Recently, I started using Outlook (on Mac)’s Snooze this item feature more frequently. When a consult is scheduled for one of our firm attorneys, our team creates an event in Clio Manage, our practice management system. The email notification for that event contains a summary of the notes for the consult, … Continue reading Snoozing Emails like you snooze your alarm clock
How to share a file from Box Navigate to the files(s) you want to share. Right click , go to Box, click Copy Link. Open your email. Right click, Paste (or press CTRL V). The link will appear ready for your recipient to click and download the linked files. Repeat the process for each file you … Continue reading How to share, download, and open a Box file from a link
tips for beating procrastination with email
The Indiana Lawyer recently published my article on Microsoft Outlook's Quick Steps feature. Quick Steps are great tools you can use to handle emails that need standard responses or actions that you often take with an email message. From the article, here are three suggested Microsoft Outlook Quick Steps: Quick Step 1 First, “To My … Continue reading Break the Email Full Court Press with a Microsoft Outlook Quick Step
The Indiana Lawyer recently published my article on getting to Inbox 0. From the article: Why strive for Inbox Zero? The simple answer is because it allows you to be in control rather than be controlled. You get the email out of your inbox and choose when you will respond. Conceptually, Inbox Zero is easy … Continue reading Clear your Outlook inbox, clear your mind
If you have ever needed to move your contacts from Outlook for use on another computer, you can use Outlook's import and export feature. Here's a screencast: https://youtu.be/QVInHEx5vXg
I regularly get asked how to automatically add my vCard (electronic business card) in Outlook automatically to each email I send. I show you how here: https://youtu.be/hAQrnRFXOLE Keep in mind that Outlook will always show the image of your vCard with this method. You may want to add some contact information in text only to your signature … Continue reading How To: Add card in Outlook Automatically
Recently, the Indiana Lawyer published an article I wrote titled "Give yourself a fresh perspective on Outlook." From the article: Outlook is a powerful personal information manager. With a few tweaks, you can set the program to show you important and relevant information for the day, rather than being driven by the latest and loudest … Continue reading Start Your Day in Outlook Today
In this video, I detail how to have Outlook open the Today View by default and share a few tips for configuring Outlook to work better for you. How to Configure Outlook
Here's an article I wrote recently for The Indiana Lawyer on using Microsoft Outlook to create dedicated blocks of time to work on projects.
