accomplish and a schedule for each of them. Then, each task along with a priority and a due date can be emailed to the appropriate parties: communications requests to PR, engineering milestones to production, etc. Like the meeting requests, recipients are asked to accept or decline the honor. Upon acceptance, the tasks go directly onto the tasks list with the assigned priority and due dates.

Of course, this can be risky business if they have no real reason to accept your request. Many people object to being assigned tasks: Outlook is a helpful tech-nology, but no technology can help with office politics!

For the most part, these enhanced features will work only within a corporate LAN, but later versions of Outlook can send enhanced emails externally, so it’s worth a try!

 

References

Journal of Accountancy Articles

Tweaking The Numbers

Block That Spreadsheet Error

Excel Security Issues


 

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