secret Outlook organization tip

@kellyn_mcmullan

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Selling · SaaS › Productivity

Microsoft Outlookseen in 5 videos →outlook.cloud.microsoft.com ↗

Why it worked

The video provides a practical and visually appealing solution to a common organizational problem (managing email inbox clutter). By demonstrating a 'hidden' feature with clear visual results (color-coding), it offers immediate value and encourages engagement through a soft sell approach.

Summary

This video demonstrates how to use conditional formatting in Microsoft Outlook to organize your inbox. The creator shows how to create rules to color-code emails based on keywords in the subject line (like "invite") or whether you are CC'd, making important emails stand out.

Structure

1Introduce Outlook organization tip
2Navigate to View Settings and Conditional Formatting
3Create a new rule for subject line keywords
4Apply formatting (background color) to event invites
5Demonstrate CC'd emails formatting
6

Original caption

POV: your Outlook inbox just got a major glow-up 💅✨ Conditional Formatting is one of those hidden Outlook features that makes emails so much easier to scan. Color-code your inbox, highlight VIP emails, and never miss what matters again. #outlook #microsoftoutlook #productivity #officetips

More from @kellyn_mcmullan

Their other posts in the index, biggest breakout first.

Explain rule order and override functionality

7Showcase the visual impact of conditional formatting

Product placement

The video demonstrates how to use the conditional formatting feature within Microsoft Outlook to customize the appearance of emails based on specific criteria, such as keywords in the subject line or sender information.

Call to action

As always, follow for more tips and tricks to organize your Outlook life.

On-screen text

secret Outlook organization tip really cool outlook tip. If you want to organize your inbox even further. In outlook. VIEW View settings Message List Reading Pane Compose Templates Quick Parts Smart suggestions Attachments Rules Conditional formatting Sweep Junk email Quick steps Search folders Customize actions Sync email Message handling Forwarding Retention policies Groups Conditional formatting Create conditional formatting rules to personalize colors of your incoming messages. Name your rule Please enter a name. Condition Select a condition People From Sender address includes Mentions me My name is I'm on the To or Cc line I'm on the To line I'm not on the To line I'm on the Cc line Subject Subject includes Add keywords to include Please add text. Add condition Formatting Sender name Subject Preview text Font & background colors Choose a color Peach Font style Comic Sans MS Font color Sky blue Add modification Event Invites CC'd Something important to note here is that this goes in order, so the top one is going to override anything underneath. to be more important, you would just move that one up. On my screen, that this text is like a teal blue. I think it's fun to have conditional formatting and the background colour be different. You can make like a rainbow in your inbox as always, follow for more tips and tricks to organize your outlook life.

Transcript

really cool Outlook tip. If you want to organize your inbox even further in Outlook, come up here to VIEW, click on view settings, and then find conditional formatting. Tap over here to create a new rule. Let's go with subject includes. I'm gonna say the word "invite" that way it prioritizes any event invites. I'm giving it a title, "Event Invites." And this is where you can modify it. You can change the background color, you could change the font, or just change the font color. I'm gonna go with changing the background color because I feel like that's the most dramatic one. Save. And already, you can see that this is now pink. You can separate emails based on whether you're the TO line or maybe you're just on the CC line, so it's not as important for that. For example, I might just change the color. Something important to note here is that this goes in order, so the top one is going to override anything underneath. So if you want this to be more important, you would just move that one up. On my screen, you can see that this one's pink, but now you can see that this text is like a teal blue. Play around with it. I think it's fun to have conditional formatting and the background color be different. You can make like a rainbow in your inbox. As always, follow for more tips and tricks to organize your Outlook life.