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Mailbox Administration and Workflow Configuration
Course Modules
1. User Mailbox Settings
3 lessons
Learn how to define and assign roles to users, ensuring that the right individuals have the necessary permissions.
Explore methods for managing user availability and schedules, ensuring efficient resource allocation.
Discover how to configure assignment options and set maximum message limits for users, streamlining workload distribution.
2. Assignment
3 lessons
Gain insight into the different automatic assignment methods available, including Round Robin and Load Balancing.
Learn how to automatically assign replies to the previous owner, enhancing workflow efficiency.
Explore strategies for automatically unassigning messages at the end of a user's schedule, preventing work overflow.
3. Rules
4 lessons
Understand the mechanics of Emailgistics rules and the hierarchical structure governing their execution.
Discover how to create and implement assignment rules, guiding messages to the appropriate recipients.
Learn about tagging rules and their role in categorizing and organizing messages.
Explore methods for creating automatic replies and setting up auto-forwarding.
4. Templates
2 lessons
Get acquainted with the concept of templates and their utility in standardizing email responses.
Learn how to create and modify templates to suit your organization's needs.
5. Tags
3 lessons
Learn how to create and apply tags to messages, facilitating organization and workflow optimization.
Explore advanced tagging techniques for enhanced workflow management within Outlook.
6. Alerts
3 lessons
Discover the role of alerts in monitoring and managing message response times.
Learn how to set up alerts for unanswered messages, ensuring timely follow-up.
Discover how to leverage tags and advanced alert configurations for optimized message management.
7. Mailbox Schedule
3 lessons
Understand the importance of mailbox schedules in ensuring efficient message management.
Learn how to create and modify mailbox schedules, including a 24/7 example.
Explore strategies for setting holiday schedules and synchronizing them with user schedules.
8. SLAs
2 lessons
Gain insight into Service Level Agreements (SLAs) and their significance in mailbox operations.
Learn how to define and enforce SLAs for reply and closure times, ensuring timely message handling.
9. Conversation ID
2 lessons
Discover the utility of Conversation IDs in message tracking and management.
Learn how to apply Conversation IDs to message subjects and customize them for improved organization and tracking.