Locked lesson.
About this lesson
Sticky notes are handy for paper, so why not emails? This is by far the best little-known tip in Outlook.
Lesson versions
Multiple versions of this lesson are available, choose the appropriate version for you:
2016, 2019/365.
Quick reference
Inbox Sticky Notes
Allows you to write short notes beside the email within the Inbox view.
When to use
You will use this to keep track of email topics even when multiple Subject lines match.
Instructions
- Click the View ribbon and locate the Add Columns button.
- Click New Column.
- Type a name for your column and click OK.
- The new column will now be visible on your Inbox headings.
- Now change settings to allow you to type into the Inbox grid.
- View ribbon.
- View Settings.
- Other Settings.
- Put a checkmark in the box Allow In Cell Editing.
- Click OK to finish the set up.
- View ribbon.
- Go to your Inbox and begin typing short topics into the My Notes section.
After the New Column is created, you may want to add it to other folders.
- Select the Folder to apply this column to.
- Click the View ribbon and locate the Add Columns button.
- Instead of creating a New Column, instead find Select available columns from and choose User-defined fields.
- The pre-made column should appear; click ADD.
- You must still apply Allow In Cell Editing, step #5 above.
- 00:05 Here's a feature on the View ribbon that will actually allow you to add brand new
- 00:09 columns into your inbox sorting fields up on top.
- 00:12 You can create your own columns and then you can type into them,
- 00:15 it is a two-step process.
- 00:16 So first of all, let's go ahead and click the View ribbon, Add Columns button.
- 00:21 Everything on the left-hand side are the available columns,
- 00:24 everything on the right are the existing ones already on your inbox.
- 00:27 Notice in the center we have a button that says New Column.
- 00:31 When I click that, I can now type the name of the new column, and
- 00:34 I'm going to go ahead and click OK.
- 00:37 It lands on the bottom, but now I can hit the Move up or the Move down button,
- 00:41 whatever you prefer, and click OK.
- 00:43 Please note, once you put that in there, you can change it simply with a click and
- 00:47 drag to move that around.
- 00:49 Now, what if you accidentally click and drag one of your headings but
- 00:52 you pull it down here?
- 00:53 See that big black X?
- 00:54 That means Delete, so if I hit OK, I just deleted my size column.
- 00:59 Well, the quickest way to get it back is again the View ribbon,
- 01:02 click the Add Columns.
- 01:03 Look at the list on the left, find Size, and add it back in, and
- 01:07 then move it to the correct spot that you prefer.
- 01:10 Okay, let's go ahead and hit OK here.
- 01:13 And now I have my notes.
- 01:14 Obviously, I've already typed something in here because I've used this field before,
- 01:18 but let's go ahead and take a look.
- 01:20 So I can't type in here right now.
- 01:22 It won't let me,
- 01:23 try as I might, clicking on there will not put my insertion point in there.
- 01:26 So let's go activate that, the second half of this process.
- 01:30 On the View ribbon again, right over here is View Settings.
- 01:33 When you click View Settings,
- 01:35 notice down the list there's one that says Other Settings.
- 01:38 When I activate Other Settings I have one little check
- 01:41 mark that needs to land right here in Allow in-cell editing.
- 01:46 When I click this, you're going to see a slight change to my inbox.
- 01:50 You're about to see vertical bars go through the inbox, I'm going to hit OK,
- 01:54 hit OK again, and there it is, vertical bars.
- 01:57 Now watch though, when I click in here,
- 01:59 that cell turned white, it's sort of like an Excel spreadsheet right now.
- 02:02 It turned white, I can click in here, and I can backspace and
- 02:06 delete that particular note.
- 02:08 I can also resize these lines and can read this.
- 02:10 So, also great thing to know is once you activate that Allow in-cell editing,
- 02:16 you can also change the name of an email.
- 02:19 So sometimes emails are forwarded so
- 02:21 many times they're no longer about their original subject.
- 02:24 So you can change this to This is the true subject, okay?
- 02:29 You can write whatever you want in here.
- 02:31 Be aware this might backfire on you because you can't Ctrl+Z to undo what you
- 02:35 just typed.
- 02:36 So be very careful when you're clicking around in the in-cell editing,
- 02:40 be very careful.
- 02:41 Now, what I like to do is when I travel, I will tag my airline reservations as
- 02:46 Airline, my hotel as Hotel, my car reservations.
- 02:49 because we get so many confirmations when we’re traveling,
- 02:52 that it gets a little perplexing.
- 02:53 Which email was about that subject?
- 02:56 So I’ll just tag them on my Note section, and
- 02:58 then when the time comes I simply sort by my notes.
- 03:01 And there are all my notes at the top, all alined, it's very nice actually.
- 03:06 So I can sort this again by Received, type another note and I'll save this as BBQ.
- 03:13 My BBQ notes.
- 03:14 Okay, and then I can sort, and just click once and then click again to get all
- 03:18 the notes at the top, and there's the one about the barbecue.
- 03:22 Much easier to do that than to dig, dig, dig for that email and
- 03:25 read them all over again every single time.
- 03:27 Just put a note on it, and your problem is solved.
- 03:30 Okay, one last thing I'd like to tell you is because I did set this up on my inbox,
- 03:35 as I create, right-click, New Folders,
- 03:37 my new folder will take on the attributes of the inbox.
- 03:41 But my existing folders will not have that particular column in there.
- 03:48 So you simply have to go back and add it again to your existing folders.
- 03:52 But the good news is, set your inbox up from the start, and
- 03:55 any new folder you create will have those attributes.
- 03:58 Thank you.
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