Set Categories, Flags, Reminders, or Colors
Set a Follow Up flag
1. Select the email message.
2. Select the Flag .
The flag turns red and a Follow up message appears in the header of the email message.
Note: Follow Up flags are used for actionable items only.
View all Follow Up Flags
1. Select View >To-Do Bar >Tasks.
2. The To-Do Bar pane opens and shows all flags.
Remove a Follow Up Flag
1. Right-click the email message.
2. Select Follow Up > Mark Complete.
The Follow Up Flag changes to a green checkmark and is removed from the To-Do Bar.
Set a Reminder
1. Select the email message for which you want to set the reminder.
2. Select Home >Follow Up > Add Reminder.
3. In the Custom box, for Flag to, select Follow up or type a description.
4. Check the Reminder box, enter date and time, and then select OK.
An alarm bell icon will appear on the message.
5. To change the time for the reminder, select Follow Up, select Add Reminder, edit the time, and then select OK.
Find an Action Item
1. If Outlook finds something in an email that looks like an action item, an Action items tab automatically appears on the reading pane.
2. Select the Action Items drop-down arrow to read the action item, and then select FOLLOW UP if you’d like to set a Follow Up Flag to remind you to do that action item.
Note: If you select FOLLOW UP, the action item displays in the To-Do Bar pane.
3. When the task is done, mark it complete.
- From the Action Items drop-down, select Mark Complete, or
- In the To-Do Bar pane, right-click the flagged message and select Mark Complete.
Create color categories
1. Select Home > Categorize > All Categories.
2. To Rename a category color, in the Color Category box, select a color category, and then select Rename. Type an appropriate name for the selected category, and then press Enter.
3. To change the category Color, select the color you want from the Color drop-down .
4. To create a New color category, select New, type a name, select a color, and select OK.
5. When you are done with Color Categories, select OK.
Assign an email a color category
1. Right-click an email message.
2. Select Categorize, and then select an appropriate color category for the message.
Organize Email Using Folders
Create folders to organize emails, move messages, and add folders to your Favorites folder for easy access.
Create a folder
1. Right-click Inbox and select New Folder.
2. Type a name for the folder and press Enter.
Move messages into a folder
1. Select an email message.
2. Drag and drop it into a folder.
Note: To move more than one email, select an email, hold down the Shift key and select other messages, and then click, drag, and drop them into a folder.
Add a folder to Favorites
To add a folder to Favorites, right-click the folder, and then select Show in Favorites.
Note: You can also select the folder, and then drag and drop it in Favorites.
Email Rules
Use rules to organize your email. Create a rule based on a message, or from a template.
Create a rule on a message
1. Right-click a message and select Rules > Create Rule.
2. Select a condition, and what to do with the message based on the condition.
For example, to move messages with a certain title to a specific folder, select the Subject contains condition, select Move the item to folder, select or create a New folder, and then select OK.
3. When you’re done creating the rule, select OK.
4. To use the rule right away, select the Run this new rule now on messages already in the current folder checkbox, and then select OK.
The message now appears in that folder.
Create a rule from a template
1. Select File > Manage Rules & Alerts > New Rule.
2. Select a template.
For example, to flag a message:
- Select Flag messages from someone for follow-up.
3. Edit the rule description.
- Click an underlined value, choose the options you want, and then select OK.
4. Select Next.
5. Select the conditions, add the relevant information, and then select OK.
6. Select Next.
7. Finish the rule setup.
- Name the rule, setup rule options, and review the rule description. Click an underlined value to edit.
8. Select Finish.
- Certain rules will only run when Outlook is on. If you get this warning, select OK.
9. Select OK.