Organizer for Outlook 2007+

Overview | Screenshots | Download | Documentation | Release History

Ceptara's Organizer is an Outlook 2007 or later add-in designed to help you achieve greater focus.  It shifts your attention from a message centric paradigm to one focused on work (tasks) [See this article].  It builds on the practices and techniques discussed in the Personal Excellence series training by focusing attention on your personal objectives through the creation and management of projects and tasks.

Organizer helps you get organized by defining Projects and Focuses and saving them into the Categories field. To help you better process your collection points (e.g. email folders) we added new ribbon buttons that embrace our 5Ds processing method (Do, Defer, Delegate, Delete, put in a Drawer). We added a new folder view (My Organizer) and Organizer Task Pane to simplify weekly and daily planning. And to help you learn from past execution and plan more effectively, we added the ability to categorize appointments to projects and provided for timecard reporting.

Benefits

  • Build credibility by consistently meeting your commitments
  • Reclaim time wasted on distracting activities
  • Reduce time spent on time management and spend more time doing
  • Find your information more quickly
  • Feel more confident and accomplished

Key Capabilities 

  • Adds easily accessible tools such as; quickly create tasks from received emails, set a reminder task for outgoing emails, categorize contacts, appointments and others so that they're grouped under a project, find an open conference room, remove duplicate contacts, and many more.
  • Adds a Project Explorer to enable organizing ongoing communications, action and reference material by project.
  • Introduces a 'My Organizer' folder home page that combines your inbox, calendar and tasks views into one screen.
  • Adds a timecard analysis capability that uses project categorization and calendar objects to track and report where you spend time.
  • Adds a custom task pane to help in tracking task lifecycles, report on metrics, provide charts for time tracking, task flow, and effort, and support built-in task filtering for special categories such as past due, categories none, high priority, waiting, and many more.
  • Supports the Getting Things Done (GTD) context paradigm through the use of  a 'Focus' categorization capability.
  • Makes extensive use of Outlook's ribbon and right click context menus so that creating and managing action is accessible and fast.
  • Supports multiple computers if using Exchange or similar backend server. Project and Focus definitions are stored in the profile and accessible from any computer running the add-in.

Be sure to check out the [Demonstrations] for a video tour or learn more about how the Add-In can help you stay focused by reading the Getting Started [Guideline].