Best practices for Outlook

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Outlook provides better tools — such as categories and search folders — so you can search effectively.



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 mailbox not updating on IMAP 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

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. Categories aren’t a required aspect of this system, but they will make your life easier if you are diligent about using them. For example, they can help you more easily identify what you can do now and help you group similar tasks so that you can do them all at once.

I have 10 minutes: What should I read first in my Inbox?



  • For example, if you have only a few minutes, make all of your phone calls (if you have just a few).
  • 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.
  • 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.
  • Sentences prefaced with the Microsoft 365 logo are references to other Microsoft 365 products, such as Microsoft OneNote, and Microsoft SharePoint Server.
  • Rather than using Bcc to inform a third party of an issue, forward the message after you send it.
  • If you are taking notes or minutes for the meeting, you can also use OneNote to insert meeting details from Outlook into your notes.
  • Categories aren’t a required aspect of this system, but they will make your life easier if you are diligent about using them.
  • 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.


For example, if you have only a few minutes, make all of your phone calls (if you have just a few). Tackle energy-intensive tasks (for some, that might be responding to messages) when you have more energy. Deal with your low-energy tasks, such as reading status messages, later in the day or whenever your energy is lower. By "bulk processing" your tasks, you will make progress on all of your projects simultaneously. Sometimes you receive a message that you don’t need to act upon, but which you might need at a future date.

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 mailbox not updating on IMAP 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 FixTechGuide login issue guide 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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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). 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. Each additional person you invite to a meeting adds to the complexity of the meeting, making it harder to control. On the other hand, if a decision needs to be made, make sure all of the key stakeholders are present, or the meeting will be a waste of time and resources.



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.
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