#14: Meetings are a drag

Last week’s rant on New Outlook’s stupefying licensing enforcement was quickly and neatly responded to by Microsoft Outlook Product Manager, Allen Filush, in a comment and more publicly on a blog post which had neatly been written the week before. Chapeau, Allen… Anyway, a new release of New Outlook also neatly deals with the issue and now allows you to add certain M365 subscriptions that were previously blocked, and should be available now.

The scourge of feature parity

One of the problems inherent in widely used software which has been around a long time, is that of technical debt. Microsoft saddled itself hugely with the effort of backwards compatibility in old versions of Windows; occasionally companies will take the other approach and sacrifice short term user pain for the benefit of moving forward quickly.

It’s never easy building a new application which is intended to take the place of the old, without necessarily replicating all the features of its predecessor. Cutting some obscure shortcut key sequence that application telemetry tells you 0.1% of the userbase ever invokes, will still annoy the 0.02% of those who do it every day. One such deprecation – if you want to call it that – is to be found in New Outlook.

A bit of Drag and Drop history

The metaphors of drag & drop were present at the outset of the Graphical User Interface, as an easy way of moving files around. Other forms of drag & drop have evolved since – like clicking on a tab in your browser, and dragging it off the window to launch a new window with just that tab in, or dragging browser tabs between open windows.

Edge even has an experimental new feature called Super Drag and Drop which lets you open a link in a new tab by dragging it as you click on it.

If you like opening other stuff while reading online articles, but want them to open in a new tab, just hold Control key down as you click on them, or enable Super Drag and do it with a deft flick of the wrist.

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To the chagrin of some Windows 10 users, one of the side-effects of the redevelopment / simplification of the taskbar in Windows 11 was the lack of drag & drop support; previously it was possible to drag a file from Explorer and by hovering it over an icon in the taskbar, that app would open up and let you open that file by dropping it in. That was no longer possible in initial versions of Windows 11 but was hurriedly re-implemented.

Outlook Droppings

One handy trick in Old Outlook, was when you wanted to turn an email into a calendar appointment. Some people like to use their calendar as a task list, so if they intend to reserve time for something, they might start from the email they need to work on. In the Outlook Heritage Edition™️ you could simply drag an email from your Inbox to the Calendar icon on the Wunderbar to generate an appointment in your diary with the contents of the email. It might throw away some of the formatting and the attachments etc, but at least it was a start.

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Try doing that in New Outlook and you’ll get less success. You’ll get a little “denied” icon if you try to drop your email onto the calendar node, so what to do? Copy all the contents to the clipboard, switch to calendar, create an appointment and paste the contents in… ?

Quick Steps to the Rescue

The old Outlook app had a Quick Steps capability where users could define easily-repeatable tasks, like moving an email to a specific subfolder, categorizing it or creating related tasks.

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The New Step wizard lets you select from a list of pre-defined templates, including picking up the content of your email and creating a new meeting or appointment with it.

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But that’s old Outlook, the one that might one day be replaced by New Outlook. Though some of the decades’ worth of Outlook functionality has been left behind, Quick Steps are not one of them.

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That said, not all of the Quick Steps templates carry over – including that thing with the Appointments seen in Dusty Old Outlook. But there is a workaround.

When you put something in your calendar, that’s an appointment. As soon as you invite other people or resources to it, then it’s now a meeting. They are handled differently even though they’re closely related – you save an appointment, you send a meeting request, for example. New Outlook can has a quick step that could be useful.

Create a new quick step (by going into Manage quick steps) and near the bottom of the list, you’ll see the option to Reply with meeting. You can add other stuff like assigning categories, putting in a description which will show in a tool tip if you hover over the quick step or give it a shortcut key if you want to use it all the time.

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When you click on the new quick step, it will add a new draft meeting to your calendar, insert the recipients of that email to the invitation, and copies the body text of the source message into the main part of the new meeting). It does a better job of formatting than the old Outlook version, but still dumps any attachments, sadly. (A useful scenario could be adding an email about an event with attached PDF tickets to your calendar, but you could always put the attachment in manually, later).

If you remove the attendees (and change the “Teams Meeting” toggle if that’s on by default), you can then simply save the appointment in your own calendar.

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There are other ways of doing the same thing, though the UI is somewhat inconsistent. In the preview pane, if you click the “…” ellipsis at the top right of a message, you’ll see the option to reply with a meeting or forward as an attachment.

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Open the message up in its own window and the ellipsis gives a single-click Respond with meeting option:

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#13: New Outlook gets in own way

Many people rely on email for their work, and in some cases the inbox and calendar are the primary tools they use. Gen Z’ers might put up a struggle on entering the workforce, preferring to commune via instant messaging or Tik Tok, but for the most part we know that email isn’t going away. Unless you have an alternative product to sell, that is.

The Outlook application that comes with Microsoft 365 and Office suite has been with us since 1997, but can trace some of its roots back some years before that. Students of history may want to delve into the writings of ex-Office supremo (who went on to bring Windows 8 upon the world), Steven Sinofsky, as he revisits some of the tensions between and the decisions being made by the various development teams. There’s a good one on Outlook’s gestation, or the one where BillG gets presented with the idea for the Office Assistant: 042. Clippy, The F*cking Clown.

In a trope briefly discussed last week, we all know how Microsoft has historically loved to use the same name for wildly different things. “Outlook” is one such case – at various times, the core application which has had quite different capabilities during its growth (especially the difficult second album version, Outlook 98) and the name was associated with a whole slew of other products and/or services.

In the Windows 95 / Internet Explorer 3 days, there was a free app called “Microsoft Internet Mail and News” which combined internet email – POP3, IMAP4 – and the long-dead USENET newsgroup infrastructure based on the NNTP protocol. This was rebranded as “Outlook Express” even though it had nothing to do with the main Outlook application; the actual executable file for Outlook Express was still MSIMN.EXE for its whole life…

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[Outlook Express … the solution for all your messaging needs…]

The Exchange Server that sat behind much corporate email added a web view of your mailbox back in 1996, called Exchange Web Access, later renamed Outlook Web Access and then Outlook Web App. As the functionality developed, so the old Hotmail.com service was rebranded Outlook.com, and the functionality of Outlook Web App for Exchange users and the free Outlook.com web client converged to a degree, as Outlook.com was moved to the same Exchange-based Microsoft 365 infrastructure.

Then there’s the mobile Outlook apps – Microsoft acquired email and calendaring companies Acompli and Sunrise Calendar, and folded their stuff into the highly-regarded Outlook mobile applications for iOS and Android.

Finally, when Windows 10 released, there were built-in Mail and Calendar applications; in fact, it was the same application under the hood, but it could be started with different criteria which would set how it looked. This app is still available in the Windows Store and came with OG versions of Windows 11. If you delve back to August 2018 and Tip o’ the Week 445 – Finding Modern App names, you’ll see how to find out what “modern apps” are really called within the system; as it happens, under the hood, the Mail and Calendar app was … ms-outlook.

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One Outlook to rule them all

There has been a long held dream in Microsoft of having a replacement for the sometimes creaky old PC Outlook application and the Windows 10/11 Mail & Calendar app, to bring them together under a shiny new application. Sometimes known as “Project Monarch” or “One Outlook”, this new version will use web technologies to effectively be running Outlook Web App but with offline capability, on your PC or Mac.

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Spot the difference? The New Outlook above has lots of mail accounts added with different inboxes etc pinned to Favourites. Here’s the same primary mailbox in Outlook Web App:
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The New Outlook for Windows has been available in preview for a while, and you might be getting nagged to migrate from Windows Mail to try it out, or if your M365 administrator hasn’t switched off the prompt, you could even be getting it in full-fat Outlook.

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Having been in Preview for a while, Microsoft announced in September 2023 that this new client is now generally available, and was to be pre-installed on latest versions of Windows 11. By the end of 2024, the old Mail & Calendar apps on Win10/11 will no longer be supported and won’t be available in the Store anymore. It could be a long time coming to migrate desktop Outlook users to the new-fangled version, but the signalling is saying it’s happening someday.

Check those horses

By all means, have a play with the New Outlook – it’s actually pretty good, if you don’t get 10,000 emails every day; in fact, if you have several accounts, it does a better job of keeping on top of them all than old Outlook does (though, arguably, not as well as Mobile Outlook, which lets you see a single Inbox view of all accounts). If you decide to go for it, then you’ll still have access to the Old Outlook app as well (should you need it), and if you’re moving from Windows Mail to New Outlook and don’t like it then the move back should be smooth too.

But currently, there is a gotcha. And it’s the cold hand of license enforcement mistakenly stopping play.

Users of certain M365 subscriptions – Business Basic, or Exchange Online Plan 1 as two examples, are being blocked from using the New Outlook as their license supposedly doesn’t allow it. There is a confusion having a license for a piece of software, and having the rights to use your software against a separately licensed service.

If you look at Compare All Microsoft 365 Plans, you’ll see that Business Basic include “Web and mobile apps only” for Outlook; another way of putting that is “you don’t get the Office applications on your PC or Mac” by buying that subscription. But what if you had the actual software already, through another route? If you have a M365 Family subscription, you can install the Office apps on 6 machines, and there’s nothing stopping you from connecting to a separately-paid-for M365 Business Basic mailbox from your legitimately-licensed Outlook application.

But New Outlook thinks differently. Trying to add a low-cost M365 mailbox gets you an unhelpful error:

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Raise a ticket through official support and you’ll be told “you can access your mailbox by upgrading to a premium subscription”. The irony of “Add all your email accounts” is also not lost (especially since free services like Gmail, Outlook.com and Yahoo! seemingly have no problem), but penny-pinching paid-for Microsoft 365 subscriptions do.

Looking at the Exchange Online Service Description

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The service that is being paid for should allow access from “Outlook for Windows”. Regardless of whether that means the full-fat Outlook app that you have to buy, or the freely available “New Outlook”, this document says you can access those mailboxes. But the New Outlook app is now enforcing something different.

Predictably, there are furious users on the internet. The Powers That Be have been made aware and are trying to think up an appropriate way round the issue, apparently. How about, don’t be a Doofus, Rufus? Excellent!

It’s baaaack… Tip OF the Week returns

OnMSFT.comOK, I said it was gone but it’s just been resting.

Tip o’ the Week is no longer the internal email in Microsoft, but was being published weekly on the OnMSFT.com site – as “Tip of the Week”…

[UPDATE – January 2024 – OnMSFT.com has been acquired by another site so may be transitioned, or disappear altogether…]

Tip of the Week #1: That function key most Office users don’t know about deals with function keys in general and in particular that shortcut to repeat the last thing you did in an Office app…

Tip of the Week #2: The OneNote addin everyone needs covers the shift to and from UWP apps and the benefit of moving back to OneNote’s traditional architecture due to the incredible OneTastic addin that is only available on that version.

Tip of the Week #3: Using Multiple Calendars in Outlook – Most people who use Outlook probably know that you can show multiple calendars at the same time, even overlaying them. But have you ever tried using the list view to show a table of appointments instead, so you can see everything that is coming up?

Tip of the Week #4: Calendar sharing using Bookings with Me – Microsoft has had a few goes at making it easier to share your availability with other people, from the basic Free/Busy in Outlook (typically within your organization) to tools like FindTime, which sends a poll to every attendee to get them to vote on the best time for them.

If you’re looking at offering your availability to others – especially if outside your organization – then the relatively new “Bookings with me” is worth a look. Think of it like Calendly but it’s part of (some) M365 packages…

Tip of the Week #5: Time management in & out of Windows – Did you ever have to call the speaking clock or set your watch off the clock at the bottom of the TV news? Fortunately, time setting in Windows is mostly automatic but here are some tips for how to tweak it, how to display other clocks and how to know what the time really is…

Tip of the Week #6: Managing Screenshots – SHIFT+WindowsKey+S is a supremely useful key combination; capturing parts of the screen with Snipping Tool and its numerous variants has long been a handy feature and as it gets updated, it’s getting better all the time.

Tip of the Week #7: Taskbar icons for Edge profiles (and other apps) – How to change the icon on your Win11 taskbar for different profiles of the browser, to make it easier to distinguish between them.

Tip of the Week #8: Juggling with Daylight Saving Time – Handling that awkward period where multiple parts of the world move into a different time, but not all on the same week…

687 – Loop de Loop

clip_image001Sometimes, new application paradigms disrupt the old ways of doing things – like real time messaging could sometimes replace email, or shared online document authoring takes over from working in offline silos. Just as software development methodologies and tools come in and out of fashion amongst the cool kidz, so too does the idea of doing everything online in a browser vs using those fusty old desktop apps that you might have installed.

One new application that springclip_image002 to prominence in recent years is Notion; it showcased a canvas-based approach to colloborative workspaces with components that could be shared and reused in an entirely browser or mobile app based environment.

Notion went from a small startup 10 years ago to a multi-billion valuation, despite initially fending off VC cash. The user base is supposedly skewed to teenage-to-mid-30s, though old timers like Paul Thurrott and the team behind the Windows Weekly podcast notably use Notion to manage the prep notes for each episode. He was initially less than complementary when Microsoft unveiled a similar-looking new service, born out of components of the “Fluid Framework” which been unveiled at Build in 2019 as a new way of doing co-authoring on compound documents.

Loop is the name given to this new Microsoft 365 collab tool, announced in clip_image003preview in 2021 and expanded somwhat shortly thereafter. It’s still a preview – some software companies have products in preview lasting multilple years, even if they don’t ultimately cark it.

Loop can be accessed at loop.microsoft.com either by using a “work or school” account as part of M365, or a Microsoft Account to sign-in to a personal version. Loop mobile apps now have support for personal accounts too. Admins in Microsoft 365 environments need to enable Loop for use – if you visit loop.microsoft.com as an end user and it’s not available, you’ll be told as much and asked to find your IT admin to get them to switch it on.

Loop components can belong to a workspace which itself has numerous pages – when you create a new page, you’ll see a selection of templates to get you started:

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… and there’s a larger gallery which has more ideas, basically just pre-built pages with a smattering of ready-configured Loop components.

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Inevitably, commentators compare Loop and Notion though one major difference is that rather than doing everyting in the online workspace, Loop components can also be shared and embedded within Office documents, emails or in Teams, which is arguably more flexible.

If you copy a Loop component to the clipboard and paste it into an email, you’ll see it embedded – though if using a table in your mail (such as is used in some weekly missives to try to control their layout), you’ll be disappointed as it appears you can’t embed Loop components inside a table.

clip_image007Create a new Loop component inside a mail or Teams session, and it won’t be part of an existing Workspace – it’s basically just an attachment but still offers multi-user capabilities. If you insert the component from the menu then it auto-creates the name assiged to that component and there’s nowhere that you can rename it within the email etc.

Head over to clip_image009OneDrive and look under My Files / Attachments, and you’ll see the created component – just click the ellipsis to the right and choose Rename from there, and it will show up with that name, wherever you embedded it.

Example:

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678 – New Old Things again

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In ToW 632 – New Old Things, the topic of the old version of OneNote getting some spiffy new features was raised. This week carries on the same theme in a different direction – some altogether new versions of old applications, which might be worth taking a look at, even if they’re not quite fully featured yet.

In the beginning there was Skype. Well, actually, before that there was MSN Messenger and its variants. Business environments then got Live Communications Server, Office Communications Server, eventually Lync, and finally the confusingly branded Skype for Business.

Teams came along from the left field around 6 years ago and from a real-time collaboration product point of view, swept all before it (at least in Microsoft), eventually replacing Skype for Business, as the pandemic turbocharged its adoption and appeal. Skype is still with us, with reasonably recent releases and even integration of the new Bing and GPT driven AI.

The thing is, the original Teams client grew up pretty quickly and though it has had lots of improvements, it’s never been especially resource-light, or quick. The Teams team (herein lies one challenge with its name) took the decision to start over and build a new Teams client, shiny and slick and running like greased clip_image003lightning.

If you feel like giving it a try, you may see a Try new Teams slider on the top left of the main Teams client window; clicking that will restart Teams by closing the old app and starting the clip_image005new. There are some features not quite there yet, but the list is being updated frequently as functionality improves. If you switch to the new Teams preview and don’t like it, you can quickly switch back – but you’re either/or running one or the other.

Outlook has a longer heritage – it came out first with Office 97 so has its roots in early/mid-90s code, and even if the core of the app has been re-engineered and the UX has had numerous polishes over the years, there are still occasional peeks at a Windows 95 era application lurking beneath.

There has been a push for some time to make the Outlook Web client a more viable alternative for many users, including showing Outlook Web in an Edge sidebar even when clicking a link from the PC desktop client. Functionality differs between the full-fat desktop, the web client and the various mobile apps.

There’s a “new Outlook” on the way, now too – previously codenamed “project Monarch” it’s supposedly been in the works for years, yet looks a lot like the web client that happens to run in a window – it’s available in preview now. It may end up replacing the variety of desktop, web and mobile apps, though that could take a while. In near terms, the new Outlook will likely supplant the default Mail & Calendar apps in Windows 11.

clip_image007You may see a Try the new Outlook slider on the top right of the main Outlook window; flicking that will restart Outlook in its new guise, however unlike the new Teams, it is possible to run both new and old, side-by-side.

clip_image009One way would be to make the switch, then on the new “Outlook PRE” icon that appears on the taskbar, choose to Pin it. Then flick clip_image011back and you’ll now have both old and new Outlooks available together. You could configure the New one to remove your main M365 email account, and just have your Outlook.com / Hotmail or now even a Gmail account, while leaving all your work emails in the old Outlook UX.

If you want to keep old and new Outlook with different account setups – business in the old, private in the new, for example – go straight to the Store and install the New Outlook app, then configure it as you like when it starts.

676 – Calendar spring cleaning

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As spring continues to emerge from its wintry slumber in the northern hemisphere, it could be worth spending a little time tidying up your Outlook calendar as well as spring cleaning your nest. The following applies to Outlook on the PC, though similar colour-coding concepts exist for Outlook Web App and on other platforms.

You could start by looking for “Ghost meetings” – those are ones where you’re the organizer, but none of the invited attendees have accepted your invitation. A good example is a 1:1 meeting when the other party is on holiday – they might have declined a meeting but you left it in your calendar.

clip_image004To quickly view Ghost (or maybe Zombie?) meetings in your calendar:

  • Download this ZIP file and open the downloads folder where it is saved.
  • Right-click the ZIP and choose Extract All then right-click the resulting file and Unblock it, so Excel will let you run the macro within (don’t worry, it’s perfectly safe). clip_image006
  • Now open the file in Excel. If asked, tell it you want to edit the file and allow macros to run, then hit the Scan Calendar button. You’ll now get a list of meetings to go and delete, or possibly to nag the invitees to respond.

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Another trick is to colour-code your appointments, either by setting categories on them individually or by using rules. This way you could quickly differentiate an appointment (ie something you put in your calendar to block out time) from a meeting (ie an appointment which you invited others, or to which you have been invited).

clip_image010Setting a colour category is a quick exercise once you have the categories defined – right-click on an entry in the calendar to pick a category, or you can set it from Categorize option on the Ribbon while creating or editing an appointment or meeting.

Rules are set by creating instructions that apply to the view you’re using; go to the View menu on the ribbon and choose the View Settings menu item.

This presents a somewhat old-fashioned looking clip_image012dialog box which lets you change the view, including using Conditional Formatting, where you define rules that will mean the select colour applies.

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In “My Meetings”, if your name is the organizer, then the meeting shows as green.

Explore the conditions dialog a little and you’ll see all kinds of things you can filter by. It includes a powerful advanced mode that will let you set a condition on any property of the meeting or appointment (so you could have different colours for meetings whose locations were in different buildings etc).

The “External meetings” condition above does require further hoops to be jumped through to get it set up, but it’s a one-and-done exercise. It involves adding a custom form to Outlook, which in turn exposes a new property called “Sender clip_image016Address Type” – if the value is SMTP, that means the message – or calendar meeting request in this case – came from outside, so you’ve been invited to a meeting organized by a 3rd party. The same field could be used to colour code your inbox so as to prioritize emails differently too.

To see how you could use the Sender Address Type to alter how your inbox is displayed, and for the instructions on how to install the form so that field becomes visible to Outlook, crank up the time machine and head back to Tip o’ the Week #275 – Prioritising External Email – Ewan Dalton’s Tip o’ the Week (tipoweek.com). Great Scot!

675 – Does size matter?

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When disk size was measured in Megabytes and network bandwidth even less, size of files really mattered. When non-floppy floppy disks were sized in 1.something MB, IOMega Zip drives promised 100x as much storage for only a few times the outlay.

The dramatic growth in capacity and drop in cost of storage has radically outpaced Moore’s law, where a gigabyte of disk storage might have cost $100 in 1997 and only $10 by the year 2000. Nowadays, if you bought your gigs on a spinny platter, they’d cost you less than $0.01 each. For most end users, solid state storage has largely replaced the traditional hard disk and even with 10x performance, the price is still only a few cents per GB.

That said, storing data in the cloud costs money over the long term, and has a potentially negative environmental impact – a Stanford report from a few years ago estimated that saving and storing 100GB in the cloud for a year costs the equivalent of 0.2 tonnes of CO2, or about the same as a one-way flight from Seattle to San Francisco. So reducing unnecessary cloud storage can be worthwhile.

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If you’re writing an email in Outlook, you can see the current size from the File | Info menu.

clip_image005In Word, Excel and PowerPoint, you can see the document size and other useful info in the same place (varying details depending on which application).

A previous Tip dealt with the scourge of bloating PowerPoint files, where it’s not uncommon to have unnecessary large images lurking within the template you’re using, but there’s a simple trick that’s common across all Office apps – compressing picture size.

clip_image007Especially if you’re embedding photos from a phone or even screen-grabs from a high-res display, individual files can be in the multi-megabyte* category. In many cases, you might resize your image so doesn’t take up such a huge part of your document, but the app will still be storing the full resolution of the image – including any bits you’ve cropped out – behind the scenes.

To compress pictures in your document – and let’s use PowerPoint as an example given that it’s the chief culpritclip_image009simply select an image and in the Picture Format menu which appears, choose the Compress Pictures option.

This will let you determine the level of detail to keep for this image – if it’s a simple presentation, then it probably doesn’t need a very high definition picture. You also select whether to keep or discard any cropped areas, and importantly, whether to apply to just this one or by clearing the top option, applying to all images in the file.

Try taking any large PowerPoint file, delete cropped areas and apply Web or Print resolution to all images, and you might see it drop to 10% of its previous size.

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The Compress Pictures option is also available from the folder picker in the old File | Save As dialog, and there are other options to change the default resolution available from within the File | Options menu.

*Remember kiddos, there are 1000 MB in one GB; smart alecs might believe that a kilobyte would be 210 bytes – 1024 – but for 25 years international standards have defined that as a kibibyte or KiB, trying to assert with less ambiguity that a kilobyte is actually 1000 bytes, therefore a Gigabyte is 1,000 x 1,000 x 1,000 = 1,000,000,000 bytes, whereas a Gibibyte – srsly – is 1,0243, or 1,073,741,824 bytes).

672 – Why your meetings are clashing

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Look at your work calendar for the next two weeks or so; if you’re a part of a multi-national organization that routinely has meetings with people all over the world, your nicely ordered diary might be a maelstrom of overlapping and clashing appointments. Welcome to the start of the 6-monthly Daylight Saving Time Shuffle! Of course, you might have clashing for other reasons.

Meetings in Outlook – apparently, other PIMs are available – are created in the time zone of the organizer. If you’re in London and have set up a weekly 4pm meeting, most of the time that’s at 8am for the people in San Francisco, but for the next 2 weeks it’d be 9am and therefore possibly conflicting with whatever else they had planned for then.

The topic of time and its zones has been covered ad nauseam on ToW passim, but it’s worth a quick reminder of what is ahead (and other countries / regions still do vary – see a summary of the global daylight saving time dates and regions, here), especially since the US has a habit of doing things differently to the rest of the world:

  • 12 March 2023 – Most of the US, Canada, Carribean enters DST (if observed)
  • 24-26 March – most of the rest of the Northern Hemisphere enters DST (if observed)
  • 2 April – Australia, New Zealand leaves DST

Practically, that means that today, a noon meeting in Seattle would be 8pm in London and 7am (tomorrow) in Sydney, but in a little over 3 weeks that would have moved to noon/7pm/6am and eventually settled back at clip_image004noon SEA and 8pm LON, but now at a refreshing 5am SYD.

Fortunately, the Clock app on Windows 11  has a “Word Clock” feature that lets you pin cities to the map and you’ll see what the current time is (and what the time zone offset is currently). You can also get a tabular view of what the relative time will be at any given date.

Windows Clock app

669 – Hazelnut in every bite

imageWhat has a hazlenut in every bite? That’s right, a Topic from the British sweetie shop of yesteryear, and nothing at all to do with what’s near Tufty’s nest. Sadly discontinued last year, due to falling demand, there’s no accounting for taste.

Topics are still available today to users of Microsoft 365, as a way of curating certain scraps of knowledge that they can share with other users within the same organization. The very first version of Microsoft SharePoint (codenamed “Tahoe”) had a capability that aimed to do much the same thing – “Best Bets” were a way for an administrator to guide the search experience so that if someone ran a query for a term, rather than returning hundreds of old PowerPoint files that contain that word, it would take the searcher to a more official site.

clip_image002Viva Topics – because everything is getting Vivafied just as in the days of Tahoe, every other product had Live and/or .NET in its name – is part of a growing family of “employee experience” offerings; it’s an addon to even the top flight Office Microsoft 365 subscription, but adds AI-powered discovery as well as the means to manually curate things.

After deploying Topics and assigning licenses to the appropriate users, topic pages can be automatically created based on the documents that exist already – the Search and underlying Graph services can identify subjects that look like are active, with people contributing to them through documents, conversations and so on. Codenames or location names, for example, could be quickly identified and suggested.

A Knowledge Manager could also be assigned to create or approve new pages; individual users could be empowered to do it themselves, though that might end up in something of a mess. Best practice would be to have some kind of form or email-based request, where a user would ask for a topic page to be created and they would then own the content within.

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Discovery is pretty easy – depending on how it’s set up, if the title of a topic is mentioned on a SharePoint site, it can be automatically highlighted on a pop-up card with which will give a summary of the topic, and a link to more the main page which contains furtherinformation.

clip_image006Topic pages themselves can be full of useful info; a search for documents or other pages that the SharePoint environment behind the scenes considers to be related, as well as specifically curated sources of information, contact cards for the people who are managing the project or involved with the customer, links to docs or other websites etc.

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Within Office apps like Word or Outlook, if the user highlights a word or phrase and chooses to Search for it, a sidebar in Office will run a search online and across internal sites for that word – this is avialable to everyone, with or without Topics deployed.

If Topics has been configured and the searched for term is a topic (or is one of the topic’s synonyms, or is otherwise related), then the user will see it fairly prominently in the search results.

Now who’s for some chocolatey nuts?

661 – Finding mail and slimming down

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Learning how to find stuff in email is crucial, since many of us get so much that we let it accumulate until eventually it becomes a problem. Sifting through the many cc’ed work mails, or finding the order confirmation email in your personal mailbox amongst all the other stuff, we’re more reliant on search than ever.

This is a topic that has been covered numerous times in previous ToWs – 573 – Searching in Outlook and 504 – Searching Outlook for example – but is worthy of a revisit since we may have a chance to pursue the fallacy that is Inbox Zero over the next few weeks. And maybe it’s a time to find and delete the special offer emails and once-in-a-lifetime invitations that may be clogging up our personal mailboxes too.

Work mail

Dealing with desktop Outlook on the PC, there are plenty of tools available to help you find specific messages, in fact there’s a whole toolbar full of them.

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As you look to search mail that meets your chosen criteria – it’s from someone in particular, maybe with a keyword in the subject, or that you know has an attached PowerPoint file, you’ll see that clicking the filters and options inserts the actual commands that will drive clip_image006the search, into the Search bar positioned at the window’s top.

Remembering a few of these means it’s quick and easy to search for mail from a person (you don’t need the quotes, really, and you could use just a part of their name) by typing straight into the box. ALT+Q (for query?) sends your focus straight onto the search bar, so if you’re a keyboard warrior, you could ALT+TAB to Outlook, ALT+Q and enter a search command, before your clip_image008 mouse-toting colleagues have even clicked a toolbar. While we’re at it, remember that CTRL+number jumps to the location on the (now vertical) icon bar on the left, so CTRL+1 will normally be mailbox, CTRL+2 is calendar, CTRL+3 contacts, and so on.

Commands could also be used to filter on properties of a message that are not so easily visible through the UI – eg from:ewan messagesize:>10mb or from:nico sent:”last week”. See here for more examples of the kind of thing you can type. Look under Recent Searches to re-run ones you’ve typed before.

Reducing Mail Bloat

clip_image010Is your mailbox size is starting to look under strain (look under the File menu to see how big your ‘box is and what the limit is)? With an active work mailbox in M365, it shouldn’t be much of a risk unless you genuinely never delete anything, but a quick way of identifying the big rocks and getting rid of them may be needed occasionally.

clip_image012clip_image014You could run a one-off search for all big mail as per the instructions above, or for extra control try creating a Search Folder. Expand the folder tree on Outlook’s left side, and scroll towards the bottom, to locate the Search Folders hierarchy, right-click on the top of the tree and choose New …

This will bring up a wizard which creates a query across your entire mailbox or other data file, but which looks like a folder; it’s visible only in Outlook desktop (ie not in web or on mobile) but can be a great way to locate stuff that might be filed away in the darker recesses of your mailbox.

You can choose from some set templates or do your own custom thing entirely. The age of this feature is somewhat given away by the default value for “Large mail”… click the Choose button and enter something meaningful (like 10000 for ~10MB).

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This should give you a few easily deleted big mails to at least get any short-term capacity problems dealt with.

Right-click on the Search folder and choose Customize… to give it a better name, or to tweak the criteria.

Home email

If you have a Hotmail / Outlook.com etc mailbox, there may be a more pressing size issue, as over a period of years you might have been signed up to a newsletter every time you buy something online, and without realizing it, those could account for gigabytes of data bloat on your mailbox. If every notification from Amazon or eBay is 400K, they soon mount up to a meaningful size.

clip_image018If you have a free Outlook.com account, you should have a 15GB mailbox quota and if you have the account associated to a Microsoft 365 home or work subscription, you’ll get 50GB.

To check, go into Settings and search for Storage.

The UI for Outlook.com is simple and effective, but one thing it doesn’t do a great job of is handling message sizes.

clip_image020Sort by size and you’ll see a group heading showing which emails are clip_image022the largest (displayed by default with the biggest on top), but nowhere can you find out what the actual message size is.

If you want to do a mass clean-out of your Outlook.com account, then you could try sorting by From, however the UI won’t let you click on the group heading to select all emails from that sender and make it easy to delete them.

The Windows Mail app on Win11 doesn’t offer Size either, not even to sort by.

clip_image024Sometimes, the old ways are the best – you get much more functionality if you add your Outlook.com account to full-fat desktop Outlook, allowing you to change the view, see and sort by message sizes etc. Oh, and yes, you can even set up a Search Folder too. Now, tidy away!

This is the last “regular” Tip o’ the Week until January.

If you’re still here next Friday, look out for next week’s special edition – it’ll be a belter.