Best practices for Outlook

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As the meeting date approaches and discussion points come up, add comments, bullets, and thoughts to the task as they occur to you.



expert Outlook tips by FixTechGuide

If you are taking notes or minutes for the meeting, you can also use OneNote to insert meeting details from Outlook into solve Office 365 mailbox sync delays your notes. After the meeting, you can send your notes to the attendees as a message. If you want to collaborate in a more ad hoc fashion, you can use OneNote to take notes together in a single notebook.

  • Search folders are useful for gathering information from across different mail and RSS folders.
  • Treat these streams of information much as you would a large newspaper — there might be a useful or interesting article, but reading the whole paper would take considerable time.
  • Sometimes you receive a message that is really meant for someone else to deal with.
  • Otherwise, consider using an online meeting app such as Microsoft Teams or meeting by phone.
  • This becomes even more complicated if there is more than one appropriate folder per message.
  • We also used CiraSync to sync and update Outlook contacts to iPhone and Android devices.


Delete it



Outlook and Office 365 sync issues can be frustrating but are almost always fixable. Start with basic network checks, enable Cached Exchange Mode, and repair your data files if needed. For persistent problems, rebuild your Outlook profile or use FixTechGuide’s free diagnostic tools to automate detection of authentication and IMAP errors in seconds.

Which Contact Groups should go to a folder instead of my Inbox?



expert Outlook tips by FixTechGuide

If you aren’t actively using tasks or flags for any purpose, select all of the items, right-click and then select Delete. This action will delete old tasks and remove the flag from flagged messages and online Outlook email repair utility contacts without deleting the items. Reducing the number of places where you read messages doesn’t mean that you should mix your work and personal messages. A best practice is to use separate mail accounts for work and personal communications. You should, however, reduce the number of email addresses that you have to deal with. Fortunately, with Outlook, you can view multiple accounts simultaneously.



Daily review: Managing your time and tasks



"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 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. I don't manage his inbox but I did help 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.

When to create a Contact Group in Outlook



expert Outlook tips by FixTechGuide

If you have a busy calendar, this might be the only way you can get dedicated time to do your job. Reading a longer column of narrow text is easier than reading a shorter, wider section of text. 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.



The second file system was contained in the old and dreaded "4-Drawer File Cabinets". (I still cringe at the memory of those heavy, metal drawers slamming shut.) Well, these have essentially become the Inbox folder system which automatically alphabetizes the folders. These are your active customers, the most urgent vendors, you name it. So we don’t file them into the A-Z folder system; instead, we keep them handy in the "Favorites" folder at the tip-top of the Outlook Navigation Exchange connectivity diagnostic Pane. To apply the "Work Less" theory, have Outlook automatically file an email. Then you can read them all at one time without distraction.

View the calendar and inbox side by side



Once an item has been flagged, it will appear in the To-Do Bar. By flagging it and filing it into your reference folder, you have processed it, and now you can move it out of your view. But because it’s in your task list, you can move on to your next message, knowing that you will return to your flagged items later. If you receive a large volume of messages (more than 200 messages a day), search folders might be a good way for you to parse mail from different senders. If you are short on time, for example, between meetings, you can read the messages in blue – messages sent directly to you. Often these messages are waiting on you for the next step and are the most important.



If it's filled with folders you don't even recognize, move all mail into the reference folder and delete your existing folders. To do this, select the Recurrence button and change the end date. If you find that you are often performing searches across your whole mailbox, you can set the default search scope to always search across all folders by going to the Backstage view. All search terms are additive, so if you want to find a message from someone with attachments, select the commands on the ribbon (From, Has Attachments) to build your search. When you switch between working online and offline, all email accounts within your Outlook profile are changed. You can schedule this time for yourself with regular appointments and meetings on your calendar.
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