{"id":189,"date":"2010-05-21T12:32:45","date_gmt":"2010-05-21T20:32:45","guid":{"rendered":"http:\/\/masteryourworkday.com\/?p=189"},"modified":"2010-05-21T12:32:45","modified_gmt":"2010-05-21T20:32:45","slug":"outlook-tip-finding-mail-faster-using-search-folders","status":"publish","type":"post","link":"https:\/\/www.michaellinenberger.com\/blog\/outlook-tip-finding-mail-faster-using-search-folders\/","title":{"rendered":"Outlook Tip: Finding Mail Faster Using Search Folders"},"content":{"rendered":"<p><!--\n.style7 {\nfont-size: 14px;\nfont-weight: bold;\n}\n--><\/p>\n<p>May 5, 2010<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"border: 1px solid #dcdcdc;\" src=\"http:\/\/www.michaellinenberger.com\/images\/SearchFoldersDefault.png\" alt=\"Search Folders\" width=\"203\" height=\"209\" align=\"left\" \/><\/p>\n<p>Are you using Search Folders in Outlook yet? If  not, now may be a fantastic time to get acquainted with this powerful feature.  This article discusses why, and shows you one Search Folder you can create that may greatly  speed your ability to find mail, every day.<\/p>\n<p>What are Search Folders? Search Folders are virtual folders  that consolidate mail from various places into one folder-like view. They are a  bit magical, in that they don\u2019t move or duplicate mail; rather they display a <em>virtual<\/em> copy of all mail that meets selectable  search criteria.<!--more--><\/p>\n<p>Microsoft has included Search Folders in all versions of Outlook  since version 2003, but few users take advantage of them\u2014and that\u2019s too bad as they  can be very powerful. If you look in the lower left of your Outlook Navigation  pane folder list, you will see a set of pre-delivered Search Folders, as in the  figure above (you may need to scroll to see that group in your folder list, and  you may need to click to expand the group).<\/p>\n<p class=\"style7\">The Real Power of  Search Folders<\/p>\n<p>While the pre-delivered Search Folders can be useful, the  real power of Search Folders comes when you create your own, and that\u2019s what we  are going to do below\u2014we are going to create one custom Search Folder that allows  you to view and search <em>all<\/em> your mail through  one single folder.<\/p>\n<p>Why might you want to do this? Well, have you ever looked  for a recent e-mail by visually scanning your folders, but not been able to  find it? If so, you ended up having to look through your Inbox, and then maybe in  the Sent Items folder, and then maybe in several other folders, opening and scrolling  through each one at a time. Sometimes the mail you want is part of a send-reply <em>conversation<\/em> and you are not sure if  the mail you seek is something that <em>you<\/em> sent (so in Sent Items), or something <em>they<\/em> sent (in some other folder). You could of course use an indexed search engine;  but for recent mail, scanning a folder visually is sometimes the best way to  find something.<\/p>\n<p class=\"style7\">Creating the All Mail  Search Folder<\/p>\n<p>So the Search Folder I show below creates a virtual folder  that allows you to easily view one long scrolling list of <em>all<\/em> your \u201crecent\u201d mail\u2014even up to year\u2019s worth\u2014no matter where the  mail is actually stored in Outlook (with one caveat discussed below). It will  make it much easier to find your mail when you are not sure where to look. It\u2019s  virtual, so it does not duplicate any mail; it just gives you a very convenient  single-folder view of all you mail, collecting it from all the folders it may  be distributed in. I call it the <em>All Mail  Search Folder<\/em> and using it is a fantastic way to find mail.<\/p>\n<p class=\"style7\">The All Mail Search Folder is Useful Because:<\/p>\n<ul>\n<li>You can easily do a visual search of <em>all<\/em> your recent mail in one list, even  after it has been filed. You can view and scan them chronologically if you wish,  just like the Inbox; or you can click on the From header and easily see all  your mail from a single sender; again, no matter where it is actually stored.<\/li>\n<li>If you are still filing mail into multiple  topic-named folders, this custom Search Folder allows you to see all that mail  in one long list too\u2014no matter how split up it is across your actual folders.<\/li>\n<li>If you have not filed out of the Inbox for a  while, and so are not sure whether to search there or in your files, using this  Search Folder allows you to visually search for it all in one place.<\/li>\n<li>Using Instant Search (Outlook 2007 or 2010) in  this folder automatically searches all mail on your mail store; you don\u2019t have  to do two passes and click \u201cTry searching all mail items\u201d on the second pass to  add other folders.<\/li>\n<li>You can see full <em>conversations<\/em>, including mail in your Sent Items folder. That makes  finding mail in long send-reply conversations easier, and it saves space as  compared to creating copies of all sent mail in the Processed Mail folder (per  pg 245 of my book 2nd Ed.); I no longer recommend that option\u2014this new  custom Search Folder is much better.<\/li>\n<\/ul>\n<p><strong>One Caveat. <\/strong>Search  Folders only consolidate mail from <em>one  mail store<\/em>, and that\u2019s an important limitation for a few of you. A mail  store either means a mail server (Exchange), or a mail file (PST). That\u2019s not  an issue if you are using my recommended folder configurations where all recent  saved mail is on your main mail store (e.g. in the Processed Mail folder on  Exchange or on your primary PST for non-Exchange installations; see Lesson 5 or  Appendix A of the book\u2019s 2nd Ed.). However, if you <em>split<\/em> your recent mail <em>across<\/em> mail stores (e.g. you place your Inbox  on your Exchange server but you place your recent saved mail in a personal  folders file\u2014a PST), then this search folder won\u2019t include mail on that PST;  nor will it include archived mail. But for most of us, that\u2019s not an issue when  looking for recent mail.<\/p>\n<p class=\"style7\">How to Create the All  Mail Search Folder<\/p>\n<ol>\n<li>In the Navigation Pane folder list, right-click  the Search Folders header, and select New Search Folder\u2026<\/li>\n<li>In the New Search Folder window, scroll to the  very bottom and <span style=\"text-decoration: underline;\">double-click<\/span> the \u201cCreate a custom Search Folder\u201d item at  the bottom of the list.<\/li>\n<li>In the Custom Search Folder window that opens,  click the Browse\u2026 button.<\/li>\n<li>Clear the checkbox in the very top-level item,  and then add check marks to all the next-level folders where you store your  mail\u2014that\u2019s most likely your Inbox, your Sent Items folders, and possibly the  Processed Mail folder, and maybe more folders if you use a lot (see figure  below). Make sure \u201cSearch Subfolders\u201d is selected at the bottom\u2014that way you do  not need to open each checked folder and select all their subfolders\u2014they\u2019ll be  included. Click OK.<\/li>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"border: 1px solid #dcdcdc;\" src=\"http:\/\/www.michaellinenberger.com\/images\/SelectFavorites.png\" alt=\"SearchFolders\" width=\"245\" height=\"233\" \/><\/p>\n<li>Back at the Custom Search Folder window, in the Name  field type \u201cAll Mail Search Folder\u201d.<\/li>\n<li>Click OK, and then click Yes at the error dialog  saying that you have not specified any criteria (we don\u2019t want to). Then click  OK at the New Search Folder window, and you are done! You can now see the All  Mail Search folder in the Search Folder list.<\/li>\n<\/ol>\n<p class=\"style7\">Next Steps<\/p>\n<p>Since the All Mail Search folder is selected by default after  you first create it, you\u2019ll now see the Search Folder contents in the main mail  list window at the right of the folder list. Note that Outlook may churn a  while as it builds this folder\u2019s contents from your various folders, but that  only happens the first time you create it; you will not need to wait like this  again in the future\u2014it is updated automatically from now on.<\/p>\n<p>Also, the folder initially opens with mail <em>grouped by source mail folder<\/em>, which is  not very useful; so click on the Received column to see an Inbox-like date-based  sorting.<\/p>\n<p>From now on, if you are looking for an old mail item and you  are not quite sure where it is, click on the new All Mail Search Folder in your  folder list, and do your search there. You are much more likely to find what  you are looking for, and much more quickly.<\/p>\n<p class=\"style7\">Place it in the Favorite  Folders pane<\/p>\n<p>Since the Search Folders group is located a bit low in your  folder list, and since your folder list may be large, the new All Mail Search  Folder may be hard to locate quickly. So I recommend, after you create it, you drag  a link to this new Search Folder to your Favorite Folders pane; that way it\u2019s  easy to get at quickly. The Favorite Folders pane (called Favorites in 2010) is  the little sub-pane at the top of the Navigation Pane (see figure below). By  the way, if you do not yet use this Favorite Folders pane, then you should try  it\u2014it makes finding key folders in your folder list much easier. I drag a link  to all my main folders there including my Inbox, Sent Items, Processed Mail,  and even Deleted Items; you may want to do that too. Here\u2019s how mine looks:<\/p>\n<p><img decoding=\"async\" src=\"http:\/\/www.michaellinenberger.com\/images\/FavoriteFolders.png\" alt=\"Favorites\" \/><\/p>\n<p>If that sub-pane is not visible at the top of the Navigation  pane, then go to View menu, then to the Navigation Pane sub-menu, and then  select Favorite Folders at the bottom of that menu (Favorites in 2010).<\/p>\n<p>That\u2019s it! Start using this new All Mail Search Folder  today.<\/p>\n<p class=\"style7\">Other Facts about  Search Folders<\/p>\n<p>Using this custom Search Folder changes my opinion somewhat about  using multiple topic-named folders. I am referring to my writeup in Lesson 5 of  the book. There I assert strongly that using many topic-named  Outlook folders to file mail can be a major waste of time. But this new Search Folder  changes that somewhat.  I still regard <em>filing<\/em> into many multiple topic-named folders to be too slow to be practical for most  people (unless you use add-in software like <a href=\"http:\/\/www.michaellinenberger.com\/clearcontext.html\">ClearContext<\/a>). However, I now admit that <em>finding<\/em> mail  in those folders can be greatly improved with this new Search Folder.<\/p>\n<p>The power of this new All Mail custom Search Folder can be  used in other ways. In next month\u2019s version of this Outlook Productivity Newsletter,  I\u2019ll show you how to use AutoArchive to implement an automatic mail retention  policy (automatically deleting old mail, selectively) so you can meet your  corporate retention rules, should you have to do that (this idea courtesy of Donald  Cappaert). The All Mail custom Search Folder is what makes this practical. More  on that then.<\/p>\n<p>And finally, it may be interesting to note that this search  folder technology is what runs \u201cbehind the scenes\u201d in your To-Do Bar task list,  and in the To-Do List folder inside the Tasks folder. This explains why these  lists collect \u201ctasks\u201d from so many locations. See pg 348 in the Outlook book 3rd Ed. for more discussion of this.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>May 5, 2010 Are you using Search Folders in Outlook yet? If not, now may be a fantastic time to get acquainted with this powerful feature. This article discusses why, and shows you one Search Folder you can create that &hellip; <a href=\"https:\/\/www.michaellinenberger.com\/blog\/outlook-tip-finding-mail-faster-using-search-folders\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-189","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/posts\/189","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/comments?post=189"}],"version-history":[{"count":0,"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/posts\/189\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/media?parent=189"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/categories?post=189"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.michaellinenberger.com\/blog\/wp-json\/wp\/v2\/tags?post=189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}