Outlook: Efficient Email Management

Introduction

• Save time by managing your Outlook inbox
• Email management: The basics
• What you need for this course

1. Review Messages

• Use the Outlook Focused Inbox
• Use the Reading Pane
• Set options for the Reading Pane
• Mark messages as read or unread
• Find Outlook messages with Instant Search
• Tweak Outlook search options
• Use Advanced Find to locate messages
• View messages by conversation
• Ignore a conversation in Outlook
• Use Conversation Clean Up

2. Put Views to Work

• Arrange email by date or sender
• Add a column to a view
• Filter a view in Outlook
• Save a view in Outlook
• View and change advanced view settings
• Use conditional formatting to highlight important messages
• Create a view for a specific email domain

3. Get Organized with Folders and Categories

• Create inbox folders in Outlook
• Move or copy messages
• Add an Outlook folder to Favorites
• Use custom search folders
• Customize and use categories

4. Retention and Archiving

• Outlook archiving and retention: The basics
• Apply a retention label to a message or folder
• Set AutoArchive options in Outlook

5. Automate Actions with Rules and Quick Steps

• Follow up on a message
• Use a built-in Quick Step
• Create a custom Quick Step in Outlook
• Create a rule to move a message
• Use rules to create a simple workflow
• Edit and manage email rules

Conclusion

• Next steps