Outlook Tips and Tricks

April 11th, 2014

Quick Tips

Searching in Outlook

Outlook supports advanced searching right from the search bar. You can easily add many search filters from here, such as "from", "subject", when it was received and does the email contain an attachment.

New Items

Use the new items button to quickly create meetings, appointments, email, tasks, etc...

Use natural language when adding the calendar date.

Use language such as "independence day" or "next month" directly in the date field.

Add a reminder to an email message.

Right click the email, select Follow-up and add a reminder.

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Inbox Rules

See my previous talk on Inbox Rules

Outlook as a desktop application

A rule is an action that Microsoft Outlook takes automatically on an arriving or sent message that meets the conditions that you specify in the rule. You can choose many conditions and actions by using the Rules Wizard.

Rules fall into one of two categories - organization and notification. Rules don't operate on messages that have been read, only on those that are unread.

To create and manage rules: on the HOME tab for email, click the Rules button at top and select manage rules and alerts.

Outlook as a web application

STEP 1: Find the settings button in the web page.

STEP 2: Click the menu link for "organize email".

STEP 3: Add a new rule by clicking the + sign.

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Virtual Folders

See my previous talk on Virtual Folders.

A virtual folder provides a view of all e-mail items that match a specific search criteria. For example, the Unread Mail Search Folder allows you to view all unread messages from one location even though the messages may be located in different Mail folders.

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Customize Outlook

Change your folder view

With the change view option, you can customize how a particular folder looks. This could apply to your inbox or any sub folder you have.

Quick steps

Create quick one step actions, such as email your team/unit or send email to your boss.

Limit email alerts

Turn off mail alerts under Mail Options, then create an Outlook rule to display alerts for specific people.

Templates

Start an email and save it as a Outlook template, .oft file.

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Appendix

Useful Websites