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Master Your Inbox & Say Goodbye To Email Overwhelm (Using New Outlook) — Part 2
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- Welcome & Introductions (00:00:09) Meet Jennifer and the group, get oriented, and hear about the session’s focus on adapting to the new Outlook.
- Change Management & Outlook’s Evolution (00:00:45)
Explore why Microsoft is pushing the new Outlook, generational differences in email habits, and the challenges of moving from classic to new. - Why Microsoft Is Changing Outlook (00:03:09) Understand Microsoft’s strategy to unify Outlook versions, support AI, and move to a web-first approach.
- Coping with Change: Tips for Adapting (00:04:14)
Jennifer shares her honest take on the transition, encourages feedback, and sets expectations for ongoing changes. - Calendar Tricks: Drag-and-Drop & Reply with Meeting (00:07:45)
Learn how to quickly turn emails into calendar invites, use “Reply with Meeting,” and why switching to the classic ribbon helps during training. - Scheduling Polls & FindTime (00:11:03)
Discover how to use Outlook’s built-in scheduling poll (formerly FindTime) to coordinate meetings with internal and external contacts, and avoid endless email threads. - Streamlining Repeated Messages: Templates, Quick Steps & Signatures (00:17:25)
Dive into the current state of templates in new Outlook, workarounds using signatures, and the pros and cons of Quick Steps for repeated emails. - Classic Tools Missing in New Outlook (00:30:55)
A candid look at what’s missing: Quick Parts, advanced Quick Steps, and why some old tricks don’t translate to the new version. - Using Signatures as Templates (00:31:55)
How to use Outlook signatures for formatted, reusable email content—an effective workaround for the current limitations of templates. - Autocorrect & Short Keys: What’s Gone, What’s Left (00:34:35)
Why autocorrect and custom shortcuts don’t work in new Outlook, and what options remain for speeding up repeated text. - Smart Suggestions & Text Predictions (00:38:28)
How to enable and use Outlook’s smart suggestions and text predictions to save time and reduce repetitive typing. - Finding Messages: Search, Folders & Hashtags (00:45:17)
Master advanced search, search folders, and the power of standardized subject lines and hashtags for better findability. - Conversation View & Organizing Your Inbox (00:58:25)
Tips for using Conversation View, simplifying folder structures, and leveraging search folders (with a reality check on their current limitations). - Email Management: Flags, Pins, and Snooze (01:07:48)
Best practices for using flags, pinning important emails, and snoozing messages to keep your inbox focused and actionable. - Sweep, Rules, and Automations (01:11:26)
Understand the Sweep tool, how to create effective rules, and when to use Power Automate for more advanced email workflows. - Power Automate & Copilot: Next-Level Productivity (01:24:02)
See how Power Automate and Copilot can help automate repetitive tasks, save attachments, and streamline your Outlook experience. - Q&A, Feedback, and Wrap-Up (01:26:23)
Final thoughts, open Q&A, and an invitation to share feedback and continue the conversation in the productivity community.