Thursday, February 9, 2012

See More, Sort More, Do More

Let’s face it, we live in a fast-paced world where everything needs to be done yesterday. I know I’m always looking for ways to make my job (and therefore my life) easier. You may have been able to tell from previous posts that I am slightly obsessed with customization (especially in my Credenza). But that’s because it really helps me to streamline my work.
If you like customization as much as I do, you’ll be happy to know that you can add more fields to Credenza list views, so you can filter and group things such as Files. And you can re-order fields as you see fit.
The best part? It is so simple to do! I’ll show you how using Files as an example:
  1. First, click on the Credenza tab in your Outlook.
  2. Select the Files option in the lower left navigation.
  3. Once your Files list appears, right click anywhere on the screen and select Show Fields… on the menu that appears.
  4. A new window will open. On the left is a list of the available field types you can add and on the right is a list showing which fields are already selected to appear in your view. Select the Field(s) you would like to add and click on the > button. Similarly, to remove a field, select it and click on the < button.
  5. To change the order in which fields appear, simply select the field and drag it to the position you prefer or select the item and use the move up or move down commands. You will also be able to change the order in which fields appear right from the Files view. Just drag and drop it to the desired position.
  6. Once you are satisfied, click OK to return your Files view.
Simply follow these easy steps to customize your Credenza and further streamline your work! Fields are listed how you want, where you want. Plus, if the fields you have added no longer suit your needs at some time in the future, it is just as easy to take those fields out as it was to add them!

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