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Guest Post @ Lawyerist: Organize Matters using Microsoft Outlook Tasks

Guest Post @ Lawyerist: Organize Matters using Microsoft Outlook Tasks post image

Unless otherwise noted, all instructions and screenshots are from Microsoft Office for Windows.

In Microsoft Outlook (as in life), there’s a lot more than meets the eye. And it’s a shame not to explore Outlook’s features (beyond just email and calendar), particularly if you work in a law office. I mean, who else deals with so much information?

If you want to use Outlook to help organize your client matters but don’t know where to start, I’ve got you covered over at Lawyerist. In my guest post entitled “Organize Matters Using Microsoft Outlook,” I show you (step by step with screen shots and detailed instructions) how to:

  • Use Outlook’s Tasks feature to keep track of your to-do’s
  • Organize your Tasks by client/matter/file using Categories
  • Embed important information in your Tasks, like Word documents or Outlook v-cards with contact info

And this is just the beginning. Be sure to follow the entire series and pick up some skills that could save you a lot of time and busywork.

Click here for the full article.

by Deborah Savadra

I spend an inordinate amount of my time playing with computers and attempting to explain technology to lawyers and law office staff. It's not always easy, but someone's got to do it.

WOW – You read that whole post!

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