Hi all, I’ve been wondering how you guys have your Outlook set up or anything you have found that has allowed you to have your emails organized. I still find myself searching for emails quickly and not finding what I’m looking for as well as not knowing many organizational tips for Outlook. Anyone found anything that keeps everything organized and clean for Outlook?
Trending Content - Off Topic Forum
Career Resources
Bump
Bump
I don’t. I like to keep it au naturel
~15 main categories. Folder for each project (deal, etc.) - active deals folder up top, inactive the very last so you don't scroll through them. Clear inbox to zero when have time.
Also you can add stuff to the outlook quick access toolbar. Really speeds up searching.
Alt 1 to immediate search from: “[]”
alt 2 for subject
alt 3 for attachment yes
This is awesome. Thank you.
Since you can make sub folders under existing folders, I organized like OffWS said. Have Live, Pitch, Dead folders. And under each of these have your deal/project specific folder.
I take it one step further and have sub-sub folders. So under Project WSO, I’d have “WSO Notes, WSO DD, WSO Outreach, WSO CDA” folders where I sort emails into their respective homes.
Another tip is to att the “Move To” shortcut to your Quick Access Toolbar. That way you can Alt-3 and quickly move an email to its proper folder.
Some may say this is overkill, but having a system that works for you and where you know things live is key.
Being able to quickly find emails to give an answer to your MD or deal team is a good look.
I file all my emails. CTRL + Shift + V is faster than dragging into folders for me.
My main folders are: active clients (with sub-folders for each client), Client (Subfolders for clients with more email traffic, otherwise just file in the main client folder), Interns, Recruiting, Important (Templates, instructions, links), ISOs, case studies/talking points/deal highlights, Personal, Info (random emails I might need one day), and a few random internal project ones
The search tool in outlook is pretty good and I also send / forward a ton of emails to myself and search my sent folder instead of digging through my inbox. When I don’t know which folder I should file something in, I copy the email and file it in both places so I can find it in the future.
This is the way, clients folders, internal email newsletters, internal group folders, are what helped me.
Also when starting I was able to have someone more senior take me under their way and show me how they built there's out for max efficiency. When getting 100's of emails a day, every folder helps; knowing how to find them is even more important.
Folders and create rules
Creating rules for incoming emails? I used to do this and it worked great for what I needed.
I don't
Yall all nerds
I started doing inbox zero and it’s helped. Anything still in the inbox I need to do work for / respond to. Everything else goes into sub folders inside Deals, Portfolio, etc. I also have set rules to auto file certain email addresses to folders that I check every so often (brokers and blast emails). Keeps it much more organized since a few brokers email us multiple times a day.
Rerum eligendi hic ut similique numquam tempora quos. Quia consequatur ut quo necessitatibus dicta tempore. Expedita id veritatis nemo quo.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...