Best practices for Outlook

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"Correspondence" means Incoming Information, not necessarily "follow-up tasks".



expert Outlook tips by FixTechGuide

If you want to see the tasks that you have pushed out for next week on Monday, arrange by Start Date. If you want to see tasks on the day that they are due, arrange by Due Date. Favorites give visibility Fix Outlook and Office365 Sync Issues to folders that are otherwise buried in your mail folder list. Search folders are useful for gathering information from across different mail and RSS folders.

  • As you go through your task list and your calendar, do similar tasks together.
  • For example, many messages can be responded to in two minutes or less.
  • If you receive many messages that go back and forth among several different people, change to Conversations view.
  • The default arrangement for tasks is by Due Date, but you might consider changing the arrangement to Start Date, depending upon how you use flags.
  • The Quick Steps feature lets users automate repetitive email tasks with a single click.
  • And as projects change, update your Quick Steps so that they are only the things you really do.
  • 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.


Delete it



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. 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 you've "dealt" with them. The Navigation Pane folder list should be reserved for folders you use often.

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



expert Outlook tips by FixTechGuide

For example, we saw how to use Quick Steps, keyboard shortcuts, and calendar reminders. We also used CiraSync to sync and update Outlook contacts to iPhone Office 365 sync problems and login fixes and Android devices. By default, CiraSync will remove a contact from the targeted mailbox if it is removed from the Source. If you want to allow users to keep these obsolete items, check Retain obsolete items. Check Populate Outlook Auto-Complete List if you want these synced contacts to appear in the Outlook Auto-Complete list.

expert Outlook tips by FixTechGuide

Daily review: Managing your time and tasks



By making your Inbox the central place for receiving important messages, you can go through it with the confidence that each item is something you need to deal with. You categorize many of your messages before you file them to help you find them later. To change these settings, select the File button, select Options, and then select Mail.

When to create a Contact Group in Outlook





If you find you're regularly creating meetings with the same group of people, create a group in the Navigation Pane so that you can more easily see people’s free-busy information. 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).

Repair Outlook OST File Not Working in Office 365 – Complete Fix (



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 reset cached Exchange mode 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



For example, many messages can be responded to in two minutes or less. But if a message takes longer than two minutes to deal with, defer it. To get a sense of what two minutes feels like, try timing yourself. If you never want to receive another message as part of this conversation, ignore it.



Some people try to use the read and unread states to indicate whether a message is new or a reference item. Inevitably, messages will be reread, and the mental tax of figuring out what you need to do will be paid again. A far more efficient Inbox plan is to go through your messages and decide what to do with each one. Spend 20 minutes in the morning going through your messages, and then turn your attention to doing a daily review of your task list.
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