Best practices for Outlook

Comments · 51 Views

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.



expert Outlook tips by FixTechGuide

After you finish processing your messages, you should have a clean Inbox and can switch your focus to your calendar and tasks. If you find that you are repeatedly applying the same categories and flags, create a new Quick Step that flags, categorizes, and files. Quick Steps give you the ability to perform multiple actions in one click. They are a useful tool to help you keep a clean inbox modern authentication troubleshooting and to generally be more efficient at using Outlook.

How can I manage complicated tasks?





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?



  • It’s considered best practice to set your Quick Click flag to Today (which is the default).
  • It’s liberating to depend on Outlook instead of your overtaxed brain to keep track of your tasks.
  • Outlook’s Calendar Reminders feature helps users keep their calendars in order so they don’t miss any crucial appointments or meetings.
  • If you have more than three messages to discuss, don't flag each one because they will pollute your task list.
  • If you are short on time, for example, between meetings, you can read the messages in blue – messages sent directly to you.
  • Now is your turn to apply them daily and improve your productivity.
  • As the meeting date approaches and discussion points come up, add comments, bullets, and thoughts to the task as they occur to you.
  • To do this, select the Recurrence button and change the end date.


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

Fix Tech Issues Fast





Messages to a Contact Group that only occasionally contain useful or interesting content, regardless of frequency, should have a rule and a folder. It’s a best practice to have a central repository for your messages, so that you can refer to them after repair corrupted OST in Outlook you've "dealt" with them. The Navigation Pane folder list should be reserved for folders you use often. If it's filled with folders you don't even recognize, move all mail into the reference folder and delete your existing folders.

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



To quickly mark a message as read, press the keyboard shortcut Ctrl+Q. If you are taking notes or minutes for the meeting, you can also use OneNote to insert meeting details from Outlook into your notes. After the meeting, you can send your notes to the attendees as a message. If you want to collaborate in mailbox not updating on IMAP a more ad hoc fashion, you can use OneNote to take notes together in a single notebook.

Recommended Reads



That's not to say that there isn't a need for browsing through messages that are all on a particular topic or project. Outlook provides better tools— such as categories and search folders— so you can search effectively. By viewing your messages in conversation view, you can easily see which conversations have had the most back-and-forth discussion. In those cases, you might want to read and respond to only the last message in the conversation.

Set Up Quick Steps



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.
Comments