Track your work: Creating Journal Items in Outlook 2003
Almost there. Take a deep breath as we go through the last stretch.
You’ve done a lot of work already to plan, track and follow up on customers and messages. Now you know what you must do. But wouldn’t it be great if you could keep track of when you have done it and other activities?
This is what the Journal is all about!
Creating a Journal Item
You can create Journal items to keep track of when you have done activities, and link it to certain activities. If this doesn’t make sense to you, take a look at this example:
Remember the
task you
created in the previous chapter? Well, it’s now half past 3,
and you’re going
to start to work on it. To make a journal of the task, you drag the
task and
drop it on the Journal bar.
OK, you probably guessed that. That’s great! This means that you are getting the hang of this dragging and dropping thing. Your work with Outlook™ is already getting more efficient… As soon as you drop the task, a Journal Entry window appears. The Subject is taken from the task, and the Entry type is also filled in by default. Also, you see that system date is put in the Start time (actually start date and time). Below that is a link to the task at hand.
Now, click on Start Timer and start to work on the activity. Outlook™ will keep a timer going on this Journal item, until you Pause Timer or click on Save and Close to finalize the entry.
There are many more activities you can track through the Journal. Drag and drop a contact, and the Journal entry type will be Phone call by default. Drag and drop a Meeting from your calendar, and it will read Meeting. Drag and drop an e-mail message, and it will read… E-mail message! Oh well, Outlook™ really doesn’t hold much secrets for you anymore, does it?
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Additional Microsoft Outlook 2003 Guide Sections
» SECTION 4.1 Create tasks for Messages (BACK)
Similarly as with Contacts, it is very easy to add a task for an e-mail.
» SECTION 5.1 Automatic Journal Items Creation (NEXT)
You can even have Outlook™ automatically record Journal items for specified activities and specified contacts.
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