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Wake Forest University

Google Mail and Calendar Tips and Tricks

Modified on: Fri, Mar 24, 2023 10:09 AM


Mail Tips



Need to move the message you’re composing?

    • Hold down the Shift key and click the Compose button. This pops the new message out for you!
    • Or, click the black bar at the top of the message to minimize it, or click the Pop-out button in the top right corner of a new message to make it larger. Hold the Shift button and click the icon to pop it out of its current location and move it around.
    • If you’re responding to or forwarding a message, click the arrow next to your name. In the menu that appears, click Pop out reply.
    • When popping out a reply, notice you can also Edit subject here as well! 

                                                                                               


Compose now and send later with Schedule Send!

    • If you’d like to write a message and delay sending it, click the drop-down arrow on the far right of the Send button.
    • Click Schedule send
    • From the dialog box, select your preferred send time, or click the Pick date & time option to enter a custom date and time. If you select one of the offered options, your message will go away, and will be automatically sent at that time. If you choose the Pick date & time option, select your preferred date and time, then click the Schedule Send button.


Send confidential messages

Use Confidential mode to help you protect sensitive information from being shared accidentally or without your consent. In confidential mode, recipients are not given the option to forward, copy, print, or download either the message or its attachments. In confidential mode, the sender can set an expiration date for the message, revoke message access at any time, and ask for a verification code by text to open messages. 

    • To turn on Confidential mode click Compose to begin a new message.
    • At the bottom of a new message, click the padlock icon to Toggle confidential mode on
    • Upon clicking the button, note the expiration and passcode options. Set the expiration as you wish. If you would like to require a passcode, select the SMS passcode option. 
    • Click the Save button when finished and Send the message when ready. (If you chose to require a passcode, you will now be prompted to enter the recipient’s phone number. Upon opening the message, the recipient will be asked to verify their identity, and will be sent the passcode at the phone number you provided, which they must then enter to read the message.)


Would you like your messages to be managed for you? Create filters!

There are a couple of ways to create filters, but the easiest way is to find and use a message that has the characteristics of a message you’d like filtered, perhaps based on the name of the sender, or subject line, etc. 

  • Check the box next to your message, then from the More drop-down menu, click Filter messages like these.
  • A drop-down form will appear from the Search bar at the top of your Mail window. The address of the sender is already entered in the From field. Enter any additional information you’d like, which would match the criteria of the types of messages you’d like filtered. Then click the Create filter at the bottom.
  • On the next form that appears, you’ll tell Google what you’d like it to do with messages matching the criteria you just entered.
  • Check the box(es) next to the actions you’d like performed when these messages are sent to you. 
  • When finished, click the Create filter button. Note, you can check the box next to Also apply filter to matching conversations to have all matching messages already in your inbox, filtered the same way. 
  • Now, all messages matching the criteria entered will be managed for you!


Clean up your Inbox without deleting messages by Archiving them!

    • When we archive messages in Google Mail, we’re simply moving them out of the Inbox, and into the All Mail label. We can still search for them, using the Search box at the top of the window, but they won’t be taking up space in our Inbox.
    • Simply check the box next to a message, then click the Archive button.


Need a reminder to revisit an email in your inbox? Use the Snooze feature!

 The Snooze feature allows us to tell Google Mail to remove the message from our inbox for a day, a week, or some other custom time. What a great way to manage a busy inbox!

    • To Snooze a message, hover over it, and click the Snooze button, or check the box to the left of the message, then click the Snooze button on the menu bar.  
    • A drop down menu will appear, offering several options for when the message should reappear in your inbox. 
    • Select your preferred reappear time, and the message will return to your inbox at that time.


Haven’t memorized those menu button icons? Turn on the text! 

    • Rather than hovering over the menu buttons to see what they are, we can make it easier by turning on the text. 
    • Click the gear icon on the upper right corner of your Mail window, then click See all settings
    • On the screen that now appears, scroll down to the Button labels section, and select the button next to Text. Click Save Changes at the bottom.
    • Now your menu should appear with words, rather than icons. 


Having a hard time finding a specific message in your Mail? Use the Search options! 

    • The Search bar at the top of our Mail window is powerful! It’s even more powerful when we use the advanced features!  
    • Click the Search options button on the far right of the Search bar to see advanced search features. 
    • Enter text into any fields that will help find the message you’re seeking, then click the Search button. 
    • If there are any messages that match this search criteria, they will appear in a list for you!


Did you hit SEND too soon? Give yourself time to Undo it!

    • Need to recall a message you just sent? Use Undo Send!
    • You’ve probably noticed the small black bar that appears across the bottom of your screen when you send messages. This black bar contains the Undo option, which we can use to quickly recall a message. 
    • If you need more time before the Undo button disappears, simply click the gear icon in the top right corner, then click See all settings. On the General tab of your Settings page, locate Undo Send
    • From the Send cancellation period drop-down menu, select your desired amount of time. 
    • Scroll down and click the Save Changes button.
    • Now, when you send a message, you’ll have that amount of time to change your mind and Undo it!


Receiving junk in your Inbox? Report it as spam or phishing!

    • If you receive a message in your inbox that looks spammy or that asks you to click a link or that asks for your username or password or financial institution information, any other sensitive or confidential information, you have the power to report it! 
    • Click the ellipsis next to the Reply button. 
    • Note the option to Report spam or Report phishing
      • If you select Report spam, any similar/matching messages in the future will be filtered into your Spam label.
      • If you select Report phishing, this message will be deleted from your inbox, and the message details (sender, subject, body) will be sent to Google, who may analyze these emails and attachments to help protect our users from spam and abuse.   




Calendar Tips


Goodbye, Doodle! Never send a poll for your WFU guests’ availability again!

    • It can be a little daunting to see lots and lots of calendars on your calendar when scheduling an event. To see your guests’ availability and to select a date and time that works for everyone, begin a calendar entry, then click More options. Add all of your guests in the Add Guests field on the far right.
    • To see if everyone is available, click the Find a time tab on your Google Calendar invite. Look for a blank space across all calendars.
    • Select a date and time that works for everyone!



Need to share your calendar details with your supervisor or colleague? 

    • Click the ellipsis to the right of your calendar, then click Settings and sharing
    • From the left column, click Share with specific people, click the ADD PEOPLE button, then enter your colleague’s name. Next, click the Permissions drop-down menu, and grant them access as desired. Click SEND. Your colleague will be notified via email.

                                                                                         


Take meeting notes using the link in the calendar event! 

    • Google Calendar knows that we’ll likely need to take notes during our meetings, so they’ve made it easier than ever to start a notes document!
    • Open your calendar event, and click the Take meeting notes link.
    • A new Google Document will then open, and at the top will be the date and title of the meeting. Attendees and any attached files will also be listed!



Change ownership of your event!

    • If you are no longer able to attend a meeting that you’ve scheduled, but you’d like the meeting to go on in your absence, you can change ownership to someone else!
    • To change the owner, locate and click on the calendar event, then click the ellipsis in the top right corner.
    • All the way at the bottom, click Change owner.
    • When prompted, enter then name of the new owner, then click the Change owner button.

Set your work location, so people know where you are when inviting you to an event!

    • Open your Calendar, then click the Settings icon. Click Settings.
    • On the left column, click Working hours & location. Check the box next to Enable working location, then select the days of the week you work, and from the drop down menus next to each day, select Home, Office, Unspecified, or Somewhere else. 
    • Or, if your location schedule changes from week to week, simply click the top section of the daily calendar to set your working location per day. Upon selecting your preference, you will be asked if you’d like to set this location for the selected date only or every week starting that day.

                                                                                                               


Receiving oodles of Calendar invite responses? Set up a filter for them!

If you invite a large number of people to events, you’re going to receive a large number of RSVPs. To set up a filter to no longer receive them in your inbox, simply:

 

    • Open your Gmail and on the far right of the search box, click the Show Search Options button.
    • In the To field, enter your email address.
    • Next to Has the words, enter invite.ics OR invite.vcs
    • Check the Has attachment box.
    • Click Create filter.
    • Next, check the box next to Apply the label and choose or create a label to automatically sort incoming event response messages.
    • Check the Skip the Inbox (Archive it) box to move response messages out of your inbox. (Don’t worry, you will still be able to view them in the label you’ve filtered them into.) 
    • Click Create filter. Voilà! 

                                                                                             


Need to schedule a Zoom meeting? Do it straight from your calendar with the Zoom for Google Workspace Add-on!

If you find yourself scheduling lots of Zoom meetings, you can of course schedule them from the Zoom application itself, or you can schedule them directly from your Google Calendar using the Zoom for Google Workspace Add-on. (Located here: https://workspace.google.com/marketplace/app/zoom_for_google_workspace/364750910244)

  • After installing this Add-on, you’ll see the option to select Zoom Meeting in the video conferencing section. Selecting this option automatically generates the meeting URL and includes it in the calendar entry. Easy peasy!


                                                                                                                                                                   



Add Gmail and/or Calendar Icons to your Taskbar! (Windows Users)

  • Open your Gmail in Chrome, then click the ellipsis in the top right corner of the browser
  • From the menu, click More Tools
  • Select the option Create Shortcut... and name the icon as you wish
  • This places a Gmail icon on the desktop
  • Right-click that icon on the desktop, and select Pin to Start menu
  • Open the Start menu and right-click the Gmail icon that has just appeared
  • From the right click menu, click Pin to Taskbar. You can then drag the icon wherever you'd like on the taskbar.

                                                                                           


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