Best practices for Outlook

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Your Inbox is a place that other people can manipulate; what you put in your reference folder is strictly up to you.



expert Outlook tips by FixTechGuide

This is because it’s easier to move your eyes down than left to right over long distances, which can cause you to move your head and neck and lead to fatigue. It’s better to have the Reading Pane on, so that you don't have to open each message to read its contents. You might not need to share your calendar, because solve Office 365 mailbox sync delays everyone in your organization can see when you are free or busy but not necessarily see the content or subject of the meetings and appointments. However, you can easily share your calendar with your team if you want them to be able to see all of your meetings and appointments.

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?



  • 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.
  • There a tons of postings listing tons of errors, but Microsoft didn't fix any of them and will release it anyways.
  • 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.


Any time you find yourself repeatedly doing the same steps in Outlook, try creating a Quick Step. Collapse the top-level Contact Group folder so that you aren’t distracted by the unread messages in the folders beneath it. For example, we saw how to use Quick Steps, keyboard shortcuts, and calendar reminders.

expert Outlook tips by FixTechGuide

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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 rebuild Outlook data file quickly 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 Outlook Login Issues Troubleshooting 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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This is a simple feature that is perfect for any professional who is constantly in and out of meetings every day. If possible, keep your personal and business tasks in one place. Keeping one list reduces the number of places that you need to look for what needs to be done. Even if you already have only one list, use categories to sort your personal from business tasks and manage your list effectively. Your personal tasks will be stored on your company's Exchange Server and could be visible to your IT department, so only put appropriate personal tasks on your list.

Set Up Quick Steps



If you need more information or are investigating the issue separately, respond to the whole Contact Group to let everyone know that you are responding and then reply to the individual separately. Make sure to respond to the Contact Group after the issue is resolved with the resolution. In this way, the resolution can be referenced by other people on the Contact Group. If you suspect that what you are looking for might be in an accepted meeting request (and therefore is on your calendar), try selecting All Outlook Items. After you start creating Quick Steps, you will find that there might be other ways that you can optimize the number of clicks required to get something done. Whenever you find yourself doing the same thing repeatedly, try creating a Quick Step.
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