Ever feel like you’re constantly chasing follow-up tasks after sending an email? We’ve all been there—sending out important emails, only to realize we need to schedule follow-ups or create appointments.
It can be a time-consuming process, right? Well, with QuickFile, there’s an easy way to take that hassle off your plate.
QuickFile doesn’t just help you organize your emails—it goes a step further by allowing you to create appointments directly from emails after they’re sent. So, instead of switching between your inbox and calendar, you can instantly schedule those crucial follow-up tasks right when the email is sent.
It’s a game-changer for staying organized and saving time! In this post, I’ll show you how to use this feature and why it’s going to make your email routine so much smoother.
Note: This feature is available in QuickFile PRO and Ultimate version only.
Creating Appointments from Emails
If you’re already using QuickFile, you can follow the instructions below. If not, you’ll need to download a 30-day free trial (no credit card required).
You will find the QuickFile icon on the Outlook ribbon.
Appointments can be created when you are sending an email in the Send & File screen of the QuickFile addin.
Click Show Follow-Ups.
In the following prompt you will be able to create an appointment for an important email you are sending.
Select the Create Appointment option and fill in the necessary details. Do also note that QuickFile also allows you to create Task for an email as well.
Once you have entered all the details you can send your email and QuickFile will create an appointment in your Outlook calendar.
That’s all there is to it! Your appointment has been scheduled, and you’ll receive a notification when it’s time to take action.
About QuickFile for Outlook
If you use Microsoft Outlook a lot, you know what a hassle it is to organize mail and keep it organized… especially if you work with many folders and subfolders.
QuickFile helps you organize mail quicker and more sensibly. Your emails get filed away, fast and easy. And you can find them again later, fast and easy.
QuickFile is the only Outlook add-in of all the mail organizers that was designed especially for users who…
- Send, receive, and store a lot of e-mails.
- Don’t have time to manually search their folders and subfolders to save e-mail.
- Are too busy to organize important sent e-mails and so can’t find them when needed.
- Wish to move incoming e-mails to the correct folder at the click of a button.
- Wish to send & file in one step
- Have tried using Rules and want a better solution.
Ready to start! Visit our solutions page to learn more.
Image Credit:
Photo by Thought Catalog on Unsplash