Best practices for Outlook

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Quick Steps give you the ability to perform multiple actions in one click.



expert Outlook tips by FixTechGuide

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. You might not need to share your calendar, because Outlook profile repair and recovery steps everyone in your organization can see when you are free or busy but not necessarily see the content or subject of the meetings and appointments. However, you can easily share your calendar with your team if you want them to be able to see all of your meetings and appointments.

How can I manage complicated tasks?



expert Outlook tips by FixTechGuide

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?



  • It’s considered best practice to set your Quick Click flag to Today (which is the default).
  • It’s liberating to depend on Outlook instead of your overtaxed brain to keep track of your tasks.
  • Outlook’s Calendar Reminders feature helps users keep their calendars in order so they don’t miss any crucial appointments or meetings.
  • If you have more than three messages to discuss, don't flag each one because they will pollute your task list.
  • If you are short on time, for example, between meetings, you can read the messages in blue – messages sent directly to you.
  • There a tons of postings listing tons of errors, but Microsoft didn't fix any of them and will release it anyways.
  • Now is your turn to apply them daily and improve your productivity.


Any time you find yourself repeatedly doing the same steps in Outlook, try creating a Quick Step. Collapse the top-level Contact Group folder so that you aren’t distracted by the unread messages in the folders beneath it. For example, we saw how to use Quick Steps, keyboard shortcuts, and calendar reminders.

expert Outlook tips by FixTechGuide

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Create Contact Groups (formerly known as personal distribution lists) in Outlook when you want to make it easier to send messages to a group of people outside your corporation. For all groups inside your corporation, create a public Contact Group (ask your IT administrator about how to do this). Send your calendar in a message when you set up meetings with people who can’t see your free/busy Fix Outlook and Office365 Sync Issues information, such as people outside of your company.

Advanced: How do I create a Search Folder for email messages?



Outlook and Office 365 sync issues can be frustrating but are almost always fixable. Start with basic network checks, enable Cached Exchange Mode, and repair your data files if needed. For persistent problems, rebuild your Outlook profile or use FixTechGuide’s free diagnostic tools to automate detection of authentication and Outlook OST vs PST repair IMAP errors in seconds.



And as projects change, update your Quick Steps so that they are only the things you really do. For reference messages that you have responded to or otherwise dealt with. Your Quick Click category should be the category that you apply most often.

Set Up Quick Steps



For example, there might be a lengthy series of messages where the last one simply states, "Thanks, that answers my question," so you can just delete the whole conversation. Sometimes you can’t find a message by only searching in your reference folder alone — it could be a message that you sent or it could have been misfiled. In these cases, start by searching in any folder (Inbox, 1-Reference, etc.), then select the drop down menu from the search box, and then select Current Mailbox. The reality is that if you have a day filled with meetings, you have less time to complete tasks and write messages, so move tasks to other days. The goal of organizing your Outlook is to reduce the amount of unnecessary "noise" in your Inbox and to make the most important items bubble to the top.
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