Automatically Filter Emails in Microsoft Outlook-(Gold)
How to Automatically Filter Incoming Emails in Microsoft Outlook Storyboard (Gold)
Introduction:Healinic Wellness Solutions faces the challenge of handling a large influx of emails from various sources such as customers,
partners, and colleagues. Recent survey results indicate that team members are concerned about effectively managing this high volume of
emails, as there is a risk of overlooking critical messages that could have a significant impact on the business. To alleviate this concern, upper
management has taken the initiative to address the issue. They have decided to create a microlearning video specifically designed for Healinic
Wellness team members. The primary objective of this video is to demonstrate a simple yet highly effective method for automatically filtering
incoming emails within the Microsoft Outlook system that the team currently utilizes. By implementing this method showcased in the video,
team members will be able to streamline their email management process, making it more efficient, organized, and ultimately easier to handle
the large volume of emails they receive on a daily basis.
Learning Objectives: Upon completion of this video, the learner will
be able to:
● Demonstrate the ability to sort incoming email senders into
groups.
● Create group folders within the email system.
● Implement an automatic email filtering system to
automatically sort incoming messages based on the sender.
Target Audience: Healinic Wellness Solutions team members who
expressed concerns regarding how to handle large volumes of daily
emails in the recent company survey.
Learning Level: Knowledge and Apply
Seat Time: 3-5 minutes
Review Instructions: When reviewing this storyboard, please provide feedback on the following:
● Accuracy, clarity, and completeness of the content (including images)
● Organization of topics and flow of the course
● Engagement level for learners (do you think the layout of the video will keep their attentions)
Notes:
● Focus particularly on animations, visual display, and learning objectives (LOs)
● Keep track changes on and show all markups
● Insert comments to leave feedback, comments and questions
● Make corrections via inline text edits
Automatically Filter Emails in Microsoft Outlook-(Gold)
● Review cycle is due for completion on 4/19
Welcome/Introduction (Scene 1.1)
Script/Audio (SA):
1. Digital/technology sound effects play as the slide begins and continues for the duration of the scene
2. The sound of a computer keyboard typing occurs as On Screen Text(OST) appears
Visuals:
On Screen Text (OST)
How to Automatically Filter Incoming E-mails
in Microsoft Outlook
Animations/Flow of Video:
● As the scene begins, the video of
a rotating e-mail inbox envelope
inside of square enters from the
right side of the screen with a
‘Wipe’ animation and keeps
playing until the scene ends at 5s
● As the scene begins, the OST
enters from the left side of the
screen with a ‘Typing’ animation
and remains until the scene ends
● Scene ends with an ‘Arrow’
transition
Step 1: Log in to Microsoft Outlook (Scene 1.2)
Script/Audio:
1. Upbeat music plays in the background at a low volume
Visual #1:
On Screen Text (OST)
Step 1 Log in to Microsoft Outlook
Animations/Flow of Video:
● Enters screen from the left side
with a ‘Sliding’ behavior at 6s
Automatically Filter Emails in Microsoft Outlook-(Gold)
and remains until Visual #1 exits
with a ‘Sliding’ behavior to the
right at 10s
● Transitions to Visual #2 with an
‘Blinds’ transition at 10s
Visual #2:
On Screen Text (OST)
1. Once you’ve logged in, check your
Inbox. Look to see who is sending you
emails. To what groups do they belong
(e.g. team members, customers,
business partners, etc.)?
2. Team Member
3. Customer
Animations/Flow of Video:
● Visual #2 begins at 12s and
remains until Visual #2 ends at
20s
● OST 1 and its box fades into
Visual #2 screen at 12s and
remains until Visual #2 ends at
20s
● OST 2 & 3 and their callout
arrows enter Visual #2 with a
‘Pop Up’ behavior at 16s and
fade out when Visual #2 ends at
20s
● Scene ends with an ‘Arrow’
transition at 20s
Step 2: Create Group Folders (Slide 1.3)
Script/Audio:
1. Same upbeat music continues to play in the background at a low volume
Visual #1:
On Screen Text (OST)
Animations/Flow of Video:
Automatically Filter Emails in Microsoft Outlook-(Gold)
Step 2 Create group folders
● Enters screen from the left side
with a ‘Sliding’ behavior at 21s
and remains until Visual #1 exits
with a ‘Sliding’ behavior to the
right at 26s
● Transitions to Visual #2 with a
‘Blinds’ transition at 26s
Visual #2:
On Screen Text (OST)
Once you have determined the groups, go
down to the “Create new folder” option on the
left panel and click.
Animations/Flow of Video:
● Visual #2 begins at 27s and
remains until Visual #2 ends at
35s
● OST and its box fades into Visual
#2 screen at 27s and exit screen
with a “Fly out” animation at 35s
Visual #3
On Screen Text (OST)
Type in a group name for each category of
senders. Click ‘Save’.
Animations/Flow of Video:
● Visual #3 begins with a ‘Zoom’
animation to yellow highlight
section at 35s and remains until
Visual #3 ends at 43s
● Scene ends with an ‘Arrow’
transition at 43s
Automatically Filter Emails in Microsoft Outlook-(Gold)
Visual #1:
On Screen Text (OST)
Step 3 Set up E-mail Sweeps
Animations/Flow of Video:
● Enters screen from the left side
with a ‘Sliding’ behavior at 44s
and remains until Visual #1 exits
with a “Sliding” behavior to the
right ends at 48s
● Transitions to Visual #2 with a
‘Blinds’ transition at 48s
Visual #2:
On Screen Text (OST)
Click the initial circle next to one of your
Inbox messages. When clicked, a check mark
will appear inside of a box.
Animations/Flow of Video:
● Visual #2 begins at 49s and
remains until Visual #2 ends at
53s
● OST and its box fade into Visual
#2 screen at 50s and remains until
Visual #2 ends at 53s
● The brown and green arrows fade
into Visual #2 screen at 50s and
fade out at 53s
Visual #3:
On Screen Text (OST)
Click the initial circle next to one of your
Inbox messages. When clicked, a check mark
will appear inside of a box.
Animations/Flow of Video:
● Visual #3 begins at 53s and
remains until Visual #3 ends at
58s
● OST fades out at 58s
Automatically Filter Emails in Microsoft Outlook-(Gold)
Visual #4:
On Screen Text (OST)
Click the ‘Sweep’ tab on the top panel of the
e-mail.
Animations/Flow of Video:
● Visual #4 begins at 58s and
remains until Visual #4 ends at 1
min 1s
● OST and box fade in at 59s and
fade out at 1 min 1s
● Green arrow fades in at 59s and
fades out ends at 1 min 1s
Visual #5:
On Screen Text (OST)
In the pop-up box, read the list of options.
Animations/Flow of Video:
● Visual #5 begins at 1 min 2s and
remains until Visual #5 ends at 1
min 15s
● OST and box fade in at 1 min 4s
and fade out at 1 min 10s
Visual #6:
On Screen Text (OST)
Click the second circle that says “Move all
Animations/Flow of Video:
● Visual #6 begins at 1 min 15s and
Automatically Filter Emails in Microsoft Outlook-(Gold)
messages from the Inbox folder and any future
messages.”
remains until Visual #6 ends at 1
min 18s
● OST and box fade in at 1 min 16s
and fade out at 1 min 18s
● Brown arrow fades in at 1 min 16s
and fade out at 1 min 18s
Visual #7:
On Screen Text (OST)
Go down to the ‘Move to’ drop-down menu and
click the arrow.
Animations/Flow of Video:
● Visual #7 begins at 1 min 22s and
remains until Visual #7 ends at 1
min 25s
● OST and box fade in at 1 min 22s
and fade out at 1 min 25s
● Brown arrow fades in at 1 min 22s
and fade out at 1 min 25s
Visual #8
On Screen Text (OST)
If you do not see the group folder, click ‘Move
to a different folder’ and scroll down until you
see the group folder. Then, click it.
Animations/Flow of Video:
● Visual #8 begins at 1 min 27s and
remains until Visual #8 ends at 1
min 41s
● OST and box fade in at 1 min 27s
and fade out at 1 min 41s
● Brown arrow fades in at 1 min 27s
and fade out at 1 min 33s
Visual #9
On Screen Text (OST)
Click the ‘OK’ button.
Animations/Flow of Video:
● Visual #9 begins at 1 min 49s and
Automatically Filter Emails in Microsoft Outlook-(Gold)
remains until Visual #9 ends at 1
min 52s
● OST and box fade in at 1 min 49s
and fade out at 1 min 52s
Visual #10
On Screen Text (OST)
Once the pop-up box indicates the sweep was
a success, click the ‘OK’ button again.
Animations/Flow of Video:
● Visual #10 begins at 1 min 53s and
remains until Visual #10 ends at 1
min 57s
● OST and box fade in at 1 min 53s
and fade out at 1 min 57s
Visual #11
On Screen Text (OST)
When you look at the group folder in the left
panel, you will see a new number indicating
the e-mail was filtered there.
Animations/Flow of Video:
● Visual #11 begins at 2 mins 4s and
remains until Visual #11 ends at 2
mins 8s
● OST and box fade in at 2 mins 4s
and fade out at 2 mins 8s
● Green arrow fades in at 2 mins 4s
and fade out at 2 mins 8s
● Brown circle fades in at 2 mins 4s
and fade out at 2 mins 8s
Automatically Filter Emails in Microsoft Outlook-(Gold)
Visual #12
On Screen Text (OST)
Repeat these steps for the remaining messages
in your inbox.
Animations/Flow of Video:
● Visual #12 begins at 2 mins 10s
and remains until Visual #12 ends
at 2 mins 16s
● OST and box fade in at 2 mins 10s
and fade out at 2 mins 16s
Visuals #13
Show repeat of visuals 4-12 for remaining
email (‘Joe Smith’)
On Screen Text (OST)
None
Animations/Flow of Video:
● Video will show how to
automatically filter ‘Joe Smith’s’
e-mails
● Clip speed of the video will be
adjusted so that it begins the
filtering for ‘Joe Smith’ at 2 mins
15s and ends at 2 mins 34s
● Scene ends with an ‘Arrow’
transition at 2 mins 34s
Step 4: See results in real time (Scene 1.5)
Script/Audio:
1. Upbeat music plays in the background at a low volume
Visual #1:
On Screen Text (OST)
Step 4 See results in real time
Animations/Flow of Video:
● Enters screen from the left side
with a ‘Sliding’ behavior at 2
mins 37s and remains until Visual
#1 exits with a “Sliding” behavior
to the right at 2 mins 41s
Automatically Filter Emails in Microsoft Outlook-(Gold)
● Transitions to Visual #2 with a
‘Blinds’ transition at 2 mins 41s
Visual #2
On Screen Text (OST)
When you receive a future message from each
sender, the number next to the group folder
will increase.
Animations/Flow of Video:
● Visual #2 begins at 2 mins 42s
and remains until Visual #2 ends
at 2 mins 52s
● The OST and its box fade into
Visual #2 screen at 2 mins 42s
and fades out at 2 mins 52s
● Green arrow fades into Visual #2
screen at 2 mins 42s and fades
out at 2 mins 52s
● Brown circle fades into Visual #2
screen at 2 mins 42s and fades
out at 2 mins 52s
Visual #3
On Screen Text (OST)
When you click on the folder, you will see the
message from that sender automatically
filtered into their group’s folder.
Animations/Flow of Video:
● Visual #3 begins at 2 mins 57s
and remains until Visual #2 ends
at 3 mins 16s
● The OST and its box fade into
Visual #3 screen at 2 mins 57s
and fades out at 3 mins 16s
● Visual #3 ends with an ‘Arrow’
Automatically Filter Emails in Microsoft Outlook-(Gold)
transition at 3 mins 16s
Conclusion/Video Wrap-Up (Scene 1.6)
Script/Audio:
1. Upbeat music plays in the background at a low volume
Visual #1:
On Screen Text (OST)
This is how you can automatically filter e-mails
in Microsoft Outlook!
Animations/Flow of Video:
● Visual #1 begins at 3 mins 18s
and remains until Visual #1 ends
at 3 mins 20s
● The OST appears when Visual #1
begins and fades out at 3 mins
20s
● Video of woman on computer
starts when Visual #1 begins
Visual #2:
On Screen Text (OST)
HAPPY FILTERING!
Animations/Flow of Video:
● Visual #2 begins at 3 mins 21s
and remains until Visual #2 ends
at 3 mins 31s
● The OST enters Visual #2 from
the left side of the screen with a
‘Typing’ animation and remains
Automatically Filter Emails in Microsoft Outlook-(Gold)
until Visual #2 ends at 3 mins 31s
● Video of woman on computer
continues when Visual #2 begins
and remains until Visual #2 ends
at 3 mins 31s