Outlook 2007 Efficiency Tips28 Feb
Outlook 2007 interface is very different from older versions, and it looks intimidating for both novice and advanced users. The biggest thing to remember is that all the same features from 2003 and previous versions are still there… they’re just hidden. Not sure why Microsoft made the 2007 version so drastically different from the previous version, but unless the user is very computer savvy, a user’s manual may be the best way to find all the old and new features of Outlook 2007. On the bright side, Outlook is significantly improved in functionality and features.
Here are a few tips on being able to use some of my favorite new organizational tools.
Staying Organized: The new Outlook ‘To Do’ bar is on the right side of your Outlook screen. If you use a large display, there is plenty of room for the ‘To Do’ bar to sit there as you work. If you’re using a small screen, clicking the double chevron indicator in the top right corner will collapse it, but it stays handy so you can access it with a single click. If you don’t want to see it at all (which will NOT help you stay organized), go to ‘View’ from the menu bar and select ‘To-Do’ bar, then select ‘Off’… no more ‘To Do’ bar on the Outlook screen.
The ‘To Do’ bar gives you the tools you need to organize your day all in one place. It contains mini calendars, a list of upcoming appointments and tasks awaiting completion. In previous versions you’d have to switch back and forth from calendar to mail to tasks.
Task List: Outlook ‘Task List’ is right in front of you, so it’s easy to use. To add a new task, click in the ‘Type a New Task’ box, type the task description and it will be added as a task to be performed today. To configure more detail about the task, double-click to open the task dialog and make your changes.
Using Email Flags: An email message needing attention, but not right away, may appear. A message can be flagged for later attention by using the ‘Flag Status’ indicator to the right of the email in the Inbox panel. A single click of ‘Flag Status’ automatically adds the message to your ‘To Do’ list for later attention. I love this feature! I receive a boatload of email daily, and it’s fast and easy to zip through them to find important emails.
If you’d like to see a reminder, right click the ‘Flag’ to add a reminder for that task. You’re sure to find the integration between follow up items and the task list invaluable in ensuring that everything, that needs to be attended to, is marked and is visible and easy to track.
Color Categories: This may not be for everyone, but if you want certain emails to standout, you will love this function. If you want to have all email from your boss or a specific vendor easily seen in your sea of email, this will do it. Color categories can be assigned to messages, contacts, appointments, tasks and so on.
To color code an existing message in your Inbox, right-click it, point to ‘Categorize’ and click a color category. If there is an open message on the ‘Message’ tab in the ‘Options’ group, click ‘Categorize’ and click a color category. Colors associated with a category can be changed at any time, and new color categories can be created. To make things even easier, a ‘Categorized Mail’ search folder has been added to ‘Search Folders’ in the Navigation Pane and provides a view of all your categorized mail items.
When I see a message, a task, and a calendar item all flagged with the same color, I know that they all relate to the same subject or project. This is awesome!
These are my personal favorite tools. I use them to keep myself organized using Outlook 2007. I bet you can use them to help organize your work day using Outlook 2007, too. Enjoy!


