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Outlook 2013 Essential Training
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Cleaning up your mailbox


From:

Outlook 2013 Essential Training

with Jess Stratton

Video: Cleaning up your mailbox

Over time, your mail file can get pretty large and unruly. Fortunately, Outlook has supplied us with some great tools to automate the Clean Up process. The first tool I want to show you is something called Conversation Clean Up. Now here's a conversation I have, I'm in Conversation View right now. If I click the triangle to expand the conversation, I'm sure you've all seen this. This is a pretty lengthy conversation in which people have quoted replies over time and started new threads. So we might not actually need to keep all these emails, because I'm sure the full conversation is already somewhere in this thread.
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  1. 43s
    1. Welcome
      43s
  2. 14m 45s
    1. Getting started
      2m 16s
    2. Touring the Outlook interface
      3m 54s
    3. Exploring the Ribbon
      4m 50s
    4. Exploring the Navigation and Status bars
      3m 45s
  3. 19m 40s
    1. An overview of adding accounts
      55s
    2. Adding an IMAP, Exchange, or POP account automatically
      1m 55s
    3. Adding an IMAP, Exchange, or POP account manually
      3m 22s
    4. Adding a Facebook and LinkedIn account using the Social Connector
      3m 18s
    5. Adding an RSS feed
      3m 28s
    6. Connecting to an iCloud account
      2m 57s
    7. Connecting with SkyDrive
      3m 45s
  4. 23m 14s
    1. Reading mail
      4m 54s
    2. Customizing the inbox
      5m 45s
    3. Saving attachments from a message
      3m 25s
    4. Searching mail
      3m 23s
    5. Flagging messages as junk mail
      3m 4s
    6. Finding messages quickly
      2m 43s
  5. 27m 22s
    1. Using conditional formatting to change font and color
      3m 43s
    2. Creating follow-up flags and color categories
      5m 49s
    3. Organizing mail into folders
      3m 42s
    4. Using Quick Steps to process messages
      4m 26s
    5. Using mail rules to process messages
      4m 40s
    6. Cleaning up your mailbox
      5m 2s
  6. 26m 32s
    1. Creating a new message
      3m 17s
    2. Replying to and forwarding a message
      3m 12s
    3. Formatting a message
      3m 43s
    4. Creating voting buttons in a message
      1m 57s
    5. Adding signatures
      2m 27s
    6. Sending an out-of-office or autoreply email
      4m 11s
    7. Exploring delivery options
      2m 39s
    8. Creating personal stationery
      4m 5s
    9. Exploring other mail settings
      1m 1s
  7. 22m 15s
    1. Introducing the Address Book
      51s
    2. Creating a new contact
      5m 17s
    3. Creating a new contact group
      2m 48s
    4. Assigning a category to a contact
      2m 38s
    5. Searching for contacts quickly
      3m 23s
    6. Moving and copying contacts into folders
      2m 1s
    7. Sharing contact data with others
      3m 38s
    8. Getting driving directions to a contact's address
      1m 39s
  8. 31m 22s
    1. Introducing the calendar
      4m 59s
    2. Creating an appointment and a reminder
      5m 44s
    3. Creating a meeting
      5m 5s
    4. Chairing a meeting
      2m 50s
    5. Responding to a meeting invitation
      3m 6s
    6. Opening other calendars
      3m 58s
    7. Printing, emailing, and sharing the calendar
      4m 7s
    8. Setting calendar preferences
      1m 33s
  9. 6m 24s
    1. Introducing tasks
      2m 6s
    2. Creating and assigning tasks
      2m 17s
    3. Creating notes
      2m 1s
  10. 13m 35s
    1. Exporting PST and OST data files
      3m 12s
    2. Reusing text by creating Quick Parts
      3m 14s
    3. Inserting pictures, charts, and screenshots into messages and calendar entries
      3m 24s
    4. Setting language preferences
      2m 19s
    5. Setting advanced general Outlook options
      1m 26s
  11. 27s
    1. Next steps
      27s

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Outlook 2013 Essential Training
3h 6m Appropriate for all Feb 08, 2013

Viewers: in countries Watching now:

Learn how to leverage the power of Microsoft Outlook to stay on top of all your important connections. In this course, author Jess Stratton introduces you to navigating your email messages, calendar, and contacts in Outlook 2013. The course begins with a tour of the interface and shows how to connect to a wide variety of mail, social media, and cloud computing accounts, including IMAP and POP accounts, Facebook, LinkedIn, and even RSS feeds. Jess also shows how to quickly create, send, and read email and reduce your inbox clutter; organize, group, and share contacts; and stay on schedule with calendars and tasks.

Topics include:
  • Exploring the Ribbon
  • Adding an IMAP, Exchange, or POP account automatically
  • Connecting to iCloud or SkyDrive
  • Saving attachments
  • Searching mail
  • Flagging messages
  • Using mail rules to process messages
  • Replying to and forwarding a message
  • Adding signatures
  • Creating new contacts
  • Creating and responding to meeting invitations
  • Setting up advanced options
Subjects:
Business Productivity Email Teacher Tools Education Student Tools
Software:
Office Outlook Office 365
Author:
Jess Stratton

Cleaning up your mailbox

Over time, your mail file can get pretty large and unruly. Fortunately, Outlook has supplied us with some great tools to automate the Clean Up process. The first tool I want to show you is something called Conversation Clean Up. Now here's a conversation I have, I'm in Conversation View right now. If I click the triangle to expand the conversation, I'm sure you've all seen this. This is a pretty lengthy conversation in which people have quoted replies over time and started new threads. So we might not actually need to keep all these emails, because I'm sure the full conversation is already somewhere in this thread.

So Outlook gives us something called the Conversation Clean Up tool. I can collapse my thread and go to the Home Tab and choose Clean Up. Now I have a choice here, I can choose Clean Up conversation, which will only clean up the selected conversation I had or if I want to do this for my entire Inbox, I can choose Clean Up Folder. It's actually not just my Inbox; it's whatever folder I happen to be in at the time. I can also choose Clean Up Folder and Subfolders, this way I could clean up my Inbox and any other folders I have created to clean up all the redundant conversations at once.

For example, in this email, you can see that there's a bunch of quoted text in here. In this email that came in before it, the same exact conversation is here. Now the nice thing about Conversation Clean Up is it will only delete redundant texts, you never have to worry about missing an email, because if the email is not included in any other emails, it won't delete that text; you'll never miss anything. So I'm going to choose Clean Up, Clean Up Conversation, it's reminding me that all redundant messages are going to be moved to the Deleted Items Folder.

I know, so I'm going to choose Clean Up. It's reminding me again that it's going to apply to all the items in that selected conversation and I can click OK. Now if I expand this view, this conversation is much smaller, because all the text that has already been quoted is all included in this email and the one below it. In my Deleted Items, it's removed a lot of those same messages with redundant text. So that's Conversation Clean Up.

The next thing I want to show is how to empty your Deleted Items in one go, and we can do that backstage. I'm going to click File from the Ribbon and choose Cleanup Tools. The first thing I want to do is Empty my Deleted Items Folder. This is going to permanently purge everything. I can click Continue if I'm ready to go or if I want to go back and make sure that I know exactly what's in there, I can choose No, if I want. The next thing I'm going to show you is to see how big just all my folders are, so I know which ones I need to clean out and which ones are okay.

I'm going to go back to Cleanup Tools and choose Mailbox Cleanup. I can click View Mailbox Size and it's going to show me a listing of all the items in my Outlook File. Now it's important to note that these aren't just folders, these are things like my Calendar and my Contacts and any subfolders that I've made in there. Here's my Deleted Items, here's all my Inbox Folders. I can see here that file size is okay. The biggest folder I have is my Inbox. So I know that if I'm going to start cleaning up any folders that's definitely the place where I need to start. I can hit Close to get out of this dialog.

The last thing I'm going to show you is how to Archive your Mail File. This means it's actually going to take messages from my Exchange Server or my Outlook Data File and actually archive them to a completely new Outlook file. It's going to make sure that it moves it to a file that's on my computer. I'm going to go back to Cleanup Tools and choose Archive. Here's where I specify the criteria of the things that I want to Archive. I can either choose the folders that I want to Archive or Archive everything.

In this case, I'm only going to Archive my Inbox and all the folders that are underneath it. Here's where I choose the date for what I want to Archive. I can pick my own criteria whether I want to Archive things that are three months old or a year old. Here's where I specify the actual file that it's going to Archive to. Now this is important to note, because what's going to happen now, is all these emails are going to be moved off my Exchange Server and on to my local computer in this file that's on the computer.

So I'll need to make sure that this file is part of my local backup strategy, because if I ever move my computer or something happens to it, my Archive is going to be gone unless I back it up. When I'm all set, I can choose OK and all my files are going to be archived. I can just click the Back button to get back to my Inbox. So make a note of how big all your files are, when it gets a little too big and a little too unruly, you have lots of Clean Up Options to get it lean and mean again.

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