This is the time of year when most publications offer up their Best Of and Top 10 lists for the previous year. While we adore lists and general guidance on what was important in the world, we prefer to look forward instead of backward.

Resolutions that promise increased productivity and all-around happiness. Happy New Year.

In that spirit, we’re publishing our list of what you should focus on in 2012. We’ve separated it into two sections: one for IT leaders and one for employees. It’s not just a smattering of unattainable goals; these are resolutions you can keep. Get crackin’.

For IT Leaders

1. Formulate a social media policy. Yammer‘s Maria Ogneva wrote a comprehensive guide for Mashable, and in it she offers practical tips and sensible advice: “The best way to ensure buy-in to your social media policy is not through threat of disciplinary action. Rather, it’s by providing education and resources, and building the right processes.” We like how she thinks. Read it here.
2. Change is good. Embrace the mobility megatrend. See TechTarget’s big picture article here, and its how-to for CIOs here.
3. Help your folks help themselves – offer software support and training (read an old PC Helps Blog post, “Designing Graceful, Not Godawful, Solutions” – its message is still applicable).

For Employees

1. Use Excel formulas more, manually vet less. (See our repository of Excel tips here.)
2. Change your password when prompted, without the added griping.
3. Hoard mail less, archive more. Your email program will run faster, and you’ll find old mail easier. (Find email tips here.)
4. Save constantly (on a PC, Ctrl+S; Mac, Command+S), and, while you are at it, learn more keyboard shortcuts. (Get Windows keyboard shortcuts here; Mac shortcuts here.)

Happy 2012!

Jenny Sweeney Year in Review archive, Excel, keyboard shortcuts, Mac shortcuts, Mashable, productivity, security, Social Media, TechTarget, Yammer

The holidays are just about here. It’s the time of year when your productivity dips, your scale tips, and your to do list seems as if it will never be finished.

In the spirit of helping you get things done, we’re posting one of our favorite tips: How to create labels with mail merge. Whatever you use it for – holiday cards, end-of-year reports – it’s a time-saver and a headache-reducer. Plus, it’s the number one question our customers ask.

Mail merges make even the most nimble users shudder. That’s because they fail so often. 

Happy holidays.

Creating Labels with Mail Merge from a Data Source

Mail merges make even the most nimble users shudder. That’s because they fail so often. The most common type of merge involves taking data stored in Excel and bringing it into Word. 

If you are thinking of going beyond labels and writing full-on letters, this tip will still help you; the procedure for performing a mail merge to labels is similar to that of creating letters.

Word 2003:

1. Click the Tools menu, move your mouse cursor over Letters and Mailings, and select Mail Merge. Read more…

Jenny Sweeney How To, Time-Saving Tips Excel, mail merge, Word

I was working on another project, one that required I read up on Google Apps, and a few things surprised me. In my experience with software like OpenOffice and Google Docs, I have found that it lacks the full functionality of the standard Office suite. But things are changing. Depending on your needs, you can get similar results with Google Apps; you just have to approach it differently.

Here are three Google features I was most excited about:

With optical character recognition, or OCR, PDFs are given a second chance.

1. OCR Recognition: Turning Hamburgers back into Cows

A colleague once described converting a PDF back to its original format as like turning a hamburger back into a cow. But with OCR in Google Docs, that metaphor doesn’t quite fit anymore. With optical character recognition, or OCR, PDFs are given a second chance.

How to upload and perform OCR

A few things to keep in mind before you begin: OCR is not foolproof; you will likely need to do some editing afterwards. Also, OCR works best with high-resolution images, and not all formatting may be preserved.

OK, on we go: Read more…

Jenny Sweeney Google Apps cloud, Excel, macros, OCR, OpenOffice, PDF, pivot tables, scripts

As the seasons change throughout the year, we must adapt to the frequent changes in temperature and weather conditions. This might mean turning off the heat and opening the windows on a warm day, only to have to close them again the following day. Or you may find yourself donning and removing your jacket several times throughout any given day. Maybe you even put away your snow shovel and woke up the next day in the midst of a snowfall.

With software, these types of changes also need to occur; not seasonally, but by task. We have gathered some tips to help you get your software application windows to behave the way you want so you can quickly switch gears.

Tips compiled by PC Helps staff.

What Is the Windows Key Used For?

Windows 2000, XP, Vista, 7

Have you ever wondered about that strange key between the Ctrl and Alt keys on the left side of your keyboard? It is commonly known as the Windows key, and can be used in conjunction with other keys to perform a variety of useful tasks.

First and foremost, it will open the Start menu; all you have to do is press it. Press it a second time to close the Start menu. Here are a few of its other uses: Read more…

Jenny Sweeney How To Excel, PowerPoint, Windows, Word

They say March Madness is the great workplace productivity killer. There’s a worse one: corrupted files. Often, when our callers reach us, they are just about to begin the onerous task of recreating damaged files from scratch. To that we say: “Hold on a minute!”

Here are some of the methods our tech support folks recommend before you retype:

They say March Madness is the great workplace productivity killer. There’s a worse one: corrupted files.

Using Open and Repair in Excel (2002, 2003, 2007, 2010)

If you open a file and notice something is amiss, or you simply cannot open the file at all, there might be a problem with the structure of the file itself. This is known as “corruption.” It is a generic term used to describe files that are no longer working correctly. If you think your file is shot, give the Open and Repair utility a try. It might save you from having to recreate the entire file.

Starting the process is slightly different depending on your version of Excel. Read more…

Jenny Sweeney How To Access, corruption, Excel, open and repair, PowerPoint, Project, Word

Hyperlinks make the world go ’round. They get us where we’re going more quickly and they help us present information in less time. Here are a few linking tips from our tech support consultants. Enjoy!

4 top tips for adding hyperlinks.

Creating a Hyperlink to Another Presentation or Web Page (Microsoft PowerPoint 2003, 2007, 2010)

During a slide show, you may find you need to either launch another presentation or access a web page. Here’s how you do it:

PowerPoint 2003 and older:

1. In your presentation, click an object or text that you want to use as the jumping off point or shortcut.
2. Click on the Insert menu and choose Hyperlink, or press Ctrl+K.
3. Enter the Web address or path and filename.
4. Click OK. Read more…

Jenny Sweeney How To, Time-Saving Tips Excel, hyperlinks, PowerPoint, Word

In case you missed it, Forrester Research Group released a report in December warning of the pitfalls when upgrading to Microsoft Office 2010. And it’s what we here at PC Helps have been saying all along — as far back as Office 2007 upgrades.

We think the FAQ is a wonderful thing. But a FAQ cannot stand on its own.

As reported on recently by CIO.com’s Shane O’Neill, the Forrester report outlines four pitfalls to avoid during upgrades: underestimating compatibility issues, leaving workers to figure out the migration with no assistance, assuming workers will use the software’s new features, and neglecting to emphasize peer-to-peer learning.

Here’s what we’ve been saying: Read more…

Jenny Sweeney Office 2010 CIO.com, Excel, Forrester, Microsoft, productivity, shadow support, SUMIFS

Last week, we recapped what the tech publications were writing about in 2010. This week, we take a look at ourselves.

Below is a collection of our favorite posts from the past year. Some offer handy tips for getting things done (including iPhone, Excel charting and spelling tips), some offer advice to IT departments on preparing for upgrades and migrations (Windows 7, Office 2007 & 2010), and others look at the future of IT support (“Preparing for the Multiplatform Workplace,” October 2010). And then there’s the unclassifiable evergreen post that reminds you not to pen your e-mails in all caps, unless of course you intend to shout at recipients.

Enjoy the re-read, and happy new year. If you got an iPad in your stocking, we know your 2011 will be happy.

1. What’s in a Name (1-12-2010)
2. Stop Shouting and Other E-Mail Etiquette Tips (2-8-2010)
3. The Workplace Today: On Fake Happiness & Forced Morale-Boosting (3-30-2010)
4. Windows 7: What IT and End-Users Need to Know (4-22-2010)
5. 4 Spelling Tips Every Manager Should Know (5-27-2010)
6. 7 Productivity Boosting iPhone Tips (6-15-2010)
7. 3 Excel Tips that Promise Charting Greatness (8-4-2010)
8. Preparing for the Multiplatform Workplace (10-8-2010)
9. iPad & iPhone in the Enterprise: What’s Your Plan (11-15-2010)
10. Teaching People Tech (12-17-2010)

Jenny Sweeney Lists, Year in Review Etiquette, Excel, iPad, iPhone, Office 2010, Windows 7

If there’s one thing to be said about Microsoft Office 2010, it’s that it’s poised to be a success. The year 2010 isn’t even over and corporations already are upgrading to the new version. (History has shown that a new version usually takes a few years to catch on, especially in business.)

In reality, business cannot be put on hold while users adjust to a new software version.

At PC Helps, the Office 2010 calls have quickly increased from a trickle to a stream. Most are coming from customers whose IT departments skipped an Office 2007 migration and were holding out for 2010. As with 2003-to-2007 migrations, 2003-to-2010 promises to throw a few challenges the way of end users and IT departments. Adjusting to the new ribbon interface is often the first obstacle. Once users adjust, plenty more follow.

Below we present the top five end user challenges so your IT department knows what to expect during the migration crunch. Read more…

Jenny Sweeney migration, Mobile Devices, Office 2010 Access, computerworld, Excel, Gartner, IT department, NetworkWorld, Outlook, pitfalls, PowerPoint, the Ribbon, user interface, Word

Forget a leisurely Sunday drive or going to a restaurant without a reservation. Today, everyone wants everything to be convenient and fast. We have drive-through everything – photos, pharmacies, weddings, and anything else you can dream of.

There’s no need to wait in line at the local Blockbuster; you can watch Netflix on demand. You can order your groceries online and have them delivered, print a boarding pass at the airport kiosk (no humans necessary!), and have your dry-cleaning delivered with just a click. Even GPS systems, which were once a luxury in cars, are becoming a standard. Have we lost our sense of direction? No, we like having a faster, more convenient way of getting there. Read more…

Jenny Sweeney Excel, ROI, Worker Productivity Excel, Help Desk, ROI, software support, Worker Productivity