outlook overview

everything you need to know

 

1

Getting started for the work day

  • Open Outlook and keep open until you are done for the day.

  • Respond to pertinent and urgent emails.

  • Asana Emails – Please read them all and reply as necessary. You can delete or file them away.

    Pro-tip- you can reply to an Asana email directly from Outlook. All you have to do is click REPLY, delete your signature and type your message.

  • Don’t forget to check your JUNK folder in Outlook. Sometimes a clients email will slip in there at random. You can make it a favorite so it shows in the top left of your Outlook next to your inbox.

    Pro-tip - if you have multiple email accounts in your Outlook, you will have multiple Junk folders.


2

Filing your Emails

  • Work in Process – File for emails related to work to be entered at a later date when doing your clients bookkeeping. These emails you will address when you actually do your clients bookkeeping. Be sure not to forget those emails are out there. Add a line in your regular asana task to remind you. Also it’s probably a good idea, before you file that email away, to respond to the client with “Received, I will let you know if I have any questions”.

  • Completed - Once responded to or read and no further action was needed, please file in your clients “Completed” folder. We always keep emails from our clients for future reference.


3

Email Security

  • Links - Never click on links that are sent to you. Sometimes if it says it’s from a client, their email could have been hacked. Run it by Support@HarQuinBookkeeping.com OR you can forward it to the client to confirm that they are the one that sent it to you. There really isn’t a reason that a client has to send you a link.

  • ZIP Files – There also is no reason a client should be sending you a .zip file. These normally contain a virus. Please take a screen shot and email that to Support@HarQuinBookkeeping.com. Most likely we would advise you to delete it and ask the client to submit to the Hightail link.


Related resources

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