Best practices for Outlook

Comments · 6 Views

Inevitably, messages will be reread, and the mental tax of figuring out what you need to do will be paid again.



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 Outlook profile repair and recovery steps and to generally be more efficient at using Outlook.

How can I manage complicated tasks?





This guide represents our advice on how to get the most out of Outlook. A few core scenarios are covered to help you leverage Outlook into your information management needs. Go to File → Office Account → Update Options → Update Now.

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



  • In the days of "paper offices" (pre-computer age), we had 3 filing systems.
  • For example, if you have only a few minutes, make all of your phone calls (if you have just a few).
  • 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.
  • 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.


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

Fix Tech Issues Fast





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 troubleshoot Outlook synchronizing folders error 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?



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 Exchange connectivity diagnostic 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.

Recommended Reads



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.



Let rules help you to read what is most interesting and pertinent to you. Read and unread states in Outlook help by showing you quickly which messages have been read at least once and which have not. 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.
Comments