How do you keep Outlook and Microsoft 365 organized without creating too much maintenance?
Hey!
I am trying to make my Microsoft 365 workflow more sustainable, especially around Outlook, Microsoft To Do and general information capture.
At work I use Outlook as my main inbox and Microsoft To Do for tasks. Like many people, I get a mix of actual tasks, emails that need a reply, things I should read, useful links, meeting follow ups, reference material and general information. I want a system that helps me stay on top of this without spending too much time maintaining the system itself.
What I struggle with is the boundary between different kinds of items. Some emails are real tasks. Some are just information. Some are useful references that I might need later. Some are interesting articles or reports that I want to read, but not urgently. If everything stays in the inbox, it becomes messy. If I create too many folders, categories or lists, the system becomes too much work.
I am curious how people use Microsoft 365 in a practical, low maintenance way. How do you decide what stays in the inbox, what gets flagged, what becomes a Microsoft To Do task, what goes into folders, what gets categorized, and what gets stored somewhere else such as OneNote or SharePoint? Do Outlook rules, categories, Quick Steps, flagged emails, search folders or Power Automate actually help in practice, or do they tend to create more complexity?
I am especially interested in systems that work over time, not just setups that look neat on day one. I want something simple enough to maintain during busy weeks, but structured enough that important tasks, follow ups and useful reference material do not disappear.
One specific use case is that I sometimes send myself work relevant links or notes from outside work, and I want them to enter my work system without turning my inbox into a read later pile.