A couple of years ago, ToW #282 covered how to delay your mail from being sent, by forcing Outlook to work offline, by selectively delaying individual messages or even adding a rule to ensure that every one is held up. It’s a very useful thing to do, sometimes – a great way to prevent accidental mail sending, or give you a chance to revise stuff you’ve sent after maybe reading newer emails in your inbox. This tip presents a refinement of the process as there is a downside to automatically delaying everything – namely, if you’re in a hurry to go somewhere but you need a mail to be fired off beforehand, it can be annoying to have to hang around for the enforced delay to expire before you can safely pack up and head out. You will need to do a bit of digging around inside Outlook dialogs, so it may help to park this on a 2nd screen, copy to a Word doc or something… What we’re going to do is set up a rule to delay all outgoing email – except mail with a particular category assigned to it, so that will be sent immediately. If you know you want the mail you’re about to send to go right now, then you could manually set the category before you hit send, and it will leave straight away.
This is all very well if you remember to go in and set the category before you his send. If you regularly have an Outbox full of stuff waiting to go and you’re truly adventurous, you could add a Macro to Outlook to automatically flush the queue. Press ALT+F8 to get to the Macro settings; if prompted to run or create a macro, Create a new one called SendNow, paste the following into the code window:
After saving/exiting from the Macro editor, you might want to add a shortcut to your new macro to the Quick Access Toolbar in the main Outlook window. When you add the command to the list on the right hand side of the dialog, you can modify the button to give it a snazzier icon and a name that means something. |
Tag: Outlook
Tip o’ the Week 376 – Toodle-oo, Wunderlist!
Toodle-oo (like it’s synonym, toodle pip) is, if you’re not otherwise familiar, a charming and olde-wurlde English way of bidding farewell. It seems somewhat appropriate, as Microsoft announced plans to retire Wunderlist in favour of a new app that’s been in the works for a while, with the codename Project Cheshire. Reviewers who had an early look at Cheshire around a year ago, commented on the fact that it’s kinda similar to Wunderlist, in that both are trying to achieve the same sort of thing. As the product now called Microsoft To-Do was announced, it became clear that the team behind Wunderlist has been working to evolve some of what they’d done before, bringing tighter integration with Office 365 and the promise of more groovy features to come. Right now, To-Do (to hyphenate, or not to hyphenate?) is in Preview, which means it’s not fully featured (eg sub-tasks that you might use in Wunderlist haven’t made an appearance yet), and as well as a web version, there are Windows, Android phone & iPhone apps – others are due though we’ll see whether the same breadth of coverage as Wunderlist provides is maintained. The Preview nature also means that Wunderlist isn’t going away soon, but it will eventually give way to To-Do, or http://todo.microsoft.com Start by signing in, and looking in the top left menu – if you have used Wunderlist before, it can import your existing tasks, thought it might take longer than you think. It’s a one-way process, so try to make sure you don’t keep adding stuff into Wunderlist, though you can choose to sync only selective task groups, so you could potentially re-import to get only new stuff. Be careful when running an import for the 2nd time – the process doesn’t merge sections that already exist, so if you’ve imported already, you might end up with lots of Project (1) type lists and tasks. The preview version of To-Do also supports importing from the alternative todoist. The web client has an import command from the context menu under the user, but you may need to go to the Settings pane in other clients, or else just go to https://import.todo.microsoft.com/ and be done with it. If you sign in on a machine that’s already set up for Office 365, your default login to To-Do will be your O365 credentials, and it will automatically show you Outlook Tasks as to-do items… and synchronizes with Tasks as the back end for To-Do is Office 365. You might need to play around a bit if you also use To-Do with your Microsoft Account – the one you maybe logged into Wunderlist with, for example… |
Tip o’ the Week 368 – Mail and Calendar apps mature
Ever since Windows 8 came out, there were simplified Mail & Calendar apps built-in. Reviews were initially fairly mixed – and even after a bunch of improvements and a refresh when Windows 10 arrived, it could be argued there was still work to do. The Mail & Calendar apps are essentially joined now – though you still have “Mail” and “Calendar” appearing in the apps list once installed, and starting either from the appropriate icon jumps into the requisite section within the single Mail and Calendar application. “They” show up as a single app within the Store (bearing the same icon within its Store entry as full-fat Outlook, no less, though the apps are different). Increasingly, new functionality is appearing within the Mail and Calendar app which is common across regular Outlook and also the Outlook mobile versions. There’s been a recent update to the Mail and Calendar app – to check if you have it, go into the Store app, click on your own avatar to the left of the Search box in the top right, and check under Downloads and updates. There’s a bunch of new functionality similar to Outlook – @mentions support (try it), categories, travel integrations and a lot more – the latest updates are pretty substantial. Both mail and calendar functionality is getting advanced enough, you might choose to set up Mail and Calendar for your work/Office 365 email account, rather than bothering with installing Outlook on your home PC or companion tablet device. The Focussed Inbox view familiar to Outlook 2016 and Office 365 users makes an appearance in Mail (though you do need to turn it on – go into Settings > Reading, and look at the bottom of the settings pane). Another notable new feature in Calendar is dubbed “Interesting Calendars”, optionally added alongside and sourced from a variety of publishers surfaced via Bing, and tailored for you based on locale. If you have multiple mail accounts set up, you can choose which one to add your “interesting calendars” to, by checking under the Settings > Calendar section (note – to get to the calendar specific settings, he app needs to be in the calendar view at the time, then invoke settings by clicking on the gear wheel in the icons on the bottom-left). If you add a custom calendar to your Office 365 account, the same one will be visible within Outlook too, under the “My Calendars” group.
Aside from new features, there are some neat tricks you can use to personalise Mail and Calendar – like choosing the colour scheme and background images to fill the apps when you haven’t got something selected in the preview pane. Or set the “quick actions”, an inherited bit of functionality from the mobile versions of Outlook, where swiping a message left or right can do something to it – delete it, archive it, flag it etc. Handy if you’re using the Mail app on a touch device (from a cheap 8” Windows tablet to a Surface being used in tablet mode).
For a history of new features in Mail and Calendar, see here (though since that page doesn’t list version numbers and also doesn’t look comprehensively up-to-date, YMMV). |
Tip o’ the Week 367 – Shortcut keys and Taskbar
Regular readers (and thanks to all of you) will know the predilection in ToWs passim for articles about shortcut keys in Windows. The simple truth being, if you’re able to use a keyboard with both hands and most of your fingers, it’s always going to be quicker than fishing about with a mouse or a pen. One set of oft-overlooked shortcuts that have been around since Windows 7, deal with switching between applications. Yes, you can use the venerable ALT-TAB method (or even WindowsKey+TAB, if you want to recall the heady Flip 3D days of Vista, or make use of the multiple desktop feature in Windows 10) to flick between open applications, but if you’ve multiple applications running or have pinned apps to the Task Bar then there’s a more direct and arguably simpler way. The Taskbar goes back to Windows 95 but has grown a lot of functionality over the years – as well as customising it, you could try moving it to the vertical plane (maybe better on widescreen monitors as it gives you more real estate when you need it), and more; so much so that it has a whole section of the Settings menu devoted to it – right-click on your Taskbar and click settings to activate. If your Taskbar is in the traditional horizontal position and if you have nothing running and nothing pinned to it, you’ll see if fill from left to right as you open apps up. If n is a number from 1-9, you can use WindowsKey+n to jump to those apps which are open as if they were numbered from the left. If you are a bit more north-south in your approach and keep your taskbar tucked to the side, then it will go 1-9 from the top. When you pin an app to the Taskbar by right-clicking on the icon from its running self on the ‘bar, then it will stay in its current position. After pinning, if you drag it around on the taskbar (to the left or top), then it will remain there in future, even when the app isn’t running. If you’re disciplined about this, you could have it that your browser of choice is always app #1, Outlook, app #2, etc. This would mean it’s easy to switch between apps, but also to start up apps which are pinned but not running. In the vertical taskbar example shown on the right, the Amazon Music app and Microsoft Word are not running (no blue line to the left of the icon) but the others are; Edge is pinned, but Outlook & Mail might just be active, but not pinned. If you use Amazon Music, the Win32 program has such poor support for common conventions of UX (despite being an otherwise decent app, especially if you’re a Prime or Music Unlimited subscriber), little things like pausing music can be a right pain – it doesn’t support the Pause key found on many keyboards, and doesn’t offer any system-wide control keys to navigate music… the app needs to be in the foreground for anything to work. A solution to hand can be to pin it to a static position on the list (let’s say #1), then press WindowsKey+1 to jump to it, and SPACE to pause or left & right arrow keys to jump back & forth in the current playlist. Similarly, if Outlook is in #4 on the Taskbar, then WindowsKey+4 followed by CTRL-SHIFT+I will always take you to Inbox, and CTRL+2 will take you to Calendar. If you want to check what’s going on in your schedule, this quick sequence (WinKey+4, CTRL+2) can be a great time-saver in jumping straight to calendar whatever else you’re doing, followed by CTRL+1 to jump back to the mail folder you might have been in previously. |
Tip o’ the Week 356 – How not to send mail accidentally
An ohnosecond is the small measure of time between a luser doing something seemingly innocuous, then realising the true magnitude of what you’ve done.
Frobbing a scram switch without knowing. The dawning reality that a protest vote might actually result in that thing actually happening. Sending an email to someone you didn’t mean to, that kind of thing.
Fortunately, most of us have a limited ability to truly mess things up (leaving aside Darwin Awards candidates), but something that most of us will have done at some point, is that unintended sending of mail. The situation could come up for a number of reasons:
- Someone is copied on the mail that you’re replying to, and you either don’t realise or you intended to remove them from the list but forgot. Maybe you went on to theorise about their capability or speculate on their intent. Normally just embarrassing, could be career-limiting.
- You accidentally add someone to the TO: or CC: line of a mail, intending to remove them, but don’t. This is basic carelessness which can be avoided by not adding people to the TO: or CC: lines of your email unless you genuinely intend to send the mail to them… [coming to a Bedlam expansion pack sometime]
- You Reply-All by default to emails, maybe asking to be removed from the mailing list. Don’t do that. Seriously.
- You send an email then just after, realise that a later message has changed the conversation and that, if you’d read that first, you either wouldn’t have replied, or if you did, you’d say something different.
There are a couple of easy things anyone can do to avoid these issues, apart from thinking before sending and maybe re-reading all of what you’ve written before sending it to what you know to be a large group, or with important people on the list.
- DON’T put people on the TO: or CC: line as a way of looking them up in the address book; it’s an easy trap to fall into; maybe you just want to check how someone’s name is spelled, or find out who their boss is, etc. If you want to do that, go to the main Outlook window (ie not the email editor, if you happen to have that as a separate window), and just press CTRL+SHIFT+B to bring the address book to the fore. Or, click the Address Book button on the Home tab, or just type the name into the box above it.
- Try delaying the sending of new messages – in principle, keeping outbound mail in the special “Outbox” folder on your PC until some period of time before actually pushing the message out to the recipients.
- One option might be to delay specific messages, probably more for impact – if you want people to receive mail at a particular time (following an announcement that you know is going to happen at a set time, for example), then you can force that message to sit for a while – an extended time, maybe – before being put into the sending queue. See the Delay Delivery icon on the Options tab within the message window.
One downside to putting stuff in the Outbox is that when you’re running Outlook in the default “Cached” mode, then the Outbox is a special folder on your PC – so if something is sitting there waiting to be sent, and you put the PC to sleep or it goes offline, then the message will stay there until the next opportunity presents itself when your PC wakes up and is online.
There is a slightly more convoluted way of putting delayed mail in the Outbox on the server – see veteran ToW #30. - To delay every message for just a few minutes, to give you an opportunity to yank them from the Outbox, then create a rule…
- On the Home tab in main Outlook window, try creating a new rule by going to Manage Rules & Alerts then, and choosing New Rule, then under “Start from a blank rule” choose “Apply rule on messages I send”
- On the new rule dialog, select “Next” to apply the rule to every message sent (on the “Which condition(s) do you want to check” tab), then on the “what do you want to do with this message” page, select the “Defer delivery” option and choose the number of minutes, then hit Finish / OK to apply the rule and return.
Now, when you send a message, it has the property set that delays it for however many minutes you wanted to wait – if you need to send it quickly (so you can disconnect or shut down, for example) you can go into the Outbox folder, open the message, change the “Delay Delivery” option on that individual message and press Send again.
Tip o’ the Week 351 – Searching the GAL
When Exchange Server first appeared in 1996, to deliver email like nothing ever seen before in the land of corporate email, one of its defining features was the directory service that held all sorts of details about users & groups, and could be populated with phone numbers, manager-employee reporting relationships and all sorts of other data, custom or otherwise. The Directory fed the Global Address List, or GAL, that was visible in the Exchange “Capone” mail client and later in Outlook – so that’s what you see as the address book when looking stuff up (tip: at the main Outlook window, just press CTRL+SHIFT+B to open the Address Book).
Ever since Outlook 2003, the predominant way of looking up the address book is to refer to an offline copy called the OAB, and there’s a bunch of management that can be enacted on the OAB generation, by the operator of the Exchange Server. By and large, it’s a seamless exercise that users won’t notice, but you do sometimes see a bit of lag – like if a change is made to the directory (a user’s mailbox being created or deleted, for example), it could take many hours to make it down to the address book on the client. Also, not all information is stored in the OAB, so looking for pictures or reporting line information, for example, will need your client to talk to the directory server, meaning it seems to lag behind everything else and won’t work at all when you’re offline. Since 2000, Exchange has used the Windows Active Directory rather than Exchange’s own; in fact the AD traces its own roots back to the Exchange one – including various detritus of the X.500 standard that was part of the original Exchange directory).
One of the seemingly lesser-known features of the Offline Address Book in Outlook, is that contents themselves are indexed and searchable. Sure, you can search in the address book by “Name only” but all that does is jump to a place in the sorted list of the GAL; the sorted list that doesn’t let you sort and filter by any of the column headings – blame 1996 code for that… If you want to search other fields, just change the Search radio button to “More columns”, enter your text and hit Go. Sadly, you can’t use wildcards or anything, but you can join different searches as the logic seems to be combining all the words in an AND rather than OR fashion – so searching the Microsoft GAL for “ewan” currently returns 7 users and one DL, but searching “ewan UK” brings back the 3 of us based in the UK. There’s one thing to be aware of, though – the matching is still pretty basic – it only searches from the start of each field, so if there’s a Bob Robertson then looking for Robert or Roberts in the More columns search, will return Bob’s details but only if the “Surname” field is filled in (in other words, if you only had the display name of “Bob Robertson” then it wouldn’t get returned). Ditto, searching for “son” won’t return Bob. Still, if the naming convention is orderly enough, it could still be useful – at Microsoft we do have a reasonably consistent naming scheme, so try searching for all the Steves in Edinburgh, or all the Patels in Hyderabad (hint – look at the location or department fields, and if the first few characters denote the building name or the division of the company, you could use that to search against). Or the Mc-somethings who work in building 9…? [The location field for Redmond employees starts with their building number – so 9/1234 would equate to room 1234 found on the first floor of building 9 – the trailing slash in the search example above stops results from building 99 being returned as well] |
Tip o’ the Week 347 – Mentions in Outlook
One of the nice things about subscribing to client apps as part of Office365 is the regular feature updates which flow, tying together new capabilities in the service at the back end with updates to the client. One such change which came out recently was the addition of “mentions” in Outlook – you may have seen the dialog…
Mentions is a new feature that helps to get someone’s attention, much like mentioning them on Facebook, Twitter or Yammer.
When you type an @ symbol in Outlook, you’ll see an inline pop up showing the a list of frequent and/or recent email recipients. If you start typing then that list gets narrowed and when you select the person’s name, it’s added to the message in full and they’re automatically added to the To line of the mail or meeting request too.
You can edit their name inline (so it might just say @forename) to make the mail easier to read. As a mentionee, you can show only mails that have mentioned you as above – in the main Outlook window, look for the filter next to the search box, usually showing “All”, and it can quickly show you only mentions. In Outlook Web client, you’ll also see a little @ to the right of the messages which mention you, in the regular inbox view.
If the people you work with are in agreement, this can be a handy way of asking colleagues to do something; if you embed mentions in a long mail, then the people you’re invoking will be able to quickly show the mails they need to respond to – a less structured and formal way than assigning a task or other means.
Tip o’ the Week #324 – Delve into something new
Here’s one of those services that arrived in Office 365, and yet many users will never have noticed, or weren’t sure if it was a preview or some other kind of experiment (having first appeared around 18 months ago). Delve (just as well it’s not called dig or excavate) is a potentially phenomenally useful way of finding out what people you’re connected with are working on. If you can get access to Delve (either on https://delve.office.com or via https://portal.office.com, depending on your account and level of access), then it’s well worth playing with it for a while, especially if you work in a large company like Microsoft, where all sorts of interesting stuff is being saved onto shared document folders. One downside of Delve might be that nervous Nellies will stop putting their documents into shared areas in the fear that other people will read them, or that the default-to-open (for their internal staff) culture that typically pervades lots of companies will flip to an access-only-on-a-need-to-know-bassist. Delve lets you see what documents are popular, what people you are connected with are doing, and lets you search by document content or by author. Want to see what FY17 holds for your org? Wondering what juicy PPTs your VP has been editing lately…? Have a Delve…
Announced recently, the Delve Analytics function (available to O365 users based on their license type), shows you not just what other people are doing, but how you are performing too. The Delve Analytics dashboard and corresponding Outlook Addin lets you see how you’re spending your time, and who you’re spending it with, promising to help you make the most of it.
The Outlook addin surfaces Delve info within Outlook’s reading pane, so as long as you’re looking at colleagues who’re in the same Office 365 environment (which might be an issue in MSIT, where there are several tenants), you’ll see stats about how often and effectively you email with each other. Here’s one example; judge not any of the numbers…
Eek. 3h 31m average response time. Must try harder to do less email and do more work. |
Tip o’ the Week 322 – Booking meeting rooms (again)
As any fule kno, the //build/ conference was on last week. There was lots of news and updates and a good number of the sessions are on Channel9. If you liked Age of Ascent in ScottGu’s keynote, check out the next public Alpha on Saturday 9th April. Building on last week’s ToW and on a topic that has been covered some time ago, let’s dig deep into the bowels of Outlook, going back almost 20 years to Outlook Forms to solve a very particular problem. As per ToWs passim (like Eyes), every item (message, contact, appointment etc) you open in Outlook is a bag of data fields that are rendered in front of your eyes by a form. It’s possible to design and publish custom forms to do more stuff, or in this instance, to fulfil a specific function and by pre-populating some data and by hiding other extraneous information. Show meeting rooms Meeting rooms are often set up as bookable resources within Exchange & Outlook – so you invite the room to your meeting and it automatically accepts, meaning you’ve reserved that resource. When trying to figure which rooms are free, if you only have a few meeting rooms then it might be easy enough to just show their calendars from the Room List (eg here). If you’re using a more modern version of Outlook and/or have more than a few rooms to deal with, then Room Finder is more useful. See here and here. As an end-user, though, you may find that your IT department doesn’t manage the rooms the way you’d like – in a new building, for example, there might be no room list published – so not much help if you’re trying to book a room. Here’s a somewhat hacked-up solution which might be useful in other ways, though – it involves customising a form of your own, with your favourite rooms shown, so you can quickly check their availability. You could do the same thing with a group of people too, should you want. Let’s get building Start by going into your Calendar, and create a blank Appointment form, then follow the steps for adding the Design This Form command to the Quick Access Toolbar (or right-click the Ribbon when in a new appointment, choose Customize the Ribbon, then tick the check-box next to the Developer option on the right hand side, which will now show the Developer tab on the Ribbon, with the Design This Form command on it). Now, add the list of meeting rooms (or people) you want to quickly check out by choosing the Invite Attendees option from the main Appointment tab. Once you have the list populated with everyone/every room you want, go into the Design This Form option as above. Now you’ll have switched to a form designer view that shows a bunch of tabs representing pages which can be shown or hidden. On the Appointment tab, clear the tick next to “Display This Page”, which will add brackets around the name of the tab (indicating that it’s now hidden). The only tab that will be shown is the Scheduling Assistant. Now that’s all done, Publish the new form as a custom name (something like <building name> Meeting Rooms) then hit the Publish button. This will now save the form into your own Calendar folder, so it will be available from any PC running Outlook. To activate the form, select the time slot you’re looking for in your calendar, then go to New Items -> Custom Forms -> pick your newly-created form. You’ll now see the custom form will display only the grid view of room availability, with all of the rooms ticked. You won’t actually use this form to make your room booking, but it will let you know which rooms are available and when (or not, as the case may be), so if you manage to find one that’s not booked already, you could right-click its name from the list on the left, copy the name, then paste that into a new appointment you can make for the same timeslot. Make sure you close down the custom form without saving or sending anything. This approach is nicely flexible in that you can create your own “lists” of favourite rooms (eg all large customer rooms with AV, or all rooms kitted out with Surface Hub, devices in any location etc). If your desired selection changes, you can create a new form and Publish As using the name of an existing one to replace it (or open the existing custom form, enter Design This Form mode again, go to the Appointment tab and edit the list of invitees there). If you’d like to delete old forms then from the main Outlook window, go into File | Options | Advanced | Developers | Custom Forms | Manage Forms, and click on Set… to navigate to your own calendar folder, then delete the forms you no longer need. Phew. |
Tip o’ the Week 321 – Quick Access Toolbar customisation
Most of us will have used the Quick Access Toolbar in Windows Office apps – even if only to click the floppy disk icon to save documents, which, like many others, makes no sense to modern life. The QAT (not to be confused with other, phonetically similar terms) lets you dock commonly-used commands to be constantly available on the top corner of your favourite Office apps.
Click the downward arrow to the right of the QAT and you can quickly add extra commands, either chosen from a common list or by selecting pretty much any command from the gamut of menus offered in the Office application. A common QAT command is the Touch/Mouse mode option that changes the spacing between menu items and the like, but there are many other useful commands that can quickly be added to the toolbar, that make it easy to do repetitive stuff or just things that are normally buried deeply in other menus. Let’s try a couple of examples. In Outlook, try opening a message that someone else sent you (this one would be a good start); go to the QAT and click the down arrow to the far right side, choose More Commands… and then select “Developer Tab” from the Choose commands option. Now, pick the Design this Form option from the list and Add to the toolbar. Then press OK. This will now add a new icon to the QAT, which will let you “design” whichever form you have open. In Outlook, a “form” is used to display Items such as email messages, contacts, calendar appointments etc. The QAT is content-sensitive to different forms, so if you add it to email, it won’t show up on appointments unless you add it there too. In fact, adding to appointments is the best place to do it, since you can show the date and time that an appointment was created in your calendar; if you just find an appointment that you can’t remember the context of, you could quickly show the date/time you created it and that might help figure out how valid it is. If you have a meeting that someone invited you to, you’ll easily see the date/time it was sent, but if you’re the organiser, you won’t – unless you use something like Design This Form, then navigate to All Fields and choose Date/Time fields to show all the common date or time attributes of that form. For more context, this topic was covered some time ago on the Electric Wand blog and a previous tip, #102. Another example of QAT goodness is in OneNote – if you’re routinely using OneNote for account planning or status reporting, it’s quite handy to be able to colour cells or rows in tables to show their status, but the menu option to set the colour would need you to go into the table menu. To quickly add to the QAT for future easy access, click the down arrow / More Commands… / choose the Table Tools tab and look for Shading, then Add>> and OK. Whilst you’re playing with any application’s QAT, it’s worth having a look through the other commands you might want to add – like while still in OneNote, try your favourite OneTastic macros, for example. On the topic of OneNote (and we’re still talking about the desktop one, not the Modern App version), there have been some updates shipped out to Office365 users that could be interesting – especially the ability to search handwriting, not just scribbled using a Surface stylus or similar, but grabbed from a photo by OfficeLens. There’s a promise of a future update that will be able to search handwriting in any picture that’s dropped into OneNote. This opens the door to being able to scan in old paper notebooks for easier reference/shelf space clearance, and ditch the dead tree notebooks for digital. If you’re like controversial car design Chris Bangle, you may beg to differ. To check you’re on the latest version of OneNote via O365, go to the File menu, look under Office Account and the Office Updates section, and choose Update Now from under Update Options. |