Are you Admin Tasks still taking too much time?
Microsoft 365 offers you automation for your personal tasks easily and to save you so much time! Rules and Automation do not have to be for large projects or team work, start with your own Automation Projects, become super efficient yourself first!
Streamlining Your Inbox
1. Focused Inbox – when Microsoft first introduced the Focused Inbox many people turned it off! However it is a brilliant way of focusing on the emails which need attention rather than spam emails or those which have had many people copied in.
2. Rules and Filters – Microsoft Outlook enables you to set up rules and filters on your mail boxes with specific rules like mark as read automatically, move to folder, forwards specific mails to another address
3. Quick Steps – This is a great feature when you want some manual interaction but still have a degree of automation by combining multiple actions into one click – prepare emails to send to specific groups of people, reply to some messages with a template, flag other messages for customised follow up
4. Power Automate – Create a Templated Flow which automatically moves attachments in your Inbox to a specific folder in your One Drive
5. Power Automate – Set up Daily Reminders of Tasks Due or link to Planner
Streamlining Your Tasks
6. Microsoft To Do – Use Microsoft To Do to view Tasks across Outlook and other Apps
7. Planner – Utilise Planner App to organise Tasks for yourself and for your Team – Assign Plans, Set Deadlines, and Track Progress
8. Power Automate – Create Tasks in Planner based on incoming email
9. Power Automate – Create Summaries of Tasks and send to required recipients every day or week
10. Planner – Emails of Tasks Overdue to ensure you keep on track
Before embarking on a complex Automation Journey with your Business Process – look at your Personal Workflows and Management first!
