Best practices for Outlook

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For example, if you are planning a project with multiple steps, nested tasks, and so on, OneNote is a more appropriate tool.



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 Exchange connectivity diagnostic 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

Fortunately, with Outlook, you can view multiple accounts simultaneously. In addition to your work email account (Exchange Server), you can add other accounts such as Outlook.com or Gmail to the same profile in Outlook. As you go through your task list and your calendar, do similar tasks together.

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.
  • In these cases, reply and include the person you're delegating the message to on the To line.
  • Your calendar should be treated as your real plan for your time — if you have scheduled it, then that is what you are committed to doing at that time.


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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expert Outlook tips by FixTechGuide

CiraSync allows you to sync shared mailboxes at your company, shared mailboxes at another company, public folders, and Salesforce contacts. There a tons of postings listing tons of errors, but Microsoft didn't fix any of them and will release it anyways. The third office file system is the "Perennial file" and I’m not talking about flowers here. These would be your Archive Folders at the bottom of the expert Outlook tips by FixTechGuide Navigation (Folder) Pane. They would probably contain contract files, corporate records, tax records, etc. In the days of "paper offices" (pre-computer age), we had 3 filing systems.

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



I don't manage his inbox but I did help clear Outlook credentials manager him get the Stack method set up and he's blown away by how awesome it is, so now thinks I'm an Outlook wizard. I'm decent but certainly not an expert - so I figure before I actually lead a training I should brush up. It’s liberating to depend on Outlook instead of your overtaxed brain to keep track of your tasks.

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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.



Let rules help you to read what is most interesting and pertinent to you. Read and unread states in Outlook help by showing you quickly which messages have been read at least once and which have not. 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.
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