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Dos and Don’ts for Outlook Efficiency

Our team recently participated in a webinar detailing how to save yourself an hour every day using various tools in Outlook. It inspired me to review my very first blog post and see what else I’m doing to save myself time every day. I came up with these Dos and Don’ts to make sure you are saving time and not wasting it in Outlook.

DON’T duplicate efforts. There are so many great tools in Outlook—Inbox, Task List, Calendar—just make sure you aren’t over-using them. An example of overuse: keeping an item in your inbox, flagging it for follow up in your task list, and adding a calendar reminder to attend to the item. One of these methods will suffice on its own. Do you need to respond to the email? Keep it in your inbox. Is it something that needs action from you but not a response to that email? Copy it on to your calendar and delete it out of your inbox.

DO sort by date/conversation. This one is an absolute must. It keeps your inbox tidy by collapsing all messages from a single conversation in to a single item, keeping the most recent item on top, regardless of the sender. Bonus: it spares you from the embarrassment of not responding to the most recent email in a conversation. To set your inbox up to sort this way, select View > Date (Conversations) > check “Show as Conversations.”

Wiseman - Sorty by Date-Conversation

DON’T be afraid to delete emails. Guess what? When you delete an email, it does not go in to some deep, dark black hole of forgotten emails. Keep your inbox tidy so it can be your to-do list! Delete emails that you’ve attended to—you can always search through your “Deleted” folder later on if you need it.

DO use the “recurring” feature on your Calendar. There are so many tasks that I only need to do once a month or even once a year that I would completely forget about if they were not on my calendar. To speed things up, I use the “recurring” feature (Appointment > Recurrence). You can set it to recur daily, weekly, monthly or yearly. Within the weekly option, you can specify certain days of the week (MWF? Tues-Thurs?). For monthly, you can select a specific date (10th of the month) or week (second Friday of the month). Yearly has the same options.

Wiseman - Calendar Recurrence

DO use “Drafts” to save time. I find myself sending the same emails over and over: responding to questions about a specific event, detailing steps on how to access a certain portion of a website, etc. When I notice this happening, I save a draft of the email: open a new message, type or paste the message, close out, hit “Yes” to save changes —this saves it as a draft. The email is now in my draft folder for quick copy-and-paste access when I’m responding to an email.

Wiseman - Save changes

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