Suffering from email overload? Rules are the way to reduce email overload. Finding it hard to see the important emails from the less important one, maybe even the dross which you never really wanted in the first place. Rules are the most powerful and effective way to de-clutter you inbox. Here is how to set a simple and more complex rule in Outlook 365 to filter out all the less important emails and allow you to see only those emails which really need your immediate attention.
1. Simple rules
Right click on the email. Select Create Rule. Then choose either the relevant action and appropriate folder to move the emails. Either an existing one or create a new one.
Click on the folder, then OK. From the next box ‘Success’, click the box marked ‘Run this rule..’ and click OK. This will clear out all the existing emails in your inbox which meet the new rule’s criteria. A great way to start decluttering end reduce the existing email overload.
This type of simple rule is useful for automatically moving emails out of the inbox to a folder to look at later, eg newsletters and emails from specific organisations/person.
2. Complex rules
Let’s suppose you want to highlight emails from a key contact (eg CEO, key client etc.). Proceed as above, BUT now click the Advance button. Click the initial action, ie the person or words on which you want the rule to action. For example from Julie Perinne. Then click next and tell it what you want to do eg mark all emails from Julie as ‘Important’. Then in the box called Step 2 click on the word ‘Importance’. Now select the level of importance. Then click OK. Again click through the Next buttons slowly until the last screen and run the rule and click OK.
To delete/edit rules go to File/Manage Rules & Alerts and edit/delete rules as appropriate.
3. Viewing all the unread emails in folders
To see all your unread emails in one place use the Search Folders at the bottom of your inbox. See below.
Using the Rules and Search Folders in Outlook 365 (and most other versions) will allow you to reduce email overload and save time dealing with email. It will also help you manage the risk of missing an important email amongst all the less important emails. Click here for more tips like this one.
Here is a little know time management tip for arranging external meetings using Microsoft Outlook. Email part of your calendar to those with whom you are arranging a meeting instead of laboriously typing out a list of dates and times etc. The email will just show the availability. Here is how to execute this time management tip using your Microsoft Outlook Calendar.
When complete click OK and the selected portion is automatically dropped into the body of email as show below.
Put all the names in the Bcc box to stop the endless rounds of Reply All emails. Then only you get all the responses and can decide on the best date. Just another tip to save time and reduce email overload as everyone plays email ping-pong back and forth with dates.
If you like this tip, it is just one of many which we cover in our Smart Email Management workshops. Why not contact us now to book one for you and your colleagues?
How to improve your time management and meeting management with the Outlook Schedular and reduce email overload. You’ve been tasked with organising a meeting with several attendees, let’s say 6. You set up a meeting and send it out without checking whether everyone can actually come! Now you end up with 5 responses telling you that either they are unavailable or would like to propose a new time. Needless time and energy wasted and frustration. Not only that, you have to keep track of all the responses and you really don’t have time for that!
Using Microsoft Outlook, the Outlook Scheduling Assistant makes it easy to manage your time and the meeting. It enables you to create meetings at the best time for all attendees ( assuming they are all at the same organisation) and easily track who has replied and more importantly what they replied. No need to trawl through your Inbox to see who has answered or remember to jot down the responses as they come in.
Set up the meeting and check attendees availability using the Scheduling Assistant and as soon as a reply arrives it is noted – you can see those replies all in one place too. Not only that, you can paste those replies into a Word Table or an Excel Spreadsheet as a checklist for the meeting.
There is more functionality in Outlook 2016/Office365 on the Windows platform. The Scheduling Assistant does exist in the Mac version, however there is less advanced functionality as we will see.
To get to the Scheduling Assistant first set up a meeting request. In the Calendar click on the New Meeting Icon and add the people you wish to invite. Set up the date and time and the topic of the meeting along with any notes you want to add in the body of the meeting such as the Agenda or any special instructions. Then click on the Scheduling Assistant Ribbon at the top of the screen:
Once you are in the Scheduling Assistant screen, you will see a list of those invited along with a timeline showing you who is free and who is busy.
Here you can see:
Note that it only shows the schedules for people at your organisation – so anyone attending this meeting with @tomorrowsva.com in their email address. I can still invite others, who are not @tomorrowva.com however I won’t be able to check their schedule.
On the Scheduling Assistant Ribbon click the Auto pick next icon and Outlook will move the meeting to the next time slot where all attendees are available.
You will now be shown the next slot – in the image above I can see that 10:30 am is not the best time to meet up with Veronica so I will ask Auto Pick to find me the next free slot. The Scheduling Assistant now shows the next time we are both free – in this case 11 am.
You can continue to ask Outlook to AutoPick a new slot until you are happy with the meeting time. Alternatively you can drag the meeting to a new location or change the date and time manually. Click on the blue lines to select the meeting time and drag to the new location.
In case you want to add any more instructions or text to the body of the meeting request, click the Appointment icon. When you are happy with the meeting request, you can send it.
There is no AutoPick option so to change the meeting time, drag the meeting to a new time or change the time manually.
The first thing you will see is an email telling you how your attendee has responded
This can get lost quite easily in your Inbox as Inboxes can get VERY busy… To track the responses to your meeting invitation open the meeting in your calendar and click the Tracking Ribbon.
When you click Tracking, Outlook shows you a list of attendees and their responses.
Here you can see that Veronica has accepted and Shelley has had no response. No surprise there Shelley is the organiser!
When you copy the tracking stats to the clipboard you can then paste it into a Word Table or an Excel Spreadsheet – you have a readymade checklist. Click the button to Copy Status to Clipboard and then open Excel and paste.
When you invite people to a meeting, they may not always be at the same organisation as you are. Even when you are not using the Scheduling Assistant as the Meeting Organiser you can still track the response from attendees. Click the Tracking Icon to see who is coming. Now that you can see the responses, you can nudge those who have not yet replied!
Using the Outlook Schedular you have saved time for yourself and those attending the meeting and significantly contributed to reducing email overload. Less stress and wasted energy leading to improved performance and well-bing.
Shelley Fishel is the founder of Tomorrow’s VA an online training academy for assistants.
Here are five top Outlook functions in OL 365 and OL 2013 onwards to improve your email management and help reduce email overload. Outlook 365 (and 2013 onwards) contains a myriad of time saving functions. However these five will enable you to take control of your day rather than have it controlled by the inbox. Hence, they will help you improve your well-being, productivity and performance.
1) Switch off all new email alerts
Never again be distracted by each and every new email. Go to File/Options/Mail. Then untick all the boxes in the Message arrival pane.
If there are key contacts whose emails you do want to see as they arrive, then write a rule that alerts you to just these emails.
2) Create a task/calendar entry from an email
Don’t waste time creating a task or calendar reminder. Let Outlook do it automatically. Drag and drop the email from the inbox on either the Task or the Calendar icon. The appropriate box will open to allow you to create either a task or calendar entry.
After you have triaged your inbox and decided which emails you really need to see in the inbox, use rules to filter out all the less important emails. To create a simple rule, right click on the email, select Rules/Create Rule and complete the Create Rule box by ticking the relevant boxes. For example, to send all emails from Monica Seeley to the Newsletter folder, just tick those two boxes as shown below.
For more complex rules go to Rules/Manage Rules & Alerts (on the Home tab). Click on New Rule. Select the type of rule (from the Step 1 panes). Then complete Stage 2 by clicking on the hyperlinked phrases eg people. Click Next to continue to complete each option for the rule.
Use colour to help you spot important emails quickly and sort the inbox more efficiently too. Click on the Categories icon from the Home tab. The initial drop-down list just contains colour names. To customise the categories, click on All categories (bottom item). Use the Color Categories dialogue box to assign names to the various colour and add colours as required. For example, tick the Red box and then the Rename button and type the desired name eg Action Today.
How often do you need to write the same words in an email, eg acknowledge a CV, papers for a Board Meeting etc? Stop searching for the last email and cutting and pasting. Use Quick Parts to create re-useable templates of text and save time.
Type the text in question in a new email. Highlight it and click on Insert/Quick Parts/Save Selection to Quick Parts Gallery. From the drop-down menu pick Save.Give the template a name, then click OK.
The text is then saved and can be reused in future emails. To insert the text in a new email, click in the message area and go to Insert/Quick Parts and select the required text.
These are just some of the functions in Outlook 365 and 2013 onwards which will help you save time and reduce email overload. For more tips and hints like this why not book one of Mesmo Consultancy’s Smart Email Management Masterclasses for you and your colleagues.
Alternatively sign up for our monthly Email Management newsletter which provides tips and hints to help you save time dealing with email and reduce email overload.
How many emails do you currently have in your inbox? More than three screen’s full? That is too many and might be an indication of email overload. Your inbox should be your ‘work in progress’ folder. It is not just a general dumping ground rather like either the spare room or ‘round to it’ folder.
A clean inbox is a win-win way to reduce email overload related stress because it is easier to:
Hence you can save time dealing with your (and the boss’s) inbox and therefore improve your performance and well-being. Here are five tips to help you clean up your inbox ready for the Easter break and subsequently reduce email overload on your return. They do not form a sequence, rather they are individual tips; you can of course either use them all or just choose which suit you best.
If you are having time off, remember to set an Out of Office message which reduces the risk of email borne cyber crime and improves compliance to to the GDPR. And when all else fails you could always declare email bankruptcy.
Still need help with email management to reduce email overload? Call us now to ask about Mesmo Consultancy’s Smart Email Management workshops and coaching programmes.