Attach Notes to Outlook Messages
Here’s the scenario… You are quickly clearing your email inbox before going home. You open a rather lengthy message and start to read through it. A vague idea forms in your head about what your response will be, but you’ve been reading it for 5 minutes now and haven’t gotten through the entire chain yet. It’s time to go home. You move the message to your @FollowUp folder but you don’t want to lose your train of thought. Here’s where this little trick comes in.
Click the “Note…” button on the message toolbar and just start typing, then close the dialog box. Move the message to your follow-up folder, and then come back later with your “note to self” intact. Okay, I know you probably don’t have this button, but I’ll show you how to create it.

This trick utilizes the colored message flags in Outlook. As you can see below, when you click the “Note…” button it brings up a dialog box. You can start typing any message you want (up to 100 characters). When finished, just click OK or hit [Return]. Your note is automatically saved with the message. Messages with notes can quickly be found because they have flags set, and your personal note is displayed on the dark bar in the header of the message (as shown below).
You can also schedule a reminder if you like by setting a date & time in the “Due by” field after typing your note. Another nice feature is that your notes are private. When you reply or forward the message, the note stays attached to the original message but does not travel with your outgoing message.
Here are the detailed instructions for setting up the button. Note that all of this is specific to Outlook 2003. It may work for other versions of Outlook, but I can make no claims.
To set up the button, click the small arrow on the right side of the toolbar where you want the button added. Navigate the drop-down menu by selecting “Add or Remove Buttons” then “Customize”, as shown in the screen shot below.
A pop-up window will appear. From the Commands tab, select the Actions category and find the “Add Reminder…” command. Click this entry and drag it up onto your toolbar and drop the button where you want it (as shown in the screen shot below).
With the Customize dialog box still open, right-click on the button you just added. You will see a drop-down menu where you can customize the button you just added (see screen shot below). First, change the name to “Note…”. Next click “Change Button Image” and select the push-pin. You can pick another icon, I just like this one because it feels like I am pinning a note to the image. …and it sure beats the frowny face! Also, make sure that the “Image and Text” option is checked.
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When you are done with your edits, click the “Close” button on the Customize dialog box. Your button is now ready to use! You can add the button in multiple places. I would recommend adding it to the menu bar inside the email message window, and also in the main Outlook explorer window so you can pin a note to a message without having to open it.
By the way, there have been other suggestions about just typing a note to yourself right in the subject line of the message. This works okay too, but I prefer to leave the original subject lines intact. Another disadvantage of the subject line method is that you may forget to strip your potentially embarrassing comments from the subject line before replying.
Well, that’s it. Enjoy!



May 28, 2008 - 1:32 pm
Nice tip, but why not just click the message flag and choose Add Reminder from the popup menu?
BTW, thanks for all your posts about adapting OneNote to GTD. I’ve been searching (ie. “wasting time”) trying all sorts of different GTD tools & to-do list managers online. Of course, none of them do exactly what I want. Then I realized that I used OneNote pretty much every day in my job, so I thought, why not use that! I started digging in and realized I haven’t even been tapping 20% of its potential.
May 30, 2008 - 6:47 am
Thanks Dave… Yes you can do all of this without adding the button. The button just makes it feel better
The main point is really to overwrite the flag text to add the note. That displays it on the message header and preserves the subject line.
September 1, 2008 - 12:43 pm
Congratulations for your nice tip.
Excellent
February 14, 2009 - 1:55 pm
Hi! As a GTD fan you should consider using Lookeen. THe link is:
rgs
February 15, 2009 - 10:01 am
Thanks Henry… I’ve considered Lookeen before. It seems very similar in capabilities to Windows Desktop Search, maybe with a nicer Outlook interface. I didn’t bother trying it, however, because it was expensive (now reduced to $39) vs. WDS at $0.
March 27, 2009 - 5:09 am
This is good but you are restricted on the number of characters you can use. Do you know if there is any way of extending this?
March 27, 2009 - 12:34 pm
Hannah –
The limit set by Outlook is 100 characters. There is no easy way to extend this. The idea is to just leave yourself a brief reminder of what you were planning to do with that message until you can get back to it. Usually 100 characters is enough for this, but if you need more, you can use the Outlook Drafts folder.
A few tips for using the Drafts folder:
(1) Click reply and type your rough notes, then be sure to save the message before closing it.
(2) Type something like “draftonly” or “donotsendyet” in the CC or BCC field so that you don’t accidentally send it too soon. CTRL-ENTER is a nice shortcut, but it can be embarrassing if you type it by accident before a message was ready to send.
(3) Right click on the Drafts folder and open Properties. Make sure the Drafts folder is set to show the total number of items (not just unread items). That will make it obvious when you have a draft in the works.
-Carl
May 15, 2009 - 11:26 am
This doesn’t appear to work with Oulook’s Instant Search. Is there any way to configure Search to look in this field?
_________
Diego
May 16, 2009 - 9:09 am
Diego – I think you’re talking about the Search box that comes up when you type CTRL-E. This is a handy tool, I use it about 30 times per day to quickly find items in the current Outlook folder. Unfortunately, it will not find the flag text as you pointed out. I do not know of any way to modify this behavior. The flag text is indexed by desktop search tools (such as WDS). So, you can find your flag notes there no problem.
If finding your notes via CTRL-E is critical, you might want to use the subject line method instead. I don’t use the subject line method because of the issues noted in the original post above. Plus, changing the subject line confuses ClearContext and makes it think it is a new thread.
Hope that helps.
-Carl
May 20, 2009 - 1:01 pm
You can search for the notes by using the Advanced Find/Search(Alt+Shift+F), navigate to the Advanced Tab within Advanced Find. Then click on Field>Frequently Used>Follow Up Flag. This will bring up a condition selection field and a text box to type in your search words
May 20, 2009 - 8:57 pm
R – Good point, thanks for your comments. In OL2003, CTRL+SHIFT+F will bring up that Advanced Find dialog box.
-Carl
September 10, 2009 - 11:02 am
Hi, I was looking for a feature like this, but what I really want is to be able to hover over an email message and have the note pop up. This way I can categorize messages as being important, and attach notes to them. When I periodically review these messages to see why I’ve flagged them, I can review them very quickly, with no clicking, by hovering over each of them. Would be very cool!
September 10, 2009 - 9:01 pm
Keith – You can definitely do as you described using this method. Simply add the comment field to the Outlook view: In OL2003, open the Field Chooser, select “All Mail Fields”, and drag the “Follow Up Flag” item to one of your columns. You can make the column wide in order to scan all the notes, or make it very narrow and mouse over each row to see the comment. You can also sort by that column to quickly find all messages with comments.
-Carl
September 17, 2009 - 12:17 pm
Is there any way to make this work for Outlook 2007? I have added the alert button to my toolbar, but cannot ‘right-click’ with the customize toolbox open….so therefore cannot change the name to ‘Note’ and cannot add “Image and Text” Do you have a solution? Thanks!
September 17, 2009 - 9:16 pm
Sean -
It sounds like you have the button added and are able to add notes, so you are 99% there. Changing the button name and icon is just for extra credit. Of course, I would be extremely surprised if this could not be done in OL2007. The exact steps may be a little different, but I’m sure there must be a way to customize a toolbar button. Unfortunately I don’t have access to OL2007, so I can’t detail out the steps.
-Carl
June 18, 2010 - 7:40 am
Carl,
This is exactly what I need, but I’m trying to get this to happen in OL2007, but no luck. Have you gotten access to OL07, and if so, were you able to do the same?
June 19, 2010 - 10:42 pm
Hi Don – I’m still on OL2003 for the time being. All this really does is bring up a dialog box that is already there in Outlook. The crux of it is changing the default flag text to something more meaningful to remind you what to do with the message. There is probably a way to access a similar dialog from one of the OL2007 menus? Unfortunately I don’t have a copy to try it.
-Carl
September 10, 2010 - 5:57 am
Hey,
sure – you can do that with Outlook 2007.
The name of the field is the same, also the way how you can customize it. However, the colors for the flags are not available any more…
Best
Tobi
February 22, 2011 - 4:43 am
A small addition/tweak: at least in OL 2007 (possibly in previous versions, too) if you use the same procedure but choose the “Custom…” flag instead of “Add Reminder…” you don’t get a pop-up reminder automatically created (which side effeect is quite to be expected, actually, since we’re indeed using the “Add Reminder” action
) and you can preserve reminders for their “native” goal.
– Carlo
February 24, 2011 - 4:10 pm
Great tip, thanks Carlo!
I just tried this in OL2010 and it works nicely. Here are the steps to add the icon to your Quick Access toolbar in OL2010:
(1) Select Customize Quick Access Toolbar > More Commands…
(2) Under “Choose commands from”, select “All Commands” from the drop down menu.
(3) Scroll down, select “Custom…” and click the Add>> button to add it to the Quick Access toolbar.
-Carl
July 7, 2011 - 9:06 am
Great tip thanks!!
September 14, 2011 - 6:45 am
Loved it! Just what I was looking for. Thank you.
December 24, 2011 - 11:38 am
Jacob, JC – Glad to hear that this was helpful!
-Carl
January 19, 2012 - 6:35 am
Hi, nice and handy, thanks.
I am looking for a way to add comments that will appear in the Comment field (added via Field chooser). If those can then be sorted all the better. Any ideas?
- Giora
January 19, 2012 - 6:38 am
oops – you already answered that already in #13
cheers
May 27, 2012 - 6:55 pm
Works on POP3 only. Any idea if something similar can be done in IMAP?
June 12, 2012 - 9:25 am
I work in a group and it would be great to add quick notes to an email without needing to forward it back to the group email with notes.
In outlook 2007, I do not see any way to add notes to an email.
If you found a way, please let me know.
Regards,
June 26, 2012 - 11:38 pm
Perfect, just what I was looking for. Thank you Carl and Carlo
!!!
August 9, 2012 - 12:18 am
The link below describes in detail how to attach note/comments to an Outlook 2007 or 2010 email.
It also includes screenshots detailing the different steps.
How to attach note to Outlook 2007 or 2010 email: http://www.shahriarnk.com/blog/2012/08/adding-attaching-note-comments-to-an-ms-outlook-email/
September 5, 2012 - 11:23 am
Thanks! That is almost what I wanted. If you also customise the available columns in the email navigation pane (the one showing your list of emails) to include ‘Follow up Flag’…voila! You get your ‘Note’ text appearing next to your email in the list – which is what I actually wanted (neeeded your first step though)
e.g.
Joe Bloggs RE: That Thing Wed 5/7/12 Need to find that thing before replying
January 27, 2013 - 7:43 am
thanks mate,
I’ve been using this tool tip since over a 2 years now… and now i upgraded to Outlook 2010 and i’m applying it again… cheers and thanks a lot