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These still apply to today’s world but have been lost in the flurry of digital organizing. "Working less" means you touch each piece of correspondence one time only. Whether it’s an actual paper envelope with a letter or whether it’s an email. "Correspondence" means Incoming Information, not necessarily "follow-up tasks". In this article, we’ll give you some of the best Outlook hacks for digital office management, along with some awesome Outlook tips and tricks featured in the connection status shows disconnected program. I told my boss I'd like to give a (voluntary) company-wide training in something someday as a self-development goal and he suggested Outlook/inbox management.
How can I manage complicated tasks?
This guide represents our advice on how to get the most out of Outlook. A few core scenarios are covered to help you leverage Outlook into your information management needs. Go to File → Office Account → Update Options → Update Now.
I have 10 minutes: What should I read first in my Inbox?
- In the days of "paper offices" (pre-computer age), we had 3 filing systems.
- For example, if you have only a few minutes, make all of your phone calls (if you have just a few).
- However, the read and unread states of messages can be easily be triggered by clicking around your messages so they aren’t a perfect record — just a tool.
- Rather than using Bcc to inform a third party of an issue, forward the message after you send it.
- Tackle energy-intensive tasks (for some, that might be responding to messages) when you have more energy.
- If you are taking notes or minutes for the meeting, you can also use OneNote to insert meeting details from Outlook into your notes.
- Use the Bcc feature to remove extra people from an email conversation when you deem that they no longer need the extra email or if the conversation topic has changed.
After you process your messages, you can tackle your task list. This is when you respond to those messages that you have deferred. Sometimes you receive a message that is really meant for someone else to deal with.

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Create Contact Groups (formerly known as personal distribution lists) in Outlook when you want to make it easier to send messages to a group of people outside your corporation. For all groups inside your corporation, create a public Contact Group (ask your IT administrator about how to do this). Send your calendar in a message when you set up meetings with people who can’t see your free/busy FixTechGuide fix for stuck folders information, such as people outside of your company.
Advanced: How do I create a Search Folder for email messages?
Sentences prefaced with the Microsoft 365 logo are references to other Microsoft 365 products, such as Microsoft OneNote, and Microsoft SharePoint Server. Sentences that mention AutoArchive and Outlook Data Files (.pst) are marked Outlook OST vs PST repair with an icon of a folder and file . If your organization doesn’t deploy these products or features, these sentences can be disregarded without impacting the overall document and work flow.
These groups can also include rooms, which can make it easier to find an available room to meet in. The Room Finder pane contains suggested times for the best time for your meeting (when most attendees are available). To select a meeting time, select a time suggestion in the Room Finder pane in the Suggested times section, or pick a time on the free/busy grid. Each additional person you invite to a meeting adds to the complexity of the meeting, making it harder to control. On the other hand, if a decision needs to be made, make sure all of the key stakeholders are present, or the meeting will be a waste of time and resources.
Rules help this process by moving messages into folders based on criteria that you set. Rules filter the messages coming into your Inbox for must-read items only. Favorites, a subset of your mail folders, appear at the top of the navigation pane. Outlook’s Calendar Reminders feature helps users keep their calendars in order so they don’t miss any crucial appointments or meetings.