Tuesday Tip: Outlook Email Templates

By: Chase Petersen

Email has so much functionality in the workplace and has potential to increase productivity even further than it already does.  Outlook has many tools to make your life easier; one of my favorites is the ability to create and use templates for emails.  If you want to standardize a process, create a checklist, ensure details are not missed: you can use an email template.

From the new email window, type out and design how you want the template to look, be sure to customize the subject, once you have the email designed to your liking click “File” and “Save As”.  Enter a file name and change the save type to “Outlook Template” then save and close that window.

To use the template click the “New Items” button next to the “New Email” button in the top left of outlook.  Hover over “More Items” and click “Choose Form”.  In the drop-down menu on the window that appears select the template section and open the template you want to use.

The usefulness of this tip is in the flexibility and creativity it allows you to use.  You can adapt this solution to just about any problem you have.


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Tony Rushin: In his role as VP of sales & marketing, he is responsible for hiring, managing and coaching the sales team and always staying on top of (and meeting) the needs of clients. Under his leadership, the company has steadily grown each year.

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