Project Management

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Use of Outlook Auto Text for PM/PMO Productivity

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Mark Price Perry Business Driven PMO Evangelist| BOT International Orlando, Fl, United States

Dear friends,


Do you sometimes spend more time typing out emails than you would like?


Recently, I had the pleasure of working with a PMO Manager that was one of those special kinds of people that always had a new or interesting way of doing something cheaper, better, or faster. In a casual conversation over lunch, the subject of how best to use email came up. I am a big fan of avoiding email in favor of direct communications, but the discussion wasn't about that. Rather, it was simply how to deal with the volume of email that managers with employees need to send out and reply to.


When we got back to the office the PMO Manager showed me a technique, a feature within Outlook, that he makes use of that saves a great deal of time and, in fact, improves effectiveness. Many of you may already know and use this simple feature, but I must admit I was unaware of it. And, I was surprised at how useful it can be, especially in a project management and/or PMO context.


So what was this Microsoft Outlook feature..?


It is the "Auto Text" feature that is avaiable from the Outlook Toolbar when composing a message. Of course the out-of-the-box Auto Text picks are not that exciting. But what my good friend as manager of his PMO did that was kind of neat; he created about twenty customized Auto Text entries that were actually each a pre-canned email for such regular and predictable things as meeting follow up, status update, project review request, approval/deny replies, etc. You get the idea. Then he showed me how quickly and effectively the use of Auto Text works.


As someone who receives and replies to quite a bit of email each day, I have already found this simple feature of Outlook to be quite helpful and wanted to pass it along. Cheers.

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Mark Clark IT Systems Consultant| BB&T Rocky Mount, Nc, United States
Can you post some specific details about how to access this feature? Checked the Help File, but found nothing like what you're describing. I am using Office Outlook 2003 SP2.

Thanks!!!
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Dave Garrett
PMI Team Member
Senior Advisor to the CEO| PMI Sterling, Va, United States
The second part of this document describes how to use it.

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Mark Price Perry Business Driven PMO Evangelist| BOT International Orlando, Fl, United States

Hi Mark,


No doubt, the products we used these days are getting better and better with more and more useful features. It almost seems that the product help can't keep up. I can't even remember the last time I found what I needed in the product help..!


Regarding accessing the AutoText feature, I normally do it in one of the following three ways.



  1. When composing a message, I click on the Insert command from the command line. This brings up the pop-up menu. And from the pop-up menu, I click on the AutoText pick and select the AutoText category and item that I want to use.

  2. Alternatively, when composing a message, you can use the keyboard shortcuts and press the ALT, I, and A keys to bring up the AutoText menu.

  3. Another way to do this is via the AutoText tool bar. You can click on View, Toolbars and then select AutoText. This will show the AutoText tool bar in your Outlook Toolbar Area.


Below is an image of the Outlook AutoText toolbar.


Autotext


And, of course, you can add your own AutoText Entries that can be words, sentences, paragraphs, pages, images, etc. These will be placed in the Normal category of Entries. In the context of a PMO or project management, such AutoText Entries can be a number of things - meeting follow ups, review requests, status summary notifications, report due reminders, etc. I have found customized AutoText quite useful, hope you do too..!

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