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Posted on July 14th, 2008 by Tim Danton

How to use Outlook

There’s a theory in the office that I’m insane, because I use Outlook in a very particular way. It’s mainly due to the fact I can’t stand a full inbox; it makes me anxious in the same way that some people can’t cope unless their desk is clear.

As such, as soon as I receive an email – providing I can break away from what I’m doing – I take a look at it and try and deal with it there and then. If it needs to be saved, I file it away in a folder. If not, I delete it. As a result, I generally just have a handful of emails in my inbox, compared to the thousands of my colleagues*.

The end result is that my inbox becomes my to-do list. A constant reminder of the bigger things I have to do.

But what I’d like to know is if anyone else uses Outlook in this way – am I alone? Maybe you use that odd system where you declare certain ones urgent, certain ones two-minuters, others to sort out when you’ve got half an hour free?

* Though right now I’ve got 86 due to six days away from the office… and that’s after weeding out all the junk.

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18 Responses to “ How to use Outlook ”

  1. David W Says:
    July 15th, 2008 at 5:45 am

    I use Thunderbird at work and Mail.app and Outlook 2007 at home. All the same way.

    I never have more than 2 or 3 mails in my inbox.

     
  2. Paul Ockenden Says:
    July 15th, 2008 at 7:10 am

    I find that people with tidy inboxes tend to be the same people that have tidy desks.

    You only need to glance at the lack of any available surface on my desk to realise the state of my emails! And it’s not helped by having Outlook for CST stuff and OE/Windows Mail (depending on which machine I’m on) for other stuff.

    Oh yes, and I have the same POP3 accounts downloading to various machines (work, home, laptop) without any form of synchronization of things like filed / read emails.

    In outlook / Exchange Server, my mailbox is around 2Gig, but there’s another 20gig or so in archived PST files.

    But it isn’t a complete mess – I have a system, and I can rapidly locate any email. Much like my desk – to the casual observer it looks ‘random’, but ask me to lay my hand on a contract or a report and it’ll take me seconds. But tidy my desk and I’d be f**ked. Same applies to my email.

     
  3. Tim Danton Says:
    July 15th, 2008 at 7:15 am

    Interesting theory. My desk is usually covered in a pile of proofs, invoices and random magazines. I’m much better at keeping my inbox clear!

    Mind you, my Windows desktop is always fairly clear of detritus, so there might be some sort of strange link going on there…

     
  4. james016 Says:
    July 15th, 2008 at 8:05 am

    At work I keep about 3 weeks worth of emails in my inbox and older ones get archived to a PST or via a system wide mail archiver we have just installed.

    For home I have IMAP set up on my 3 machines and I just move old stuff to local folders on one of them.

    My email may be tidy but my desk is not.

     
  5. Rowan Parker Says:
    July 15th, 2008 at 8:11 am

    I just use Gmail. But I do the same thing.
    I “star’ any emails that I may need to keep and leave them in the inbox.
    As soon as I’ve read an email an archive it (no need to delete with gmail).
    So when I’m on a computer I will have only starred emails that require attention at some point and thats it.

     
  6. landienut Says:
    July 15th, 2008 at 8:17 am

    Spot on my inbox is my todo list, pending mail orders but i do not delete anything; they go into my “read items” folder.

    Ian

     
  7. Chris Lee Says:
    July 15th, 2008 at 8:54 am

    I’d always used my Outlook Inbox as a sort of to-do list but found once the list of items spanned off the bottom of the viewable screen area I would deal with newer mails I could see at the top and the older ones would be left off-screen to be dealt with ‘later’…

    Now I use a combination of the David Allen’s “Getting Things Done” methodology along with my nozbe.com account which works on those same principles. Each item is filed according to the GTD process. My Nozbe lists store what I need to do by project, who I’m waiting on for a reply, and everything else that might be relevant ’someday’. I’ve never been one for life-changing self-help stuff, but I make an exception for GTD and Nozbe.

    I used to have multiple POP3 accounts at work and home but the lack of syncronisation became an issue. I moved to a hosted Exchange account so now whether by Outlook, webmail, or push email they all stay in sync.

     
  8. Tim Dawson Says:
    July 15th, 2008 at 9:15 am

    I use Thunderbird the same way as Tim Danton uses Outlook, but my desk is always untidy.
    The result is I have a lot of folders in TB, and they gradually get more full. I used to archive stuff, but the Extension that used to do this hasn’t been upgraded in years, and no longer works reliably. I ought to look for a new one, but life is short.

     
  9. Steve Cassidy Says:
    July 15th, 2008 at 9:31 am

    Oh there’s a good article here… Personally I maximise my “wilfully perverse” score by running Lotus Notes. On a Mac. This stops email bores dead in their tracks, mainly because I also use the OpenNTF mail template – in Notes, mail is just another neatly customisable database. There are loads of methodologies out there for “being tidy” with emails, and some of them actually end up as custom mail front-ends, in Notes or elsewhere. GTD is now practically on a par with Tom Cruise’s favourite religion; there’s another thing called 43Things (I think, I’m one of those people who can’t remember numbers like that: it might be 38 things)…

    While lots of Notes wonks use agents to sort their mails into folders on arrival (because Notes jumps to the next unread message, across folders, by the Tab key), I cheat a bit, and use the free-text search every few weeks to grab the mails from particular people, do a select all, and throw them into a folder. This means my inbox stays fairly tidy, but more importantly, it ends up containing only the weird mails that don’t yet have a folder… which eventually irritates me enough that I make a folder for them.

    There was a rather fab smart mail template for Notes called Bifrost soemthing-or-other done as an academic exercise, but sadly the uthors don’t seem to have left it anywhere findable.

    (oh, and my desks – I have four, basically – are all identical. Not an inch of actual wood or glass is visible…

     
  10. David Wright Says:
    July 15th, 2008 at 10:04 am

    My desk at home is a complete mess, the one at work isn’t 100% tidy, but we have a semi-clear desk policy, so it doesn’t get too bad.

    My Windows desktop has the trash can on it, that’s it.

     
  11. Nick Says:
    July 15th, 2008 at 10:52 am

    I don’t think it’s that unusual, Tim. You might find “Getting Things Done: How to Achieve Stress-free Productivity” (GTD) an interesting read. It’s all about dealing with things as soon as they arrive, even if it’s just filing them somewhere, so that they don’t get in the way of what you’re currently doing/thinking about. My partner swears by it.

    Chandler – the open source PIM that was written about in “Dreaming in Code: Two Dozen Programmers, Three Years, 4,732 Bugs, and One Quest for Transcendent Software” (another good read, btw) – is somewhat based on the principles of GTD.

     
  12. Steve Cassidy Says:
    July 15th, 2008 at 12:47 pm

    (something that takes 3 years to code might include the GTD mantra but evidently, didn’t benefit from it…!)

     
  13. Fr3d Says:
    July 15th, 2008 at 2:49 pm

    I use NEO Pro (an add-in for Outlook: http://www.caelo.com/) at work – and as a result, I have an empty Inbox (well, it’s called Active mail) over 90% of the time. (This does take a little while to configure though). At home, I use Outlook w/o NEO, and… it’s a mess.

     
  14. Nick Says:
    July 15th, 2008 at 3:08 pm

    ;-)

    I agree, Steve. It’s one of the reasons why the book is worth a read.

     
  15. James Says:
    July 15th, 2008 at 3:37 pm

    I live by Outlook’s Categories. As soon as a mail comes in I assign it a Category. I try to adopt the deal with it there and then approach, but sometimes that just isn’t possible with deadlines.

    Categories can be likened to Gmail’s Labels or “Web 2.0″ websites tagging mechanisms in that you can assign multiple Categories to a single Outlook item–that’s right, Notes, Tasks, Calendar, anything. As a consequence I have very few folders.

    A perfect example is if I’m working for a client but dealing with multiple contacts I can just group them by assigning their e-mails with a Category which is the same name as their company. This helps with lumping in supplier e-mails that are related to the company I’m dealing with. My inbox currently has 303 items believe it or not, but grouped by Category. A simple right-click give collapse all or expand all access and if viewing with the Preview Pane on the right Outlook 2003 automatically converts the message list to two-line view with a column called Arrange By: – a simple left-click on that brings a drop-down list of which I’m frequently switching between grouping by Categories or Date.

    This also makes searching less required and certainly faster.

     
  16. Gavin Moorhouse Says:
    July 17th, 2008 at 7:43 am

    I agree with Tim. My inbox only ever has a few emails and these are retained because I have a task to complete in relation to them. I have recently moved over to Outlook 2007 and I have to say it is a fantastic product. I have looked at the other free products out there but they simply don’t make the grade. Also from a technical support perspective it makes sense to be using Outlook.

    My Windows desktop is also clear, apart from shortcuts. The amount of people I see using the desktop as their ‘file server’ is incredible, I do my best to educate these people not to use the desktop as a storage area. If that doesn’t work then Group Policy comes into play!!

    My desk is also generally tidy, but sometimes after a few busy days it does then become a mess and at this point I assign sometime to get it tidy again.

    Tidy desk / inbox / desktop, tidy mind…………………………

     
  17. Brian Blanchard Says:
    July 17th, 2008 at 8:03 am

    Nothing bad about being tidy with e-mail ….. I find it is the only way to cope. I have an archive file and lots of folders in it so that I can find things and I keep this open with Outlook. When this archive gets to 1GB I cut out all old stuff into another archive. It is easy with the Options menu to add/remove PST files or Archives when you need to access old stuff. I tend to file archives by year so I have a good idea where an old e-mail will be. I use Express for other e-mail accounts and personal stuff and that does not easily allow archiving like Outlook.

    I cannot image working with lots of e-mail in the inbox ….I too use the inbox as a to do list and my send box to make sure I have got a reply to any questions or requests for action I send by e-mail.

     
  18. Brian Blanchard Says:
    July 17th, 2008 at 8:05 am

    Of course there is another way to deal with any inbox be it paperwork or e-mail. As the theory goes, leave it in the inbox and if it is important someone will ring you.

    mmmmm not sure that would work with a tax demand!

     

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