Learning outcomes
- Explain how to use folders, categories, flags, archive and search.
- Complete the guided practice safely.
- Check that you can reduce clutter without losing important correspondence.
Microsoft Outlook
Outlook Inbox Organisation
Learn to use folders, categories, flags, archive and search and reduce clutter without losing important correspondence in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use a training message, appointment or contact where possible. Never send test messages containing private customer information.
Step-by-step instructions
- Open Outlook Mail, Calendar or People as directed and confirm you are using the intended account.
- Organise a set of sample messages and retrieve one by search.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: reduce clutter without losing important correspondence.
- Check the recipient, date, time zone, sharing scope and reminder before completing the activity.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Organise a set of sample messages and retrieve one by search. Your expected result is to reduce clutter without losing important correspondence.