Tips 1 & 2 of 8 Simple Tips for Email Management

By standss · Comments ( 4 ) Wednesday, June 11th, 2014

Hope you all had an awesome weekend and now are ready to get started with the exciting journey to overcome a common problem… Email Overload.

There is no better time than the start of the week to get this battle going as your inbox must already be filled with emails from the weekend and you are wondering how to get over it.

If you are planning to archive this emails or moving them using Rules, then that’s a big NO NO!!!.

Let’s find out why…

Tip #1: Turn Off Auto-Archiving in Outlook
You should archive e-mails as projects are completed. Don’t disorganize yourself by archiving based on dates.

“Time is wasted due to delays in trying to work out if the item I am looking for is in current or archive folders ” – (Norman)

Outlook can automatically reduce the size of your data file by removing old e-mails and putting them in a separate file. TURN THIS OFF NOW!

I will show you a better method of archiving later.

Why shouldn’t you use Auto Archive?

Your work is logically divided into projects or cases. Some projects can take months whereas others may take years. Until a project is complete, all e-mails for the project should be visible in one place.

Using Auto Archive will split your e-mails into multiple files which will compound the problem of finding e-mails while a project is active and of archiving e-mails once the project is completed.

SO… if you thought auto-archiving your email was helping you keep Inbox email clean and organized… think again?

Technically you are wasting the same amount of time finding your emails in separate folders as you would have in your Inbox.


To turn off Auto-Archiving:

For Outlook 2013/2010:

  1. Click File menu > Options
  2. Select Advanced
  3. Click on AutoArchive Settings…
  4. Remove the tick next to Run AutoArchive

For Outlook 2003/2007:

  1. Click Tools > Options
  2. Select the Other Tab.
  3. Click the Auto Archive button.
  4. Remove the tick next to Run AutoArchive

This should now stop auto-archiving of your emails… which is the first step forward to a better email management system.

Tip 2: Think carefully before using Outlook Rules
Rules can cause you to miss taking action on certain e-mails and also filing them into incorrect folders.

The three main problems with Rules are:

Problem 1 – E-mails get moved out of the Inbox without you seeing them: Your Inbox is meant to be an action-list. It should show you, in one place, all e-mails that you still need to read and work on.

Problem 2 – Rules shift e-mails out of your Inbox before you have a chance to see them: This means that you have to remember to check other folders for your action list which can result in e-mails getting over-looked.

Problem 3 – E-mails get moved into the wrong folder: If you are working with the same person on more than one project, it is very difficult for an automated system to actually decide what project the e-mail relates to. There is no way to ensure that every e-mail for a project has a word in it that your Rules filter catches.

What’s Next?

We have only started so stay tuned for Tip #3 later this week in which I will be showing you how to keep your Outlook data (emails, contacts, calendar items etc) safe from data loss.

Till next time… have a better Outlook.

Time to join the conversation – what do you think?

I hope that you find the first 2 tips useful in our quest for a better email management system.

Let us know what you think by leaving a comment below. Feel free to share your own experience and the filing system that you use to keep your inbox clean and organized with our readers.

If you have not subscribed to our blog yet, JOIN US today so we can notify you when we post the tips on our blog.


8 Simple tips for Email Management in Microsoft Outlook

By standss · Comments ( 0 ) Thursday, June 5th, 2014

During the recent launch of our newest QuickFile for Outlook addin, we carried out survey’s and also spoke to a few readers and customers personally to find out if they needed help with filing and retrieving emails. This is what I found out…

Many users still do NOT have a system for filing their emails. Even users who KNEW they needed a system were not using one … They either don’t have the time or enough information to get started.

The top 3 reasons reported by users for not implementing an email management system are:

Reason #1: Outlook’s built-in automatic filing tools (Rules and Auto-Archive) don’t seem to move things logically for me!

I agree 100%! That’s why in tips #1 and #2 of this upcoming blog post tips series I advise you to turn these features OFF. We’re going to show you an easier way… that still does not need anything outside Outlook or learning a new software.

Reason #2: I don’t have the time.

I think a reader said it best…

When should I file? If I am busy with work then e-mails just build up, if I am busy with e-mails, my work does not get done. (John)

In the next few weeks we’re going to introduce to you a system that takes very little extra time but still gets all your filing done. In the next few weeks, we’ll show you some additional tips to bring the time down to (almost) zero.

Reason #3: How should I structure my email management system… there seems to be so many different ways of doing this.

I like to keep things as simple as possible so I normally recommend to my clients… Create a folder structure inside Outlook that matches the way you file your paper documents. It makes it much easier to find emails (or for that matter anything) later if they’re all filed using the same system.

You can create and use a simple email management system TODAY… with nothing more than Outlook.  This system is already being used by thousands of our customers around the world.  Let’s get started…

In the next few weeks, I will be providing step-by-step instructions for a VERY SIMPLE email management system that will work for any businessperson who works with clients, projects or cases.  Use these simple tips to:

  1. Ensure that your Outlook data file does not get bloated, slow-down and eventually corrupt itself and die (causing possible loss of some if not all your e-mails
  2. Backup the correct Outlook data files in case of hardware failure
  3. Organize your emails so that your E-mail Folders matches your paper filing structure
  4. File your e-mails in a way that lets you quickly see all correspondence (incoming, out-going, to and from anyone) for a project quickly and easily in one place
  5. Get some control over your e-mails and use your Inbox like a proper In-tray holding only the items that need your attention.
  6. Easily archive e-mails for completed projects with other electronic documents (Word files, Excel files etc) for the same project.
  7. Quickly find specific e-mails for a project.

By now you all must be wondering if this is going to be a
FREE tips series or will you have to pay to join?

The tips that I will be sharing with you in the next few weeks has been shared to me by YOU so how can it be charged, therefore this is an absolutely FREE tips series.

I will be posting the tips on this blog in the order that I feel would give you a simple and efficient email management system so I recommend that you go through the tips in the order in which they are presented as they build on each other.

If you have not subscribed to our blog yet, JOIN US today so we can notify you when we post the tips on our blog.

Whats next?

In Tip #1 and #2 next week, I will be showing you why you should not be using Outlook’s Auto-Archiving and Rules feature and how to turn it OFF.

Till then… Have a Better Outlook.


QuickFile for Outlook Add-in Update (Free)

By standss · Comments ( 0 ) Tuesday, May 20th, 2014

I know that it’s only been a few weeks since we released the new version of QuickFile but we’ve had so much great feedback from users that we felt had to be implemented and put out there for you to use right now.

This update is free for all existing registered users of version 5.

Fixes and Features in this upgrade include:

  • Show Sub folders: In previous versions of QuickFile, it was possible to see subfolders of a folder (after searching for it). We’ve put this feature back in Version 5 and done a separate blog post on how to use it.
  • Remove suggestions: Folder recommendations in QuickFile are significantly more accurate in QuickFile Version 5. However there may be cases where you want to remove a suggestion. You can do this now by right clicking over the suggestion on the QuickFile screen as shown in this blog post.
  • Significant speed improvement when moving emails: Some users found that QuickFile as a sometimes slow when moving emails. We’ve rewritten the moving code.
  • Bug Fixes: There were a number of small bugs in other screens that have been tidied up.

Click to download the updated version (or a fully functional trial version) of the QuickFile Outlook addon.

Registered Users: Download the trial version and install it on your computer. It will automatically pick up your existing registration and settings.

New to QuickFile: Click QuickFile for Outlook Version 5 for more information on the easiest way to file and find your emails in Outlook.

Showing subfolders in QuickFile Version 5

By standss · Comments ( 0 ) Tuesday, May 20th, 2014

QuickFile makes it easy to find a folder but what do you do if you need to see its subfolders too. Previous versions of QuickFile showed you the folders in a way that let you expand folders to show its subfolders. Here’s how to view subfolders in QuickFile Version 5.

Please note that this feature is only available in QuickFile 5.0.5252. If you need to, you can download the latest version of QuickFile for Outlook from here.

Open the QuickFile screen by clicking on QuickFile or Find & Goto on the ribbon.

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Right click over any folder in the Best section.

Click Show Subfolders in Search Results.

The setting will be saved for you and used in all future searches. You can changes it by repeating the steps above.

Please let us know if you find this feature useful by leaving a comment below.

New to QuickFile: Click QuickFile for Outlook Version 5 for more information on the easiest way to file and find your emails in Outlook.

Removing Suggestions in QuickFile Version 5

By standss · Comments ( 0 ) Tuesday, May 20th, 2014

Folder recommendations in QuickFile are significantly more accurate in QuickFile Version 5. However there may be cases where you want to remove a suggestion (e.g. if you accidentally used a folder).

Step by Step

Open the QuickFile screen by clicking on QuickFile or Find & Goto on the ribbon.

blog image

Right click over any folder in the Best section.

Click Remove from Best.

If the suggestion was for this particular contact or conversation, it will be removed from the list of suggestions.

New to QuickFile: Click QuickFile for Outlook Version 5 for more information on the easiest way to file and find your emails in Outlook.


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Saving (Exporting) Outlook emails with your other files

By standss · Comments ( 0 ) Friday, May 16th, 2014

Here’s a quick tip on how you can save one or more emails outside of Outlook. This is very useful if you want to save your emails on your harddisk in Client folders along with Word files etc.


Go to the folder (inside Outlook) that has the emails.

Select the email you want to export out of Outlook (You can also select multiple emails by holding down the CTRL button on the keyboard and then clicking on the emails).

Click File-Save As.

Enter a filename.

Choose a format from the drop-down.

Click Save.

What format should you use?

The two common formats that you can use are:

Outlook Message Format (msg): This creates a copy of the entire emails outside Outlook for you and has any attachments etc still as part of the email. This only works when you are exporting single emails. You will also need to have Outlook to view the message in the future.

Text Only (txt): This creates a plain text file (all formatting and attachments are removed). This option is also available when you try to export multiple emails… all emails are put in the one text document with header information (date/sender/recipient/Subject) clearly identifying each email.

What about exporting to PDF?

Outlook cannot export directly to PDF format. However if you are using QuickFile for Outlook-Ultimate Edition<>, you can export all or selected emails from any folder into a PDF file. The PDF file will have a clickable table of contents (list of emails in date order) at the top and will also have links to all attachments.

On the QuickFile section of the Ribbon, click More Actions-Export Emails.




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White-listing: How to STOP emails from going to the Outlook Junk Mail folder

By standss · Comments ( 0 ) Thursday, May 15th, 2014

Do you find that you are missing taking action on important emails because Outlook is wrongly classifying them as SPAM and moving them to the Junk Email folder? Maybe you’re not getting support emails from us or another company.

Here’s what you can do to tell Outlook that emails from a particular person or domain are safe.

Outlook has a Safe Senders list. Once you add someone to the safe-senders list, their emails will always go to the Inbox despite what the SPAM filter thinks of it.

To add an email address or domain to the Safe Senders list.

Right click over an email in your Inbox.

Click Junk

If this email is from the sender that you want to add to your Safe Senders list then click on Never Block Sender or Never Block Senders Domain.





If you want to add a different email address or domain to the Safe Senders list, then click Junk E-mail Options.

Click on the Safe Senders tab.

(Optional: You can also tick the Also trust email from my Contacts and Automatically add people I email to the Safe Sender List check boxes if you want) Click Add.

Enter the email address (e.g.<>) or domain ( and then click OK.

Click OK again to return to Outlook.

This tip is particularly useful for emails from companies that you contact for support e.g.we recently found that our support emails were ending up in some users Junk Email folders. This can be very frustrating when you’re waiting for your new license information or additional information for software that you have just purchased.

We recommend that you add the domains and to your Safe Send lists now.


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How to Cure Email Overload (Video)

By standss · Comments ( 0 ) Thursday, April 10th, 2014

Instead of our regular blog posts, we are creating a series of 3 video posts to solve what our 30,000+ blog readers tell us is there #1 problem… TOO MUCH EMAIL!

You can watch the first two (short) videos here:

*   Video #1: How to Cure Email Overload

*   Video #2: A Focused Inbox to Get Things Done

These videos are free for the moment.

You will need to opt-in to see the video (as always we respect your privacy and will NEVER share your email with anyone).

We’re asking for your email again so we know who to send the PDF version of How to Cure Email Overload to… as soon as the video course is complete.

Once you have seen the videos, please let us know if there is any question you want answered in the third and final video.

Best Regards,

Your Outlook Team at Standss

PS: The videos may be taken down and converted into a paid training course later. Watch it now.


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Managing Projects in Outlook using Appointments and Tasks

By standss · Comments ( 0 ) Tuesday, January 28th, 2014

In the post last week, we looked at some of the ways that you can customize outlook to suit your style of working and also effective handle the pile of emails in your inbox.

Other than emails, Outlook users also use the calendar and task to manage their daily lives and projects… and yet Outlook does not give us an easy way to manage projects inside Outlook. Outlook users frequently ask us how they can see all appointments and tasks that make up a project in one place.

Why is this important?  Most work or projects are made up of a series of steps all being related to each other. As we finish a step, it is important to know what the next steps are to get the project completed. Things also don’t always go according to plan… and we need to see what else gets affected when things change.

Our research showed that there is no simple way to organize and view related tasks and appointments under projects… so we added this functionality to our Outlook Project Management addin Smart Schedules for Outlook.

With Smart Schedules for Outlook you can:

  1.  Assign existing (or new) tasks and appointments to projects
  2. Quickly see all tasks and appointments for a project at the click of a button.

Here are step by step instructions showing you just how easy this can be:

Assign existing (or new) tasks and appointments to projects

  1.  Open Outlook and go to the Calendar/Task folder that the existing appointment/task is located in
  2. Select the appointment/task
  3. Click on Assign Project button on the Smart Schedules toolbar/ribbon. This will display the following screen:


 Select an existing project from the Project list.

  • Note: You can also type in a new project name if you would like to create a new project and add this selected appointment/task to that project.
  • Click OK.

Quickly see all tasks and appointments for a project at the click of a button

Smart Schedules Project Centre makes it easy to see all appointments and tasks that you have associated with a project.

On the Smart Schedules toolbar, click Project Centre

  • From the Project drop-down, select the Project to which you assigned the appointment or task
  • You will now be able to view the appointment or task assigned to the project and all other related appointments and tasks for the project as shown below:


Next Steps…

Smart Schedules for Outlook was designed with the help of almost 20,000 Outlook users. Try it for yourself today and tell us what you think.

Download a fully functional version of Smart Schedules for Outlook.

Watch a short video of our Outlook based Project Management tool (Smart Schedules)

I hope you find this tip useful managing your projects in Outlook.

If you know of other ways to manage projects using Outlook, share it with our readers by leaving a comment below.


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Why images in your marketing emails can reduce response rates

By standss · Comments ( 0 ) Tuesday, December 17th, 2013

Adding images to your sales and marketing emails can make your emails look attractive and engaging but ONLY if the images and your well-crafted HTML email appears the same in the recipient’s inbox as you intend it too…

Using images in your marketing emails incorrectly can cause a reduction in response rates. Here’s why:

  • Plain text emails get through spam filters more easily (ultimately it depends on content so your plain text emails will still get caught if you are sending out obvious spam).
  • Email clients like Outlook do not display graphics in emails by default because spammers use them for tracking purposes etc. Therefore if you have your main message only in an image (without repeating it in plain text), then your readers may never actually see it.
  • Many email users are now using the preview pane to scan through emails before deciding which emails deserve their attention. If you have a graphic at the top that is not meaningful then your emails may be skipped.
  • Not all your readers are using the same version of Outlook as you are… in fact many may not be using Outlook at all (think Gmail, Hotmail, Yahoo Mail etc). In our experience images often cause HTML emails to display differently in different browsers which can spoil the look you want to achieve with your emails.

This is one of the main reasons that most of the professionally designed templates in our Email Merge for Outlook addin have little or no images in them. Instead we have used HTML to create a professional look that displays properly and looks great in all the email programs that your readers will be using.

I hope you find this tip useful with your email marketing campaigns this holiday season and improving your response rates.

Let us know if you have other techniques to improve the email response rate by leaving a comment below.


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