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Post by megop on Aug 2, 2014 0:08:46 GMT
I'm really trying to streamline my workflow into better manageable organization and admittedly, my tried and true systems of old just aren't working as effectively as I would like. I have Outlook at work and it is the management tool of choice by the organization (large) I work for. The industry I work in is rapidly changing and I'm in communications (external) and sometimes, the amount of work/tasks that inflow into my space is so significant, that I can barely just keep a handle on all that comes in. Plus, with all the FYI copies of emails within the organization, it's mind-blowing just managing the information, let alone complete tasks. The department I work in is very plan based so I may be a part of 30 to 40 plans at once, on top of my own development involving others. I was using a combo of email, calendar notifications on deadlines and paper day planner for task management, but am looking to bring all together. So does this work for anyone out there? I'm thinking when I get a plan in, to task it on deadlines with reminders so my calendar doesn't fill up. I set up a email to task shortcut, but am wondering if I can add multiple emails to one task and work off percentage of completion and follow up messaging. Anyone else use this tool successfully and what are your tips? I'm even open to other suggestions or even a description of what you do, if you have a semi-leadership, yet task heavy position. Willing to share? Thanks in advance. 
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Post by shevy on Aug 2, 2014 4:26:51 GMT
I use tasks to keep my email clean. It was a pain to get the system down when I was used to lists either on paper or in spreadsheets. But once I figured out a system of what to put in when and such, it is easier. And I can a cress it no matter where I'm logged in. I can print tasks so that my supervisor can see workload. The only thing I don't like is that Outlook auto delete at 90 days for our organization. So anything I want past that I need to save to Word or print. That's not efficient or saving paper.
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Post by megop on Aug 2, 2014 4:36:45 GMT
Good point Shevy. I don't have auto delete, but only have so much space allotted to me for outlook storage. It's a true pain as literally, given the size of files I have send, share and receive, it's about months worth without storing hard. I feel your pain there!
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styxgirl
Pearl Clutcher
Posts: 4,091
Jun 27, 2014 4:51:44 GMT
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Post by styxgirl on Aug 2, 2014 15:05:38 GMT
Good point Shevy. I don't have auto delete, but only have so much space allotted to me for outlook storage. It's a true pain as literally, given the size of files I have send, share and receive, it's about months worth without storing hard. I feel your pain there! I had my IT department set up an archive folder on the server for me. I move emails once I've dealt with them out of my in box into the archive folders. I save them by year and quarter. (Makes it faster to search for keywords) I have an archive folder for sent emails and also incoming mail. Then I can move stuff out of my inbox/sent box to keep up with space issues. But I have a daily backed up archive of everything on the server. I access the archives through outlook. I also use the "flags" to keep track of things I need I still deal with in my inbox. For tasks, I use workflowy.com because not all of my "to-dos" come by email. Love workflowy! Sent from my iPhone using Tapatalk
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