Best practices for Outlook

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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.



expert Outlook tips by FixTechGuide

After you finish processing your messages, you should have a clean Inbox and can switch your focus to your calendar and tasks. If you find that you are repeatedly applying the same categories and flags, create a new Quick Step that flags, categorizes, and files. Quick Steps give you the ability to perform multiple actions in one click. They are a useful tool to help you keep a clean inbox connection status shows disconnected and to generally be more efficient at using Outlook.

How can I manage complicated tasks?





In these cases, reply and include the person you're delegating the message to on the To line. If you find you're doing this often, consider creating a Quick Step that replies and adds the delegated person to the To line. If you need it as reference (even if you have decided to defer it), move it into your reference folder.

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



  • If you find that you are repeatedly applying the same categories and flags, create a new Quick Step that flags, categorizes, and files.
  • Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.
  • But if a message takes longer than two minutes to deal with, defer it.
  • We also used CiraSync to sync and update Outlook contacts to iPhone and Android devices.
  • Make sure to respond to the Contact Group after the issue is resolved with the resolution.
  • As time goes on, you will likely receive more and more messages.


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.

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 recreate Outlook profile step by step 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?



Sentences prefaced with the Microsoft 365 logo are references to other Microsoft 365 products, such as Microsoft OneNote, and Microsoft SharePoint Server. Sentences that mention AutoArchive and Outlook Data Files (.pst) are marked FixTechGuide fix for stuck folders with an icon of a folder and file . If your organization doesn’t deploy these products or features, these sentences can be disregarded without impacting the overall document and work flow.



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.



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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