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Outlook’s Day at a Glance

by Dian Chapman, MVP, MOS

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There is a very useful feature display in Outlook, that most folks overlook. Outlook Today is a view within Outlook that allows you to see what’s about to hit your day…from what Tasks you need to get done to how much email is waiting for you in your important folders and also what appointments you need to attend in the next few days. If you’re the type of person who uses Outlook to its fullest by taking advantage of all the personal management tools to better organize your life, you should also be taking advantage of using Outlook Today as your default, daily view.

In the image above, I have selected to have the upcoming week’s worth of appointments shown from my calendar as well as the most recent Tasks. Under the Messages column, I’ve selected several, important folders to have displayed. The numbers show me how many unread items I have in each of those folders. I receive a lot of email and have many Rules in place that send messages to their appropriate folders, versus piling up as one mess in my inbox. Why waste time sorting mail yourself when you can have your computer do it for you? But once it gets moved around, it could be easy to forget about it. So it is important to remember to check folders with new mail. The numbers display new mail in all folders, but I also list the most important folders here to make sure I can easily click from this list to get right to that mail first.

You can easily get to your Outlook Today display by clicking either the icon on your toolbar. Or just click the uppermost folder in your Outlook folder tree structure, as that is the folder that will provide you with the Outlook Today view. Both of these methods are shown below.

    

If you prefer to have Outlook open to your Today view each time, you can set that as your default. The specific wording may vary depending on your version of Outlook. However, you should find the setting under Tools > Options > Other > Advanced Options. At the top of that dialog box, you can choose which folder Outlook will display in by default each time it opens (“Startup in this folder”). You can click Browse  and set it to the uppermost folder…which in most cases is called Personal Folder…unless you’ve done as I do and rename your PST file to a more meaningful name. (I create a new file each year to keep my mail organized from year to year. You can read more about this method in this article: Organizing Outlook Mail.)

However, there’s also another way to set this default. If you go into the Customization page for Outlook Today, you’ll find a default checkbox there, too.

You need to be in Outlook Today’s view in order to find the Customization button for it, as shown below. It’s usually in the top/right corner. But depending on the Outlook Today display you currently have set, it may be at the bottom/right.

Important Note! If you’re using an older version of Outlook …I believe 2000…there was a bug that did not allow you to customize this feature. Sorry, I didn’t stick around Outlook version 2000 long enough to see if this was fixed in a future update. But if you attempt to customize it and it won’t stick…bingo, you found that bug!

Once in the Customization display, you can check the option at the top so you default into this view each time Outlook starts. Snoop around, there are some other settings you can choose…such as which folders to display for Messages, how many tasks to display and in what type of ordered display. There are also a few different themes, such as Summer or Winter, along with variations of each.

Once you’ve made all the changes you want, be sure to click the Save Changes button that will now be displayed. Again, you should find it showing in the upper/right side of this Customization display.

Sure, you can set gobs of reminders to pop-up and remind you what you need to do. But sometimes it’s nice to start the week out with a cup of coffee and a review of what’s about to hit you this week. With some consistent logging in your Calendar and Task List, as well as setting Outlook Today as your default opening view`…you can start out on the right foot.

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