6 Best Outlook Hacks You Need to Know in 2020

Outlook helps millions of people manage their email correspondence every day, but assumes you already know how to organize your office correspondence for optimal productivity. What if you don't?

In this article, we’ll give you some of the best Outlook hacks for digital office management, along with some awesome Outlook tips and tricks featured in the program.

My first rule of Office Management is: work less.  Sounds like a perfect solution for all of us, but what does that look like in reality?

“Working less” means you touch each piece of correspondence one time only.  Whether it’s an actual paper envelope with a letter, or whether it’s an email.  Touch it once, handle it once, and move on. “Correspondence” means Incoming Information, not necessarily “follow-up tasks”.

Let's get started with some tips on email filing.

1. Automatically file an email

To apply the “Work Less” theory, have Outlook automatically file an email.  Then you can read them all at one time without distraction.

• Create a Folder: Ctrl + Shift + E

• Automate Filing into the folder

  • Right-click the Email, click “Rules”,

  • Choose “Always move messages from”

Outlook helps millions of people manage their email correspondence every day, but assumes you already know how to organize your office correspondence for optimal productivity. What if you don't?

In this article, we’ll give you some of the best Outlook hacks for digital office management, along with some awesome Outlook tips and tricks featured in the program.

My first rule of Office Management is: work less.  Sounds like a perfect solution for all of us, but what does that look like in reality?

“Working less” means you touch each piece of correspondence one time only.  Whether it’s an actual paper envelope with a letter, or whether it’s an email.  Touch it once, handle it once, and move on. “Correspondence” means Incoming Information, not necessarily “follow-up tasks”.

Let's get started with some tips on email filing.

1. Automatically file an email

To apply the “Work Less” theory, have Outlook automatically file an email.  Then you can read them all at one time without distraction.

• Create a Folder: Ctrl + Shift + E

• Automate Filing into the folder

  • Right-click the Email, click “Rules”,

  • Choose “Always move messages from”

Inbox folder system

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.  

What if you’d like to cheat and move a “W” folder to the top of the Inbox list, but you can’t pick it up and move it there? Here’s a tip… Just type an underscore, “_”, or a number in front of the folder name. You see, since computers auto-file for us, no one remembers or teaches the old rules of filing: “Symbols and numbers come before everything else".

Perennial files

The third office file system is the “Perennial file” and I’m not talking about flowers here. Perennial means “forever” files.  You just don’t purge these - EVER.  These would be your Archive Folders at the bottom of the Navigation (Folder) Pane.  They would probably contain contract files, corporate records, tax records, etc.

3. Use “Flags” and “Categories” to keep track of important emails in your Inbox

I once taught at a company that had color-coded their internal departments but didn’t apply the same system to their emails.  The Categories inside your inbox can serve that purpose.  Here is a quick video on how to Flag emails so they don’t get lost and how to add color categories using the Categories column.

4. Use shortcuts

Second rule of Office Management: Type less (and use shortcuts.) Here are some easy-to-remember options:

• Reply to an email:  Ctrl + R

• To create a new email:  Ctrl + Shift + M

• To open your email:  Ctrl + 1

• To open your calendar:  Ctrl + 2

• To open your contacts:  Ctrl + 3

• To open your tasks:  Ctrl + 4

• Or use “Quick Steps” to pre-format and pre-address an email to multiple people.

Want more Microsoft Office shortcuts? Check out our shortcuts for Word, PowerPoint, and Excel.

5. Drag and drop

Third rule of Office Management: Be open to learning new tricks! These little-known methods can surprise even the pros:

Let’s face it – typing creates typos, which cause repair work and drain your productivity. When an email requires a task or follow up, (i.e.: a contact needs to be created or an appointment is needed based on the information in the email), use the Drag-And-Drop method below:

(Mail, Calendar, Contacts, Tasks, or Notes)

• “Drag and Drop”:  Simply click and drag the email and drop it onto the bottom left “Contacts” symbol on the Navigation bar.  Suddenly you’ve got a brand new contact with the email address and name automatically entered.

Now, inside the Contact window, the Notes portion will have the person’s phone # and address (if included on their signature line.)

• Use Copy (Ctrl C) and Paste (Ctrl V) to get the signature line items into the correct fields in the new contact window. Less typing, no typos, and your contact is created within seconds!

•  “Drag and Drop”: the email again onto your “Calendar” and an appointment will be made, plus it keeps all the detail from the email. So you won’t have to re-type into the appointment.

• “Drag and Drop” an email onto the Tasks or Notes symbols on the Navigation bar.

You can also reverse this:

• Drag any Contact to Mail on the Folder Pane to create a new email to that contact.

• Drag any contact to Calendar to create a new appointment

• Drag any contact to Tasks

6. View the calendar and inbox side by side  

Save your sanity and move the Calendar to your second monitor to easily view both screens side-by-side.

• Right-click any of the bottom buttons on the Navigation Pane (aka Folder pane)

(Mail, Calendar, Contacts, Tasks, or Notes)

• Choose “Open in New Window”

• Now drag that window onto your second monitor