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Journaling in Outlook

As an avid journal writer myself, I was thrilled to find the Journal feature in Outlook. “Oh, good!” I thought, “A place to record my deep thoughts while I’m working on other things!” Unfortunately (or fortunately, depending on your perspective), that’s not what Outlook’s Journal is about. Outlook’s Journal feature enables you to record your involvement with a particular contact or task. By storing the information on a daily, weekly, or monthly timeline, the Journal can show you how you spent your time and which of your clients gets the most of your time. This can be especially helpful when you work in a service-related area and need to keep track of how much to bill different clients when you work on multiple projects during a day.

To start the Journal in Outlook, begin by clicking My Shortcuts on the Outlook Shortcuts bar. The first time you choose Journal, Outlook will tell you that the Activities tab in the Contacts window does a good job of tracking information related to specific clients. If you want to use Journal only for those items you enter, click No when Outlook asks you whether you want to use it for automatic recording. If you want Journal to record items such as e-mail correspondence, scheduling, task entries and updates, and working with files, click Yes. And the Journal Options dialog box appears so that you can choose the items you want to track. If you choose this route, click the items you want Journal to record, and then click OK to begin working with the Journal.


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