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What to do in Office right now to make next year a breeze

by on
in The Office Tech Pro

As business professionals one of the goals we should have is to find new and better ways to repeat success, not re-invent it. Here’s what I’m doing today to make my life easier next year. Word This year I started writing proposals on 2 different types of work. I plan to do more next year. I’m going to use one to create a template for next year and store it in my newly created SharePoint library for templates. Try using New from existing in Office 2007 and 2010 to avoid ruining the old one that you may need to keep! [caption id="attachment_29176" align="alignnone" width="94" caption="Button in Office 2010"]New from Existing[/caption] Excel In addition to the template idea here, too, I’m going to look for opportunities to use date formulas and functions to make my workbooks portable from year to year. I like this one for putting the first of the month’s date on successive monthly worksheets. In this example worksheets names are the month name. If I had done this in January of 2011, all I’d have to do is change the date on the January worksheet. Month to Month Formula using EOMonth function Outlook Right now, create a search folder for all previous years through 2010 and make a commitment to spend 1 hour a month cleaning up old email. Right click on Search folders in the Navigation Pane and choose Old Mail. Change the settings to 12 months to get everything older. Suggested view: Compact, To Do bar hidden and Reading Pane on. It’s easy to navigate using the blue next arrow in the Quick Access Toolbar to go from one item to the next. Dedicating just one hour a month will have you cleaned up in no time and having you wonder why you kept that “Where do you want to go to lunch” email from 2007! Creating a Search Folder Want more tips to make your next year end NOT a nightmare in Excel? Attend our January 4, 2012 webinar: Excel: Set Yourself Up for Excel Success in 2012.

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