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Mailbox Administration and Workflow Configuration

Course Progress
of 25 lessons completed

Course Modules

1. User Mailbox Settings

3 lessons

1. Understanding User Roles In Emailgistics

Learn how to define and assign roles to users, ensuring that the right individuals have the necessary permissions.

2. Setting and Modifying User Availability and Schedule

Explore methods for managing user availability and schedules, ensuring efficient resource allocation.

3. Assignment Options and Max Messages For Users

Discover how to configure assignment options and set maximum message limits for users, streamlining workload distribution.

2. Assignment

3 lessons

1. Automatic Assignment Methods Explained

Gain insight into the different automatic assignment methods available, including Round Robin and Load Balancing.

2. Assign to Previous Owner

Learn how to automatically assign replies to the previous owner, enhancing workflow efficiency.

3. Unassign at the end of user Schedule

Explore strategies for automatically unassigning messages at the end of a user's schedule, preventing work overflow.

3. Rules

4 lessons

1. How Emailgistics Rules Work and Rule Hierarchy

Understand the mechanics of Emailgistics rules and the hierarchical structure governing their execution.

2. Assignment Rules

Discover how to create and implement assignment rules, guiding messages to the appropriate recipients.

3. Tagging Rules

Learn about tagging rules and their role in categorizing and organizing messages.

4. Creating Automatic Replies and Auto Forwarding

Explore methods for creating automatic replies and setting up auto-forwarding.

4. Templates

2 lessons

1. Intro to Templates

Get acquainted with the concept of templates and their utility in standardizing email responses.

2. Creating And Modifying Templates

Learn how to create and modify templates to suit your organization's needs.

5. Tags

3 lessons

1. Intro to Tags

Understand the purpose and benefits of using tags in email management.

2. Creating Tags

Learn how to create and apply tags to messages, facilitating organization and workflow optimization.

3. Advanced Tagging

Explore advanced tagging techniques for enhanced workflow management within Outlook.

6. Alerts

3 lessons

1. Intro to Alerts

Discover the role of alerts in monitoring and managing message response times.

2. Unanswered Alerts

Learn how to set up alerts for unanswered messages, ensuring timely follow-up.

3. Using Alerts with Tags and Advanced Alerts

Discover how to leverage tags and advanced alert configurations for optimized message management.

7. Mailbox Schedule

3 lessons

1. Intro To Mailbox Schedules

Understand the importance of mailbox schedules in ensuring efficient message management.

2. Creating And Modifying Mailbox Schedule

Learn how to create and modify mailbox schedules, including a 24/7 example.

3. Setting Holidays And Copying To User Schedule

Explore strategies for setting holiday schedules and synchronizing them with user schedules.

8. SLAs

2 lessons

1. Intro to SLAs

Gain insight into Service Level Agreements (SLAs) and their significance in mailbox operations.

2. Setting Reply and Closed SLAs

Learn how to define and enforce SLAs for reply and closure times, ensuring timely message handling.

9. Conversation ID

2 lessons

1. Intro to Conversation ID

Discover the utility of Conversation IDs in message tracking and management.

2. Applying Conversation ID to Subject and Customizing ID

Learn how to apply Conversation IDs to message subjects and customize them for improved organization and tracking.