5 Great Tips to Streamline Your Microsoft Office 365 Workflow

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If you’re looking for ways to get the most out of your Microsoft Office 365 productivity suite, this article is for you. It provides five great tips to help you streamline your workflow. Implementing even just a few of these tips can help you boost your productivity and get the most out of your productivity suite.

Create a Customized Ribbon

A customized ribbon can help you boost your productivity by providing quick and easy access to the tools you use most often. You can create a customized ribbon by following these simple steps.

First, open Microsoft Word and click on ‘File.’ Then, select ‘Options’ from the drop-down menu. Next, click on ‘Customize Ribbon’ from the left-hand side menu. Once you’re in the ‘Customize Ribbon’ section, you can start adding or removing tabs and commands. To add a new tab, click on the ‘New Tab’ button and then select the commands you want to add. To remove a tab, click on the ‘Delete’ button. You can also rename tabs by double-clicking on their current name. When you’re finished customizing your ribbon, click ‘OK.’

Take Advantage of Keyboard Shortcuts

Keyboard shortcuts can be a huge time-saver, especially if you use them frequently. If you’re not already familiar with keyboard shortcuts, they’re basically just a combination of keys that allow you to perform certain actions or access certain features without having to use your mouse. There’s a wide variety of keyboard shortcuts available in Office 365, so it’s worth taking the time to learn the ones that are most relevant to your workflow.


Here are some of the most useful keyboard shortcuts to get you started:

  • Ctrl + N: Create a new document
  • Ctrl + O: Open an existing document
  • Ctrl + S: Save a document
  • Ctrl + P: Print a document
  • Ctrl + F: Find a specific word or phrase in a document
  • Ctrl + H: Replace a specific word or phrase in a document
  • Ctrl + B: Bold selected text
  • Ctrl + I: Italicize selected text
  • Ctrl + U: Underline selected text

Learning and utilizing keyboard shortcuts can help you boost your productivity when using Office 365. Spend some time experimenting with different shortcuts to see which ones work best for you and your workflow.

Utilize the Search Function

The search function is a powerful tool that can help you find what you need quickly and easily. For example, let’s say you’re looking for an email from a certain person. You can simply type their name into the search bar and all of the relevant emails will populate. This can save you a lot of time scrolling through your inbox trying to find a specific message.


There are a few different ways to use the search function, and each has its own benefits. For example, you can use the search function to find files, documents, emails, contacts, and more. Each type of search will return different results, so it’s important to know what you’re looking for before you begin.

Learning how to use the search function effectively can save you a lot of time in the long run. For example, if you know how to use the advanced search features, you can narrow down your results to get exactly what you need. This can be incredibly helpful when you’re dealing with a large amount of data.

Utilize the To-Do List Feature

The ‘To-Do’ list is a great way to stay on top of your tasks. You can use it to keep track of your progress on a project, remember deadlines and due dates, store information about a task, and share information with others.


When you create a new task, you can add all of the relevant information to the ‘To-Do’ list so that you have everything in one place. This can be helpful when you’re working on a project and need to keep track of your progress. You can also use the ‘To-Do’ list to remember deadlines and due dates. If you have an upcoming deadline or due date, you can add it to the ‘To-Do’ list so that you don’t forget. This can be particularly helpful if you have multiple deadlines or due dates that you need to keep track of.

In addition, the ‘To-Do’ list can be used to store information about a task. This can be helpful if you need to remember details about a task or if you want to share information about a task with others.

Finally, the ‘To-Do’ list can be used to share information with others. If you’re working on a project with someone else, you can add their name to the ‘To-Do’ list so they can see the task and its details. This can be helpful when you’re collaborating on a project and need to keep each other updated.

Use the Notes Feature

The Notes feature in Microsoft Office 365 is a great way to keep track of important information. You can use the Notes feature to create notes, add attachments, and share notes with others. The Notes feature is easy to use and can help you boost your productivity. Here are some tips for using the Notes feature in Office 365:

  • To create a new note, click on the ‘Notes’ icon in the toolbar and then click on the ‘New Note’ button.
  • To add an attachment to a note, click on the ‘Attachments’ icon in the toolbar and then select the file you want to attach.
  • To share a note with someone, click on the ‘Share’ icon in the toolbar and then enter the email address of the person you want to share the note with.
  • To find a note, click on the ‘Search’ icon in the toolbar and then enter a keyword or phrase into the search box.

By taking advantage of the features offered by the Notes tool, you can stay organized and boost your productivity. Don’t hesitate to give it a try.

This text was generated using a large language model, and select text has been reviewed and moderated for purposes such as readability.