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📄 Contents

  1. Office Reference Guide
  2. Table of Contents
  3. Surrealty: An Organic Case Study
  4. Working with Microsoft Word
  5. Branding Yourself with Microsoft Word
  6. Revising Your Document
  7. Saving and Using Document Templates
  8. Formatting with Styles
  9. Secrets of AutoText and AutoCorrect
  10. Trying To Remain Normal
  11. Customing Word with Macros, Menus, and Toolbars
  12. Document Management: Scanning into Word
  13. Using the Clip Organizer
  14. Backing Up Your Office System
  15. A Testimonial To Tables
  16. Navigating with Bookmarks
  17. Using a Document Map
  18. Creating a User Form
  19. Introduction to Word 2007
  20. Blogging with Word 2007
  21. Using Word 2007 Quick Parts and Building Blocks
  22. Mail Merge in Word 2007
  23. Word 2007: Open and Repair
  24. Styling: Using the New QuickStyles in Word 2007
  25. Compare and Combine Document Versions in Word 2007
  26. Accelerating Your Knowledge of Excel
  27. Getting Started with Excel Worksheets
  28. Creating and Autofitting Cell Content
  29. Populating the Worksheet with Data
  30. Using AutoSum To Create Automatic Calculations
  31. Using Formulas
  32. Making Your Worksheet Look Nicer
  33. Charting the Data
  34. Completing the Financial Picture
  35. Getting Fancy With Xcelsius
  36. Say It With Charts!
  37. The Effect of Text Entries and Blank Cells on Calculations
  38. Filtering Your Outlook Contacts
  39. New Charting and Productivity Tools
  40. Cataloging Your Backups in Excel
  41. Using Excel as a Simple Database
  42. Painless Pivot Tables
  43. Creating Interactive Spreadsheets Online
  44. Moving an Excel Macro
  45. Working with Scenarios and Goals
  46. Using Excel's Solver
  47. Emphasizing Sales Data in Excel
  48. XspandXL for Spreadsheet Analysis
  49. New Crystal Xcelsius Light (Free)
  50. Excel Business Analysis Books
  51. Excel 2007 Sorting, Filtering and Table Enhancements
  52. Creating an Entrepreneurial Marketing Plan in Excel 2007
  53. Named Ranges in Excel 2007
  54. Maintaining a Positive Outlook
  55. Using Word for Email
  56. Creating an Email Signature
  57. Handling Email Efficiently
  58. Creating an Anti-Spam Filter
  59. Working with Contacts
  60. Adding a Contact from Email
  61. Saving a Contact as a vCard
  62. Using the Calendar
  63. Appointments, Events, and Meetings
  64. Setting Tasks and Making Notes
  65. Protecting and Exporting Outlook Information
  66. Creating a Distribution List, and Other Outlook Tips
  67. Mail-Merge E-mail
  68. Creating an Outlook Form
  69. Completing the Outlook Form Solution
  70. Using Search Folders and Anti-Spam Tips
  71. Creating an E-Mail Template
  72. Using Outlook with a Cell Phone
  73. Stupid Outlook Tricks
  74. Using Multiple Outlook Calendars
  75. Using NewsGator for RSS in Outlook
  76. Review: <em>Conquer Email Overload with Better Habits, Etiquette, and Outlook 2003</em>
  77. Using Anagram's Artificial Intelligence
  78. MeetingSense for Enhanced Outlook Productivity
  79. Introduction to Outlook 2007 and Predictions
  80. Trying Business Contact Manager
  81. Outlook 2007 Organization Features
  82. Taking Your Outlook 2007 Calendar Online
  83. Going Mobile with My New SmartPhone
  84. Synching Outlook with Facebook
  85. Workaround: Create a Private Distribution List in Outlook
  86. Microsoft Office Outlook Connector
  87. "Where Are My Socks?" Accessing Your Important Information
  88. Exploring the Northwind Application
  89. Access Basics
  90. Creating Tables
  91. Using Forms for Data Entry
  92. Creating a Report
  93. Querying Your Database
  94. Creating Relationships
  95. Using Access for Business Documents
  96. Customizing an Access Template
  97. Using Macros and Switchboards in Access
  98. Creating an Online Data Access Page
  99. What's New in Access 2007
  100. Making Your Access 2007 Forms and Reports Look Professional
  101. Use the Access Label Wizard
  102. Presenting Professionally with PowerPoint
  103. Introduction to PowerPoint
  104. Creating Cool Diagrams
  105. Using the Diagram Object
  106. Beginning the Org Chart
  107. Using the Org Chart Toolbar
  108. Changing the Org Chart Layout
  109. Selecting Portions of the Org Chart
  110. Moving and Formatting the Selection
  111. Applying Styles to the Org Chart
  112. Using the Other Conceptual Diagrams
  113. Adding Our Concepts
  114. Moving Shapes with the Diagram Toolbar
  115. Moving or Resizing the Diagram
  116. Using the Diagram Styles
  117. Changing Your Concept Diagram
  118. Turning Off AutoFormat
  119. Adding a Caption or Title
  120. Summary
  121. Q&A
  122. Customizing Your Presentation
  123. The Concept of Customization
  124. Accessing the Master Views
  125. Understanding the Master Views
  126. The Power of the Master Views
  127. Adding Our Logo
  128. Changing Other Elements
  129. Slide Master Rules
  130. Using the Title Master
  131. Using the New Slide Master Template
  132. Adding Date and Time to a Footer
  133. Using Headers and Footers
  134. The Master View Toolbar
  135. Using the Handout Master
  136. Using the Notes Master
  137. Using Page Setup to Change the Presentation Type
  138. Summary
  139. Q&A
  140. Accessorizing for Presentations
  141. The Potential Of Photo Album
  142. Using Broadcast Quality Effects
  143. The Latest Presentation Gear
  144. Using PowerPoint, Video and DVD
  145. Microsoft Producer for PowerPoint
  146. Expanding PowerPoint with Plug-Ins
  147. Using Presenter View with a Projector
  148. Getting Into Your Presentation -- Literally
  149. The View from PowerPoint LIVE
  150. Making a PowerPoint Movie (not just for the Mac anymore)
  151. Making a Self-Running Animated Holiday Card
  152. Reporting on Databases in PowerPoint
  153. HD or Not HD, That Is The Question
  154. Taking On Tufte
  155. What the Heck Do I Say?
  156. Broadcasting PowerPoint Video with Serious Magic
  157. Video Blogging as a Presentation Value-Add
  158. This Just In: PowerPoint Secedes from MS Office!
  159. Two New PowerPoint Add-Ins
  160. Podcasting our PowerPoint
  161. What We Can Learn from InfoComm 2005
  162. Putting Yourself in the Show
  163. What You Can Learn from SIGGRAPH
  164. Using DVD Video in PowerPoint
  165. Animating Individual Chart Elements
  166. The Magic of PowerPoint LIVE 2005
  167. Making Sure Your Video Plays
  168. Creating a Timeline Template in PowerPoint
  169. Creating Transparent Animation and Backgrounds
  170. Using Advanced Animation Techniques
  171. Advanced Animation Part 2: Reusing Motion Paths
  172. Advanced Animation Part 3: Masked Backgrounds and Triggers
  173. Getting an Ovation with PowerPoint
  174. Video that Plays For Certain
  175. Using an Animated PowerPoint Chart on DVD
  176. Packaging Music Files with PowerPoint
  177. Say It With Presentations
  178. Keep Saying It With RSS
  179. PowerPoint LIVE 2006
  180. Total Solution: Using Propaganda for a PowerPoint Podcast for iTunes
  181. Wildform Wild Presenter for Interactive PowerPoint Online
  182. PowerFrameworks to Stimulate Your Creative PowerPoint Juices
  183. Distributing Video for iPods and Other Devices
  184. Converting Bullets to SmartArt Graphics in PowerPoint 2007
  185. Editing Video in PowerPoint (And a Lot More)
  186. Enhancing PowerPoint with Stock Photos
  187. Creating Sticky Documents and Presentations
  188. Review: Why Most PowerPoint Presentations Suck
  189. Using PowerPoint 2003 and 2007 Together: Preparing for InfoComm 2007
  190. Converting Flash to PowerPoint Video
  191. Animated Artwork for PowerPoint: PointClips and Vox Proxy
  192. Cutting Edge Graphics at SIGGRAPH 2007
  193. The Insert Object Animation Trick in PowerPoint
  194. Using YouTube Video in PowerPoint
  195. Using PowerPoint 2007 with Video Online
  196. PowerPoint LIVE 2007: Presentation Paradise in the Big Easy
  197. Camatasia 5.0: An Upgrade Worth the Effort
  198. Solving Video Playback in PowerPoint for Vista
  199. Review: Microsoft Office PowerPoint 2007 Complete Makeover Kit
  200. Graphic Novels in PowerPoint
  201. The Ultimate Presentation
  202. Opazity: PowerPoint for Lazy People
  203. Using SlideShare for Online PowerPoint with Narration
  204. Mastering Themes in Office 2007 (and Specifically PowerPoint 2007)
  205. VIDITalk's New Online Presenter Program
  206. Using and Converting YouTube Video for PowerPoint
  207. SlideRocket: Documents in the "Cloud"
  208. PFC Pro: Use YouTube Directly in PowerPoint and Maybe Get Your Web Cam into a Web Conference
  209. AuthorSTREAM: PowerPoint with Narration Made Easier Online
  210. Slide:ology: Nancy Duarte’s Design Secrets and Her New PowerPoint Book
  211. Mastering the New Slide Masters (and Layouts) in PowerPoint 2007
  212. Using PowerPoint 2007 to Create Slides That Don't Look Like PowerPoint (Video Update)
  213. A Treasure Trove of PowerPoint Templates
  214. Posting a Web Site with FrontPage
  215. Getting a Web Site
  216. Creating a FrontPage Web
  217. Where's My Web?
  218. Adding Navigation
  219. Applying a Theme
  220. Publishing Your Site
  221. The Old MHT Trick
  222. Taking Over A FrontPage Web
  223. Expression Studio 2.0: A Worthy Successor to FrontPage
  224. Publish or Perish
  225. Creating Publications for Print
  226. Publisher Web Sites
  227. Creating an E-Mail Newsletter
  228. E-mailing Holiday Cards
  229. Publisher 2007
  230. Get Visual with Visio
  231. Creating a Visio Flowchart
  232. Connecting Shapes
  233. Examining the Shapesheet
  234. Creating a Report
  235. Moving In With Visio
  236. Expanding Visio with Third-Party Stencils
  237. Playing Well with Others Using Visio
  238. Creating Interactive Diagrams with Visio's Layers
  239. Creating a "Virtual Database"
  240. Creating a Visio Dynamic Solution Template
  241. Visio 2007
  242. Visio 2007 Professional IT Toolbox
  243. Project Management with Visio 2007 Gantt and Pert Charts
  244. Review: Using Microsoft Office Visio 2007
  245. Tools That Integrate Your Office Applications
  246. Creating Video E-Mail with MovieMaker
  247. Managing Pictures with Microsoft Office Picture Manager
  248. New Year's Predictions: 2005
  249. Office Predictions for 2006
  250. Favorite Books List
  251. Using Excel as a Database Conversion Tool for Outlook
  252. Oh, Brother, I Love Labels (and other Office Tips)
  253. Planning for Disaster
  254. Using OneNote with Outlook
  255. Web Resources for Microsoft Office
  256. Simple 3D in Microsoft Office
  257. Creating Dynamic Database Links
  258. Using an Access Query for Mail Merge
  259. Displaying Database Links with Xcelsius Enterprise
  260. An Office 12 Sneak Preview from PDC
  261. My Big Fat Office Vacation
  262. What CES 2006 Means to Office Users
  263. Using &quot;Send To&quot; Between Office Applications: Word and
  264. Running (and Surviving) a Web-based Conference
  265. Running an Online Office with HyperOffice and Writely
  266. Preparing with Index Cards
  267. Creating Meeting Agendas
  268. Collecting Data with New Technologies: ARS, SMS and RFID
  269. Using Application Sharing in a Web Conference
  270. Running an Online Notes or Windows Media Session
  271. Trying Out Live Meeting
  272. Creating a SharePoint Team Website
  273. Using and Customizing a SharePoint Team Website
  274. Creating a Trip Planner in Excel and Outlook
  275. Crystal Graphics’ Excel and Solutions and Chart
  276. GoToMeeting Instant Webinar Tool
  277. Checking Out Office Live
  278. Using Quindi Meeting Capture
  279. Using Excel to Link to Other Databases
  280. Trying Out Mind Manager Pro to Brainstorm with Office Programs
  281. The 13th Thing I Hate About Office
  282. Introduction to Office 2007
  283. What's New in Excel and PowerPoint 2007
  284. Take a Look at InfoPath 2007
  285. Office's Groovy New Collaboration Program
  286. Using Office Accounting Express
  287. Printing to PDF or XPS in Office 2007
  288. Getting Adjusted to Office 2007 Changes
  289. Using SnagIt for IT Training
  290. Providing Help with Go To My PC
  291. Vista Meeting Space and People Near Me from Microsoft
  292. Trying Expression Web
  293. Migration Issues to Word and Outlook 2007
  294. Vista – Are You Kidding Me?
  295. Making Office 2007 (and Vista) Work Properly
  296. Office and the Enterprise
  297. Survey Says – Use Web Surveys with Excel and Access
  298. Uninstalling Office 2007 in Windows XP Pro
  299. Using Excel for Tables in Office 2007
  300. VIDITalk – Video in SharePoint and Beyond
  301. Career Advancement for Office Professionals
  302. Online Database that Rivals Access?
  303. Web 2.0 2008 in San Francisco
  304. Going Virtual for MS Office
  305. Going Virtual Using Mobile Apps
  306. Managing Your Contacts Across the Office Suite
  307. Charts in PowerPoint and Excel 2007 (Video Update)
  308. Outline View: The Document Planning Bridge between Word and PowerPoint
  309. Using Document Inspector in Office 2007
  310. SmartDraw: A Powerful Communications Tool to Supplement MS Office
  311. Visio 2007's New Pivot Diagram
  312. Using the Macro Recorder in Visio 2007 (Video Update)
  313. Compatibility Pack: Challenges of Using Office 2007 Documents in Previous Versions
  314. Microsoft Office Live Small Business Beta
  315. No One Asked Me But... What I Want (and Don’t Want) in the Next Office and Windows
  316. Late New Year's Resolution: Keys to Effective IT Communication
  317. SmartDraw Extras: Healthcare and Legal Templates
  318. Interesting Upgrades: Camtasia 6 and SnagIt 9
  319. Addressing the Office 2007 Read-Only Runaround
  320. Getting Organized with OneNote
  321. Flagging OneNote Information
  322. Recording and Organizing with OneNote
  323. Recording and Organizing Video in OneNote
  324. OneNote 2007
  325. Using OneNote 2007 Efficiently with Other Office 2007 Apps
  326. Using OneNote as a Voice Recorder
  327. Video Tutorials
  328. Charts in PowerPoint and Excel 2007
  329. Using PowerPoint 2007 to Create Slides That Don't Look Like PowerPoint
  330. Using the Macro Recorder in Visio 2007
  331. Playing a CD Audio in a Self Running Presentation
  332. Textboxes, QuickParts and Building Blocks in Word 2007
  333. Working Between PowerPoint and PDF
  334. Additional Resources
  335. Exploring Twine and the New Semantic Web
  336. A Tale of Two Tech Supports &#8212; OfficeLive and Zoho
  337. Digital Hollywood 2008
  338. Infocomm 2006
  339. InfoComm 2007
  340. Judging a Disc By Its Cover
  341. Surviving the Office 2007 Beta
  342. The Latest Word from CES 2007

In a recent update I mentioned how impressed I was with Peggy Duncan as a speaker at PowerPoint LIVE. Her session on productivity was as amusing as it was enlightening.

It's always great when someone masters a computer program in terms of accomplishing a given task, as opposed to just learning its features — and Peggy has done that with Outlook. Her book is so full of practical tips and techniques that it makes learning the program (or improving your Outlook) a pleasure.

It's not surprising that the best book on Outlook I have seen comes not from a computer pro but a "soft skills" expert. Duncan counsels, the real commitment comes in maintenance — it's something you'll have to do every day. It'll be easier to do once you purge and get rid of all that junk and establish a home for everything you need to keep." (Italics added).

This is the essence of Duncan's wisdom — learn to purge and then get organized using Outlook's folder structure.

What is very helpful in Duncan's book is a generic structured folder list that you can adapt to your own needs. Her suggestions work with "real" folders (physical files in your office) as well as the virtual folders in Outlook. Not only that, they also relate to an interior folder structure that you could (and probably should) impose on your My Documents folder.

Another main point to consider is the cost/benefit of doing the organizational groundwork versus not doing it. Just picking up a book like this might seem daunting — but as Duncan suggests, doing the work required to learn the organizational skills will ultimately pay off big time — buy freeing up more of your personal and professional time.

A great analogy is Duncan's challenge early in the book: if you needed a file (or email) on your computer, how long would it take to locate it?

The resulting gap is the key to productivity. Doing the groundwork to make sure you can locate such files later on will inevitably pay dividends — and Duncan gives you the tools to do just that as well as the motivation to get it done.

Another excellent suggestion is with respect to the use of subject lines; Duncan suggests an ALL CAPS code for action items like CALL, MEET, SPEAK, ACTION, TRAVEL and FYI. Obviously once you master and apply these, you can modify and add your own to complement your own activities.

Not surprisingly Duncan is also a proponent of using the Outlook organizational features for filtering email, and specifically using span filters.

Another cool suggestion is creating a Delay Send folder for outgoing messages. This is helpful if you are a volatile person who impulsively sends email you later regret, or simply work at odd hours and don't want people to think that you are available at such inopportune times.

(If you send a message to your boss at 2 am, he or she may give you credit for working at that absurd hour, but may also decide that that gives them the right to ask you to do even more or even call you up).

Duncan also shows you ways of using the Signature feature in Outlook to send repetitive and redundant information. She goes further by creating a dummy message with your contact information that you can include as a signature on future correspondence. This gives you additional flexibility for including different signatures for different tasks.

In Duncan's line of business she has created a specific toolbar that instantly creates new messages for a specified group of colleagues — in her case, speakers. While creating custom toolbars is not a new feature, and we've covered it in this Reference Guide before, doing is in the context of a specific business task is quite helpful in terms of demonstrating its usefulness, so that an Outlook user might actually go ahead and do this for his or her own business when it becomes obvious what a timesaver it is.

This is the essence of Duncan's message — you don't necessarily need to go to the lengths she goes to organize your business or other enterprise. But to whatever extent you implement some or all of her techniques you will ultimately save much more time in the your activities going forward than you spend mastering the techniques and implementing them in the near future.

Another key concept for streamlining your email workload is to think of your Inbox only in terms of temporary storage. For most of us this requires some serious mental reprogramming, but it once again will pay dividends in terms of increased future productivity — you will not need to slog through a crammed inbox if you follow some of Duncan's suggestions for redistributing, reorganizing and purging your email from its first destination — the Inbox.

And you're not limited to other Outlook mail folders. Another very cool suggestion is dragging an email message into your Calendar and instantly creating an appointment to address it's needs.

This lessens your tendency to do everything NOW — instead you can budget your email time to handle the load in one time segment, while rescheduling (and not necessarily procrastinating) addressing items that do not need immediate attention.

The book concludes with a series of "challenges," or mini case studies, that address specific email productivity challenges. Whether you face the same ones or similar situations you will find these amusing and on point.

Finally there are suggestions for making your email reflect your corporate image or brand.

The difference between this business-oriented book and most computer textbooks is that everything is put in terms of achieving a concrete goal — which makes it far more likely IMHO (in my humble opinion) that you will ultimately learn, master and implement these techniques — to your ultimate benefit.

To learn more about Duncan's practice and her other books, visit www.peggyduncan.com.

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