Use Outlook Search Folders to speed your Email triage

 
Outlook Search Folders

Microsoft Outlook™ has a little known but useful feature called Outlook Search Folders. This feature can save you time if you search for the same information over-and-over in your Inbox.

An Outlook Search Folder looks just like a regular outlook mail folder in your Folder Pane.

The only difference is that a Search Folder has a magnifying glass over the folder icon.

Outlook Search Folder Image 1C

Instead of an actual folder where you can move messages and store them, it is a virtual folder that match specific criteria you specify for that specific Search Folder.

For example, you can set-up a Search Folder to search for a specific Email address, name, or keyword.

In fact, there are three default Search Folders included with Microsoft Outlook (shown in the folder list above).


The three default Outlook Search Folders:

  • Categorized Mail - All Email messages assigned a category.
  • Large Mail - All Email messages that are 100KB or larger.
  • Unread Mail - All unread Email messages.

 

Some ways you can use Search Folders:

  • To locate messages from an important person, such as your manager.
  • To locate all messages with a specific category or follow-up flag.
  • Identify all messages with a “HIGH” importance.
  • Identify all messages that contain a specific keyword or phrase

 

Creating a new, Custom Search Folders:

Outlook Search Folders Screenshot 1

 

  • The first screen shows Search Folders for "Reading Mail" or "Mail from People and Lists".

 

  • And if you scroll down further, you have additional options for "Organizing Mail".
  • If you select any of these options, they present you with a Search Folder "template" where all you need to do is complete a few simple criteria.
  • There is also an  option for making a completely "Custom" Search Folder
Outlook Search Folders Screenshot 4

Example of Creating a Custom Search Folder:

Here is an example to find all Email messages from your manager.

Outlook Search Folders Screenshot 5

 

  • Select the “Criteria” you desire.
  • You can add additional criteria using the "more choices" and "advanced" tabs.
  • Once completed, select “OK”.

 

  • Your new Search Folder will now be displayed in the Search Folder section of your folder pane.
     
  • If you want, you can select “Show in Favorites to add the Search Folder to your “Favorites” section of your Folder Pane as well.

(Note: The above steps are for Outlook 2010 - different Outlook versions will have slightly different steps).

 

Modifying an existing Search Folder:

  • Select “Customize Search Folder” from the Folders tab of the Main menu. (Alternatively, you can "Right-click" the Search Folder and select "customize").
     
Outlook Search Folders Screenshot 9


  • Select “Criteria”, and then change the specific criteria you want to update.
Outlook Search Folders Screenshot 8

(Note: You cannot modify the criteria for the "Unread" Search Folder.)

 

Some important Search Folder considerations:

  • Search Folders can be created for locations beyond just your Inbox. This includes data files such as your Personal Folders file (.pst) or your Archived Folders file (Archive.pst).
  • One powerful feature of Search Folders is that they can locate Email messages that meet the search criteria across multiple folders.
  • However, Search Folders cannot search across multiple data files (such as if you use several .PST files in your Outlook mailbox).
  • If you delete a Search Folder, the messages in the folder are not deleted. You are just “viewing” the messages in the Search Folder based on your Search criteria.
  • But if you open or select one or more e-mail messages shown in a Search Folder and then delete them, the messages are deleted from the Outlook folders where they originated.

Once it is set-up, make sure to remember to make use of your new Search Folder!

 

Have you tried out Outlook Search Folders?

What do you use them for?