Insights for Microsoft Outlook
Summary
In this article you will learn how to use Insights for Microsoft Outlook. The Outlook add-in provides insights that you can act upon to help you stay on top of your tasks and get more done. This add-in is an extension of your Outlook experience and works within Outlook to help you gain focus time, maintain your work relationships, plan time away from work, and improve your overall work-life balance. If you have any issues during this process please contact the Service Desk at:
- support@cpspharm.com
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1-844-638-1630
Prerequisites
- Outlook Application or Web Browser
Instructions
Windows Outlook desktop
Step 1: Open the Home ribbon of Microsoft Outlook.
Step 2: Select the Insights icon:
Outlook on the web
Step 1: Open Outlook on the web.
Step 2: Open an email message.
Step 3: Select the ellipsis (...) in the top-right corner of your email message, and then select Insights:
What you might see
After you open the Insights add-in, you'll see a number of cards in the right (Insights) pane.
This pane will show you a selection of the following:
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Prepare for your meetings: Prepare for your meetings and then drive more effective meetings.
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Track email and document open rates: Track readership of emails that you've sent sent by viewing the percentage open rate, the percentage attachment click rate, and so on.
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View outstanding tasks: Make sure nothing falls through the cracks by seeing reminders of tasks that you've agreed to do.
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Follow up on your requests: Receive reminders to follow up on commitments made by your colleagues or on requests that you have made.
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Book time to focus: Protect your calendar by reserving focus time before meetings take over.
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Catch up on email: Cut through the clutter with a summary of unread email from your more important contacts.
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Catch up on documents: See a list of shared OneDrive and SharePoint documents that you need to catch up on.
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Add important people: Manage your list of important contacts. You'll see reminders when you have tasks to complete for these people or unread emails from them.
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Set lunch hours: Use this card to protect your lunch hours and personalize your insights.
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Plan your time away: Use this card to plan your time away from work.
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Catch up with your team: Stay on top of your team's needs with insights for 1:1 meetings, outstanding tasks, and so on.
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Meeting suggestions: Grow and nurture your network by staying connected with important colleagues.
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Check quiet hours impact: Help your team achieve work-life balance by reviewing the impact of sending email outside of working hours.
Conclusion
You have successfully learned how to access your Insights in Microsoft Outlook. We hope this has been helpful, as Insights can be a great tool if utilized. If any further assistance is needed, please contact the Service Desk.