12 October 2019

PINNED TEMPLATES

A few days ago, I wrote about using Office templates to make repetitive tasks easier to handle.  The way Microsoft wants us to launch the template files, I don't like it at all.  There are just too many clicks to go through.  My approach is to save the template files somewhere easily reached, like Documents folder or top level of network home drive.  Be sure to pin Outlook application to the Taskbar.  Have Windows Explorer opened to where the template file lives.  Right-click the template file and drag it onto the Outlook icon in the Taskbar, at which point the mouse pointer should mention Pin to Outlook.  Let go.  Next time you need to launch the template, right-click on the pinned Outlook icon and the template is right there at the top of the list, similar to what I have below.  Click the item and you are ready to breeze through it.



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