Using Microsoft Outlook

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Email Messages

  1.     AutoPreview

  2.     Reply/Reply All/Forwarding

  3.     Global Address Book (GAB)

  4.     Contacts/Distribution Lists

  5.     Attachments

  6.     Signatures

  7.     Formatting (html/text)

  8.     Archiving

  9.     Folder list

  10.     Public Folders

  11.     Rules Wizard

  12.     Out of Office Assistant

  13.     Recalling Messages

 

Calendar

  1.     Appointments

  2.     Schedule Meetings

  3.     Calendar views

  4.     Printing Calendars

   

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Email Messages

 

1.      AutoPreview

§         View – AutoPreview: Allows you to see up to 3 lines of each message in Inbox

§         View – Preview Pane: Allows you to read messages without opening them. If off, can see more messages in your inbox at a time.

 

2.      Reply/Reply All/Forwarding

§         Reply – replies only to the sender

§         Reply All – replies to the sender and all addresses originally on the To and Cc lines

Note: Reply and Reply all will not include any files that were attached to the original message

§         Forward – includes any files that were attached to the original message.

 

3.      Global Address Book (GAB)

§         You cannot add to entries to the GAB

§         Click New Message, then click the Address Book icon

i.                     Select Address Books from the drop down menu

ii.                   Select recipients from the name listing, then click To, Cc, or Bcc

 

4.      Contacts/Distribution Lists

§         Contacts – Add personal contacts to your Address Book

i.                     Click Contacts icon, then New

ii.                   Enter the contact information, then click “Save and Close”

iii.                  Click the New Message to Contact icon

iv.                  To access contact under Address Book, create a new mail message, click To, and select Contacts from the drop-down menu.

§         Distribution list – Group of individuals stored under a single name.

Note: Stored under Contacts, not GAB

i.                     File

ii.                   New Distribution List

iii.                  Give the list a name

iv.                  Select Members

v.                    Click the Members button then Ok

vi.                  Save and Close

§         To send a contact or distribution list to a co-worker, you may drag and drop it into the text of a new mail message.

 

5.      Attachments – Can send files smaller than 5Mb.

§         Click insert file button and browse to file

§         Do not open attachments which may contain a virus:

o       If an AV-Scan Report is attached to a file it means the email is carrying a virus.

o       Contact the IT Department if you suspect an email contains a virus.

o       Keep your anti-virus program up-to-date to prevent a viral infection.

 

6.      Signatures – Use a signature to personalize your messages. Outlook will automatically insert the signature into all new email messages.

§         Adding a signature:

i.                     Tools Menu

ii.                   Options

iii.                  Mail Format

iv.                  Click the Signatures button

v.                    Click New

vi.                  Type a name for the signature or accept default name, then Next

vii.                 Type the signature in the text box, and edit font and other settings

 

7.      Formatting (html/text) – Outlook supports three formats: HTML, Plain Text, and Rich Text.

§         HTML format allows you to choose your own stationary and themes.

§         To adjust your formatting selections to get the most from Outlook:

i.                     Go to Tools menu

ii.                   Click Options

iii.                  Go to the Mail Format tab

iv.                  Select HTML under the drop down menu “Compose in this message format.”

v.                    Click “Use Microsoft Word to edit e-mail messages,” then OK.

vi.                  Click the Font button To select your favorite font for each new message.

§         To select a theme:

i.                     On the Format menu click Theme.

ii.                   Under the Choose a Theme list select a theme then click OK.

§         To set importance level of an e-mail message:

iii.                  Create a new e-mail message

iv.                  Click Options from the messages form’s toolbar

v.                    In the Message Options box under Message Settings, select the importance level from the Importance drop down menu.

 

8.      ArchivingSee attached notes.

 

9.      Folder list – Allows you to view the folder structure of your entire Outlook email account

§         Go to the View menu à Folder list

 

10.  Public Folders – All shared Outlook folders; viewable under the Folder List.

i.                     Right click on All Public Folders under the Public Folders heading in the Folder List, and select New Folder.

ii.                   Give the folder a name

iii.                  From the “Folder Contains” drop down menu, select the type of folder (i.e. Mail, Calendar, Contacts, etc).

iv.                  Now right click on the new folder which you created.

v.                    Select Permissions tab.

vi.                  Add members and assign their permission level.

vii.                 Under the Outlook Address Book tab, click “Show this folder as an email Address Book.” (For Contact type folders only.)

 

11.  Rules Wizard – Create rules in Outlook to manage messages that meet specific criteria.

i.                     Go to the Tools menu, and click Rules Wizard.

ii.                   Click New.

iii.                  Select “Move new messages from someone” then Next.

iv.                  Select “With specific words in the subject” check box.

v.                    In the Rule Description box, click on “specific words,” type the word, click Add, then Next.

vi.                  Under the heading, what do you want to do to the message, check “Move it to the specified folder.”

vii.                 In the Rule Description box, click on “specified.”

viii.               Select an existing folder or create a new one, then click Next.

ix.                 Add any exceptions (optional).

x.                   Specify a name for the rule.

xi.                 Check “Run this rule now on messages already in Inbox” and also check “Turn on this rule,” then click Finish.

 

12.  Out of Office Assistant – Automatically sends an Out of Office email response when someone attempts to email you

i.                     Go to Tools, then Out of Office Assistant.

ii.                   Enter in the message text, and select “I am currently Out of the Office.”

 

13.  Recalling Messages

i.                     Under the Sent item folder, double click the message that you want to recall

ii.                   On the actions menu, click Recall This Message.

iii.                  Select whether you want to delete unread copies, or delete and replace unread copies with a new message.

 

Calendar

 

1.        Appointments

§         Create an appointment:

i.                     Click calendar icon.

ii.                   Click a day in the Date navigator.

iii.                  Double click an appointment slot.

a.       In the appointment form, give the appointment a name.

b.      Select the end time and reminder time.

§         Recurrence – The interval by which an appointment occurs.

i.                      In the appointment form click the recurrence button, and then set your recurrence pattern.

§         Color coding appointments to let other Outlook users know your availability:

i.                     In the appointment form, select one of four options under the “Show Time as Busy” drop-down menu.

a.       Busy (blue)

b.      Free (white)

c.       Tentative (striped)

d.      Out of office (purple)

 

2.        Schedule Meetings

§         Under the actions menu, select Plan a Meeting.

i.                     Click the Add Others button to invite members.

ii.                   Select the names, then select Required or Optional, then click Ok.

iii.                  Use the horizontal scroll bar in the Free/Busy area to view attendee availability. (See part one on how to interpret color coded time).

iv.                  Click the Make Meeting button.

v.                    In the meeting form, type a Subject, and select a reminder time.

vi.                  Click the Send button.

vii.                 All attendees will be sent an e-mail notification for the meeting which they can either accept or reject.

§         Users can propose a new time.

§         You will receive the acceptance or rejection response in your inbox.

§         Public Folders contains a public Meeting Room Calendar which can be used to sign up for meeting rooms

 

3.        Calendar views

§         To view more than one day at a time in your Calendar, click the Week, Work Week, or Month button in the toolbar.

 

4.        Printing Calendars

§         With your Calendar displayed, click the Print button.

§         In the Print Style list click either Daily, Weekly, Monthly, Tri-fold Style, or Calendar Details Style.

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Last updated: 06/21/05.