Best practices for Outlook

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You can’t read every message you receive — nor should you try to.



expert Outlook tips by FixTechGuide

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 diagnose Office activation conflicts 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?



expert Outlook tips by FixTechGuide

As time goes on, you will likely receive more and more messages. You can’t read every message you receive— nor should you try to. Rather, just read the messages that are important for you to read. Rules will help you prioritize important messages and minimize distractions. Corporate-level messages with important news (for example, from the CEO) and messages from your IT department about server downtime should not go into a folder.

I have 10 minutes: What should I read first in my Inbox?



  • These would be your Archive Folders at the bottom of the Navigation (Folder) Pane.
  • To view the Scheduling Assistant when composing a meeting request, on the Meeting tab, in the Show group, select Scheduling Assistant.
  • CiraSync allows you to sync shared mailboxes at your company, shared mailboxes at another company, public folders, and Salesforce contacts.
  • 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.
  • The same category set applies to all items, so if you use a category for contacts, keep it.


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.

expert Outlook tips by FixTechGuide

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The Bcc recipient might not realize that he or she has received rebuild Outlook data file quickly a Bcc and might respond to everyone, exposing that he or she received a Bcc message. The following rules will help you look professional and get your message across. To find a message with an attachment, select the Search box and on the Search tab, select Has Attachments. Or, start by typing the name in the Search box, and then press the down arrow key to select From to narrow the results. After you have processed your messages, the best place to do work in Outlook (reply to messages and so on) is in Tasks. By switching to Tasks, you won’t be distracted by messages arriving in your Inbox.

Advanced: How do I create a Search Folder for email messages?



To apply the "Work Less" theory, have Outlook automatically file an email. Then you can read them all at one time without distraction. If you just want to remember a few related tasks, list them in work offline mode stuck the body of the task. If you have more than 20 items in your Inbox, process the last week of messages and then select the remaining messages and move them to your 1-Reference folder.



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.

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For example, there might be a lengthy series of messages where the last one simply states, "Thanks, that answers my question," so you can just delete the whole conversation. Sometimes you can’t find a message by only searching in your reference folder alone— it could be a message that you sent or it could have been misfiled. In these cases, start by searching in any folder (Inbox, 1-Reference, etc.), then select the drop down menu from the search box, and then select Current Mailbox. The reality is that if you have a day filled with meetings, you have less time to complete tasks and write messages, so move tasks to other days. The goal of organizing your Outlook is to reduce the amount of unnecessary "noise" in your Inbox and to make the most important items bubble to the top.
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