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Outlook Screen Overview
Understanding the screen layout is paramount to mastering this program. Take a tour of the screen elements and ribbon.
Monitor inbox size, clean out certain folders, and set up auto-archive functionality.
Trim redundant clicks from your most repetitive office tasks with this amazing hidden trick.
Utlize the second window functionality to end the back and forth shuffle between your calendar and inbox.
Email - Sending and Receiving
These email correspondence tips are good reminders of online professionalism when using CC lines, importance flags and tone.
Autofill, Importance, and Email Format
Learn the office protocol for marking emails as important, using Plain vs HTML text, and how Autofill addresses really work.
Signatures are vital to signing off on an email, and here you’ll learn how to apply them, along with a time saving tip to quickly finalize redundant correspondence.
Tips on sending, receiving and saving attachments.
Learn how to recall a message and how to add a button to the ribbon for faster access to this feature.
Quick Steps provide an alternative to redundant emails, distribution lists, and repetitive (yet unavoidable) office tasks.
Email - Organizing
Buried behind the Options ribbon are a variety of useful tools, including: Read receipts, Delayed send, and Voting buttons.
View Ribbon, Layout Group
Set your preferences and customize the Folder Pane, Reading Pane, and To-Do Bar.
Learn to organize your emails into groups and control how you view conversations.
Search for and Color Code emails
Never let another important email become visually lost in your inbox. Use Color Coding to make it stand out in a crowded list, and search for related emails.
Sticky notes are handy for paper, so why not emails? This is by far the best little-known tip in Outlook.
Follow up Flags and Categories
Those little grey flags beside your email list actually have a useful purpose. Click the Flags as a reminder to get back to certain emails first, and apply a Category color to keep track of similar subjects.
Folders and Search Folders
Learn how to store your emails in topical folders and use a search folder to gather a category of emails that may be in various folders.
Set up rules that perform time-saving tasks, for instance filing certain emails automatically into certain folders.
When you find yourself searching for an appointment or an open date, changing the Calendar view will help zoom into details or view a month at a glance.
Customize your Display Option preferences to suit your particular situation.
Appointments, Meetings and Events
Use these scheduling tools to schedule appointments, meetings and events and make it easy for others to confirm their attendance.
Schedule Resources and Schedule View
The ability to view multiple calendars in a horizontal format for easy comparison.
Use the Recurring Appointments feature to save you from the redundancy of scheduling multiple occurrences manually.
Color-Coding calendar items is known as “prioritizing”. Use this feature to produce at-a-glance decisions about your daily grind.
How to search and find a certain appointment or date quickly.
Printing and Calendar Best Practices
How to print a hard copy of the calendar and good tips for calendar management.
Quick tips on how to add new contacts efficiently.
Contact Groups aka Distribution Lists
Previously known as Distribution lists, a Contact Group is one contact record that contains multiple people.
Search Contacts and People Pane
Learn how to find a contact and use the People Pane to find all related activities.
Contact Folders and Groups
Keep your contacts organized by using multiple Folders and Groups.
Keep your contacts organized by using Category colors.
How you view your contact data will help you get to the information you need and make decisions faster.
Secure your most important data from a disaster and backup your contacts!
Tasks and Notes
Tasks are to-do items that are tracked electronically and can be recurring weekly or monthly.
Assign Tasks, Add Column Headers
Tasks can be assigned to an assistant or co-worker via email, and an automated response keeps you updated on the status. Also customize your Task view pane by adding column headers.
View and Filter Task To-Do Pane
Viewing Tasks in other Outlook windows is easily customizable with a few setting changes.
Learn tips to make the most of your notes, which are handy as a place to store info.
Send individual – but duplicate – emails to multiple people with one easy process.
Email Merge, Personalized
Send individual, personalized emails to multiple people with one easy process.
Email Merge, Full Color Flyers
Send individual, full color flyer emails to multiple people with one easy process.
Learn how to back up - also known as export - your Outlook folder.
Store Emails Outside of Outlook
Store emails outside Outlook with other related files in one location, rather than digging through your inbox to find them.
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