How To Write An Effective Email

Learn to Write Effective Emails at Intellisoft Singapore

Most business communication happens via email with virtual offices, global clients, and multiple time zones. Yet, most people struggle to write great, effective and professional emails.

The result:  People judge you by your emails. If the email seems unprofessional or buggy with mistakes, your and the company’s reputation is immediately tarnished.

Fortunately, writing compelling and professional emails within a few minutes is extremely easy. Just remember to take note of the following tips.

1.  Subject lines: Always use a simple, to-the-point subject line. Ideally, it should be no longer than 5-7 words. Most people look at the subject line to decide if they are going to open, and read the email, or simply delete it, irrespective of the content.

2. Greet: Always provide a simple greeting at the beginning of the email. It could simply be Hi Susan, or Hello Richard.

3. Thank for something: If this is a follow-up email on something, or you are replying to someone’s email, it is a good idea to thank the person for replying to you. Thanks a lot for getting back to me so quickly. Thanks for your time on the phone, or Thanks for the meeting. By thanking the person, you make it a more pleasant email, and the recipient is put at ease with your nice comments.

4. Reason / Objective of Email: The key reason for writing the email should be very clear and concise. There is no need to write long-winded emails, as no one has time to read that much. People nowadays scan emails to quickly find the most important thing, and then decide what to do with it. You should quickly come to the point, like

We need to meet for a short while to discuss and resolve xyz, or
I need your help to review xyz, or I am writing with regards to xyz.

5. What you Want them to do / Ask: People scan emails to find out if they have to do anything about it – keep it, file it for the future, or take any action.  If you want them to do something for you, you must state it clearly. If this is not clear, then they won’t do anything. Keep it short, simple and easily scanable. For example,

  • I want you to arrange a meeting between the 3 parties – possibly by the 15th of the month.
  • I would appreciate it if you could review the attached proposal and get back to me by the 15th Nov.
  • Could you please reply which time suits you better – Monday at 11am or Tuesday at 4pm? 

By putting an action, and an action by date, you clarify what the recipient has to do, and by when. There is no room for ambiguity, and you are more likely to get what you wanted, by the due date.

6. Add Closing Remarks: It is a good idea for you to thank the recipient one more time, and add some nice, polite closing remarks, like:

  • Thanks for your help and support.
  • Thanks for your cooperation and support.
  • Feel free to contact me if you have any questions or concerns.  I look forward to hearing from you.

7. Signature: It is a must to have a simple yet clear signature. You should not end with Cheers or See Ya unless it is a friend you are writing to. For business writing, you must always say, With Best Regards, or Sincerely, or Thank You. Regards, Richard.

8. Spell Check & Grammar Check: It is essential to always do a spelling check and a grammar check. Nothing spoils a good email than a few typos. All good email packages have a built in spell check. You should make use of it, and even set your email configuration to always do a spell check before sending. This can make your emails more professional and set up you in the eyes of the recipient.

Common Pitfalls in Writing Professional Emails & How To Avoid Them:

  • Writing in All Capital Letters: Writing in all caps is considered offensive, rude on the internet. You should write Subjects in Title Case to stand out. The email body should be using normal English language rules – first letter is in capital, and the rest in small case. Use appropriate punctuation, and avoid using too many exclamation marks or question marks etc. It looks quite amateurish.
  • Using Vague Subject lines: Do not try to fool the recipient to click your email by sending suspicious email subject lines or shady ones. Click for BONUS, or Find the Good Stuff <<<-CLICK HERE, or SEE WHAT JOHNNY DOES TO GET THE PASSES are quite spammy, and should be avoided.
  • Attaching a huge image or attachment: Don’t attach huge files as attachments unless really required. You can always upload the file to some server or drobox etc. and provide them with the link to download if they wish to. This way you won’t become their enemy for jamming their mailbox with huge emails.
  • Not Using Professional language: While you could use the English language to the fullest, and use big words, it is not always recommended. You should write emails as if a high school kid is going to read it. Most people’s vocabulary is not huge, and they don’t read much books or learn new things beyond school years. Some experts go so far to say that you should stick to a Primary 6th grade English to be perfectly clear to everyone.
  • Not Using Formatting, Paragraphs, Headings: Do space out your emails with paragraphs, and points, or headings. Don’t write in huge block paragraphs of 8 to 10 lines or more in each block. It becomes pretty difficult to read, and you can lose a lot of people from getting your message. Use bold or underlined text in some important areas to make them stand out, but don’t bold every thing.
  • Lengthy emails That Are Not To the Point: Write only as much as you need. Don’t start a long winded email that goes on and on. We are writing an email, not a sales page.
  • Use of Emoticons: For processional emails, it is not recommended to use any emoticons. So don’t try to act cute on business emails. Stay to the point, clear, and professional as possible.

Related Training:

Learn the Art of Professional Business Email Writing & Email Etiquette in our 2 day WSQ Funded workshop.

Full of exercises and practical examples, it is a totally immersive workshop that will work wonders to your email writing skills. Do check it out here: Writing Professional Emails

How Can AI Tools Help You At Work

Learn Ai Tools in Singapore with Intellisoft

I recently received a question from a prospective learner about how AI Tools can help them in their work when they were browsing our website for WSQ AI Tools Course in Singapore. And I keep receiving similar questions, because there is a lot of misconceptions about AI Tools – what they can do and cannot do… specifically, how they can help in the workplace.

Questions like: “I just wanted to know how this course will benefit my current working environment.

We have a WSQ Course on AI Tools – Digital Transformation with AI Tools, where we teach how to use this new and emerging technology for serious work at the workplace. To clarify on this, let me dive deeper into this topic.

Here’s how each of these AI tools can be beneficial for your work:

1. ChatGPT (AI-Powered Writing and Communication Assistant) – From OpenAI

  • Content Creation: ChatGPT can help you generate high-quality content for emails, reports, presentations, and social media posts, saving you time and ensuring consistency in tone and style.
  • Customer Support: It can assist in drafting responses to common customer queries, enabling faster and more accurate communication.
  • Idea Generation and Brainstorming: Whether you’re stuck on a project or need fresh ideas, ChatGPT can offer suggestions, helping you think outside the box.

2. Gemini (AI Data Analytics and Insights) – From Google

  • Data-Driven Decisions: Gemini can analyze large datasets and provide actionable insights, making it easier for you to understand trends and make informed decisions.
  • Predictive Analytics: It helps in forecasting outcomes based on historical data, which can be critical for strategic planning and resource allocation.
  • Automation of Routine Analysis: Gemini can automate repetitive data analysis tasks, allowing you to focus on higher-value activities.

3. Copilot (AI-Assisted Coding and Development) – From Microsoft

  • Code Suggestion and Completion: Copilot can help you write code faster by suggesting snippets and completing code as you type, reducing errors and speeding up development.
  • Learning and Upskilling: Even if you’re not a developer, Copilot can help you understand and learn coding basics, making it easier to collaborate with technical teams.
  • Automating Repetitive Tasks: Copilot can assist in automating routine coding tasks, freeing up time for more creative and complex work.

4. Other AI Tools

  • Automating Administrative Tasks: AI tools can automate scheduling, email filtering, and data entry, allowing you to focus on more strategic aspects of your role.
  • Enhancing Creativity and Innovation: AI can help you explore new approaches to problem-solving and product development by providing insights and suggestions you might not have considered.
  • Personalization: AI tools can help tailor customer experiences by analyzing data and suggesting personalized content or solutions, leading to better engagement and satisfaction.

Overall Benefits

  • Increased Efficiency: Automate repetitive tasks and streamline workflows, giving you more time to focus on high-impact activities.
  • Improved Decision-Making: Leverage data-driven insights and predictive analytics to make more informed decisions.
  • Enhanced Creativity: Use AI to generate new ideas, approaches, and solutions to complex problems.
  • Skill Enhancement: Learning to use these tools will expand your skillset, making you more adaptable and valuable in your current and future roles.

By the end of the AI Tools for Digital Transformation course, you’ll be equipped to integrate these AI tools into your daily workflow, boosting your productivity, enhancing your decision-making capabilities, and helping you stay competitive in a rapidly evolving digital landscape.

Other Useful AI Tools

  1. Grammarly
    • Writing Assistant: Grammarly offers AI-powered suggestions for grammar, style, and tone, helping you write clear and effective content. It’s available as a browser extension, making it easy to use across different platforms.
  2. Notion AI
    • Content Creation and Organization: Notion’s AI features help you brainstorm,
    •  summarize, and generate content directly within your notes and documents, making it a versatile tool for personal and professional use.
  3. Jasper (Free Trial)
    • AI Content Generator: Jasper (formerly Jarvis) helps you create content for blogs, social media, and marketing campaigns. It offers templates and suggestions tailored to different writing needs.
  4. Otter.ai
    • Transcription and Note-Taking: Otter provides real-time transcription of meetings, interviews, and lectures, making it easier to capture and share key information.

By incorporating these AI tools into your workflow, you can enhance your productivity, streamline creative processes, and elevate the quality of your work, regardless of your current working environment.

Additional AI tools (Image Editing, Video Editing, Slide Creation, and More)

Image Editing

  1. Canva (Free Plan)
    • Design and Editing: Canva offers AI-powered tools for graphic design, allowing you to create professional-looking images, social media graphics, and presentations with ease.
    • Magic Resize: This feature automatically resizes your designs for different platforms, saving you time and ensuring consistency across various formats.
  2. Remove.bg
    • Background Removal: This free tool uses AI to quickly remove backgrounds from images, making it easier to create clean and professional visuals.
    • Integration: You can use it directly within Canva or download the edited images for use in other applications.
  3. DeepArt
    • Artistic Filters: DeepArt allows you to apply AI-generated artistic styles to your photos, transforming them into artwork inspired by famous artists like Van Gogh or Picasso.

Video Editing

  1. Kapwing
    • Online Video Editor: Kapwing offers a suite of AI tools for video editing, including trimming, resizing, and adding subtitles. It’s user-friendly and doesn’t require any prior editing experience.
    • Smart Cut: This AI feature helps in automatically cutting out silent or less interesting parts of a video, making the editing process faster.
  2. Descript
    • Transcription and Video Editing: Descript is a powerful tool that offers transcription services and lets you edit videos as easily as you would edit a text document. You can also use its overdub feature to correct spoken errors in videos.
  3. Pictory

    • AI Video Creation: Pictory allows you to create short, branded videos from long-form content like webinars or blog posts. It automatically extracts key points and generates engaging videos.

Slide Creation

  1. Beautiful.ai
    • AI-Powered Presentation Design: Beautiful.ai helps you create visually appealing presentations by automatically adjusting the layout and design as you add content, ensuring professional-quality slides.
    • Templates: It offers a range of smart templates that adapt to your content, saving you time and effort.
  2. Tome
    • Narrative Design Tool: Tome uses AI to help you build compelling visual narratives, perfect for presentations or storytelling. It allows you to quickly integrate multimedia elements and designs into your slides.
  3. Designs.ai
    • Slide and Video Creator: This tool offers a suite of AI-driven features for creating presentations, videos, logos, and other digital assets. It’s particularly useful for generating ideas and visuals quickly.

The AI Tools industry is in its infancy. New tools are emerging every single day, and the improvement in the tech is simply exponential. With so many tools, it is difficult to choose, and often people are lost in the sea of hundreds of AI Tools to choose from.

If you are not sure which AI tool can help you, simply join our WSQ Funded AI Tools course in Singapore. Our AI Expert Trainers will guide you in the best tools to use, and how to use them. With step-by-step knowledge, use of the best prompts (Prompt Engineering), and some best practices in AI, you will be in on your way to shine in the workplace in no time!

Digital Transformation Course in Singapore

Cheers,
Vinai Prakash
Founder & Master Trainer, Intellisoft Systems & Intellisoft Training, ExcelChamp, PMChamp.

Top 5 Automations With Excel VBA Macros

Amazing Ways to Combine Data from Multiple Workbooks with VBA in Excel course at Intellisoft Systems

Are you looking to streamline your daily tasks and enhance your productivity?

VBA (Visual Basic for Applications) is a powerful tool that can help automate repetitive tasks in Microsoft Office applications, saving you time and reducing errors.

Top 5 most common VBA automations, with detailed use cases and why VBA is the perfect tool for each scenario:


1. Automated Report Generation

Make Automatic Invoice in Excel With VBA Course

Use Case: Regularly generating complex reports in Excel can be time-consuming and prone to manual errors. With VBA, you can automate the entire process—from data collection and analysis to formatting and presentation—ensuring consistency and accuracy.

Why VBA: VBA allows you to automate repetitive tasks, such as pulling data from multiple sources, applying filters, creating pivot tables, and formatting reports. It can handle large datasets with ease and is fully customizable to meet specific business needs.


2. Report Consolidation and Summary Creation

Combine multiple data files into a single master file with Excel VBA at Intellisoft Singapore

Use Case: Imagine having multiple regional or monthly data sheets within the same workbook. Manually consolidating this data into a single summary sheet can be tedious and error-prone. VBA can automate this process by compiling data from each sheet into a consolidated summary, ensuring accuracy and efficiency.

Why VBA: VBA can loop through each sheet, extract the necessary data, and compile it into a master summary sheet. It can also work in reverse—separating data from a summary sheet into individual monthly or regional sheets. This bidirectional capability makes VBA an essential tool for handling complex data consolidation tasks.

We teach how to combine data from multiple files into a single Excel workbook in our VBA Macro programming workshops in Singapore.


3. Data Cleaning and TransformationData Cleanup and transformation with Excel VBA Macro Programming. Learn Step by Step at Intellisoft in Singapore

Use Case: Cleaning and preparing data for analysis is often a tedious task, especially when dealing with large datasets. VBA can automate the process of removing duplicates, correcting data inconsistencies, and transforming data into a usable format.

Why VBA: VBA offers powerful string manipulation functions and loops, making it easy to automate complex data cleaning tasks. It can interact with multiple worksheets and workbooks, ensuring that your data is accurate and ready for analysis.


4. Email Automation in Outlook

Automatically send custom emails from Excel with VBA

Use Case: Sending out mass emails or personalized notifications manually can be labor-intensive. VBA can automate email generation and sending directly from Outlook, including personalized content based on data from Excel.

Why VBA: VBA seamlessly integrates with Outlook, allowing you to automate email processes such as sending bulk emails, scheduling sends, and attaching files dynamically. It ensures timely and consistent communication without manual intervention.


5. Task Automation in Word

Generate a Word Invoice in Excel with VBA coding.

Use Case: If your work involves creating standardized documents such as contracts, invoices, or letters, VBA can automate document generation, reducing the time spent on repetitive formatting and data entry.

Why VBA: With VBA, you can create templates that automatically populate fields with data from Excel or other sources. This ensures that your documents are uniform, accurate, and generated quickly, minimizing manual errors.


Why Choose VBA?VBA Course in Singapore at Intellisoft with WSQ SkillsFuture SFEC UTAP Grants

VBA is an ideal choice for automation because it is:

  • Integrated: Works seamlessly with Microsoft Office applications, ensuring compatibility and ease of use.
  • Customizable: Can be tailored to meet specific business needs, regardless of complexity.
  • Efficient: Automates repetitive tasks, freeing up time for more strategic work.
  • Accessible: Requires no additional software, as it is built into Microsoft Office.

Learn to Automate with VBA – Join Our VBA Macro Programming Class!

We cover all these automation techniques and more in our VBA Macro Programming class. This hands-on course is designed to teach you how to harness the power of VBA to streamline your workflow. The course is WSQ funded, and companies can tap into SFEC grants. Individuals can also use SkillsFuture Credits and UTAP grants.

Register Now or Request a Brochure to learn more!

Unlock the full potential of Microsoft Office with VBA and take your productivity to the next level.

 

Do You Know the 4 Ways to Use the Enter key in Excel?

Control Enter key combination in Excel

There are 4 different ways to use the Enter key in Excel

  1. ENTER key
  2. SHIFT + ENTER combination
  3. ALT + ENTER combination
  4. CONTROL + ENTER combination

Learning these will help you to improve your productivity and efficiency in Excel, and get the work done faster, without wasting time doing the same thing again and again.

Let’s find out How to Master the ENTER Key in Microsoft Excel

Microsoft Excel is a powerful tool for data management and analysis, and knowing how to use the ENTER key efficiently can significantly improve your productivity. In this article, we will explore four different ways to use the ENTER key in Excel: ENTER, SHIFT + ENTER, ALT + ENTER, and CTRL + ENTER.

1. Using the ENTER Key

Step-by-Step Guide

  1. Enter Data:
    • Click on any cell where you want to input data.
    • Type your data (e.g., “Sales Report”).
    • Press the ENTER key.
    • Result: The cursor moves to the cell directly below the current cell, and the data is entered into the selected cell.

Enter key in Excel

Practical Use

Use the ENTER key to quickly enter data down a column. This is useful when you have a list of items to input.

2. Using SHIFT + ENTER

Step-by-Step Guide

  1. Enter Data:
    • Click on a cell where you want to input data.
    • Type your data (e.g., “Marketing Budget”).
    • Press SHIFT + ENTER.
    • Result: The cursor moves to the cell directly above the current cell, and the data is entered into the selected cell.

Shift Enter in Excel

Practical Use

SHIFT + ENTER is helpful when you need to enter data upwards, especially useful for making corrections or additions to previously entered data in a column.

3. Using ALT + ENTER

Step-by-Step Guide

  1. Enter Data with Line Break:
    • Click on a cell where you want to input data.
    • Type the first line of your data (e.g., “First Quarter”).
    • Press ALT + ENTER to add a line break within the same cell.
    • Type the next line of data (e.g., “Sales Report”).
    • Press ENTER to finalize the entry.
    • Result: The text appears in multiple lines within the same cell.
Alt Enter key in Excel

Practical Use

Use ALT + ENTER when you need to input multiple lines of text in a single cell, such as addresses or notes.

4. Using CTRL + ENTER

Step-by-Step Guide

  1. Select Multiple Cells:
    • Click and drag to select multiple cells where you want to input the same data.
    • Type your data (e.g., “Approved”).
    • Press CTRL + ENTER.
    • Result: The same data is entered into all selected cells.
Control Enter key combination in Excel

Practical Use

CTRL + ENTER is ideal for entering the same data across a range of cells, saving time when dealing with repetitive entries.

Learn More at Intellisoft

Intellisoft provides comprehensive Microsoft Excel Training, where you can learn many more shortcuts, functions, and features of Excel. Join our hands-on workshops at our Training Centre at Fortune Centre to enhance your Excel skills and boost your productivity.

Visit Intellisoft for more details and course schedules for our WSQ Funded Excel Courses.

How to Organize Folders in Outlook

How to Organize Folders in Outlook Training Workshop in Singpaore

How to Organize Folders in Outlook Training Workshop in SingpaoreIn today’s fast-paced business environment, professionals like office executives and managers are inundated with emails. An overflowing inbox can be overwhelming, leading to missed important messages and decreased productivity. Microsoft Outlook offers robust features for organizing emails, and is a great tool that we live with each day.

Learning how to organize Outlook email is crucial for effective email management. The article provides a step-by-step guide on the best way to organize emails in Outlook, including how to create folders to organize email in Outlook.

This article aims to demystify the process of managing and organizing emails in Outlook, offering practical, easy-to-understand solutions that are immediately applicable in a professional setting within your Microsoft Outlook software.

When organizing folders in Outlook, one should adhere to the best practice of establishing a logical and intuitive structure based on the content and purpose of each folder. This ensures easy navigation and quick access to important emails, following the recommended outlook folder structure best practice.

Creating Folders for Different Workflows

Creating a structured folder system in Outlook based on different stages of your workflows can significantly enhance email management, especially for business professionals and office executives. Here’s how to effectively organize your Outlook folders for different workflows:

1. Workflow Stages-Based Folders

  • Function: Categorize emails according to where they fit in your work process.Outlook Folder Organization Tips
  • Examples:
    • “Inbox – Action Needed”: For emails requiring immediate action or response.
    • “Waiting on Response”: For emails where you’ve replied and are awaiting a response. This helps track ongoing communications.
    • “To Review”: For emails that need your review or are informational and can be read later.

2. Project-Specific Folders

  • Function: Organize emails based on specific projects or clients.
  • Examples:
    • “Project Alpha – Communications”: All emails pertaining to ‘Project Alpha’.
    • “Client XYZ – Inquiries”: Separate folder for each major client or stakeholder.
    • “Internal – HR Updates”: For internal communications, such as HR announcements or company-wide updates.

3. Priority-Based Folders

  • Function: Prioritize emails based on their urgency or importance.
  • Examples:
    • “Urgent”: For emails that require immediate attention.
    • “High Priority”: For important emails that need to be addressed soon but are not urgent.
    • “Low Priority”: For non-urgent emails that can be dealt with at a later time.

4. Time-Sensitive Folders

  • Function: Organize emails based on when they need to be addressed.
  • Examples:
    • “This Week”: For emails that need to be dealt with within the current week.
    • “This Month”: For less urgent emails that need to be addressed within the month.
    • “Quarterly Review”: For emails that pertain to quarterly goals and reviews.

5. Custom Categories for Special Cases

  • Function: Create folders for unique or unusual email types that don’t fit into other categories.
  • Examples:
    • “Conference 2025”: For all emails related to a specific event or conference.
    • “Expense Reports”: For tracking emails related to expenses and reimbursements.
    • “Feedback and Surveys”: For storing customer feedback or survey responses.

6. Archive for Completed Workflows

  • Function: Move emails from active folders to an archive once the workflow is completed.
  • Example: After completing a project, move all relevant emails from “Project Alpha – Communications” to “Project Alpha – Archive” for historical reference.

7. Regular Maintenance

  • Function: Regularly review and clean up folders to keep them relevant and manageable.
  • Example: At the end of each week, review the “This Week” folder, archiving completed items and moving pending items to the “Next Week” folder.

By adopting this structured approach to organizing folders in Microsoft Outlook, business professionals can streamline their email management, ensuring that their inbox aligns with their workflow and priorities, ultimately enhancing productivity and reducing email clutter.

Microsoft Outlook Training course in Singapore at Intellisoft Systems

Optimizing Outlook Folders for Searching

Optimizing your Outlook folders for effective searching is crucial for quick information retrieval, especially in a busy work environment. Here’s how to structure and name your folders for optimal searchability:

1. Descriptive Folder Naming

  • Function: Use specific, descriptive names for each folder to make them easily identifiable and searchable.
  • Examples:
    • Instead of vague names like “Reports,” use “2024 Financial Reports” or “Q1 Marketing Analytics.”
    • For client correspondence, instead of just “Clients,” use “Client – [Client Name] – [Year].”

2. Organize Emails by Date and Time

  • Function: Create folders based on specific time periods to easily locate emails from a certain date range.
  • Examples:
    • “2024 Correspondence”: For all emails sent and received in 2024.
    • “Weekly Updates – February”: For weekly status updates in February.
    • “Meeting Minutes – Q1 2024”: For all meeting minutes from the first quarter of 2024.

3. Category-Based Folders

  • Function: Organize emails by categories such as project, department, or type of communication. You can create a new category easily.
  • Examples:
    • “HR Policies”: For all emails related to human resources policies.
    • “IT Support Tickets”: For correspondence related to IT issues.
    • “Vendor Contracts”: For keeping track of discussions and agreements with vendors.

4. Using Keywords in Folder Names

  • Function: Include relevant keywords in folder names to enhance the searchability of new folders.
  • Examples:
    • “Budget Approval – Marketing”: For emails related to budget approvals in the marketing department.
    • “Conference 2024 – Speaker Coordination”: For organizing emails regarding speakers at a 2024 conference.

5. Subfolder Strategies

  • Function: Use subfolders judiciously to avoid overcomplication while maintaining order. A new folder inside another new folder can be very addictive, but it is not a very good technique.
  • Examples:
    • Under a main folder “Client Projects,” have subfolders named after each client or project.
    • For a folder named “Events,” use subfolders like “Webinars,” “Workshops,” and “Networking Events” for specific event types. Having a different folder for each major topic is the best way to find relevant folders as and when needed.

6. Regular Folder Review and Cleanup

  • Function: Periodically review folders to update names, merge similar folders, and delete outdated ones.
  • Example: At the end of each quarter, review and adjust folder names and structures to reflect current priorities and projects.
  • Arrange selected folder in the favorites list for easier navigation.

7. Archiving and Backup Strategies

  • Function: Regularly archive old emails and ensure backups are in place for easy retrieval.
  • Example: Set up a quarterly archiving system where older emails are moved to an archive folder, labeled by year and quarter for easy access.

8. Integration with Outlook Search Features

  • Function: Leverage Outlook’s powerful search tools to complement your organized folder structure.
  • Example: Use Outlook’s advanced search options to find emails based on specific criteria like a specific sender, date, or keyword that align with your folder naming conventions.

Using Quick Steps and Archive

  • Example: Set a Quick Step to move all emails from a particular project team directly to a designated folder. Regularly archive completed project emails to keep the inbox focused on current tasks.

Learn Microsoft Outlook from Experts at Intellisoft Systems

Time-Saving Tools and Shortcuts: A Great Way To Save Time With Outlook

1. Outlook Rules for Automated Organization

  • Function: Automatically move, categorize, or flag incoming emails based on specific criteria like sender, subject, or keywords.
  • Example: Create a rule to move all emails from your supervisor directly to a “Manager Communications” folder. This ensures important messages are not lost in a crowded inbox. There are a few default Outlook email categories to help you get started.

2. Search Folders for Quick Access

  • Function: Create folders that automatically gather email messages based on specified search criteria.
  • Example: Set up a search folder for all emails with the subject “Project Updates,” enabling quick access to all project-related communications without manually searching each time.

3. Shortcut Keys for Efficient Email Management

  • Function: Use keyboard shortcuts to perform common tasks quickly.
  • Key Shortcuts:
    • Ctrl+C (Copy), Ctrl+V (Paste): Quickly move emails to different folders.
    • Ctrl+R (Reply), Ctrl+F (Forward): Respond to emails swiftly.
    • Ctrl+Shift+V (Move to Folder): Move an email to a specific folder without dragging.
    • Ctrl+Shift+Q (Create Meeting Request): Quick way to schedule a meeting from an email.
  • Example: Use Ctrl+Shift+V to move an email to the “Completed Projects” folder after finalizing a project.

4. Pin Folders for Easy Access

  • Function: Keep frequently used folders at the top of your navigation pane.
  • Example: Pin your “Urgent” and “Read Later” folders for quick access, ensuring critical emails are addressed first and interesting reads are easily accessible.

5. Quick Steps for One-Click Actions

  • Function: Customize a series of actions that can be applied to an email with a single click.
  • Example: Create a Quick Step to flag an email, mark it as read, and move it to a specific project folder, streamlining email processing.

6. Categorization for Visual Organization

  • Function: Assign color-coded categories to emails for quick visual identification.
  • Example: Assign a green category to all “Client Requests” and a red one for “Internal Deadlines”, making these emails stand out in your inbox.

7. Conversation View for Threaded Messages

  • Function: Group all related emails into a single conversation thread.
  • Example: Use Conversation View for ongoing project discussions, keeping all related emails together for easy reference.

8. Focused Inbox to Prioritize Important Emails

  • Function: Separates your inbox into two tabs—Focused and Other—to prioritize important emails.
  • Example: Enable Focused Inbox to ensure emails from key clients or management are highlighted, reducing distractions from less critical messages.

9. Email Templates for Repetitive Responses

  • Function: Pre-create templates for common email responses.
  • Example: Develop templates for standard replies like acknowledgments or weekly updates, saving time in composing similar responses.

10. Archive Feature for Long-Term Storage

  • Function: Move old emails to an archive folder, keeping them accessible but out of your main inbox.
  • Example: Archive completed project correspondence, keeping your primary inbox focused on current activities.

11. Custom Views for Personalized Email Sorting

  • Function: Create custom views in Outlook to display emails based on specific criteria like sender, date, or size.
  • Example: Set a custom view to show all emails larger than 1MB, helping you to quickly identify and clean up large files clogging your inbox.

By utilizing these time-saving tools and shortcuts in Outlook, business professionals can significantly streamline their email management, saving precious time and reducing the stress of an overflowing inbox​

Additional Features and Techniques of Outlook Email Organization

In addition to basic folder organization, Microsoft Outlook offers a range of features and techniques that can further enhance your email management experience and get control of your inbox. Here’s some tips & tricks, the easiest way to avoid email overload.

1. Focused Inbox Feature

  • Function: Separates your inbox into two tabs: Focused and Other, to prioritize important emails.
  • How to Use: Enable Focused Inbox in settings. Outlook automatically sorts emails, but you can manually move emails between tabs to teach it your preferences.
  • Example: Priority emails from clients or management appear in the Focused tab, while newsletters and promotional emails are moved to Other.

2. Outlook Categorization

  • Function: Assign color-coded Outlook categories to emails for quick identification and grouping.
  • How to Set Up: In the Home section, select Categorization, choose a color, and rename it as per your preference.
  • Example: Categorize emails by project, urgency, or department, like using blue for all “Project Titan” emails or red for “Urgent Queries.”

3. Archive and Delete Old Messages

  • Function: Archive for long-term storage of important emails; delete for removing unnecessary emails.
  • How to Use: Select a message and click the archive button or the delete button. Set up an archive folder if not already in place.
  • Example: Archive completed project emails but delete outdated promotional emails.

4. Conversation View

  • Function: Groups all related emails into a single thread, making it easier to follow a conversation.
  • How to Enable: Turn on “Show as Conversations” in the View menu.
  • Example: All emails regarding a specific project update are compiled into one thread, reducing clutter and enhancing readability.

5. Use of Clean Email or Similar Tools

  • Function: External tools like Clean Email can help manage your inbox by setting automatic filters and rules.
  • How to Use: Set up rules within the tool to organize emails as they hit your inbox.
  • Example: Automatically sort newsletters into a “Read Later” folder or promotional emails into a “Marketing” folder.

6. Flagging Emails for Follow-Up

  • Function: Flag important emails that you need to follow up on.
  • How to Use: Select an email, click on the Follow up option, and choose a time for the reminder.
  • Example: Flag an email from a client that requires a detailed response by the end of the week.

7. Integration with Microsoft To Do and Other Tools

  • Function: Sync Outlook with Microsoft To Do or other task management tools for better task tracking.
  • How to Use: Use Microsoft To Do (or other integrated tools) to create tasks directly from emails.
  • Example: Create a task in Microsoft To Do for preparing a report mentioned in an email, with a due date and reminder.

8. Effective Use of Email Templates

  • Function: Use templates for sending frequent types of responses or communications.
  • How to Use: Create and save templates for different types of email responses.
  • Example: Templates for weekly updates, project queries, or standard responses to common questions.

9. Smart Folders and Filters

  • Function: Use smart folders to automatically categorize emails based on set criteria.
  • How to Set Up: Create smart folders for specific types of emails, like all emails with attachments.
  • Example: A smart folder for all emails from a specific project team or with a particular keyword in the subject.

10. Leveraging Outlook Add-Ins

  • Function: Enhance Outlook’s capabilities with add-ins for various purposes.
  • How to Use: Browse and install add-ins through the Outlook store.
  • Example: Add-ins for CRM integration, email tracking, or productivity tools like Trello or Evernote.

Learn how to organize Outlook email effectively by following simple steps to declutter your inbox. Discover the best way to organize emails in Outlook to find messages instantly and improve productivity. Visit the site for expert guidance on how to organize folders in Outlook for efficient email management.

General Best Practices For Using Microsoft Outlook & Finding Specific Emails Easily

Best Practices for Organizing Outlook Emails

Implementing general best practices in managing your Outlook folders can significantly improve your overall email productivity and efficiency. My most recommended best practices for avoiding email overload and gaining sanity over your email box are:

1. Regular Archiving of Old and Unimportant Messages

  • Purpose: Keeps your inbox clean and makes important emails more accessible.
  • Approach: Use Outlook’s built-in archiving feature or external tools to automatically move older messages to an archive folder.
  • Example: Set a rule to archive all emails older than six months to keep your inbox focused on current communications.

2. Creating Rules to Automatically Sort Incoming Mail

  • Purpose: Saves time by automatically organizing incoming emails into the appropriate folders.
  • How to Implement: Go to the Home tab, select Rules > Manage Rules & Alerts, and create new rules based on criteria like sender or subject line.
  • Example: Create a rule to move all emails from a specific client directly to their dedicated project folder.

3. Organizing Email Folders into Categories

  • Purpose: Enhances folder visibility and accessibility.
  • Strategy: Group similar folders under a common category for easy navigation.
  • Example: Create a category like “Clients” and include all individual client folders under it.
  • Color Codes: You can assign a color code to each category too, making it easy to identify the folders and emails easily.

4. Immediate Deletion of Spam

  • Purpose: Protects against potential security threats and keeps your inbox clutter-free.
  • Action: Set rules in Outlook to move suspicious emails to the Junk folder automatically.
  • Maintenance: Regularly check the Junk folder for false positives and adjust your spam filters accordingly.
  • Empty Deleted Items: Empty the deleted items folder on a regular basis to keep the Outlook mailbox light.

5. Ensuring Adequate Storage Space

  • Purpose: Prevents your inbox from getting overloaded, which can affect Outlook’s performance.
  • Approach: Regularly delete irrelevant emails and large files; consider using cloud storage for archiving.
  • Example: Periodically review and clean up large email attachments and outdated email threads.

6. Maintaining a Clean Sent Items Folder

  • Purpose: Keeps track of sent communications without overloading the folder.
  • Strategy: Create subfolders within the Sent Items folder based on the type or purpose of the emails.
  • Example: Subfolders like “Sent – Client Communications” and “Sent – Internal Meetings” can organize sent emails effectively.

7. Avoiding Overuse of Subfolders

  • Purpose: Prevents folder structure from becoming too complex and hard to navigate.
  • Best Practice: Limit subfolders to a few levels and use descriptive names.
  • Example: Instead of multiple nested levels, use a clear and concise folder hierarchy that aligns with your workflow.

8. Consistent Folder Review and Cleanup

  • Purpose: Keeps your folder structure relevant and manageable.
  • Routine: Set a regular schedule, like monthly, to review, rename, merge, or delete folders.
  • Example: At the end of each month, review project folders to archive completed projects and update ongoing ones.

9. Leveraging Outlook’s Search Functionality

  • Purpose: Quickly locates emails without the need for extensive folder navigation.
  • Tip: Familiarize yourself with advanced search options like searching by date, sender, or specific keywords.
  • Example: Use search queries like “from:[sender name]” or “subject:[specific keyword]” for efficient email retrieval.

By implementing these strategies, business professionals can efficiently manage their Outlook inbox, ensuring that important emails are always at their fingertips, and their email management becomes a productivity tool rather than a source of stress. Use them to stay on top of your emails.

 

PMP Exam Preparation: Preview Sessions Each Month

Group of Participants attending the PMP Certification program at Intellisoft Systems Singapore

Are you an active Project Manager?

Are you looking for ways to stand out, accelerate your career and get recognition?

If you are, then you should be planning to get the most coveted Project Management Professional (PMP) Certification from PMI Inc. of USA.

It is the top qualification for Project Managers, and is very well received in Singapore. In fact, Singapore ranks as one of the Top 5 countries where the maximum number of PMPs come from.

The PMP exam is not easy. More than half the people who attempt the exam can’t pass it in their first attempt. So don’t take this lightly.

Intellisoft is holding  regular Preview Sessions where our senior PMP trainers will give you an overview of the exam.

Some of the Topics covered in the Intellisoft PMP Exam Preview Session are:

  • About the PMP Exam,
  • Eligibility criteria for the PMP Exam,
  • Methodology used in  the Intellisoft 4 Day PMP Exam Preparation Workshop (available on Weekdays or Weekends)
  • Our Trainers
  • Our exam centric teaching approach
  • WSQ Grant, eligibility, how to claim, claim % etc.
  • The Intellisoft PMP Exam Passing Percentage
  • Change to the Exam, its format,
  • Types of PMP Exam Questions, and the Right approach to answer the questions.
  • Question & Answers Session – where you can ask any questions you have, and our PMP trainers will answer them for you.

If you would like to attend the PMP Exam Preview session at Intellisoft, you can join us by sending an email to Lisha.

Intellisoft Training Schedule:
Intellisoft will be hosting Weekday and Weekend Training Programs for PMP Exam Preparations. You can check the latest PMP Training Schedule here.

Registration for the PMP Exam Prep Workshop:
You can register online for the PMP Training conducted at Intellisoft.

36 Contact Hour Certificate:
Intellisoft Systems will provide you with a 36 PDU certificate at the end of the 4th day PMP training program. This will enable you to attain Education Requirements for the PMP examination.

PMI Registered Education Provider (PMI R.E.P.)
Intellisoft Systems has been awarded the Global PMI Registered Education Provider by PMI. So you can be sure that you are getting quality PMP training and education, provided by our PMP Certified Trainers.

Simply sign up for the PMP Preview Session, and get to know more about how you can qualify and attain the PMP Certification, and boost your career with professional certification!

See you for the PMP Exam Preview Talk at Intellisoft Training Centre in Singapore!

Register Now

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