Drag-and-Drop Features in Outlook

 Microsoft Outlook has great features to help you stay organized and manage your time at work.  One of my favorites is the ability to drag-and-drop email messages into other applications within Outlook. Let’s explore further.

 

In the bottom left-hand corner of your Outlook window, the default navigation pane contains four buttons:  Mail, Calendar, People, and Tasks.  Some people only use one or two of these features.  Savvy users maximize all four.

 

Did you know an email in your inbox can be clicked and dragged to Calendar?  It can, and the contents of the email will automatically copy into the body of the Calendar entry.  Similar things will happen when an email is dragged to People and Tasks.

 

Calendar Scenario:  You are taking a trip in three months and you receive an email containing your hotel confirmation information. Click the email, drag it to the Calendar button in the lower left-hand corner of your screen, and a Calendar window will open up that looks something like this:

OutlookDND_pic_cal

All you need to do is select your travel dates and then the confirmation numbers and links will be saved to your Outlook Calendar.  If your calendar syncs with a mobile device, then you are especially good to go when you check into your hotel.

 

People Scenario:  You receive an email from someone and would like to quickly capture their contact information.  Click the email and drag it to People. A new contact window will open — the contact’s name and email address will automatically appear on the left-hand side. The entire email will be displayed in the lower right-hand corner in the notes field. To add the contact’s address, website and phone number to the left-hand side, cut and paste from the notes section.

OutlookDND_pic_contact

Now you no longer need to search for an email to find someone’s contact information.

 

Tasks Scenario:  An email you received contains a request that you plan to complete at a later date (i.e., not today).  Click the email, drag it to Tasks, and the subject of the email becomes the subject of the Task. The content of the email is copied into the body of the Task.

OutlookDND_pic_task

At this point, you change the subject to contain the action you need to perform, add a due date and reminder date, and save the Task.

I have evaluated many different email and time management systems over the past several years, and because of Outlook’s drag-and-drop functionality, I cannot recommend a better tool for simultaneous management of email and action items.

I teach seminars where you can learn in-depth techniques to streamline your work and reduce stress with a tool you already have available on your desktop!  Contact me if you would like to discuss speaking and training at your conference or workplace.

 






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Dr. Melissa GratiasMelissa Gratias (pronounced “Gracious”) used to think that productivity was a result of working long hours. And, she worked a lot of hours. Then, she learned that productivity is a skill set, not a personality trait. Now, Melissa is a productivity expert who coaches and trains other businesspeople to be more focused, balanced, and effective. She is a prolific writer and speaker who travels the world helping people change how they work and improve how they live. Contact her at getproductive@melissagratias.com or 912-417-2505. Sign up to receive her productivity tips via email.

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