Gmail for Administrative Assistants DN: GA-GAA_101.00
Gmail | |
for Administrative Assistants | |
If you directly manage email on behalf of others or just send and receive dozens (or hundreds!) of messages a day in your role as an administrative assistant, this is the Gmail guide for you. |
What’s in this guide...
Send email on behalf of your manager
How messages appear to recipients
Save time with keyboard shortcuts
Drag and drop labels and messages
Preview attachments before download
Customize your Gmail account with Themes
If your Google Apps administrator (who is probably a member of your IT department) has enabled the mail delegation option for your domain, your manager can give you access to his or her Gmail account.
With Gmail delegation, you can do the following on your manager's behalf:
However, you can't do the following in your manager's Gmail account:
Before you can manage your manager's email (or any other employee's email), you must first gain access to his or her Gmail account, as follows:
Congratulations! You now have access to your manager's Gmail account.
Note: There may be a brief delay before the delegation changes take effect.
After you set up access to your manager's Gmail account, you can access that account from your own account. Here's how:
When you send a message using your manager's account, the message is listed in the recipient’s Inbox as sent by your manager. In the message itself, however, recipients see you sent the message on your manager’s behalf.
Here's an example:
Although we recommend using delegated Gmail (as outlined above), there might be some occasions where you need emails to appear to be sent directly from your manager without showing your address at all. With your manager’s permission, you can do this by adding your manager's email address as an alternate email address to your own Gmail account. Here's how:
After you've added your manager's email address as an alternate email address for your own account, you can send mail that appears to be directly from your manager. Here's how:
Note: Unless you specified a different "reply-to" address when adding your manager's email as an alternate email, replies to messages sent using this method will go to your manager's account. If you later decide you want replies to go to your own account, here's how to update your settings:
Gmail makes it easy to organize and keep on top of your manager's email (as well as your own) with labels, filters, archiving, starring, and more.
You may be used to organizing emails in folders, but in Gmail, you can quickly organize your conversations by applying labels. The conversation can remain in your Inbox with the label clearly shown. Here's an example:
As shown in the example, if a conversation falls under more than one topic, you can give it multiple labels (such as Follow up and HR).
To access all the conversation within a label, just click the label name in the left pane of your Inbox:
You can also create a new label by expanding More in the left pane, at the bottom of your list of labels. Then click Create new label and follow the instructions above.
Tip: If you want to move the messages out of your Inbox at the same time you apply a label to them, select the messages, and then select a label in the Move to drop-down menu.
See the Gmail Tips & Tricks section below to learn how to drag and drop labels.
If you have a long list of labels, you can make viewing them easier by resizing your list of labels or hiding infrequently used labels.
If you want to see more labels in relation to your chat list, you can drag the horizontal bar down to change the relative size of each list.
If you have a lot of labels, move your cursor anywhere over them to automatically expand the list. After browsing labels, move your cursor away and the list contracts.
You can clean up your list of labels by hiding ones you rarely use. To do a quick drag and drop for one label:
If you want the label to appear in your main list of labels again, just click More, and holding down the left mouse button, drag the label back anywhere on the main list.
To hide multiple infrequently used labels:
If you'd like to move a labeled conversation out of your Inbox, just check the box next to the conversation, and click the Archive button. (Don’t worry--this does not delete your conversation. It just moves it out of your Inbox.)
Whether or not a labeled conversation is archived, you can list all conversations that have a specific label by clicking the label name in the left pane of your Inbox -- similar to opening a folder of messages. Unlike with folders, if you've applied more than one label to a message, you can retrieve the message by clicking any of those labels.
Gmail features the same powerful search technology used on the web to perform accurate keyword searches of all of your email and attachments. You can search by keyword, label, sender, date range, or a host of other options. By archiving messages instead of deleting them, you can keep your Inbox clutter-free while still being able to find any message you've ever sent or received. You don’t have to create elaborate folder structures or keep unwanted correspondence in your Inbox.
To find messages, type in the search box at the top of your Gmail window, and hit Enter on your keyboard. (You can also click the magnifying glass or select search mail.) You can do simple keyword searches, such as budget or human resources, from this box. You can also search the web from this same box.
You can also use more advanced search operators--such as from:, to:, and subject:--to find what you’re looking for quickly and accurately.
Here are some useful searches:
from:Simon to see all emails from Simon
to:David to see all emails sent to David
subject:lunch to see all emails where "lunch" is in the subject
has:attachment to see all emails that contain attachments
is:starred to see all starred emails
is:unread to see all unread emails
Tip: To further refine your search, combine multiple search operators. For example, type from:Simon to:David to see all email from Simon sent to David. Or, if you know Simon’s and David’s email addresses, type from:simon@example.com to:david@example.com.
For a complete list of search operators, visit the Gmail Help Center:
http://support.google.com/mail/bin/answer.py?hl=en&answer=7190
You can also use advanced search operators by clicking the down arrow in the search box. Then, fill in the easy-to-use search form to find exactly what you're looking for.
You can use filters to manage your incoming messages. With filters you can specify what you’d like to happen to your messages (delete, star, forward, label, etc.) based on keywords and other criteria. For example, you can set up a filter for all messages from Chris to you containing the word “budget” (but not “draft”) and automatically label and star these messages.
Note: These actions are applied in the order in which they are listed. For example, you could choose Forward it to send matching messages to a specific email address, and then Delete it to delete the messages.
If you need to highlight any specific emails, just click the star icon to the left of the message. You can then display all starred messages by clicking Starred in the left pane.
Note: If you’d like the option of using multiple different stars, select Settings from the gear drop-down, and go to the Stars section.
With Gmail's conversation feature, you can quickly forward multiple, related emails. Of course, you can also always forward just one email from a conversation.
Important:
With Gmail's conversation feature, you can quickly print multiple, related emails. Of course, you can also always print just one email from a conversation.
Notes:
Tip: To print an entire conversation with the most recent email on top, go to the last message and then follow the instructions for printing part of a conversation.
You can save time while reading and managing your manager's mail (and your own) by using keyboard shortcuts.
To enable keyboard shortcuts, select Settings from the gear drop-down, and go to the General tab.
Once you’ve enabled keyboard shortcuts, you'll be able to perform common tasks without moving your hands from the keyboard. For example, type “j” and “k” to navigate up and down your Inbox, “o” to open messages, “r” to reply, “a” to reply all, “c” to compose, “s” to add or remove a star, “e” to archive, and much more.
While working in Gmail or Google Calendar, type “Shift+?” at any time to display a complete list of keyboard shortcuts (keyboard shortcuts must first be enabled).
You can find a printable copy of Gmail keyboard shortcuts at http://deployment.googleapps.com/Home/resources-user-adoption/quick-reference/Google_Mail_Shortcuts.pdf
In addition to the “j” and “k” keyboard shortcuts, you can now use the up and down arrow keys to move through your message list. The current message is marked by a blue bar.
To open the current message, just hit Enter.
You can also use your arrow keys to navigate your label list and display a label's messages.
Let's say you’re in your Inbox. Press the left-arrow key to move the focus to your label list. Then use the up/down arrow keys to move through your labels, and hit Enter to display a label's messages.
Did you know that you can drag and drop labels onto your messages? If so, you're on your way to becoming a Gmail power user! You can also drag a single message or multiple messages to a label.
If you’re already using the Tasks gadget in Gmail, you know that it’s a great way to create to-do lists and keep yourself on track. You can save even more time with your to-do lists by creating tasks directly from email messages.
Tips:
To learn more about using Tasks in Gmail (including keyboard shortcuts), visit the Gmail Help Center:
http://support.google.com/mail/bin/answer.py?hl=en&answer=106237
Attachments to Gmail messages reside “in the cloud” (online) and are only copied to your computer when you download them for viewing.
You can save disk space (and time) by previewing attachments without downloading them. Here’s how:
Since you spend a good part of your day staring at email, you might as well enjoy the view! You can choose from over 30 different themes to personalize the look of your Gmail account, and you can even create a custom theme with your favorite colors.
To choose a theme, go to Settings > Themes, and click a thumbnail image.
Note: If you’re using an older browser, you may not see a Themes tab. To see supported browsers, visit
https://support.google.com/mail/bin/answer.py?hl=en&answer=6557.
If your Google Apps administrator has enabled the Gmail Labs options for your domain, you can add business functionality to your email and calendar with these experimental, pre-release features.
To help you get started, we've put together a list of the labs we think you'll find useful (some are real time savers!). It's important to remember, though, that a lab can become unstable, stop working, or disappear at any time—they are experiments, after all!
Note: Gmail Labs don’t work with delegated Gmail. This means that if you’re logged in to your own Gmail account, you won’t be able to use any labs while accessing your manager’s email as a delegate. However, you’ll still be able to use labs when looking at your own email.
You can enable or disable a lab whenever you like. Here's how:
Canned Responses Email for the truly lazy. Save and then send your common messages using a button next to the compose form. Also automatically send emails using filters. | |
Google Docs previews in mail Shows previews of documents, spreadsheets and presentations directly in the email when you receive any link to a Google Doc. Also gives an option to open directly in Google Docs. | |
Inserting images Allows you to insert images into a message body. You can upload and insert image files in your computer, or insert images by URLs. This lab will not work if you have Offline Gmail enabled. | |
Message translation Uses Google Translate to translate messages you receive in other languages. | |
Multiple Inboxes Add extra lists of emails in your inbox to see even more important email at once. The new lists of threads can be labels, your starred messages, drafts or any search you want, configurable under Settings. | |
Quick Links Adds a box to the left column that gives you 1-click access to any bookmarkable URL in [your domain] Mail. You can use it for saving frequent searches, important individual messages, and more. | |
Send & Archive Adds a button to the compose form that lets you send a reply message and archive the email conversation in a single action. | |
Sender Time Zone Should I reply to this mail or just call the guy? Ooops… it's 1 am. Sorry, I didn't mean to disturb… | |
Signature tweaks Places your signature before the quoted text in a reply, and removes the "--" line that appears before signatures. | |
Undo Send Oops, hit Send too soon? Stop messages from being sent for a few seconds after hitting the send button. |