Best practices for Outlook

Without a doubt, this sync saves companies thousands of hours and money.



expert Outlook tips by FixTechGuide

Set a reminder by selecting a time frame from the "Reminder" dropdown menu. Check Sync Contact Groups if you have groups in the contact list and would like to sync members flush DNS and re-sync Outlook of that group. Companies that use Outlook also sync Outlook or GAL contacts to employees’ smartphones. For example, Skender and The Morse Group, top construction companies, respectively save 1500 and 500 hours in IT labor. For instance, you can quickly switch between Mail (Ctrl + 1), Calendar (Ctrl + 2), and Contacts (Ctrl + 3). You can also open a new email (Ctrl + N), send an email (Ctrl + Enter), or reply to all (Ctrl + Shift + R).

  • If you want to collaborate in a more ad hoc fashion, you can use OneNote to take notes together in a single notebook.
  • If the notebook isn’t a shared notebook, send the notes in a message after the meeting.
  • Your personal tasks will be stored on your company's Exchange Server and could be visible to your IT department, so only put appropriate personal tasks on your list.
  • Messages to a Contact Group that only occasionally contain useful or interesting content, regardless of frequency, should have a rule and a folder.
  • A pair of lines and a highlight show the proposed start and end of the meeting.
  • If you don't need to keep a record of the task or the message, delete it or clear the flag.
  • OneNote provides a richer note-taking experience than Outlook tasks.


Delete it



For example, create a calendar on a SharePoint site to keep track of the group's vacation schedules. The tool that you use to collaborate during a meeting depends on the location and access of your participants. A pair of lines and a highlight show the proposed start and end of the meeting. Don’t use Bcc to let a third party (such as your manager) know about a sensitive message. The Bcc recipient might not realize that he or she has received a Bcc and might respond to everyone, exposing that he or she received a Bcc message. The following rules will help you look professional and get your message across.

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



expert Outlook tips by FixTechGuide

The same category set applies to all items, so if you use a category for contacts, keep it. Messages sent to large distribution lists and to RSS feeds can easily overwhelm your Inbox. Treat these streams of information much as FixTechGuide Office 365 troubleshooting you would a large newspaper — there might be a useful or interesting article, but reading the whole paper would take considerable time. 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.

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 have a busy calendar, this might be the only way you can get dedicated time to do your job. Reading a longer column of narrow text is easier than reading a shorter, wider section of text. 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.



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 FixTechGuide email error solutions Pane. To apply the "Work Less" theory, have Outlook automatically file an email. Then you can read them all at one time without distraction.



Use the Scheduling Assistant to view all meeting attendees availability. Rather than using Bcc to inform a third party of an issue, forward the message after you send it. 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.

What if I have retention policies or an Exchange Server Online Archive?



In addition to your work email account (Exchange Server), you can add other accounts such as Outlook.com or Gmail to the same profile in Outlook. As you go through your task list and your calendar, do similar tasks together. 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.

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