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A pattern I use is to simply blind copy myself on every outgoing email. I also add myself as a blind copy to each one of my email templates. With a copy of it being in my inbox I simply place it in the correct folder of the project after I have flagged it for follow-up and placed a category on it, I use categories to identify the topic requested and then use an identical category with a dash returned in the text of the category. This allows me to be able to look into a folder and easily see what the outstanding items are associated with that particular project. I leave everything in my sent box as it is a historical representation, in a linear format of all of my outbound Communications. Additionally, I apply the same category to each email in my sent folder. May sound like Overkill but given the cya environment that I exist in it has saved me on more than one occasion having this level of structured organizational pattern.
You must include the cc and #. The cc sends the email to your Inbox. Currently, Rules are designed to work with received messages. The # is the rule's trigger for moving the email.
Simplify Your Workday - All Day - Every Day!
Visit www.traccreations4e.com/the-vault
Subscribe to this TH-cam channel. bit.ly/3tIZqLt
Group and Private Lessons Available: bit.ly/3T2794X
Thank you !
Thank you for commenting.
A pattern I use is to simply blind copy myself on every outgoing email. I also add myself as a blind copy to each one of my email templates. With a copy of it being in my inbox I simply place it in the correct folder of the project after I have flagged it for follow-up and placed a category on it, I use categories to identify the topic requested and then use an identical category with a dash returned in the text of the category. This allows me to be able to look into a folder and easily see what the outstanding items are associated with that particular project. I leave everything in my sent box as it is a historical representation, in a linear format of all of my outbound Communications. Additionally, I apply the same category to each email in my sent folder. May sound like Overkill but given the cya environment that I exist in it has saved me on more than one occasion having this level of structured organizational pattern.
Thanks for sharing. I hope you are using rules to automate your workflow.
@@traccreations4e and @brentmorris8626 Unfortunately there is not a rule condition that says 'I'm on the BCC line'.
Thanks for a great video. Is it a must that you are cc? Is the # not enough?
You must include the cc and #. The cc sends the email to your Inbox. Currently, Rules are designed to work with received messages. The # is the rule's trigger for moving the email.
Hi,
I'm not getting an option of "Rules" under the setting > Mail.
What do I need to do? Please help!
What version do you have? Rules are definitely part of New Outlook's latest versions.