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The Secrets to Organizing Microsoft Outlook- Rules Wizard

By Business Organizing, Home Office Organization, Organizing Microsoft Outlook, Quick Organizing Tips No Comments

Microsoft Outlook can be an extremely useful productivity tool when it comes to prioritizing the time you spend on email. However if you are unfamiliar with Outlook’s functions you may not be getting any of the benefits it has to offer to you.  This article is part of a series of articles that will help you as begin organizing your Microsoft Outlook.

 

Email should be used as a tool to help manage and process the projects that are important for your life and work.  But with the hundreds or even thousands of emails coming into your mailbox it’s difficult at times to effectively use and process email.  Microsoft Outlook Rules Wizard helps you manage your incoming emails.  You can use Rules to automatically sort, prioritize, and reduce the flow of your email.

 

Why you should use rules when organizing Microsoft Outlook

If you have a ton of email to go through using Rules Wizard can be like having a personal assistant to help you organize Microsoft Outlook.  There are a number of different ways to use the Rules Wizard. You can use it to have emails sorted into different folders based on who sent the email, the type of message or subject line, even whether you are CC’d or the primary recipient on the email.  You can flag messages that come in from certain people or have an alert set for when you receive an email from a specific person.  Use it to plan ahead with a function that can even delay the sending of a message.

 

I suggest this super helpful way using Rules. If you are receiving multiple e-newsletters, direct all of your e-newsletters into a folder to be read.  Create an Action folder titled “.Read” and then follow the instructions below to create your rule that will direct your newsletters there.  This will help reduce the flow of email in your inbox.  It is important to schedule a time each week to go through this folder and read what has come in.  The goal of this folder is to help you organize your time and inbox, not to create a place for emails to pile up and collect cyber dust!  If you find you receive an e-newsletter that you don’t read over and over again consider unsubscribing.  Being honest with yourself about what email you do and don’t need will help you while organizing Microsoft Outlook. Don’t waste time glancing at and a deleting an email every week or month that isn’t pertinent to you if you don’t have to!

 

How to use Microsoft Outlook rules

 

Creating a rule:

Before you begin create the folder you will be directing your email into, or confirm that it already exists.

1.  Select Tools, then Rules and Alerts, and then New Rule

2.  Select Start From a Blank Rule

3.  Highlight, Check Messages after Sending, and then click Next

4.  Check off with specific words in the subject.  Next click on specific words and choose a unique keyword for your rule, for example “newsletter”.  Click Add, OK, Next.’’

5.  Uncheck move a copy to the specified folder.  Then click on specified folder and choose from the list. Click Finish.

 

A quick tip

There is such a thing as too much of a good thing.  Don’t abuse the Rule Wizard.  If you overuse the Wizard by creating a ton of folders this tool will become a hindrance.  Instead of being a helpful personal assistant your Rules will become a time waster!

Organizing Microsoft Outlook by creating rules to better sort and filter your email today means less wasted time, energy, and money tomorrow!

Business Organizing Tip – Sharing Reference Files Increases Morale and Efficiency

By Blog, Business Organizing No Comments

Sometimes filing can seem like an overwhelming job. Many people find it complicated and time consuming to find a home for all their files. But it doesn’t have to be this way. Once you establish a filing system, filing can become nearly automatic, almost effortless.
Did you know that in actuality there are only three types of files you’ll ever need? That’s right, in all effective filing systems there are only three types of files: action, reference and archive.

 

Action files
Projects that you are currently working on – projects that you access frequently. For many people, the information in these files might be something they would pile on their desk out of a fear of misfiling and misplacing, but once you establish an effective filing system you will not have to worry about misfiling ever again.

 

Reference Files
These are files that you access less frequently. It is information that you want to have on hand and are not ready to archive or toss at this time.

 

Archive Files
These are exactly what they sound like – archives! These files include all paper based materials that you are required to keep but do not need on a regular basis. An example of archived files might be previous year’s tax records that you only keep in case of an audit.

 

Although all three file types play a crucial role in your business, the focus of this article is the often forgotten reference files:


Reference files make up the backbone of your company’s resource library. Imagine how much more information would be available if each individual had easily accessible reference files. Files that they could actually share with the entire office! How much more efficient would your office be if everyone shared access to key reference materials?

Sharing reference files not only increases efficiency, but it also unites offices. Suddenly there are no longer individual “camps” within the office, but rather an interconnected office that shares resources in order to benefit every member of the team.

If you are ready to pool your office reference files, there are several ways to get started. Choose a system that works best with your corporate climate and current workspace needs.

For example, since these files are accessed less frequently than action files, one option may be to create a general reference area within the office. This makes it easy for every member of the office to access files, without interrupting the flow of an individual’s workspace. By keeping everything together and indexed with a filing system, it is a simple job to find much needed files in only a few seconds.

 

Better yet, take a team approach to the situation and have a business organizing brainstorming session on the best way to access everyone’s reference files within the office. If some people within the group don’t know how to use the filing system you chose, have a brief training session. Once they see how easy it is to use, they’ll use it constantly and finally make use of important reference files.

Keep Stress at Bay by Learning How to Get Organized at Work

By Business Organizing, Home Office Organization, Organizing Paper Files, Quick Organizing Tips No Comments

Stress is quickly becoming an epidemic in North America. Today, 75 – 90 percent of all doctor visits are stress related! Conditions like high blood pressure, allergies, migraines, ulcers, bowel and skin problems and more have all been related to stress. That’s not to mention the fact that stress has been linked to all the leading causes of death, including heart disease, cancer, lung ailments, accidents, cirrhosis and suicide.

In addition to causing all sorts of health problems, stress also affects businesses of all sizes in lost revenue. That’s because over 60 percent of employee absences are due to psychological problems such as stress, resulting in an estimated 1 million workers that are absent on an average workday. With this in mind, job stress is estimated to cost U.S. industry $300 billion annually, as assessed by absenteeism, diminished productivity, employee turnover, direct medical, legal and insurance fees and more.

With all this in mind, now, more than ever, is the time to protect your health and business by dealing with stress effectively. One way to do that is through organization.

Sitting down at a cluttered desk can immediately increase your stress level before the workday has even begun. And we all know that this is not the time of the day to start taking on additional stress. That will happen easily enough throughout the course of your day.   The start of each day is the time to feel fresh and confident in your ability to make progress on your daily tasks. This feeling of purpose comes easily with an organized workspace. Clutter, on the other hand, washes all good intentions away in confusion and stress, and sets the tone for the rest of the workday.

How is it that a few stacks of disorganized paper can create a mass of stress in just minutes? It’s because clutter is actually postponed decisions. Each piece of paper on your desk represents something that you haven’t taken care of yet, which adds to your level of stress. Going unchecked, these paper molehills can become mountains of stress, leaving you completely overwhelmed. By this point, you may not even know where to start the organizing process.

Worse yet, the greater the stacks of paper, the greater chance there is for you to miss something important. Perhaps you misplaced a critical document that is needed for a meeting just minutes away, or you forgot about a bill that is past-due, or, you could even lose track of where you are on a significant project with an immediate completion deadline looming.

Here are a few tips for reducing stress by learning how to get organized at work:

1. Reduce clutter using the FAST System (There are only 4 options when it comes to paper – File, Act, Schedule, Toss).
2. Delegate tasks when appropriate – you don’t have to do everything
3. Don’t over schedule. Leave time free in your calendar for the unexpected and perhaps for a break now and then.

When you learn  how to get organized at work, you can put an end to the stress caused by clutter and lack of organization. Each piece of paper is dealt with once and then filed, scheduled or acted on accordingly. You are left with more free time, because you’re able to get things done in less time. You are also able to focus on your goals and priorities, delegate projects clearly and effectively, and generally be on top of your game. This will relieve a great deal of stress, while creating a real feeling of empowerment and pride in your accomplishments.

If you are interested in learning more ways we can help you get organized at work, click here now.!