Customers your CRM system identifies as a part of a given group can get only the Quick Parts which apply to their unique implementation or products. Setting up multiple Quick Parts can help you create similar but distinctive emails for different types of contacts with the push of just a few buttons. Click the one you want, then click Insert. Click Organize and Delete, then click Name to sort the Quick Parts you’ve already made by what they are called. To insert it, go to the Insert tab again, click Quick Parts, and right click in the gallery pane. You will set up a name for the Quick Part in question. To create a Quick Part, highlight the text you want to turn into a Quick Part, click on the Insert tab of the ribbon, press the Quick Parts button, and click Save Selection to Quick Part Gallery. This makes it easy to drop in the things you consistently need to remind others about while still adding in a level of personal detail. Outlooks Quick Parts are short, templated pieces of text that you can easily save and then drag and drop into an email when needed. 2: Quick Partsĭo you find yourself closing off lots of emails with the same reminder of your monthly schedule, or of a specific deadline? If you’re tired of typing it out, try turning it into a Quick Part.
By tackling the highest priorities first, you can use that momentum to get through what remains. If sending and receiving messages is a big part of your day, focus first on the ones that require the most immediate attention. You can then set particular conditions for specific email formats, including parameter controls regarding the sender, other targets of the email, or how you figure into the global email chain.Ĭombining this with other filters can quickly get you moving towards a prioritized system of email usage. Turn emails addressed exclusively to you a bright red to distinguish them from the pack, or assign messages from direct reports a different color from those of other teams or departments.Ĭhoose View, then View Settings, then Conditional Formatting or Automatic Formatting depending on your edition of Outlook. While color-coded categories are a commonly-used trick, you can also use colors to make narrower types of emails stand out visually.
Use these tips to make navigating Outlook simpler, faster, and more visually appealing. Whether you are in sales or marketing, or work locally or globally, some Outlook tricks are universally useful. The following tips and tricks focus on user of rarer Outlook features and simple, one-off adjustments you can make that will have far-reaching results.
Mastering the productivity tips in this guide can significantly improve your Outlook experience. We’ve documented the most commonly-used productivity enhancers in our Guide to Using Outlook. Smaller features that can easily enhance day-to-day business aren’t always front and center, but when implemented together they can have a meaningful impact on your workflow. Microsoft Outlook can sometimes be weighty and complex when not used properly.
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