1 Microsoft Outlook 2007 Effective Inbox Organization University of California, Berkeley Haas School of Business Presented by AcademyX San Francisco, CA Nishikai Consulting Oakland, CA
2 Microsoft Outlook 2007 Effective Inbox Organization U.C. Berkeley Haas School of Business Table of Contents I. TOOLS TO MANAGE CURRENT MESSAGES... 1 II. TOOLS TO MANAGE NEW MESSAGES... 9 III. TOOLS TO FILE COMPLETED MESSAGES Written by Helen Nishikai Nishikai Consulting, Oakland, CA. Nishikai Consulting gives permission to the Haas School of Business of the University of California at Berkeley to reprint this training manual for internal use only. No re sale of this material or renunciation of copyrights are granted by this author. Any mention or use of Microsoft, University of California, or any third party products is hereby acknowledged by Nishikai Consulting to be for the sole purpose of editorial and educational use of this training manual and for the benefit of the mentioned parties.
3 Microsoft Outlook 2007 Effective Inbox Organization Page 1 I. Tools to Manage Current Messages Current messages are messages in your Inbox that you need to do something about. This may be as simple as reading and filing, or reading and deleting. However, most messages require you to perform an action, whether to reply with information or to perform a task and then reply. The following features help you keep track of what messages require a follow up, how to keep track of due dates, and how to find follow up messages. A. Using Flags with Due Dates for Follow Up If a message requires a follow up action, set a follow up flag on it. This marks the message and places the message in the To Do list under Tasks. 1. In your Inbox, right click the message that you want to flag for a follow up. 2. Select Follow Up (due date for follow up). To select a follow up flag quickly, right click the flag icon and select your desired flag.
4 Microsoft Outlook 2007 Effective Inbox Organization Page 2 While viewing the message, click Follow Up in the Ribbon and select the Due Date. You can set a reminder for the follow up by right clicking the message and selecting Follow Up Add Reminder In the Custom dialog box, click the Reminder checkbox and select the date and time that you want to be reminded. You can specify the type of Todo action by right clicking the message and selecting Follow Up Custom. In the Custom dialog box, use the Flag to: drop down to select a type of To do action. When you have followed up with the message, mark it as complete by right clicking the message and selecting Follow Up Mark Complete. Or, click the flag icon in the message list to change it to a check mark. B. Managing Flagged Messages in Tasks All messages which have been flagged for follow up are listed in the To Do list under Tasks. You can reply to, delete, or mark as complete directly from the To Do list by right clicking the message and selecting the appropriate command.
5 Microsoft Outlook 2007 Effective Inbox Organization Page 3 C. Creating a Follow Up Search Folder The Search Folders let you create separate lists of messages that meet certain criteria. 1. Go to your Mail area in the left navigation list. 2. In the Mail Folders list, right click Search Folders and select New Search Folder 3. In the New Search Folder dialog box, select Mail flagged for follow up. Click OK. 4. Click the For Follow Up folder under Search Folders to view a list of all messages flagged for follow up. You can create other Search Folders in the New Search Folder dialog box, such as for Unread mail or Mail to and from specific people. These are all filtered lists which display only the messages which meet those requirements. To remove a Search Folder, right click the folder name and select Delete (name of search folder).
6 Microsoft Outlook 2007 Effective Inbox Organization Page 4 D. Using Colors to Categorize You can also categorize messages with colors and category names. 1. In your Inbox, right click the message that you want to color. 2. Select Categorize (color category). 3. The message will be marked with a color square next to the follow up flag. If this is the first time you are using this category color, a dialog box will open asking if you want to rename the category. Enter a name if desired, and click Yes. Or, click No to keep the original name. To select a category quickly, right click the color square icon and select your desired category.
7 Microsoft Outlook 2007 Effective Inbox Organization Page 5 While viewing the message, click Categorize in the Ribbon and select a category color. To remove a category color, right click the message and select Categorize Clear All Categories. Or, click the color square in the message list. To rename, delete, or create new color categories, right click any message and select Categorize All Categories Click New to create a new category. Select the category and click Rename to rename it. Select the category and click Delete to delete it. E. Viewing By Category Once messages have been categorized, you can sort messages according to that categorization. 1. Right click the Arrange By bar. If you do not see the Arrange By bar, go to View Arrange By. 2. Select Categories. To show in groups, right click the Arrange By bar and select Show in Groups. You can select other arrangements using the Arrange By bar, such as sorting by From or Subject.
8 Microsoft Outlook 2007 Effective Inbox Organization Page 6 F. Adding View Filters View Filters let you filter your current view, such as your Inbox or Sent Items folder, so that you only see a subset of messages. This is helpful for temporarily focusing on that subset of messages. 1. Go to View Arrange By Custom. Or, right click the Arrange By bar and select Custom. Or, go to View Current View Customize Current View. 2. In the Customize View dialog box, click Filter 3. In the Filter dialog box, enter the criteria for the filter. For example, search for the words ABC Project to view only the messages which contain those words. 4. Click OK. To remove the filter, go back to the Filter dialog box and click Clear All.
9 Microsoft Outlook 2007 Effective Inbox Organization Page 7 G. Managing Current Views If you want to use a certain view often, such as a filtered view, you can save that view in the Current Views list. Outlook contains a list of predefined Current Views. Go to View Current View (select a view). Or, turn on the Advanced toolbar and select a view from the Current View drop down. To create your own custom view: 1. Go to View Current Views Define Views Or, select Define Views from the Current View drop down in the Advanced toolbar. 2. In the Custom View Organizer, click New 3. In the Create a New View dialog box, enter the name of the new view. Select a type of view, and where this view can be used. Click OK.
10 Microsoft Outlook 2007 Effective Inbox Organization Page 8 4. In the Customize View dialog box, set the options for your view. For example, click Filter and set a filter criteria. Then, click OK. 5. Click Close to exit the Custom View Organizer. H. Dragging s to Calendar/Tasks/Contacts If you want to add information from a message to a new appointment, task, or contact, simply drag the message from the Inbox list to Calendar, Tasks, or Contacts in the left navigation. When you drag a message to Calendar, a new appointment window appears with the Subject and text of the message. Select your appointment date and time, and click Save. When you drag a message to Tasks, a new To Do window appears with the Subject and text of the message. Select your To Do options and click Save. When you drag a message to Contacts, a new Contact window appears with the Name and E mail address of the sender. Enter any additional data and click Save.
11 Microsoft Outlook 2007 Effective Inbox Organization Page 9 II. Tools to Manage New Messages There are several tools that will let you manage new, incoming messages more efficiently. The following features help you flag and categorize messages quickly as well as create rules to automate actions as messages arrive. A. Setting Quick Click for Follow Up The Quick Click for Follow Up setting lets you select a default Due By date. 1. Right click on any message and select Follow Up Set Quick Click 2. In the Set Quick Click dialog box, select the Due By flag that you want to be the default choice. Click OK. 3. To use the Quick Click, click the flag icon in an unflagged message to set the default flag. B. Setting Quick Click for Categorize The Quick Click for Categorize setting lets you select a default category. 1. Right click on any message and select Categorize Set Quick Click 2. In the Set Quick Click dialog box, select the category that you want to be the default choice. Click OK. 3. To use the Quick Click, click the color square icon in an uncategorized message to set the default flag.
12 Microsoft Outlook 2007 Effective Inbox Organization Page 10 C. Creating a Rule from Scratch Rules let you automate actions, such as moving a message from a specific person into a specific folder. 1. While viewing your Mail, go to Tools Rules and Alerts. 2. In the Rules and Alerts dialog box, click New Rule 3. In the Rules Wizard dialog box for Starting from a template or from a blank rule, select the type of action that you want to perform. Click Next.
13 Microsoft Outlook 2007 Effective Inbox Organization Page In Step 1 of the Rules Wizard dialog box for Which conditions do you want to check?, select the types of conditions that you want to meet. 5. In Step 2, click the type of condition to specify the exact conditions. For example, if you clicked people or distribution list, the Rule Address dialog box will appear. Double click the name of the person or distribution list so that it appears in the From field, then click OK. 6. In the Rules Wizard dialog box, click Next.
14 Microsoft Outlook 2007 Effective Inbox Organization Page In Step 1 of the Rules Wizard dialog box for What do you want to do with the message?, select the actions that you want to have performed. 8. In Step 2, click the type of action to specify the exact action. For example, if you clicked specified folder, the Rules and Alerts dialog box will appear. Select the folder that you want to move these message to, then click OK. 9. In the Rules Wizard dialog box, click Next.
15 Microsoft Outlook 2007 Effective Inbox Organization Page In Step 1 of the Rules Wizard dialog box for Are there any exceptions?, select any exceptions. 11. In Step 2, click the exception. For example, if you clicked specific words, the Search Text dialog box will appear. Enter the words to search for in the subject, then click OK. 12. In the Rules Wizard dialog box, click Next.
16 Microsoft Outlook 2007 Effective Inbox Organization Page In Step 1 of the Rules Wizard dialog box for Finish rule setup, enter a name for your rule. 14. In Step 2, make sure Turn on this rule is checked. 15. Click Finish. The Rules and Alerts dialog box will list your new rule. 16. Click OK.
17 Microsoft Outlook 2007 Effective Inbox Organization Page 15 D. Creating a Rule from a Message If you want to create a rule that will apply to messages with a particular sender and/or subject and you have an example message, you can create the rule directly from the message. 1. View the message. In the Ribbon, click Create Rule. 2. In the Create Rule dialog box, click the criteria and action that you want to have performed. 3. Click OK. E. Managing Rules If you have several rules that might apply to one message, the rules will be applied in the order they appear in the Rules and Alerts dialog box. For example, if you have one rule to move a message marked Important to an Important Messages folder and another rule to move a message from Bill Ramirez to an AcademyX folder, a message from Bill marked as Important will meet the criteria for both rules. The rule listed first in the list will determine to which folder this message is moved. To edit a rule, go to Tools Rules and Alerts. Select the rule and click Change Rule Edit Rule Settings. To rename a rule, go to Tools Rules and Alerts. Select the rule and click Change Rule Rename Rule. To delete a rule, go to Tools Rules and Alerts. Select the rule and click Delete.
18 Microsoft Outlook 2007 Effective Inbox Organization Page 16 III. Tools to File Completed Messages Once you have handled a message, you can delete it or file it. There are several tools that help you file and archive messages efficiently. A. Creating Custom Folders Custom folders let you organize messages into folders that you create. You can create subfolders within top level folders. 1. Right click the Inbox in the left navigation, and select New Folder 2. In the Create New Folder dialog box, enter the name of the new folder and click OK. To create a subfolder within an existing folder, select the folder in the Create New Folder dialog box before clicking OK. B. Moving a Message to a Folder 1. Drag the message from the Inbox to the folder in the left navigation. Or, right click a message and select Move to Folder In the Move Items dialog box, select the folder and click OK. Or, while viewing a message, click the Move to Folder drop down in the Ribbon, and select a folder. Only top level folders are listed here. For a subfolder, select Other Folder from the drop down.
19 Microsoft Outlook 2007 Effective Inbox Organization Page 17 C. Managing Favorite Folders If there is a folder that you need to access quickly, set it as a Favorite Folder. These folders appear in the Favorite Folders area above Mail Folders in the left navigation. To add a folder, right click the folder name under Mail Folders and select Add to Favorite Folders. To remove a folder, right click the folder name under Favorite Folders and select Remove from Favorite Folders. D. Using AutoArchive In a corporate setting, e mail messages and other items in your Outlook account are actually kept on a Microsoft Exchange Server. Because this data is stored in a central location, you can check your account from any computer using an internet browser. However, you may be asked to archive old data periodically to save memory space on the Exchange Server. This data will be downloaded to the Outlook program on your primary computer and will only be accessible from that primary computer. After items have been archived, you can view them in the Archive Folder list in the left navigation. Outlook will automatically archive old items using AutoArchive unless you change the settings. Inbox, Calendar, Tasks, Notes, Journal, and Drafts items will be archived after 6 months; Sent Items, Deleted Items after 2 months; and Outbox after 3 months.
20 Microsoft Outlook 2007 Effective Inbox Organization Page 18 To change AutoArchive settings: 1. Go to Tools Options. 2. In the Other tab, click AutoArchive 3. In the AutoArchive dialog box, select any new settings. Click OK. To prevent AutoArchive from archiving a specific folder, right click the folder in the left navigation and select Properties. In the Properties dialog box, select the AutoArchive tab. Make sure Do not archive items in this folder is selected, then click OK.
21 Microsoft Outlook 2007 Effective Inbox Organization Page 19 E. Using Manual Archiving You can manually archive items instead of using AutoArchive. 1. Go to File Archive 2. In the Archive dialog box, select the toplevel folder that you want to archive. Set a date and archive file as necessary. Click OK.
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