At a glance
2. Prepare and assign work | 3. Keep track of work | |||
1.1 Share your out-of-office details 1.2 Add out-of-office dates to your calendar |
2.1 Create a transition document |
Show all instructions | Hide all instructions
1 Notify your co-workers
1.1 Share your out-of-office details
Choose your communication tool depending on who you're corresponding with (for example, send an email to your boss or a quick message to teammates).
Open Gmail. | |
On the left, click |
|
(Optional) To change your window size, in the upper corner, click Maximize |
|
Add recipients and a subject. | |
Enter your message. Email you start writing but don't send are automatically saved in Drafts on the left. | |
(Optional) Add attachments, such as Drive files |
|
Click Send. |
Tip: To cancel sending an email, at the bottom of the window, click Undo. This option appears briefly, but you can change how long it lasts. See Undo sending your mail.
Send a direct message to someone:
- Go to Google Chat or your Gmail Account.
- If the name isn’t under Chat, click Find people, rooms, bots or click Start a chat
.
- Enter a name or email address. Suggestions appear as you type.
To send a direct message to someone outside of your organization, enter their full email address. - Select the person you want to message.
- Enter a message
click Send
.
Suggestions include everyone in your organization, even if they don't have Chat.
Start a group conversation:
- Go to Google Chat or your Gmail Account.
- Under "Chat," click a group name, enter a message,
click Send
.
- If the group name isn’t under "Chat":
- In Chat, click Find people, rooms, bots
Start group conversation.
- In Gmail, under Chat, click Start a chat
Start group conversation.
- In Chat, click Find people, rooms, bots
- Enter a name or email address. Suggestions appear as you type.
- Click Message or Done
.
- Enter a message
click Send
.
Suggestions include everyone in your organization, even if they don't have Chat.
If you’re out of the office, update your Google Calendar so co-workers know you’re away from work.
- In your calendar grid, click the first day that you're away from work.
- Click Out of office and select a time period.
- (Optional) To explain you're away from work, enter a message in the Decline message section.
- In the Visibility section, choose an option:
- Public
- Default visibility
- Private
- Click Save. Any new and existing meetings during this time will be automatically declined.
You also need to make sure you decline or reschedule any meetings. You can send a note to your guests to explain your absence or reschedule a meeting.
Decline a meeting and send a note to guests:
- Click the event.
- In the bottom-right corner, click the Up arrow
and choose an option.
- Add note—Enter your message, optionally change your event response, and click Send.
- Propose a new time—On the left, choose the day and time, optionally add a message, and click Send proposal.
Note: All guests can propose a new time, except for events with more than 200 guests or all-day events.
Reschedule a meeting:
Note: If the event organizer has given you access to modify an event, you can reschedule it directly without proposing a new time.
- In Calendar, single-click the event in your calendar grid.
- Go to the Going? section and click the Down arrow
Propose a new time.
- In the Your proposal section, select a different time or day and add a message.
- Click Send proposal.
In Gmail, set up an automated reply to incoming messages so co-workers know you’re unavailable.
Turn your vacation responder on or off:
- Open Gmail .
- At the top right, click Settings
See all settings.
- Scroll down to Vacation responder and select Vacation responder on or Vacation responder off.
- If you turned on the vacation responder, enter the dates you're away and add a message. Then, select who should get a response.
- At the bottom, click Save Changes.
2 Prepare and assign work
2.1 Create a transition document
Create a transition document in Google Docs or Google Drive—explain you’re out of the office, list the contacts who are taking over your work, and any relevant project files.
Choose an option:
If you’re handing over a project and you need to find other people in your organization, such as reviewers or managers, you can search for people in Google Cloud Search.
Open Cloud Search and in the search box, enter the person’s name.
At the top of the person’s profile card, select Start a conversation
or Email
.
Click Reports to to see the profile card of the person’s manager.
On mobile, tap the phone number to call them.
(Optional) You can also do a search using everyday words, such as jane’s phone number. You get an answer card with the phone number for your colleague named Jane. If more than one person has the name, under Looking for someone specific?, click a different name.
Note: You can see additional contact and manager information if your admin has added these profile details to user accounts.
Assign tasks in the project plan:
- In Docs, Sheets, or Slides, select the text you'd like to comment on.
- Click Add comment
.
- Enter your comment in the box.
- (Optional) To direct your task or comment to a specific person, enter a plus sign (+) followed by their email address. You can add as many people as you want. Each person will get an email with your comment and a link to the file.
- (Optional) To assign the comment to a specific person, check the Assign to box.
- Click Comment or Assign.
Note: If a file reaches the maximum number of comments, you can make a copy of the file without copying over any comments.
Share a file or folder with specific people:
- Select the file you want to share.
- Click Share or Share
.
- Under Share with people and groups, enter the email address you want to share with.
Note: If visitor sharing is on for your organization, you can invite someone who doesn't have a Google Account to collaborate on your Google Drive files and folders. See Share documents with visitors.
- To change what people can do to your file, on the right, click the Down arrow
Viewer, Commenter, or Editor.
- Choose to notify people:
- If you want to notify people that you shared a file with them, check the Notify people box. If you notify people, each email address you enter will be included in the email.
- If you don't want to notify people, uncheck the Notify people box.
- Click Share or Send.
Share a link to a file or folder:
- In Drive, right-click the file or folder you want to share and select Share
.
In Docs, Sheets, or Slides, at the top, click Share.
Note: You can only share files that you own or have edit access to.
- (Optional) To specify what people can do with your file when you share it, under your organization name, click Change:
- To change the permission, at right, click the Down arrow
and select Viewer, Commenter, or Editor.
- To allow sharing the link outside of your organization, next to your organization name, click the Down arrow
Public.
Note: If you don't see this option, contact your administrator.
- To change the permission, at right, click the Down arrow
- Click Copy link.
- Click Done.
- Paste the link in an email, on a website, or wherever you need to share it.
After you establish who you need to contact, compose an email or send a message to stakeholders.
Open Gmail. | |
On the left, click |
|
(Optional) To change your window size, in the upper corner, click Maximize |
|
Add recipients and a subject. | |
Enter your message. Email you start writing but don't send are automatically saved in Drafts on the left. | |
(Optional) Add attachments, such as Drive files |
|
Click Send. |
Tip: To cancel sending an email, at the bottom of the window, click Undo. This option appears briefly, but you can change how long it lasts. See Undo sending your mail.
3 Keep track of work
3.1 Check in on work while you're away
While you’re away, you might need to check in occasionally by email or a direct message (DM) to see how projects are progressing.
Open Gmail. | |
On the left, click |
|
(Optional) To change your window size, in the upper corner, click Maximize |
|
Add recipients and a subject. | |
Enter your message. Email you start writing but don't send are automatically saved in Drafts on the left. | |
(Optional) Add attachments, such as Drive files |
|
Click Send. |
Tip: To cancel sending an email, at the bottom of the window, click Undo. This option appears briefly, but you can change how long it lasts. See Undo sending your mail.
Send a direct message to someone:
- Go to Google Chat or your Gmail Account.
- If the name isn’t under Chat, click Find people, rooms, bots or click Start a chat
.
- Enter a name or email address. Suggestions appear as you type.
To send a direct message to someone outside of your organization, enter their full email address. - Select the person you want to message.
- Enter a message
click Send
.
Suggestions include everyone in your organization, even if they don't have Chat.
Start a group conversation:
- Go to Google Chat or your Gmail Account.
- Under "Chat," click a group name, enter a message,
click Send
.
- If the group name isn’t under "Chat":
- In Chat, click Find people, rooms, bots
Start group conversation.
- In Gmail, under Chat, click Start a chat
Start group conversation.
- In Chat, click Find people, rooms, bots
- Enter a name or email address. Suggestions appear as you type.
- Click Message or Done
.
- Enter a message
click Send
.
Suggestions include everyone in your organization, even if they don't have Chat.