Microsoft Office Tips & Tricks – Outlook 2010: Inbox Organization
October 9, 2012 Leave a comment
Buried under email?
According to a report from the McKinsey Global Institute, we spend on average, 28% of our workday reading and replying to email.
Chances are very good that you use Microsoft Office’s Outlook to manage your email. Outlook 2010 is a very robust application with a variety of features that can be utilized to stay productive and help you better manage your email.
You can use one or more of the tools covered in this article to help shrink your Inbox and to make it easier to find the information you need.
1. Sort messages quickly
Outlook 2010 has a great new feature for organizing messages by date and arranging them by Conversation. Using this feature, messages that share the same subject appear as Conversations that can be viewed and expanded or collapsed by clicking the icon to the left of the Subject line. The messages within each Conversation are sorted with the newest message on top. When a new message is received, the entire Conversation moves to the top of your message list, helping to make tracking email threads a snap.
To turn on Conversations, on the View tab, in the Conversations group, select the Show as Conversations check box. You can reduce the size of a conversation with the Clean Up feature, which deletes duplicate messages in the Conversation. On the Home tab, in the Delete group, click Clean Up, and then click Clean Up Conversation.
In all versions of Outlook, you can find messages in mailbox folders more quickly by changing how they’re sorted in your email folders. For example, you can arrange your email by date, sender, file size, or level of importance.
2. Group similar messages in folders
By creating new mail folders, you can group messages related to each other. For example, you can group messages by topic, project, contact, or other categories that make sense to you. You can even create a folder for all the messages from your manager or one that include tasks that you have to complete.
- To create a new folder in Outlook 2010, on the Folder tab, in the New group, click New Folder.
3. Create Search Folders to find messages fast
Search Folders are a quick and convenient way to look at predefined collections of email messages. They don’t actually store any messages themselves but, instead, are virtual folders that offer a view of all the messages stored in your mailbox depending on the attributes you’ve defined. Outlook provides default Search Folders—such as Unread Mail—but you can also create your own. For instance, you can use Search Folders to help you find all the information related to a particular project, an important client, or an upcoming conference.
- To create a Search Folder in Outlook 2010, in Mail, on the Folder tab, in the New group, click New Search Folder.
In all versions of Outlook, specify whether you want to use a predefined Search Folder or to create your own custom folder, and then follow the instructions on the screen.
4. Route mail efficiently using mailbox rules
By creating rules for Outlook, you can automatically perform actions on both incoming and outgoing messages based on criteria you establish. For instance, you can automatically forward to your manager all messages sent by a certain person as soon as they arrive, assign the category Sales to all messages you send that have the word “sales” in the Subject line, and more. Routing mail efficiently not only organizes your mail for you—but also frees up your time from performing routing tasks.
5. Reduce unwanted email with junk filters
Keep distracting and unwanted messages out of your Inbox by using Outlook Junk Email filters. These filters send email flagged as junk to a separate mail folder in your Mailbox. You can review the contents of this folder to ensure that no legitimate messages have been sent there, and if they have, you can adjust the filter to avoid flagging such messages in the future.
6. Assign a color category
Assign a color category to a group of interrelated email messages and to other items in Outlook, such as notes, contacts, and appointments, so that you can easily identify and organize them. For example, keep track of all the messages, meetings, and contacts for the Morris project by creating a category named Morris project and assigning items to it.
7. Flag for follow up
You can use the Flag for Follow Up feature to flag email messages and tasks to help categorize them or to mark them for action. Flags can remind you to follow up on an issue, indicate a request for someone else, or set a reminder for a message or contact. They can also make organizing your mail folders a breeze, because you know exactly what to do—and when to do it. Note that when you create a task and set a due date, the task is automatically flagged so that you don’t let that due date slip past you.