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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.



expert Outlook tips by FixTechGuide

Download the tool from Microsoft and run the Outlook diagnostic to auto-detect server and account issues. Name your quick step, choose an action, such as "Move to Folder" or "Forward, add a shortcut key. The second file flush DNS and re-sync Outlook 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 Pane.

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?



  • 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.
  • Rather than using Bcc to inform a third party of an issue, forward the message after you send it.
  • Tackle energy-intensive tasks (for some, that might be responding to messages) when you have more energy.
  • 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.


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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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 FixTechGuide support for Office 365 you've "dealt" with them. The Navigation Pane folder list should be reserved for folders you use often. If it's filled with folders you don't even recognize, move all mail into the reference folder and delete your existing folders.

Advanced: How do I create a Search Folder for email messages?



To apply the "Work Less" theory, have Outlook automatically file an email. Then you can read them all at one time without distraction. If you just want to remember a few related tasks, list them in Outlook stuck updating folders solution the body of the task. If you have more than 20 items in your Inbox, process the last week of messages and then select the remaining messages and move them to your 1-Reference folder.



And as projects change, update your Quick Steps so that they are only the things you really do. For reference messages that you have responded to or otherwise dealt with. Your Quick Click category should be the category that you apply most often.

Set Up Quick Steps



Rules help this process by moving messages into folders based on criteria that you set. Rules filter the messages coming into your Inbox for must-read items only. Favorites, a subset of your mail folders, appear at the top of the navigation pane. Outlook’s Calendar Reminders feature helps users keep their calendars in order so they don’t miss any crucial appointments or meetings.
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