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Research and Record Keeping

Create shared search folders and quick-steps so the team can find active project correspondence and keep proposal draf…

2heights
2tasks
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The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Create shared search folders and quick-steps so the team can find active project correspondence…+
Create shared search folders and quick-steps so the team can find active project correspondence and keep proposal drafts together — set up Search Folders for Active Projects and Pending Proposals, create a Quick Step to move messages to Proposals/Drafts and tag them, and share the folders with the team.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Make shared filing actually usable for the whole team — create Search Folders for Active…+
Make shared filing actually usable for the whole team — create Search Folders for Active Projects and Pending Proposals with the right filter rules, add Quick Steps to move messages into Proposals/Drafts and auto-apply a Draft tag, share the folders and Quick Steps with the team, and include a two-line guide in the shared folder explaining when to use each folder.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Create shared search folders and quick-steps so the whole team can find active project correspondence and keep proposal drafts together.

Who does this

1 roles
People Operations Manager

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.