Organising a meeting in Outlook means sending out requests to participate – effectively you’re creating an appointment or event in your own calendar, then converting into a meeting by inviting other people to join you. If you’re putting something in your diary and want other people to know about it, but without expecting them to join you (eg you’re going on vacation and presumably don’t want your teammates to tag along), simple tricks can reduce the annoyance you might foist onto your co-workers…
Who has responded? Have most people declined?
When you open a meeting you’re organising and which you do want people to respond to, you’ve always been able to see (in the Tracking tab) how many people have accepted or declined etc. A couple of years back, Outlook added the feature of Tracking if you’re an attendee, so anyone in the same tenant as the organizer can see who else has accepted etc.
If you are organising or attending a large business meeting with lots of attendees, it’s useful to be able to slice and dice the attendees more effectively – have most people declined and should I move the date, for example – click on the big Copy Status option at the top of the list.
It’s now easy to paste the info into a blank Excel sheet, and before even changing selection, hit the Format as Table option on the Home tab; confirm the selection area is OK, tell it you want to add a header row and choose a style that suits.
If you right-click the table and select Table > Totals Row then if you filter the headings – like the responses, for example, you’ll be able to quickly see how many Accepted, Declined and so on.
Well, thanks to the magic of macros, use this Address Book Resolver spreadsheet, and just paste the responses from the Copy Status… step into cell A1, then hit the Resolve button.
Some attendees might be external users (so won’t be known to your address book), and some of the names in the first column might not be unique enough to resolve, and will be highlighted (alongside external users) by a red Unknown in the Job Title column.
If you manually look up an unresolved internal user in the Outlook address book, and find the correct alias name for that person, paste it into the first column instead of their name, and re-run the Resolve function.
To use this sheet for resolving any list of bulk display names or alias names, just paste them into column A (and hide Columns B and C if you’re not using the output from a meeting invite tracking list).
To prepare the spreadsheet for use, download the Address Book Resolver file as above (here it is again). Open the ZIP file and open the enclosed XLSM file or save it somewhere on your machine, then open it. Make sure you Enable Editing, then Enable Content so you can run the Macro that does the lookups.
This is an evolution of the Alias resolver sheet posted back in ToW 417.
Nearly 5 years ago, Microsoft acquired a German developer called 6wunderkinder, who built a cool, cross-platform task management tool, Wunderlist. Over the half-decade since, the back-end of Wunderlist was basically rebuilt so it could run on Azure (instead of its previous cloud platform), and many of the team who had developed Wunderlist moved to working on the Microsoft To Do app suite.
This week, Wunderlist was finally closed down. If you still have the app, you can carry on using it but the data won’t be backed up or synced and you won’t be able to migrate it. You can export the data from the service, and To Do has built-in Wunderlist migration tools that bring more-or-less everything across. Other task managers are also available.
The To Do team also updated the mobile apps (as announced on their blog), with a collection of new features and views of tasks, and the Windows app has also been tweaked lately too. New features include new Smart Lists, such as “All”, which shows everything in one huge list, grouped by category.
“Tasks” across different apps are being integrated more and more – To Do now lets you create tasks from flagged emails, or integrate tasks from Planner. Teams is going to rationalise tasks into a single UI too.
Happy New Year! Whether it’s a way of keeping up with the NY resolutions you haven’t broken yet, or just a casual way to remind yourself to do stuff, Post-It Notes or the more generic “sticky notes” can be a useful tool. ToW # 446 talked about a handy Windows app that is now installed by default on Windows 10.
Sticky Notes has been through a number of iterations, and now in v3.7 it’s looking pared back yet really functional. Sure, you can use Outlook Tasks and To Do to track significant actions, long-term projects and the like, but sometimes you just want a simple list to get you through the morning or to take shopping.
If you open Sticky Notes, and click on the body of a note itself (to set focus to that window and start editing the text), then you’ll see the menu and close controls; clicking the menu lets you quickly change the colour of your note (so if you have several open, you can tell them apart, maybe) or jump to the Notes list that shows a summary of all the stickies you have lying around.
You can type, write (with your finger, or a stylus), or grab pictures from camera or existing files, all into a note, then share and make sense of it later.
You can sync your sticky notes to other devices: just go to the settings icon (from the taskbar context view or within the Notes list) to configure syncing using either an Office 365 or Microsoft Account.
Sticky Notes has even replaced the venerable “Notes” function in Outlook, which has been around since 1997 – go to the Wunderbar in Outlook and you may need to click the ellipsis to see the Notes pages; it’s very old-school looking and not everything is carried over quite the same, but it’s a welcome integration that replaces another duplicate way of doing the same thing. It’s part of a long-term plan, so it seems.
If you set up sync between devices, it’s quite amusing to open the web client, the PC app, and then on your phone, add a new note… and see the other two update within seconds. Technology #ftw – far more useful than the kind of toot being peddled at CES in Las Vegas this week.
On an Android phone, though, the best way to use Sticky Notes is through the integration with the Microsoft Launcher – if you’re not a phone tech geek, you might not realise that with Android, you can supplant the entire home screen UI of the phone with any number of variants.
Microsoft has a mature and highly regarded launcher, that has an average review score of 4.6 across over 1 million reviews – how many apps in the Windows store can beat that…? See more tips on using Launcher.
When you have the Launcher installed, the “Glance” screen is only a swipe away – on the home screen, swipe from left to right to flick over to this summary that lets you see a customisable list (click the stack on the top right) of important or interesting info.
The Calendar summary lets you jump straight into a Teams meeting, you can show “screen time” stats, or scroll to the bottom to add more widgets from any number of apps you have installed on your phone.
Cortana integration featured in the Launcher at one point, though it’s planned to disappear for many of us.
In a “for your comfort and safety” type announcement, news came that Cortana will disappear from the phone in favour of being part of other M365 apps in time. More to follow, no doubt…
Another milestone in Tip o’ the Week – 500 weeks. A bit more than 5 million minutes. A judicial sentence that would have meant a very serious crime. 500 weeks ago, Jay-Z and Alicia had an Empire State of Mind atop the US chart. Some months later, Newport State of Mind was a viral hit.
On days like these, it’s easy to reflect on previous glories and favourite moments. Brits of a certain age, start playing that TOTP chart rundown tune (without getting distracted by YouTube clips of what was actually in the charts back in the day – some of it was undoubtedly great, some just bad noise)… and get ready for probably the 5 best Tips of the Week since the whole sorry enterprise started nearly 10 years ago…
Horizontal lines – this one is incredibly handy when you’re formatting an email or document and need to demarcate a section of content. Simply type three (or more) dashes “—” and press enter. Bingo, thank Autocorrect for that piece of magic. First seen all the way back in Tip o’ the Week #16: All wiyht. Rho sritched mg kegtops awound?
OneCalendar / OneTastic – a fabulous addin to the pensioned-off OneNote 2016 (and its predecessors), the OneCalendar function shows you a calendar view of note pages, arranged by when you edited them. It’s brilliant if you use multiple notebooks, and you want to recall something you knew you did on a particular day (like the previous week’s regular call). OneCalendar spawned OneTastic, a suite of other useful addins and macros for OneNote.
Sadly, neither feature in the new, Modern app OneNote (which you can start with Win+R, onenote-cmd: <enter> if you recall ToW 445). Though the modern app version is getting better all the time, it doesn’t have the same kind of addin architecture so OneCalendar/OneTastic is relegated to the legacy version. Still you can take notes in the new OneNote and as long as you have the same notebooks configured within the old one, then you can use either OneCalendar standalone or activate it by launching the old OneNote, just for searching your notes.
Actually, as ToW 393 covered, searching in old OneNote is better, anyway. ALT-O – who knew?
OneCalendar was first discussed back in Tip o’ the Week #98 – OneNote calendar front-end
Copy as Path – a well-hidden but most useful Explorer trick that is of particular use when you’re fishing around for files to then add into another application; sharing, sending, uploading, that kind of thing. Within Windows Explorer, right-click on the file in question whilst also pressing SHIFT, and you’ll see Copy as path, which plonks the full path and filename of the file onto the clipboard, making it a snatch to reference it within the other application.
Originally uncovered in Tip o’ the Week #101 – Finding files for dialogs
WindowsKey + V – a fairly new entrant to this chart, a feature that arrived with the October 2018 update to Windows 10, and was redesigned a little in May 2019: it shows you the clipboard history, so you can recall URLs, screen grabs etc that you might have copied a few steps ago. Hugely useful once you remember it’s there, once you’ve enabled it. See more in Windows help. First look was in Tip o’ the Week 482 – Paste History
404 – not so much of a tip, as a practical joke played in email. It doesn’t work quite the same in the browser, but you’ll get the idea. Also has some of the best tangential links to random content.
Guess what? It was in Tip o’ the Week 404 – [%subject%] not found %&
Thanks to all the regular readers who provide feedback, ideas and encouragement!
Will anyone still be here for ToW1000?
Microsoft people love PowerPoint. Even when using it for completely unsuitable purposes (writing reports using PPT instead of Word, OneNote etc – filling slides with very dense and small text) or simply putting too much stuff on a slide, so a presenter has to say “this is an eyechart but…”
There are many resources out there to try to help you make better slides – from how-to videos to sites puffing a mix of obvious things and a few obscure and never-used tricks (eg here or here), and PowerPoint itself is adding technology to try to guide you within the app.
The PowerPoint Designer functionality uses AI technology to suggest better layouts for the content you’ve already put on your slide – drab text, even a few Icons (a library of useful-looking, commonly-used symbols) or graphics from your favourite source of moody pics.
If you don’t see the Design Ideas pane on the right, look for the icon on the Design tab, under, er Designer.
The PowerPoint Designer team has recently announced that one billion slides have been created or massaged using this technology, and they have previewed some other exciting stuff to come – read more here.
A cool Presenter Coach function will soon let you practice your presentation to the machine – presumably there isn’t some poor soul listening in for real – and you’ll get feedback on pace, use of words and so on. Watch the preview. No need to imagine Presenter Coach is sitting in his or her undies either.
When it comes to laying out simple objects on a slide, though, you might not need advanced AI to guide you, rather a gentle helping hand. As well as using the Align functionality that will ensure shapes, boxes, charts etc, are lined up with each other, spread evenly and so on, when you’re dragging or resizing items you might see dotted lines indicating how the object is placed in relation to other shapes or to the slide itself…
In the diagram above, the blue box is now in the middle of the slide, and is as far from the orange box as the gap between the top of the orange box and the top of the grey one. There are lots of subtle clues like this when sizing and placing objects, and it’s even possible to set your own guides up if you’re customising a slide master.
Many people who rely on the same applications to do repetitive tasks, will want to learn quicker ways of doing them – and use shortcut keys to good effect. Shortcuts have been covered in ToW previously – eg. how to start modern apps quickly, or navigating between running apps.
As world+dog moves from internal corporate email to Teams, Slack etc, it’s handy to know how to get the best out of the new messaging environment. Before abandoning Outlook already, here’s a reminder of some especially useful shortcut keys:
And there are lots and lots more.
When it comes to using Teams, one of the most useful shortcut tips is essentially the same as the Outlook set above – CTRL-number takes you to one of the nodes on the side-bar that corresponds to the number from the top – eg CTRL-4 will jump to Meetings, which is handy if you have Teams calls in you calendar and want to join the calls from there rather than Outlook.
Incidentally, if you normally go into an appointment in Outlook and click the “Join Teams Meeting” link in the text body, you may tire of continually telling Outlook that yes, you did mean to switch applications, and it’s OK, you already have the desktop app…
Click the “Join Teams Meeting” icon on the Ribbon in Outlook instead, and you’ll skip this. If you’re super-skilful then you can jump straight to that command without lifting your fingers from the keyboard – just press the ALT key and you’ll see shortcut letters appear under each of the sections of the Ribbon; press the corresponding one (“H” if you’ve opened the meeting up in Outlook already), and you’ll then see a letter combo that will activate the Ribbon commands – Y1 in this case will jump straight into the meeting.
There are many other shortcuts in Teams, with varying degrees of usefulness. Customising the UI is still a bit clunky (eg you can’t add shortcuts straight to the sidebar or move items on it up and down) but you may be able to find a quick way of doing the things you need most. To see a summary of shortcut keys whilst in teams, just press CTRL-. (ie CTRL and full stop/period ‘.’).
ToW has featured Wunderlist and To-Do on a number of occasions; it’s good to see new functionality being added to the To-Do app & service, and the hits just keep on coming. If you haven’t tried it out yet, get To-Do from the Store, or just play with it online. Install it on your phone, too – fruit | robot.
Recently, the Windows To-Do app was updated with a couple of key features, including the ability to add files (up to 25Mb in size) to items – though not yet if your list is shared.
It’s also now possible to add multiple accounts to the Windows To-Do app; so you can have several Office 365 or personal Microsoft Accounts – and switch between them without needing to sign out and in again. Maybe something that Teams could aspire to…
Teams is more than just a replacement for Skype for Business on your PC, it’s also a consummate mobile app that functionally eclipses its predecessor in many ways, and even its desktop sibling in some. If you haven’t installed the Teams mobile app on your phone, go and get it (and other Office apps) for Googly Devices or Fruity Phones. The remaining Windows Phone users can follow the setup link here, though be prepared for disappointment.
The “Calls” tab on the mobile version on the app is more usable in some senses than Calls on the PC version of Teams is, since it exposes phone numbers more easily. On the desktop Teams app, if you want to use the service to call an existing contact via the POTS, the actual phone number you use can at times be somewhat obscured.
On the PC app, for example, if you look at History, you’ll often seen a list of people but it’s not clear which number they called from (or you called them on), and you’ll need to use the Contacts list within Calls to be able to direct a new call to a specific number.
In the Teams mobile app, if you look at the Calls tab, under History, tap on a line and then the card to the right side of the list of icons, you’ll get a contact card and the ability to respond back – using Teams – to any one of the listed phone numbers.
Finally, one of the great new functions in Teams mobile is the building-in of Org Chart functions, so you can browse the global address list hierarchy while on the move (assuming such info is populated in the directory).
Just search for a contact’s name, and their organisational tree is only a tap away.
For more tips on using Teams Mobile, see here.
Once upon a time, users had to deal with email quotas that meant they often had to shuffle messages around to stay within their allowed size limit, or else get limited functionality. The Outlook Thread Compressor tool* was written to help reduce the size of a user’s mailbox, and for a while, had thousands of users inside Microsoft. It inspired the Outlook team to write the “Conversation Clean Up” feature, which works in a slightly different way but does similar things.
Nowadays, with 50 or 100GB mailbox quotas being the norm, most Outlook users don’t need to worry about reducing the size of their mailbox other than to keep it from being too hard to use – a tidy mind and all that. But if you have massive mailboxes, the storage and organisation of all your content may put an unnecessary strain on your PC, so it’s worth taking a few steps to check and clean up if you can.
… and marvel at a dialog box that hasn’t changed since the earliest days of Outlook, evidenced by the fact it measures size in KB rather than MB or even GB…
Limits to be aware of
There are some recommended limits that have been given to Exchange/Outlook users over the years – not just about the overall size of the mailbox, but the number of items in certain folders and even the number of folders themselves. See a 2005 post on the Exchange blog here, for example, which advises keeping the item count low on certain folders (< 1,000 items in the Inbox, Calendar and Contacts folder was the recommendation then – also on the Exchange Blog, check out some of the examples in this post for early pioneers of huge mailboxes).
In more recent versions of Outlook, though, there are some guidelines to avoid performance problems:
Now, you’re probably not going to have too many folders with more than 100k items though it might be worth checking Sent Items and Deleted Items. Unfortunately, the mailbox size tool above shows you the total size of each folder, rather than the number of items – and if you want to know how many folder you have, you’d need to manually count them in the scrolling list box: not an easy task if you have lots of them.
It’s quite possible if you’ve had your mailbox for a while, and you’re a very diligent filer (especially if you use a methodology like GTD or tools like ClearContext), you could inadvertently have more than 500 folders – and if you use AutoArchive, then you could find a lot of them are empty, since the archive process moves the items out into another location but leaves the folder structure behind.
FolderCount to the rescue
Here’s an interesting little hobby project – a macro-enabled Excel sheet which cycles through all the folders in your mailbox, tells you how many items are in each one and offers to get rid of the empty ones for you.
It can be run in:
Use with caution; though anything that is successfully “deleted” will be moved to Deleted Items first, therefore you’ll need to run it again to actually do the damage (or just empty your Deleted Items… a thought that fills some people with dread).
To run it, click on the link above, save the file locally, open it up in Excel and you’ll need to enable the Macros to run – probably by first enabling editing, and then allowing macros by “Enable Content”.
Once you’ve done that, click on the appropriate button to let it run. I’d suggest starting with the top one until you feel brave…
*The Thread Compressor tool was made available externally after a time, but the domain disappeared… the actual Outlook Addin is again available here, but you’re a bit on your own as far as installing and using it is concerned…