(Applies to Outlook 2007 and Outlook 2003)
Sometimes I'll receive an email that I need to follow up with and I don't want to forget..these I can tag for follow up in a couple of ways.
METHOD ONE: Adding a Reminder
1. Right-click the message you want to set the reminder for
2. Point to Follow Up, and then click Add Reminder.
3. In the "Flag to:" type your own memo or select from the list available
4. You can skip the "Start date:" if you like
5. "Due date:" select the date when you have to complete the reply.
6. Click the "Reminder" box and select a date and time for follow up
7. Click OK
METHOD TWO: Use Flag Status Sorting
Instead of setting a reminder sometimes I'll just "flag" an email to follow up with. Here's how:
1. Click on the greyed out flag on the far right of the email you need to follow up with - this changes the flag to a Red flag - so it's very noticeable.
2. I'll then sort my emails by "Flag Status". Simply click on the column header "Flag Status" (the column that contains the flags) - done.
This puts all your flagged emails at the top and then lists the remaining emails by date.
When I've completed the action I needed to take I'll click on the Red flag and this marks it as "completed" and places it between the To-do flagged emails and the remaining emails in my Inbox.
I either keep the completed emails if I need to wait for a response...or
> I'll Right click on the flag to change the status to "Clear Flag" (this places the email back into my Inbox in order of date received).
>Or I delete the email
I hope you receive some value from these tips.
Thank you.
Jeff
A simple Income and Expense Tracking system using Excel: http://budurl.com/jdzp
Jeff Graves
JeffsCoaching@comcast.net
206.850.9996
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