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Microsoft Outlook Essentials
Your quick guide to navigating Microsoft Outlook efficiently with keyboard shortcuts, essential tips, and productivity tricks.
Outlook Keyboard Shortcuts
General Navigation & Actions
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Switch to Mail view. |
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Switch to Calendar view. |
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Switch to Contacts (People) view. |
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Switch to Tasks view. |
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Go to the Search box. |
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Go to the Home tab. |
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Open Help. |
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Undo last action. |
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Send/Receive all folders. |
Mail Composition & Sending
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Create a new email (from Mail view). |
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Create a new email (from any Outlook view). |
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Reply to an email. |
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Reply All to an email. |
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Forward an email. |
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Check names in To, Cc, Bcc fields. |
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Send the email. |
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Save draft message. |
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Flag message for follow-up. |
Calendar Navigation & Actions
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Create a new appointment (from Calendar view). |
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Create a new appointment (from any Outlook view). |
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Create a new meeting request. |
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Go to the next day/week/month (depending on view). |
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Go to the previous day/week/month. |
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Go to the beginning of the week. |
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Go to the end of the week. |
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Go to a specific date. |
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Switch to Work Week view. |
Outlook Tips & Tricks
Email Management
Use Rules to Auto-Sort: Set up rules (File > Manage Rules & Alerts) to automatically move incoming emails to specific folders, mark them as read, or flag them. |
Clean Up Conversation: Use the ‘Clean Up’ tool (Home tab) to remove redundant messages in an email thread. |
Ignore Conversation: Mute noisy email threads you don’t need to follow by selecting ‘Ignore’ (Home tab). Future messages in that thread will go directly to Deleted Items. |
Schedule Email Delivery: Compose an email and delay its delivery (Options tab > Delay Delivery). Useful for sending emails at appropriate times. |
Use @Mentions: Type |
Recall or Replace Sent Messages: If you use Microsoft Exchange, you might be able to recall or replace a message you’ve already sent (Open sent message > File > Info > Resend or Recall). |
Utilize Flags and Categories: Use colored Categories and Follow-Up Flags to organize and prioritize emails visually. |
Calendar & Meetings
Scheduling Assistant: When creating a meeting, use the Scheduling Assistant (Meeting tab) to easily find times when all attendees are free. |
Overlay Calendars: View multiple calendars side-by-side or in overlay mode (Right-click calendar > Overlay) to compare schedules. |
Create Appointments/Meetings from Email: Drag an email onto the Calendar icon in the navigation pane to create a new appointment or meeting with the email content included. |
Share Your Calendar: Share your calendar with colleagues, specifying the level of detail they can see (Home tab > Share Calendar). |
Set Working Hours: Define your working hours (File > Options > Calendar) so others know your availability when using the Scheduling Assistant. |
Use Time Zones: Add multiple time zones to your calendar view (File > Options > Calendar > Time zones) if you work with people internationally. |
Propose New Time (Meetings): If you can’t make a meeting, use the ‘Propose New Time’ feature instead of just declining. |
Quick Steps & Automation
Customize Quick Steps: Create custom Quick Steps (Home tab) to perform multiple actions with one click (e.g., move to folder and mark as read, forward to manager, create task from email). |
Create Email Templates: Save frequently sent emails as templates (.oft files) via File > Save As > Outlook Template. Open them via New Items > More Items > Choose Form > User Templates in File System. |
Use Quick Parts: Save reusable blocks of text or images as Quick Parts (Insert tab > Quick Parts) to quickly insert them into emails. |
Automate with Rules: Beyond sorting, use rules to play sounds, display alerts, forward messages, or run scripts based on specific criteria. |
Conditional Formatting: Make important emails stand out in your inbox by applying conditional formatting (View tab > View Settings > Conditional Formatting) based on sender, subject, etc. |
Turn Off Notifications (Focus): Manage notifications (File > Options > Mail > Message arrival) to reduce distractions. Consider turning off desktop alerts. |
Add Shared Mailboxes: Easily add and manage shared mailboxes you have access to (File > Account Settings > Account Settings > Change > More Settings > Advanced > Add). |
Search & Organization
Refine Search Queries: Use keywords like |
Search Folders: Create Search Folders (Folder tab > New Search Folder) for dynamic views of emails matching specific criteria (e.g., all unread mail, mail flagged for follow-up) without moving the actual emails. |
Use Conversation View: Group emails by conversation (View tab > Show as Conversations) to keep threads organized. |
Manage Mailbox Size: Check your mailbox size (File > Info) and use Mailbox Cleanup tools to archive old items or delete large attachments. |
Create Tasks from Emails: Drag an email onto the Tasks icon in the navigation pane to create a new task with the email content. |
Advanced Find: Use Advanced Find ( |
Organize with Folders: Create a logical folder structure under your Inbox or at the root level to manually organize emails. Use rules to automate filing. |