Management IT Mentoring & Coaching

Archive for the ‘Microsoft Office 2007’ Category

Outlook 2010: Unclutter the Inbox

Another tip from Microsoft about Outlook 2010 (Beta):-

“The new tools in Microsoft Outlook 2010 will help keep your e-mail better organized, so you never miss a beat.

Conversation view allows you to track, scan, and manage e-mail conversations at a glance, while the Clean Up tool eliminates redundant replies and Ignore automatically deletes responses to conversations you’re not interested in. Plus, customizable Quick Steps save you time by combining several actions into one click.

 
 
 
Take a fresh look at your inbox with Conversation view:
 
 
1. On the View tab on the Ribbon, select Conversations. 
2. Select an e-mail to view the entire conversation thread using the Reading Pane, starting with the most recent message.
3. If you would like to return to the traditional view, choose another option on the View tab on the Ribbon.
 
Screenshot: Conversation View
 
 
 
Teach your email some new QuickSteps:
 
Screenshot: Quick Steps in Microsoft Outlook 2010
 
 
1. On the Home tab, locate the Quick Steps section for common timesaving tasks.
2. To create your own customized Quick Step, select Create New from the Quick Steps section of the Ribbon.
3. The wizard will walk you through the tasks you can include in your Quick Step.”

Top 10 Slide Tips

I have recently discovered  Garr Reynold’s website and highly recommend his “Top 10 Slide Tips”…which will help you get the best out of presentation software, such as Microsoft PowerPoint.

“About Garr 

 Garr Reynolds is currently Associate Professor of Management at Kansai Gaidai University where he teaches Marketing, Global Marketing and Multimedia Presentation Design. Garr is active in the Japanese community and can often be found presenting on subjects concerning design, branding, and effective corporate communications.”

 1. Keep it simple

2. Limit bullet points and text

3. Limit transitions and animation

4. Use high-quality graphics

5. Have a visual theme

6. Use appropriate charts

7. Use colour well

8. Choose your fonts well

9. Use video or audio

10. Spend time in Slide Sorter View

http://www.garrreynolds.com/Presentation/slides.html

Author of “Presentation Zen” Simple Ideas on Presentation Design and Delivery

 

Outlook 2007: Using Categories

I originally posted this “How To” in 2007 on my former Blog: http://kayenightingale.wordpress.com/2007/11/09/microsoft-outlook-creating-contacts-and-categories/

However, as I was asked the question again only a couple of days ago so I thought I would be helpful to re-post it here.


Microsoft Outlook – Creating Contacts and Categories

November 9, 2007

If you have been following this Blog you will know that I now use Mindjet’s MindManager 7.0 Pro software as a “hub” for all my interactions with Microsoft Office.  However, I still use Microsoft Office extensively and have recently been asked how to create CONTACTS in Outlook and how to use CATEGORIES effectively…

The following screenshots are for Microsoft Office Outlook 2007 but the basic principle will work for all previous versions – the key difference in 2007 is that CATEGORIES can have colours assigned to them, whereas in Outlook 2003 you had CATEGORIES and EDIT LABELS as separate entities. 

1. From CONTACTS, create a new CONTACT via File, New and complete all the relevant information

kjn-contact.jpg

 2.  In Outlook 2007 – Choose an appropriate CATEGORY from the CATEGORIZE button.  If none of the CATEGORIES are suitable you can delete, rename and create NEW ones:-

categories.jpg

Once you have assigned a CATEGORY (or several) by ticking them, click OK and that CONTACT will have the coloured CATEGORIES visible at the top.

In Microsoft Office Outlook 2003, as mentioned above, colours were separate from Categories (colours were called labels and are in Edit, Labels) … in the example below I have shown CATEGORIES being applied onto an APPOINTMENT (rather than a CONTACT) but the process is the same for both …

categories-2003.jpg

The whole point about assigning CATEGORIES to either APPOINTMENTS or CONTACTS is that you can then, in the future, extract all appointments or contacts PER CATEGORY by simply changing the VIEW.  It is an incredibly efficient way of sub-setting or analysing by CATEGORY … you just need to plan ahead and consider how you might need to view and create all the necessary Categories.

In Outlook 2003 and Outlook 2007, you can VIEW by CATEGORY… this screenshot shows the Calendar by Category …

calendar-2003-view-by-category.jpg

To reverse the process, choose VIEW, Current View … and the top item from the menu … which will set you back to the default screen.

Another useful aspect of CATEGORIES is that in Word, the mail-merge feature can use Outlook to merge to a particular sub-set.  Therefore, if you want to merge to a particular group of your contacts you simply need to assign a CATEGORY or CATEGORIES to those people and have them on screen, then open up Word, start the merge process and when asked what data to use … simply choose Outlook and you will be able to use the Current View which will contain the correct names and addresses.