How to make email Forms in Outlook
This will show you how to integrate forms into outlook to make it easier to leverage them.
Time to Perform is 10 minutes
+ Why
Using a standard form or template is a great way to create consistency when communication requests and as a result eliminate errors that come from inconsistent interactions. Ideally, set this up for sending requests out and receiving confirmations/reporting/information back from internal and external teams.
One complaint is that it’s easier to just freeform an email than it is to track down a form and copy paste it into the email before using it. Good news! We can build a set of standard forms into Outlook so it’s even easier than writing a brand new free form email. See the following for a step by step guide.
Pro tip! One person can make a form and then share it with the rest of the team. That way no one else has to double up on the effort and by default implements consistency across the team.
Bonus points! You can integrate just-in-time learning by following this documentation and applying that workflow to each field in the forms.