◆ Outlook · tasks

Standardize Metadata

Set up an inbox rule to tag incoming metadata imports with a 'NamingRules' category, create a short department guideli…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Set up an inbox rule to tag incoming metadata imports with a 'NamingRules' category, create a…+
Set up an inbox rule to tag incoming metadata imports with a 'NamingRules' category, create a short department guideline email on naming and folder rules, and send it to the cataloguing team (Asha, Ben, Priya) asking for sign-off this week.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before rolling out naming rules, draft department-wide naming and folder standards that prevent…+
Before rolling out naming rules, draft department-wide naming and folder standards that prevent import failures, include concrete examples and forbidden characters, set an inbox rule to tag related emails, propose a transition plan and a two-week testing window, and ask Asha, Ben and Priya to trial and confirm by Friday.
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
Agree department-wide naming and folder rules so metadata imports don't break our catalogue — and make the rule changes stick.

Who does this

1 roles
Archivist

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.