


SHORTCUT KEYS
| Ctrl-Enter |
Send message or note. |
| Ctrl-Shift-S |
Ctrl-Shift-S. |
| F5 |
Get mail. |
| Ctrl-Shift-I |
Jump directly to your Inbox folder. |
| Ctrl-Shift-B |
Open your Address Book. |
| Ctrl-Shift-E |
Create a new folder inside the currently
active one. |
MAIL SHORTCUTS
If you use Internet Mail extensively, you
may be interested in some keyboard shortcuts. Here's the first installment. Most of the shortcuts listed here also apply to Internet News.
To open a message, select it and press
Enter or Ctrl-O.
To print a message, press Ctrl-P.
To delete a selected message, press Delete or Ctrl-D.
To mark a message as read, press Ctrl-Enter.
To mark a message as unread, press Ctrl-Shift-Enter.
To view the first message in a list, press Home.
To send or receive mail, press Ctrl-M.
Look at the HTML source code of mail messages press
Ctrl-F2. (Notepad will open displaying the source code for the current message).
Calendar:
Right/left cursor
Move forward or back one day at a time
Alt+up/Down Cursor Forward or back one week at a
time
Alt-Home
Jump to the first day of the current week
MAY THE BEST FIT WIN.
Tired of manually sizing the columns of your
e-mail folders up (and down again) to accommodate wide entries--for example, those under
Subject? Don't waste your time clicking and dragging those column edges left and right.
Instead, let Outlook autosize your columns for you. Right-click any column, select Best
Fit, and Outlook enlarges (or shrinks) the column to fit the widest entry.
SETTING MESSAGE PRIORITY.
Don't let your important messages get lost in a sea of
babble. Distinguish your high-priority messages by marking them as such. To designate an
e-mail message as high priority, simply click the button that displays a red exclamation
mark.
STICK WITH THE MESSAGE GROUP.
If you frequently have lengthy e-mail conversations, you
know what it's like to have lots of related messages strewn all over your Inbox. Want to
consolidate? Group your messages together by subject. Inside Inbox, right-click the
Subject column heading anywhere and select Group By This Field. Each item in your message
list now includes a plus sign, the subject, and the number of items grouped by that
subject. More important, each subject, no matter how many items within it, takes up only
one line on your message list. Click the plus sign to expand a message group, then
double-click any message inside to open it (or click it once to view it in the preview
pane).
To return to an ungrouped view, right-click the Subject heading (now a stand-alone heading
in the bar above the column headings) and select Don't Group By This Field. To remove the
extra bar (the one that says Drag A Column Heading Here To Group By That Column),
right-click any column heading and deselect Group By Box.
Note: You can use this technique to group
messages in any message folder, not just Inbox
Want to group messages by a field within a field--for example, by From, and then
by Subject? Go right ahead. Outlook allows you to take this grouping thing four fields
deep.
From any message folder, such as your Inbox, select View, Current View, Customize Current
View. Click Group By, and under Group Items By, select the first field by which you'd like
to group messages (if you haven't already)--in this case, From. In the next box down,
under Then By, select the next field by which you'd like to group messages--in this case,
Subject. Click OK twice, and now check out that folder's message list. You'll see messages
grouped together by the sender. When you expand any of those message groups messages
inside are grouped by subject.
Grouping also makes it easier to delete a whole bunch of related messages in one
fell swoop. For example, suppose you want to get rid of all messages to Aunt Betty in your
Sent Items folder. As it happens, you have the messages in that folder grouped by the To
field. Simply right-click the Aunt Betty group and select Delete.
Don't have your messages grouped together? That's easy enough to fix. Right-click the To
column heading and select Group By This Field. Now go ahead with your group deletion.
MARKING COMMENTS ON FORWARDED MESSAGES.
When you forward an e-mail and include the original text,
you want to make sure that it's clear which comments are yours and which are part of the
forwarded message. Outlook provides a simple way to identify who's who and who said what.
To begin, click Tools, Options. Select the Preferences tab and click the E-mail Options
button. Next, select the Mark My Comments With: option, then type your name in the box.
Click OK. Now whenever you make a comment in a forwarded message, Outlook will identify
you as the commentator.
IT'S TOTALLY AUTOMATIC.
To archive a message folder's contents by hand: Select File,
Archive; select Archive this folder and all subfolders; select the folder you want to
archive. Under Archive file, type a name for the archive file you're about to create.
Enter a date in the Archive Items Older Than Box and click OK. You can archive folder
other than message folders, for example, perhaps your Calendar is jam-packed full of
information and you'd like to clean it out a bit.
Well, before you start messing around with archiving options for Calendar, get a load of
this: As long as you have AutoArchive turned on, Outlook 98 archives any Calendar
information that's older than six months. It's also set to archive Tasks and Journal items
after the same time period; and it archives Sent items and Deleted items after two months.
One simple setting, and Outlook does the rest.
To turn AutoArchive on, select Tools, Options, and select the Other tab. Click the
AutoArchive button and select Archive Every 14 Days. (Note: You can change the number of days to any number you want.) Under Default Archive File, type the name of the file to which Outlook
should move archived items (or click Browse, select a file, and click OK). Assuming you
want Outlook to prompt you when AutoArchive is about to begin (so you have the option to
cancel the operation), leave Prompt Before AutoArchive selected. And finally, if you want
AutoArchive to delete expired items from the e-mail folder, select Delete Expired Items.
Click OK, and the AutoArchive settings mentioned above (for Calendar, Tasks, and so on) go
into motion. Our next tip describes adjusting AutoArchive options for these and other
folders.
Not happy with these default six or two-month settings? Want to set up
AutoArchiving for other folders? You set AutoArchive options individually in each folder's
Properties dialog box. In the folder list or the Outlook Bar, right-click any folder,
select Properties, and click the AutoArchive tab. Select the Clean Out Items Older Than
option, then adjust which items to archive (for example, Older Than 6 Weeks). Under Move
Old Items To, type the name of the file to which Outlook should move the outdated items,
then click OK.
Repeat these steps for each folder you want to keep lean. From now on, as long as you have
AutoArchive turned on, Outlook removes any items older than the specified age out of their
respective folders.
You can also use AutoArchiving to DELETE old items, rather than moving them to
an archive file. Just follow the steps above, but instead of typing a file name under Move
Items To, select Permanently Delete Old Items. Click OK, and now when AutoArchiving
occurs, outdated items move to the Deleted Items folder.
So what happens if there are items you don't want archived, regardless of their
age? For example, perhaps you have some e-mail messages that are ancient, but that you
want to keep right where they are (while archiving the rest of the folder's contents). For
exactly this purpose, Outlook offers a setting that protects individual messages.
Double-click any message you'd like to protect, and in the resulting message window,
select File, Properties. Select Do Not AutoArchive This Item, then click OK. Archive all
you want--that message won't budge.
FLAGGING IMPORTANT MESSAGES.
If you're like most people, you get more e-mail than you know
what to do with. Don't let important messages slip through the cracks. Say you're
collaborating on an important project with a colleague. You can create a rule that will
flag every message automatically for a set number of days. That way, the project won't get
lost in between all the others.
To begin, select Tools, Rules Wizard, New. In the Which Type Of Rule Do You Want To
Create? section, choose Flag Messages From Someone. In the Rule Description box, click on
the From People Or Distribution List link. Find the name of the person (or distribution
list) whose messages you'd like to flag, click From, and click OK.
Choose which type of flag you'd like to apply, specify how many days you'd like the flag
to appear, and click OK. The Rules Wizard will walk you through refining the rule, if
necessary, and offer you the choice of running the rule on existing messages or just on
new ones. Click Finish when you're done.
CHANGING CALENDAR WORKWEEK OPTIONS.
I think the week starts on Monday, you say it actually
begins on Sunday. Now we can both be right. It's easy to change your Outlook Calendar so
that it starts a week on whichever day you want.
First, click Tools, Options. Select the Preferences tab and click the Calendar Options
button. Select the day on which your week begins from the First Day Of Week drop-down menu
and click OK.
DELETED ITEMS.
By default, deleting an Outlook 98 e-mail message moves it
to the Deleted Items folder, where it stays until you manually empty this folder. However,
if you don't feel the need for this safety net, you can instruct Outlook to empty it for
you whenever you exit the program. Select Tools, Options and click the Other tab. Select
the Empty Deleted Items folder upon exiting, then click OK. From now on, exiting Outlook
wipes that folder clean (so be sure you've retrieved everything you need before you end a
work session).
MARKING COMMENTS ON FORWARDED MESSAGES.
When you forward an e-mail and include the original text,
you want to make sure that it's clear which comments are yours and which are part of the
forwarded message. Outlook provides a simple way to identify who's who and who said what.
To begin, click Tools, Options. Select the Preferences tab and click the E-mail Options
button. Next, select the Mark My Comments With: option, then type your name in the box.
Click OK. Now whenever you make a comment in a forwarded message, Outlook will identify
you as the commentator.
SAVING A DRAFT OF UNSENT MESSAGES.
When you've got an important e-mail to create, you want to
get it just right. So feel free to write a little, then come back later and edit it but
what to do with it in the meantime? Save it as a draft, of course.
First, click Tools, Options. On the Preferences tab, click E-mail Options. Select the
Automatically Save Unsent Message option and click OK. Now Outlook will save any open
messages every three minutes in the Drafts folder.
CHANGING THE TIME ZONE.
Outlook allows you to set up a second time zone in your
Calendar, making your travel schedule a lot easier to deal with. To begin, click Tools,
Options. Select the Preferences tab and click the Calendar Options button. Next, click
Time Zone, select the time zone you're in, and give it a label. Select the Show An
Additional Time Zone option and label it as well. Now both time zones will appear above
the time slots in your Calendar. If you want to display one and not the other, click the
Swap Time Zones button, and the second one you designated will become the primary zone.
Just don't forget which time zone you actually
live in.
MEET THE MAIL SORTER.
Do you store all messages from a certain recipient in a
folder other than Inbox? Rather than moving them there individually, ask Outlook to do so
for you.
From inside your Inbox folder, select Tools, Organize. Now just fill in the Create A Rule
Line to match what you want to do. When you're finished, this line might read something
like, "Move new messages from joe@something.com into Messages From Joe." To set
this rule into motion, just click Create, then click the X in the upper-right corner of
the Organize box to close it.
Note: To check for messages from Joe,
you'll need to look inside the Messages From Joe folder.
THOSE LITTLE YELLOW STICKIES ARE EVERYWHERE.
You can create and store as many sticky notes as you want.
But the Notes folder isn't the only place for notes. You can stick a note on any message
folder.
From inside the folder in which you'd like to place a note, press Ctrl-Shift-S (or select
File, New, Post In This Folder). Type a subject and the body of the note, then click Post
(or press Ctrl-Enter). Your note now appears as an item in the message list, complete with
a yellow sticky note icon.
NEW WINDOW.
Did you know that Outlook 98 offers An Open In New Window command, just like your
favourite browser? That means you can view the contents of more than one folder--for
example, Inbox and Calendar--on the screen at the same time.
Switch to the first folder you want to open; then, using the Outlook Bar or the folder
list, right-mouse click the second folder you want to open and select Open In New Window.
(Note: You have to stick the folder list to the screen in order to access its right-click
commands.) Repeat these steps for each folder you want to open, then size or move the open
windows as necessary to view their contents. (Tip: Right-click the task bar and select one
of the window arranging options.)
USING OUTLOOK'S TO DO LIST.
To start a To Do list, run Outlook and click the Tasks
folder. You can now enter your task. If you want to set an alarm so Outlook can remind
you, double-click your new task to open a complete view of it in a new window. To set the
alarm, just select the Reminder check box and then set the date and time for the alarm. If
you'd prefer to use a specific sound for your alarm, click the button with the speaker
icon at the right of the time list box. When the Reminder Sound dialog box opens, locate a
sound and double-click to accept it. Click OK to close the dialog box. Outlook is very
versatile--you can use it for Internet Mail, Exchange Mail, to keep notes, and to remind
you of appointments.
WRAPPING LINES IN OUTGOING E-MAIL MESSAGES.
Just because you're using a state-of-the-art e-mail program doesn't mean everyone else is.
Some older e-mail packages can't handle lines over 80 characters, resulting in
hard-to-read e-mails with lines of varying lengths. You can avoid this by setting the word
wrap in Outlook.
First, choose Tools, Options and click the Mail Format tab. Then, click Settings and set
the lines to wrap at no more than 76 characters by entering the number in the box. Even
the oldest e-mail systems will display your messages as you intended.
ADDING AN ADDRESS TO YOUR ADDRESS BOOK.
Enter all your contacts' information in your Address Book.
That's what it's there for!
Begin by selecting Tools, Address Book (or click the Address Book button on the Standard
toolbar). Next, click the New button on the Address Book toolbar. If you're on a network,
you'll be able to choose between your Personal Address Book or Contacts. Select New
Contact. Type the name, e-mail address, and other information, such as address, phone
number, and fax number, in the appropriate boxes. Finally, click OK.
SECOND SHIFT.
Do you work longer (or different) hours than the traditional
nine-to-five workday? Then you'll want to change Calendar's colour coding to match. By
default, only the area between 8 a.m. and 5 p.m. Monday through Friday appears white (to
indicate work hours), while the rest is grey. Change these settings to reflect your
schedule.
Select Tools, Options, and click the Calendar Options button. Under Calendar Work Week,
select only the days that you work. Then adjust the Start Time and/or End Time to match
your typical workday. Click OK twice. Back on your Calendar, you'll see your days coloured
accordingly.
STAY ONLINE.
Want to stay online after a Send And Receive operation? (by
default, when you click Send and Receive, Outlook connects you to the Internet, checks
your mail, and then disconnects you.) To prevent Outlook from hanging up on you select
Tools, Options, and click the Mail Delivery tab. Deselect Hang Up When Finished Sending,
Receiving Or Updating, then click OK. From now on, once you're online, you'll stay online
(unless you disconnect manually).
ATTACHING A SIGNATURE.
You wouldn't send a letter without signing it, would you?
Why should e-mail be any different? You can create your own unique signature. Most
signatures contain your pertinent contact information--name, company, phone number, Web
site, etc.--but you can include whatever you want. Outlook will automatically attach the
information to every outgoing message you send.
Click Tools, Options and select the Mail Format tab. Click the Signature Picker button,
then click New. Enter a name for your signature (maybe Work or Personal). Click Start With
A Blank Signature. Type in the text you want for your signature (name, company, phone
number, maybe a witty quote to show off your style). Click Finish, then click OK.
You can do even better and send an electronic business card called a vCard. When
you send a message with a vCard attached, recipients can automatically add you to their
Address Book.
First, make sure you've entered yourself as a contact in your Address Book. Then click
Tools, Options and select the Mail Format tab. Click the Signature Picker button, then
click New. Enter a name for your signature (maybe Work or Personal). Click Start With A
Blank Signature. Instead of entering your information, click New vCard From Contact.
Select your name from the contact list and click Add. Click Finish, then click OK. From
now on, Outlook will attach your contact information to outgoing messages.
When you receive a message with a
vCard attached, a paper clip icon appears in the preview pane, indicating an attachment.
From the preview pane, select the paper clip icon and click the filename that appears. Or,
if you've opened the message, right-click the business card icon and click Open. Once you
can view the information sent in the vCard, click the Add To Address Book button on the
Personal tab. Click OK, and the information will be added to your contacts list.
ATTACHING A NOTE TO A MESSAGE.
Just typed a masterpiece you'd like to share with someone
else? You have two options: Either copy and paste its text into an e-mail message, or (the
much more efficient way) forward the note as a message attachment.
In the Notes folder, right-click the note you want to forward and select Forward.
Immediately, a new message window appears with the note attached. Complete the message as
you would any other, then click Send.
In case you aren't familiar with notes, here are the steps for creating one: Select File,
New Note; type the text of your note; and click the X in the note's upper-right corner.
The note takes its place alongside any others in the Notes folder.
INCLUDE ORIGINAL MESSAGE TEXT ON FORWARDS.
Naturally, you'll want to include the original text when you
forward a message, and this is Outlook's default. But how it looks is up to you.
To set off the original text with an indent, select Tools, Options. Select the Preferences
tab, then click the E-Mail Options button. Under When Forwarding A Message, choose Include
and Indent Original Message Text.
MARKING MESSAGES AS PERSONAL.
It's generally not a good idea to send your personal
information via e-mail, so make sure your friend knows that the message is personal. Next
time you compose a new message, select View, Options. Set the Sensitivity option to
Personal, Private, or Confidential. Then, click Send.
COLOR-CODE NOTES.
Do you create some notes for work, some for family, and some
for no one but yourself? If you're looking for an easy way to tell one type from the next,
try colour coding, Outlook allows you to create notes in five different colours.
To change the colour of a note that's currently open, click the icon in its upper-left
corner, select Color, and choose a colour from the list. If the note is closed,
right-click it (in the Notes folder), and you'll see the Color command in the resulting
menu.
In case you aren't familiar with notes, here are the steps for creating one: Select File,
New Note; type the text of your note; and click the X in the note's upper-right corner.
The note takes its place alongside any others in the Notes folder.
Do you have more than five different categories of
notes, for example, one for each of eight ongoing projects? Then divide your notes by
categories. Right-click any note and select Categories. (If the note is open, click the
icon in its upper-left corner and select Categories.) Under Available Categories, click
the check box next to as many applicable categories as you want, then click OK. Repeat
these steps for any other notes you want to categorize. (Tip: To save time, apply
categories to more than one note at a time. Hold down Ctrl as you click each note,
right-click the selection, select Categories, and so on.)
In case you aren't familiar with notes, here are the steps for creating one: Select
File, New Note; type the text of your note; and click the X in the note's upper-right
corner. The note takes its place alongside any others in the Notes folder.
To view your notes by colour, select View, Current View, By Color. To group your
notes by category, select View, Current View, By Category. (If you've given a note more
than one category, it will appear once in each category.) Click the plus sign on any line
to view all the notes in that group. To ungroup your notes, select View, Current View,
Icons (or Notes List).
In case you aren't familiar with notes, here are the steps for creating one: Select File,
New Note; type the text of your note; and click the X in the note's upper-right corner.
The note takes its place alongside any others in the Notes folder.
REQUEST A RECEIPT FOR INDIVIDUAL MESSAGES.
You can set Outlook to request a receipt for each message
you send out. But one receipt for each outgoing message adds up to lots of clutter in your
inbox, so you'll probably want to request receipts for specific messages. To request a
receipt, compose a new message. Select View, Options (or click the Options icon on your
toolbar). Under Tracking Options, select the Request A Read Receipt For This Message
option. Then, click Close and send your message as usual.
PROCESS RECEIPTS ON ARRIVAL.
If someone requests a receipt along with a message they send
to you, it's a good idea, and a polite gesture, to send that receipt promptly. If you
happen to be the absent-minded type, just have Outlook take care of it for you.
From the Outlook desktop, select Tools, Options, then select the Preferences tab. Click
E-Mail Options, then Tracking Options. Select the Process Receipts On Arrival option, and
from now on, Outlook will send receipts automatically.
USE AUTOPREVIEW TO PREVIEW MESSAGES.
If you happen to be the popular, in-demand type of person
who receives lots of e-mail messages, there's an easy way to scan through them to
determine which you should read first (and which you should dump immediately). It's called
AutoPreview.
Select View, AutoPreview, and the first three lines of each message appear in the message
list.
Note: To turn AutoPreview off, just select View,
AutoPreview again.
Do you use this feature to determine whether new messages are worth reading in
full? Ask AutoPreview to show you only those messages you haven't read yet. (No point
previewing messages you've already read, right?)
Pull down the View menu and select Current View, Customize Current View. Click Other
Settings, and under AutoPreview, select Preview Unread Items. Click OK, and from now on,
messages you've read will take up only one line, while those that are new will display the
three-line preview.
Wish the preview text appeared in your favourite colour? Or that it was a bit
larger? You can easily change the colour, font, or point size of the preview text. Pull
down the View menu and select Current View, Customize Current View. Click Other Settings,
and under AutoPreview, click the Font button. Use the resulting dialog box to change the
appearance of your text, as desired, then click OK three times (to close all dialog
boxes).
ADD HOLIDAYS.
Life can't be all work and no play, right? So make sure that you know when holidays are
approaching by having Outlook automatically enter them on your calendar. From the Outlook
desktop, select Tools, Options, and then choose Calendar Options. Click the Add Holidays
button and presto! Outlook automatically enters national holidays on your calendar.
TASK REQUESTS.
The next time you need to delegate tasks, stay right where
you are, in front of your computer. The Tasks feature makes it a snap to assign tasks
right through the mail.
To create a task request, press Ctrl-Shift-U (or select File, New, Task Request). Type the
recipient's address on the To line, or if he or she is already in your address book, click
the To button, double-click the recipient, and click OK. Now just complete the remaining
fields: Type a subject, select a due date and start date, and so on. Enter any
instructions in the big white box at the bottom. When you've finished creating the task,
click the Send button, and off it goes.
If you happen to be on the receiving end of a task, you have two choices: Accept
it or reject it. Open the message containing the task and click Accept or Decline. Click
Send The Response Now, then click Send. Or if you have something to say about this task,
(like, "Are you kidding?"), click Edit The Response Before Sending, type your
message, and click Send.
Don't feel like completing a task but don't want to be so bold as to decline it?
Assuming you have the power to do so, you can always assign it to someone else. Simply
open the message that contains the task request and select Actions, Assign Task. Type the
address of the desired recipient on the To line, then click Send.
FIND PEOPLE.
Once you have a few entries in your address book or contacts
list, it can be difficult to find the person you're looking for by just scanning the list.
But Outlook makes it easy with the Find People feature, which can be accessed in several
different ways.
From the Outlook desktop, select Tools, Address Book (or click the Address Book button on
the Standard toolbar). Then, click Find People and enter the identifying information--such
as the first name--and click Find Now.
From inside a new message window, click the To button to bring up the Select Names window.
Click Find, type the search information, and click Find Now.
From the Outlook desktop, click in the text box on the Standard toolbar. Type a piece of
identifying information about the person you're seeking--it can be a first or last name,
nickname, even part of the person's e-mail address--and press Enter. The contact
information for that person will pop up.
OPENING ADDRESS BOOK.
There's more than one way to access your address book?
Select Tools, Address Book. You can also press Ctrl-Shift-B or click the Address Book
button on the Standard toolbar
FREE/BUSY OPTIONS.
One of the benefits of using Outlook on a network is that
you can share your schedule with your colleagues, which can cut down on exchanges like
"I can't make a Tuesday morning meeting; can we do it in the afternoon instead?"
"No, not unless I move my lunch meeting to Wednesday..." With a few clicks,
Outlook can let others know when you have time available for meetings and when you're
busy.
From the Outlook desktop, select Tools, Options, then click Calendar Options. Next, click
Free/Busy Options to open a dialog box that lets you decide how much information about
your schedule you want to provide--how many months' worth of calendar to show, where to
show it, and how often to update the information. Then, click OK.
MARK PREVIEWED MESSAGES AS READ.
If you want to know which inbox messages you've read and
which you haven't, all you need to do is look at the text in the message list. Messages
that haven't been read appear in bold while messages you've read don't appear in bold. The
only problem with this setting is that it's determined by whether or not a message has
been opened in a separate window. So if you tend to read messages in the preview pane
only, they all remain bold.
To resolve this confusion, you can instruct Outlook to mark any message previewed for a
certain amount of time as read. Just select Tools, Options and click the Other tab. Next,
click the Preview Pane button, select Mark Messages As Read In Preview Window, then set
the number of seconds a message needs to be previewed before it's marked as read. Finally,
click OK twice. The next time you select an unread message and leave it displayed in the
preview pane for the specified amount of time, Outlook will mark it as read.
RECOVER DELETED MESSAGE.
In any given work session, you can get any deleted message back. By
default, Outlook stores deleted messages in the Deleted Items folder--that is, until you
empty the folder manually or until you exit Outlook (if you've set the option to empty the
Deleted Items folder automatically upon exiting).
Switch to the Deleted Items folder and locate the message you deleted by mistake.
Right-click it, select Move To Folder, choose the destination folder, and click OK.
FLAG MESSAGES FOR FOLLOW-UP.
Wish you could highlight certain messages to help you
remember to follow up on them? Outlook offers something even better: flags.
Right-click any message that requires follow-up action and select Flag For Follow Up. (You
could also select the message, then choose Actions, Flag For Follow Up.) Select a
follow-up action, such as Reply or Call, in the drop-down list next to Flag To, then click
OK. Back in the message list, you'll see a red flag next to that message.
All done following up? To remove the flag from the message altogether, open the Flag For
Follow Up dialog box by right-clicking the message and selecting Flag For Follow Up. Then,
click the Clear Flag button. To leave the flag there but change its colour to white (so
you'll know for sure you've followed up on that message), open the same dialog box but
select the Completed check box. Either way, finish by clicking OK.
Flagging is a great way to remind yourself that something needs to get done, but
if you use flags frequently, you may start to see them as not-so-urgent. For those
extra-urgent tasks, you need to go one step further: Set a reminder for your reminder!
First, open the Flag To Follow Up dialog box by right-clicking the message and selecting
Flag For Follow Up. Then, click the down arrow next to Reminder, select a due date, and
click OK. From now on, if you don't mark the follow-up action as complete (or remove the
flag entirely) by the due date, a reminder appears on your screen.
Once you dismiss the reminder, Outlook kicks in with one last effort to get you to
complete that action. It displays that overdue message in red, but did you know that you
can display overdue messages in any colour (or font or point size) you choose?
Just select View, Current View, Customize Current View. In the resulting dialog box, click
the Automatic Formatting button. Select Overdue E-mail, then click the Font button and use
the resulting dialog box to change the appearance of overdue message text. Click OK twice,
and now those overdue messages will really stand out.
CREATE A NEW E-MAIL MESSAGE.
We're sure you've figured out by now how to create a new e-mail message, but
did you know there's more than one way to do it?
To create a new message using the menus, select File, New, Mail Message. For the quick of
hand, there's the keyboard shortcut--Ctrl-N. And of course, there's always the New Mail
Message button on the Standard toolbar. You decide.
TASKPAD.
Want to manage your tasks and calendar from the same place?
Take advantage of the TaskPad, a list of to-do's (carried over from the Tasks folder) that
appears in the lower-right corner of the Calendar window.
You can add a task to the TaskPad (and the Tasks folder) without even opening Tasks. Just
click where TaskPad says to, type a name for the task, and press Enter. To delete a task,
right-click it and select Delete. Or to simply cross out a completed task, click its check
box. Again, any changes made here also appear in the Tasks folder.
Tip: Need more tasks power? From the Calendar
window, select Go, Tasks.
Need more information in your TaskPad (for example, a due date column would be
nice)? No problem. You can add more columns to the TaskPad, just as you can to the Tasks
folder.
To begin, right-click TaskPad, select Customize Current View, and click the Fields button.
In the left column, select Due Date, then click Add. Click OK twice. Back on the TaskPad,
you'll see only part of the Due Date column. (TaskPad is only so wide, after all.) Hold
your mouse pointer over the vertical line just to the left of the word Due, then click and
drag left. Let go, and the column appears in full view. (Adjust the column size again if
necessary.)
REPLIES SENT TO A DIFFERENT ADDRESS.
Let's say you send out invitations to a meeting but want
your guests to RSVP to someone else. First, compose a new message. Click the Options icon
on the Standard toolbar (or select View, Options). Then, select the Have Replies Sent To
option. Type the e-mail address you want replies sent to, or click the Select Names button
and choose the e-mail address from there.
REORGANISE THE OUTLOOK BAR.
Tired of scrolling down the Outlook Bar to get to the
shortcuts you use most? Wish some of the shortcuts in the My Shortcuts section were in the
Outlook Shortcuts section, or vice versa? Then do some rearranging. You can move any
shortcut to any location on the bar using a simple click-and-drag operation.
Click on the shortcut you want to relocate, then drag it up or down the Outlook Bar to the
desired location. A black line will appear to let you know you're hovering over a
legitimate spot. Let go, and the shortcut slides into place.
To move a shortcut from Outlook Shortcuts to My Shortcuts, or vice versa, click and drag
the item directly over My Shortcuts (at the bottom of the bar), wait for this area to
appear, then drop the shortcut in your location of choice.
SEND LATER.
To get Outlook not to deliver a message immediately, compose
a new message then, click the Options button on the Standard toolbar. Under Delivery
Options, select Do Not Deliver Before, and choose the date and time by clicking the down
arrow. Click Close, then click Send. The message will be held until the time you specify.
Note that the message will only be sent automatically if you're using Outlook with
Microsoft Exchange Server. If you're using Outlook with a dial-up account, you'll still
need to click Send And Receive while you're connected to the Internet.
THIS MESSAGE WILL EXPIRE.
Some messages become irrelevant after a certain date or
time. Say you're inviting co-workers out for happy hour on Friday evening. You can set any
messages about happy hour to expire on say Friday afternoon at 5:00.
Compose a new message. Next, click the Options button on the Standard toolbar. Under
Delivery Options, select Expires After, and choose the date and time by clicking the down
arrow. Click Close, then click Send. Outlook will hold the message until the time you
specify. The messages you set to expire will
still appear in recipients' mailboxes but will be greyed out, with a line through them.
CREATE NEW FOLDER FROM SAVE AS DIALOG BOX.
Want to save a message as a file? Select File, Save As,
navigate your way to the destination folder and--hey, maybe I'll save that message in a
brand-new folder.
Good idea, but before you go back out to the desktop (or some other location) to create
it, try this instead: Inside the Save As dialog box, navigate your way to the folder in
which you'd like to create the new folder. Click the button that looks like a folder with
a star in its upper-right corner (not the one with the star in the middle), type a name
for the folder, and click OK.
Double-click the new folder, type a name for the file you'd like to create (and select a
file type, if necessary), then click Save. You never even had to leave the dialog box!
SORT ITEMS IN SAVE AS DIALOG BOX.
You know how to sort the items on your desktop or in a folder
window by Name, Size, Date, or Type (right-click a blank area, select Arrange Icons, then
choose an option). Well, you can perform the same sorting operation from inside the File,
Save As (or File, Open, Personal Folders) dialog box. This comes in handy if, for example,
you want to view all the messages in a particular desktop folder by date.
See the icon on the far right side of the box--the one with the red checkmark on it? Click
it, then select Sorting in the resulting menu. Select a sorting criterion (under Sort
Files By), select Ascending or Descending, then click OK. Outlook rearranges the items in
the original dialog box to match your request.
ORGANIZED TIME.
The first step to organising any project is dividing items
into categories. By assigning your messages a category, you can easily see all the
messages that relate to a specific activity, project, or group.
Select one or more messages to assign to a category. Choose File, Categories (or
right-click the items and choose Categories from the shortcut menu). Check the box next to
as many categories as you want to make the assignment. Then, click OK.
Outlook provides 20 ready-made categories, but at some point you'll want to create your
own. You might want to group messages, for example, by a specific activity or project.
Select one or more messages to assign to a category. Then, choose File, Categories (or
right-click the items and choose Categories from the shortcut menu). Click in the Item(s)
Belong To These Categories box and type the new category name (if you want to type more
than one, separate the names with a comma). Click Add To List, then click OK.
You can also assign messages to a specific contact, which makes it easy to quickly list
all messages associated with that person.
To associate a message with a particular contact, select the item(s). Right-click, then
choose Options. Click the Contacts button, then select the person to associate the e-mail
message with. Click Apply, then OK, then Close.
Note: To see all the e-mail messages and other
activities associated with a contact, open his or her information and click the Activities
tab.
So how can you actually make use of this feature and view all your related
messages together? First, select View, Current View, Customize Current View. Click Group
By in the View Summary dialog box. In the Group By dialog box, select Categories from the
first drop-down box. (Notice that you can select further groupings by date, subject, and
so on.) Then, click OK.
Your inbox (or whatever folder you're working in) should now be organised by category. To
get it back to the way it was, right-click the floating category box and choose Don't
Group By This Field.
WORD AS THE EDITOR.
Do you use Microsoft Word? If so, you can use it to write
and edit your Outlook e-mail messages. By choosing Word as your mail editor, you can more
easily use tables, formulas, and fields in your messages. You'll also have access to
Word's entire arsenal of formatting features, such as AutoCorrect and Borders.
First, make sure that you have Word properly installed. Then, select Tools, Options and
click the Mail format tab. Select Use Word To Edit E-mail Messages, then click OK.
If for some reason you'd rather not commit to using Word on a full-time basis, hire it as
a temp! In other words, you can choose it as an editor for specific messages.
Rather than clicking the New Message button on the toolbar to start a new e-mail message,
select Actions, New Mail Message Using, Word. The New Message window that appears will
have Word's formatting capabilities.
HOT LINKS.
Did you know you can send a URL in an e-mail message that's
clickable? That means that whoever you're sending it to can simply click on the URL in
your message and go straight to the site--they don't have to cut and paste the URL into
their browser window.
To get a URL into a message, you can either type it in or copy and paste it. If the URL
begins with www, you can leave off the http:// part of it. Once the URL is included in
your message, it will appear in colour and underlined. When you send the message, the
recipient can just click the URL to go to the site.
Of course, sometimes URLs get so long and convoluted that it's confusing to
read. Why not make it easier on your friends and colleagues you send mail to and embed the
URL in the text of your e-mail? Type the text you want to link, Highlight it, then select
Insert, Hyperlink. In the dialog box that pops up, first enter the type of link in the
Type box (this will almost always be http). Type the address in the URL text box, then
click OK. The hyperlink will be underlined and in colour. Once you send it, the e-mail
recipients will be able to simply click the formatted text to jump to the site.
SEND TEXT-ONLY MESSAGES.
Open your Address Book (press Ctrl-Shift-B), right-click the
person who can't receive HTML messages, and select Properties. On the Personal tab, select
Send E-mail Using Plain Text Only, then click OK. From now on, even if you compose and
send an elaborate HTML message, Outlook will send that person a text-only version. What's
more, the HTML version will arrive as an attachment to the message, so the recipient can
view it in his or her browser window.
FLAG DOWN A RESPONSE.
When you send a message that needs a quick reply, compose a
new message. Next, select Actions, Flag For Follow Up. Choose a message from the Flag To
list box or type your own message, set a date and time by which recipients must respond by
clicking the down arrow and selecting a date from the calendar. Then, click OK.
When the message is sent, a red flag will appear next to it in the recipient's inbox. Once
the recipient responds, the flag will turn white.
CHANGE INTERVAL IN CALENDAR.
The calendar is a great way to keep your appointments
straight. The Time bar shows the hours of the day in half-hour increments, and if that
works for you, great. But if you keep appointments in smaller increments, you'll want to
customise the intervals on the Time bar. First, open the calendar. Right-click anywhere on
the Time bar, which is the grey bar next to the Appointments pane. Select the time span
you desire from the shortcut menu--the intervals can be as short as 5 minutes or as long
as 60 minutes.
The standard Calendar view shows the current month and the next month in the
Date Navigator, the pane in the upper-right corner of your calendar. But if you want to
look further in the future than that, use the Go To Date command.
To do so, first choose View, Go To, Go To Date and select the date you want to
jump to. Click the down arrow to see the month calendar, which makes navigation easier.
Click OK, and your calendar jumps to that date.
But now how do you get back to today's schedule? There are several quick ways to
jump back to today's schedule. If you're in the Day/Week/Month view of the calendar,
simply click the Go To Today button on the Standard toolbar. You can also right-click in
the Appointments pane, then choose Go To Today from the shortcut menu.
CREATE MESSAGE GROUP.
Do you frequently send messages to the same group of people?
For example, you might regularly send a joke to all your friends, or you might need to CC
the same group of people--your manager, your manager's manager, and so on--on your
work-related messages. In any event, don't waste your time adding each and every address
to your messages. Set up a group' that includes them all, then use the group name to
address the message.
Open your Address Book (press Ctrl-Shift-B) and click the New Group button. Type a Group
Name, such as Friends, then click the Select Members button. One at a time, double-click
each name you'd like to add to the group, and when you're finished, click OK. Back in the
Properties dialog box for Group Name, you'll see the names you selected in the Members
box. Double-check the list, then click OK.
Now let's suppose you want to send an e-mail to all members of the Friends group. Open a
new message dialog box, and in the To field, type the first few letters of the group name.
Move to another field, and Outlook completes the group's name. Complete the message, send
it off, and rest assured--every member of the group will get a copy! Similarly, to CC all
members of a group, simply add the group name to the CC field.
Do you have a really long address book, with lots of group names? Rather than
scanning through your list of Address Book entries trying to locate the right one, opt to
view a separate group list. Inside your Address Book, select View, Groups List. The window
splits in two, with a list of groups in the left pane.
SORT ADDRESS BOOK BY FIRST OR LAST NAME
.
Depending on your line of work, you may feel more comfortable identifying the entries in
your Address Book by their first or last names. Either way, Outlook makes it a snap to
sort your entries alphabetically. Inside the Address Book, make sure View, Sort By, Name
is selected. Then select View, Sort By, First Name or Last Name, depending on your
preference. Do you find yourself always scrolling down to the lower half of the entry
list? Select Descending in the same menu to start with the Z's at the top.
SEND MESSAGE TO ENTIRE ADDRESS BOOK.
Here's a quick way to send a message to everyone in your
Address Book: Press Ctrl-Shift-B, press Ctrl-A (for Select All), and click the Send Mail
button. Now compose your message and send it off as usual. If you're a group user, you'll
want to deselect groups before clicking Send Mail so people don't receive multiple copies
of your message; and there may be other people you don't want to receive your message at
all. Hold down Ctrl as you click each group or entry you don't want to include in your
mailing, then click Send Mail and so on.
ATTACHMENTS.
The beauty of e-mail is that you can send entire files to
another person. Outlook makes it easy to send documents, spreadsheets, and graphics and
multimedia files by e-mail. You just have to send the file as an attachment, which means
that the file isn't part of the e-mail message itself but travels with the e-mail and can
be opened by the recipient.
To demonstrate, create a new message. Fill out the To and Subject field. Write whatever
message you'd like to send, then click the Insert File button on the message window
Standard toolbar. You can also choose Insert, File. In the Look In box, navigate to the
folder where the desired file is saved--for example, My Documents. Select the file, then
click Insert. Finally, click OK. The file will conveniently be displayed in the message as
an icon.
When you receive an e-mail message that contains an attachment, it will have a
little paper clip icon next to it in your folder list. To read the attachment, you have to
open it. Open the e-mail that contains the file attachment you want to open. Double-click
the icon for the attachment; it will open in the appropriate program. For example, if it's
a Word document, Microsoft Word will launch.
You don't have to actually open an e-mail message to get to the attachment
inside. If you're short on time, try this.
Right-click the e-mail and select View Attachments from the shortcut menu. The name of the
attachment (or names, if there is more than one attached file) will appear in the menu.
Just click the one you want to look at.
If you're using the Preview Pane, there's yet another way to open an attachment without
opening the whole e-mail. Click on the e-mail with the attachment. Click on the attachment
icon on the right side of the header information (it looks like a paper clip) and select
the attachment name. It will open in the appropriate program.
If you want to keep a file that's been sent as an attachment, you certainly
don't want to have to open that e-mail every time you need it. You need to save it to your
hard drive.
Open the e-mail message that contains the attachment you want to save. Right-click the
attachment icon, and then click Save As. Type a name for the file in the File Name box,
and navigate to the folder where you want to save the file. Choose a file format in the
Save As Type list, then click Save.
OUTLOOK + WINFAX.
Did you know that you can send and receive faxes from within
Outlook 98? All you have to do is download the appropriate add-on (a scaled-down version
of WinFax) from Microsoft's Web site.
Exit all programs, then open the Control Panel. Double-click Add/Remove Programs, and on
the Install/Uninstall tab, select Microsoft Outlook 98. Click the Add/Remove button, then
click Add New Components. In the Add New Components window, click Install From Web. Your
browser window will now open to the Outlook 98 Components Web page. (Note: If you aren't
online already, you'll need to establish an Internet connection during this process.)
Click the check box next to Symantec WinFax Starter Edition, then click Next and select a
download location. Finally, click the Install Now button and follow the steps necessary to
complete the installation. You'll now find a Fax tab in the Tools, Options dialog box.
Click it to set your fax options. For starters, you'll want to fill in your
Personal Information. (Tip: The Station Identifier is the name of your fax machine, which
appears, for example, on the display of a recipient's fax machine. For more info,
right-click this option and click the What's This? button.)
By default, WinFax attaches a Classic Bold cover page to any fax. To change this option,
click the Template button, select a new style in the drop-down list, then click OK. (Or if
you prefer no cover page at all, deselect Send Cover Page, then click OK.)
Do you want Outlook to receive faxes automatically? Select Tools, Options, click
the Fax tab, and make sure Automatic Receive Fax is selected. (If you want, set the Answer
After X ring(s) option to a desired number of rings.) Click OK. Remember that in order to
receive a fax, your computer must be on and Outlook 98 must be running.
Ready to send your first fax? Select File, New, Fax Message. Complete the
address fields and body of the message, just as you would for an e-mail, then click the
Send button. You'll now see a dialog box asking you to verify the fax number. Select the
appropriate number (or type one in), click Send, and off it goes!
Tip: Do you frequently get busy signals when
sending a fax? You can set the number of retries and the delay between them on the Fax tab
of the Tools, Options dialog box.
Did you just draft a long fax, but now you've decided you want to e-mail it
instead? Not a problem, as long as you haven't clicked Send yet. Inside the open message
window, select File, Send Using, [your mail account]. On the flip side, you can fax an
item you originally intended as an e-mail message. Instead of clicking Send, select File,
Send Using, Symantac WinFax Starter Edition.
ORDER IN THE INBOX.
Whether you're looking at the Inbox, a folder containing
e-mail messages, your Contacts list, or a Task list, if it's got columns, you can sort its
contents using the mouse. For example, let's say you want to sort the messages in your
Inbox alphabetically by the sender. Just click the heading of the From column so that it
contains an up-pointing arrow. It should now be sorted in ascending order. To sort in
descending order, click the column heading again so it contains a down-pointing arrow.
BLUE/PURPLE ARROWS.
You might have noticed a column in your Inbox that contains
what looks like envelopes next to each e-mail message. This is the icon field, and it
yields important information about each message. If the envelope is yellow and closed,
this means the message is new and you haven't read it yet. If it's white and opened,
you've opened the message already. If an opened message icon contains a purple arrow, this
is Outlook's way of letting you know you replied to that particular message. If you
forwarded a message to another recipient, the envelope will contain a blue arrow.
EXPAND CALENDAR'S WORK WEEK VIEW.
If you typically view your Calendar using Work
Week, you'll find that your appointment descriptions get cut off to fit inside those
narrow columns. If you'd like to see more at a glance, consider enlarging those columns to
fill the screen. Hold your mouse pointer over the dividing line between your schedule and
the TaskPad, and when it changes to a double-pointed arrow, click and drag all the way
over to the right edge of the screen. Let go, and your schedule fills the screen. Need
your TaskPad back? Click and drag that divider right back where it started.
SEND AN E-MAIL TO A CONTACT.
Did you know you don't have to go to your Inbox to create and send an e-mail message? If
you're already in the Contacts folder, why switch if you don't have to?
Begin by opening your Contacts folder. Click the entry for the person you want to send an
e-mail message to, then choose Actions, New Message To Contact. Or use an even quicker
way: Simply right-click the contacts name and choose New Message To Contact from the
shortcut menu.
Working in reverse, you can change the space allocation of a Day, Work Week or Week
View to preview more months in the Date Navigator (the two-month view in the top right
area of the screen). Click and drag the dividing line mentioned above to the left, and
when it jumps to a new position, you'll see another month added to the Date Navigator.
Repeat these steps as many as two more times for a five-month view.
DISPLAY CALENDAR'S TASKPAD AND MONTH VIEW SIDE-BY-SIDE.
When you view your Calendar in a Month View, you have to do without the TaskPad and the
Date Navigator, right? Wrong. By default, they don't appear when you select this view, but
you can certainly add them to the screen. Hold your mouse pointer over the right edge of
your Calendar window, and when it changes to a double-pointed arrow (with two lines in the
middle), click and drag left until the line has made two jumps. Let go, and the TaskPad
and Date Navigator appear on the screen! (Note: This arrangement sticks only until you switch to another view.)
ASSIGN A TASK TO A CONTACT.
If you use the task list, you know it's a handy way
to keep track of what you're working on. But it can also be a neat way to keep an eye on
what others are working on. If you have to assign a job to someone, there's no need to
send an e-mail detailing the job--just create a new task and send it to whomever via
e-mail!
Drag the appropriate contact listed in Contact folder to the Task folder on your Outlook
bar. Or select or open the contact and choose Actions, New Task For Contact. Outlook fills
in the To box with the contact's name and e-mail address. You fill in the subject and
other information. Click Send, and the task request is on its way.
Let's say a friend sends an e-mail message saying, "Let's get together at 8:00
tonight for dinner. I need you to bring chips, dip, wine, and cheese." Rather than
switching to your Calendar and retyping everything, just drag the e-mail to your Calendar.
Click on the e-mail message and drag it to the Calendar on the Outlook Bar or in the
Folder List. A new appointment window will pop up for today's date. The subject of the
e-mail message will automatically appear in the subject line of the appointment, and the
text of the e-mail will appear in the Appointment window. You'll probably have to adjust
the time, as Outlook will automatically schedule the appointment for the next available
half-hour increment.
DISPLAY APPOINTMENT TIMES USING
ANALOG CLOCKS.
When it comes to time, some people just relate
better to an analogue clock. If you're one of those people, watch this neat Calendar
trick: Switch to Calendar and select View, Current View, Customize Current View. Click the
Other Settings button, and under Week or Month (or both), depending on the view you use,
select Show Time As Clocks. Click OK, and then check out your appointments (in Week or
Month View). Before each appointment, good old-fashioned clocks represent the start and
end times.
MAKE CALENDAR'S MONTH VIEW START WITH SUNDAY.
When you switch to Calendar's Month View, the far
left day on the screen is Monday? To start each week with Sunday, select View, Current
View, Customize Current View, and click the Other Settings button. Under Month, deselect
Compress Weekdays, then click OK twice.
ADD CALENDAR HOLIDAYS.
If you open up Calendar and start searching for
Halloween (October 31st), you won't find it. Christmas isn't there, either, and neither is
any other holiday. Why? Because people from all over the world use Outlook, and many of
them celebrate a different set of holidays. In order to view your holidays in Calendar,
you'll need to tell Outlook which ones you celebrate.
Inside the Calendar folder, select Tools, Options and click the Calendar Options button.
Click the Add Holidays button, then click the check box next to each holiday set you'd
like to include on your calendar. Click OK, wait a few seconds, then click OK twice more
to close all open dialog boxes. Check your calendar for all the new additions.
OUTLOOK DOES MAPS.
On your way out the door for a business trip, but
can't find that map you bought? Not to worry--you can still get there. Assuming you have
an exact address, Outlook will map any route for you, with a little help from Microsoft
Expedia Maps (providing you have
Internet access.)
Inside the Contacts folder, double-click the contact you're going to visit and make sure
his or her correct address appears in the address box. (If not, click the down arrow below
the Address button and select Business, Home, or Other). At the top of the window, click
the Display Map Of Address button (it looks like a yellow street sign with an arrow on
it), or select Actions, Display Map Of Address. your browser window opens to Microsoft
Expedia Maps, and in no time at all displays a map of that exact address.
But how do you actually get to point B from point A? Why, with directions, of course.
Still on the Microsoft Expedia Maps page, click the Driving Directions link. Fill in the
Starting Point and Destination, then click Go. (Note: You may be prompted to fine-tune
these locations. If so, select the appropriate locations from the lists given, then click
Go again.) Wait a few minutes and you've got your directions (including time estimates at
given intervals).
SEND MESSAGES WITHOUT STOPPING IN THE OUTBOX.
When you click the Send button after composing a
new message, by default it goes to the Outbox folder. There it sits until you perform a
Send And Receive operation (or until Outlook does, based on the interval you've specified
on the Mail Delivery tab of the Tools, Options dialog box).
Would you prefer to send your messages immediately, without putting them in the Outbox
first? If you're confident that you don't need this safety net (in case you make a mistake
and need to retrieve something from the Outbox), go for it.
Select Tools, Options and click the Mail Delivery tab. Under Mail Account Options, select
Send Messages Immediately, then click OK. Now clicking Send in the New Message window
initiates the Send And Receive operation immediately.
THE JOURNAL.
Remembering everything you've done during a day can
be difficult, especially when it comes to things like which e-mail messages you sent,
which phone calls you made, or what appointments you set up. Fortunately for you, Outlook
comes with a Journal feature that automatically records all your tasks.
In addition to tracking Outlook items such as e-mail, you can keep track of every Office
document you create or modify and also keep a record of any activity you want to remember.
Even something that is not located on your computer, such as a phone conversation or a
hand-written letter you mailed or received.
If you want to keep track of your interactions with one person, Outlook can help. Let's
say you're working with a colleague on a specific project. To track your progress, you
could record every e-mail, meeting, and task exchanged between you and that colleague.
Begin by clicking Tools, Options. On the Preferences tab, click Journal Options. In the
Automatically Record These Items box, check the boxes for the items you want automatically
recorded in your Journal. You can track e-mail messages, meeting requests or
cancellations, task requests, and more. In the For These Contacts box, select the check
boxes for the contacts you want the items automatically recorded for. Then, click OK.
You can also record every document you open and work on from Microsoft Word, Excel,
Access, and PowerPoint. First, click Tools, Options. On the Preferences tab, click Journal
Options. In the Also Record Files From box, select the check boxes next to the programs
whose files you want to track in your Journal. Then, click OK.
But what if you want to pick and choose which documents, e-mails, meetings, and task
requests get entered in your journal? (It is your journal, after all.) Locate the item or
document you want to record. You can use Outlook, Windows Explorer, or the desktop. Drag
the item to Journal folder in the Folder List.
Some work activities don't fall neatly into one of the categories mentioned above, like
a chat at the water cooler or sending a box of chocolates to a client. Luckily, you can
also manually record any activity you want to, just create a whole new journal entry.
Choose File, New, Journal Entry. In the Subject box, type a description, like
"Meeting with Sue." Click the down arrow in the Entry type box, and choose which
type of journal entry you are recording, in this case a meeting. Fill in any other
important information, like how long the meeting took or any important notes you want to
save. Then, click Save And Close.
STORE SENT MESSAGES IN FOLDER
OTHER THAN SENT ITEMS.
By default, Outlook 98 saves a copy of each message
you've sent inside the Sent Items folder. (That is, assuming you haven't selected Tools,
Options, clicked the E-mail Options button, and deselected Save Copies Of Messages In Sent
Items Folder.) However, if you prefer to keep specific sent messages in a folder of their
own you can do that too.
For example, suppose you'd like to keep personal messages separate from work-related ones.
First create a new folder for storing them: Press Ctrl-Shift-E; type a name for the
folder, such as Personal; select the parent folder; then click OK.
You must place each sent message in this new folder on an individual basis. After
composing a message (but before you click Send), click the Options button. Under Delivery
options, click the Browse button, select the desired destination folder, then click OK.
Click Close and send the message as usual. Check inside your new folder, and there's the
message.
If you prefer to automate this process, you can do so using the Rules Wizard, but only
if you know something specific about the message you want to store in a certain folder.
For example, you might opt to store all messages sent to a particular e-mail address in a
given folder.
Select Tools, Rules Wizard and click the New button. Select Move Messages I Send To
Someone. Then, one at a time, under Rule Description, click each of the highlighted items
(People Or Distribution List and Specified), select the appropriate option, and click OK.
Click Finish, then click OK. From now on, sending a message to the specified address will
place a copy of it in the specified folder.
Tip: A copy of the message will also
appear in the Sent Items folder unless you do the following: After composing the message but before you click Send, click the Options button,
deselect Save Sent Message To, then click Close.
RESCHEDULE CALENDAR MEETING.
Need to reschedule a meeting you've already entered in your Calendar? Whether you need to
adjust the date, time, or duration, changing it is a snap.
To change only the date of the meeting, click and drag the appointment from your schedule
- Day, Work Week, or Week View - over to the Date Navigator (the calendar in the top-right
area of the window) and drop it on the correct day.
To change the time of the meeting, switch to Day View, then click and drag the appointment
up or down to the correct time. Let go, and it slides into place.
To change the duration of the meeting, still in Day View, hold your mouse pointer over the
appointment's top or bottom edge. When the mouse pointer changes to a double-pointed
arrow, click and drag up or down.
SET REMINDER FOR CALENDAR APPOINTMENT.
Are certain appointments in your Calendar more
important than others? Attach reminders to those appointments you can't afford to miss,
and Outlook will keep you on your toes (and punctual, too).
Double-click any existing appointment and select the check box next to Reminder. Click the
down arrow next to 15 Minutes, select the amount of advanced warning you'd like, then
click Save and Close. Now as long as Outlook is running, a reminder will appear onscreen
the specified number of minutes (or hours) before your appointment. Not quite ready to go?
Click Snooze, and you've got five minutes to wrap things up before the reminder appears
again.
QUICKER ACCESS TO VIEWING OPTIONS (ADVANCED TOOLBAR).
Do you frequently use the commands in the View,
Current View menu to sort or organise the contents of the current folder? With the
Advanced toolbar onscreen (select View, Toolbars, Advanced), you can cut the View and
Current View commands out of the equation. Just click the drop-down arrow next to the text
box on the toolbar, and take your pick.
DISPLAY ONLY THE MESSAGE LIST AND PREVIEW PANE .
Is it possible to make Outlook 98 look and work like
Outlook Express? Specifically, to see one frame showing a list of unread messages, and
another showing the complete contents of the currently selected message.
You can accomplish this two-frame look with a couple of quick setting changes. First
select View, Preview pane to display a preview of the currently selected message at the
bottom of the window. (The message list will appear at the top.) Then, to get your folder
list out of the way, deselect View, Folder List if you haven't already. (You can always
display a drop-down folder list by clicking the name of the current folder below the New
Mail Message icon.)
MEETINGS.
Switch to your Calendar and click Actions, Plan A
Meeting, click Invite Others. Enter the name(s) of the person(s) or resource(s) you want
at the meeting in the Type Name Or Select >From List box. Choose each name by clicking
Required, Optional, or Resources (the Required and Optional attendees appear in the To box
on the Appointment tab, and Resources, meaning conference rooms, appear in the Location
box). Click OK. Choose a date, start time, and end time for the meeting, then click Make
Meeting.
Enter a subject, choose a location and then click Send. The people you invited will
receive a meeting request by e-mail.
There's another way to create a meeting, though. Just enter it like a regular
appointment, and invite someone else to it. First, click Calendar. Find the day and time
you want to schedule the meeting, and double-click to open a new Appointment window. Type
a name for your meeting in the Subject line and choose a location. Then click the Invite
Attendees button on the toolbar. Type your invitees' e-mail addresses in the To line, or
click the To button to choose their names from your address book. Click Send, and your
meeting request will be sent by e-mail.
If you're using Microsoft Exchange Server and your invitees use Outlook as their
primary calendar, you can see when they're free for meetings, and when they're busy, which
eliminates a lot of back and forth "I can't make two o'clock, how about three?"
Schedule a meeting by selecting Actions, Plan A Meeting. Invite the people you want to
attend and click OK. Or, if you set up the meeting by creating a new Appointment, then
clicking Invite Attendees, click the Attendee Availability tab in the Appointment window.
Then use the scroll bars to the right of the invitees to see when everyone's free. The
Free/Busy times are colour-coded so you can tell if someone is free, otherwise engaged, or
out of the office completely.
If you have lunch with your department every week at the same time, why enter it into
your calendar manually every week? It's easy to create a meeting that recurs at regular
intervals. Create a meeting and invite your attendees. Type a name and a location for your
meeting (or lunch), then select Actions, Recurrence. In the Appointment Recurrence window,
you can set the meeting to occur daily, every week, every two weeks, or whenever. Choose
the options you want and click OK. The meeting appears on your calendar at the interval
you specified.
Despite your careful planning, at some point you'll need to cancel a meeting. Luckily,
it's easy. Open the meeting from your Calendar. Click Actions, Cancel Meeting. You can
also click the Delete button (which looks like a black X) on the Standard toolbar. You'll
have the option to send a cancellation notice to the people you invited, which will save
you the trouble of sending a separate e-mail. Select Send Cancellation And Delete Meeting,
and click OK.
Now that you're a pro at setting up meetings from your Calendar, you're ready to learn
how to do it from outside the Calendar. If you're browsing through your contacts and want
to set up a meeting, it would be a waste of time to have to switch back to the Calendar.
Luckily, you don't have to. Simply select the contact, then click Actions, New Meeting
Request To Contact. Enter a Subject and a Location, select the start and end times, and
click Send.
WORKING WITH TASKS.
Outlook makes it easy to keep track of tasks. Let's get
started by creating a task. Say you need to have a report done by noon tomorrow. Click
File, New, Task. Or click Tasks in the Folder List, and click Click Here To Add A New
Task. Type a name for your task in the Subject box. You can add any pertinent details in
the window, set a start and end date, specify a priority, and track your progress. When
you've finished choosing options, click Save And Close.
The exciting world we live in is chock full of repetitive tasks that need to be
completed regularly, whether it's daily, weekly, monthly, or yearly and Outlook makes it
easy to create a recurring task.
Click File, New, Task. Or click Tasks in the Folder List, and click Click Here To Add A
New Task. Type a name for your task in the Subject box. You can add any pertinent details
in the window, set a start and end date, specify a priority, and track your progress.
Click Actions, Recurrence. Click the frequency (Daily, Weekly, Monthly, Yearly) at which
the task recurs, and then select options for the frequency. Click OK, then click Save And
Close.
A task list is only helpful if you know what's on it. So for those of you who make
endless to-do lists and then never look at them again Outlook 2000 offers a reminder
feature for tasks.
Click Tools, Options and click the Other tab, then Advanced Options. Select Advanced
Tasks. To have a reminder automatically turned on for new tasks, select the Set Reminders
On Tasks With Due Dates check box. Now you'll automatically receive a reminder before your
task is due.
Remember, these reminder
options only affect tasks that have a due date.
Keeping a task list is only effective if you keep it current. So be sure that when you
finish a task, you mark it as complete.
Open the task you want to mark complete. In the % Complete box, enter 100%. Here's another
way. Click on the task list. If the Status field appears as a column heading in the task
list, you can click on that column and select Completed.
We all fall behind schedule once in a while, and we need a reminder to get us going
again. Well, Outlook 2000 provides that reminder by turning a task red when it's overdue.
But you don't have to go with red (if it seems a little harsh); you can choose almost any
colour you wish for overdue task.
Select Tools, Options, then click the Preferences tab. Click Task Options. Choose a colour
in the Overdue Tasks box, then click OK.
DOWNLOAD OFFICE ASSISTANTS.
In a previous tip, we showed you how to change the Office Assistant. Right-click the
assistant's title bar, select Choose Assistant, click Next to view the two Office Logo
options (one moves and one doesn't), then click OK.
Note: If you don't see the assistant,
click the question-mark button on the right side of the Standard toolbar or press F1.
Want something even more exciting? Head on over to
Microsoft's Office Update Web site for more options: http://officeupdate.microsoft.com/downloadCatalog/dldoutlook.htm
Select one of the assistants, such as Kairu The Dolphin, then follow the download and
installation instructions.
Tip: Look for the word Assistant in the
Type column.
DOWNLOAD OUTLOOK TEMPLATES AND FORMS.
We pointed you to a list of Outlook 98 downloads at the Microsoft Office Update
Web site:
http://officeupdate.microsoft.com/downloadCatalog/dldoutlook.htm
Take a look at the Type column on the right side of the list, and you'll notice that it
lists a good percentage of the downloads as Templates. A template, or form, is nothing
more than a means of collecting information electronically. If you've ever sent an e-mail,
you've used a form - the New Message template.
Scroll through the list of downloads and click the Download Now link below any form you
might find useful--we'll use the Diet Record Form as an example.
(Note: You'll need to complete the registration information, if
you haven't already. Then go back and select the file you want to download again.) When the download is complete, double-click the resulting EXE file
to install the form.
DOWNLOAD OUTLOOK FIXES & ADD ONS.
You can find this update on the Microsoft Office
Update Web site at http://officeupdate.microsoft.com/downloadCatalog/dldoutlook.htm.
WORKING WITH FAXES
E-mail is a great tool, but it hasn't taken over
completely. We still need to fax actual documents once in a while. With Outlook 2000, it's
just as easy as sending an e-mail.
To create a fax message from Outlook 2000, select File, New, Fax Message. Type the
recipient's name in the To box. Outlook automatically uses the fax number from your
contact list, but if it's not there, you can enter it in directly. Type a fax number in
the To box in the following format: fax@insert fax number If you need to dial a
number to get an outside line, type it and the letter w before the fax number (e.g.
fax@9w123-456-7890.) Type a description of the fax in the Subject box, then type
your message in the message window. Click Send.
But more often, you'll probably want to send a document - say, a Word document or an
Excel spreadsheet--from a different program as a fax.
Make sure you have the desired document open. Click File, Print. In the Printer Name list,
click Symantec Fax Starter Edition. Click Print or OK. Then enter the name of your contact
in the To box. If the recipient's fax number isn't in your contact list, you'll need to
type it in using the format fax@insert fax number Type a description of the fax in
the Subject box, then type your cover page information in the message window. Click Send.
You can make sure that Outlook 2000 inserts your personal information as a cover page
whenever you send a fax. Click Tools, Options, then select the Fax tab. Outlook will
automatically insert your name, company name, phone number, and fax number. To change this
personal information, click Tools, Options, Fax, and then click Edit and change the
information.
RESTORING BACKED-UP FOLDERS
.
To back up individual Outlook 98 folders you export the contents to a *.pst file:
Select File, Import And Export. Then select Export To A File and click Next. Select
Personal Folder File (.pst), click Next, select the folder you want to back up (and select
Include Subfolders, if necessary), and click Next again. Choose an option for handling
duplicates, click Browse and navigate your way to the destination file (most likely a
floppy disk), and name the *.pst file you're about to create. Click OK, Finish, and OK.
Now let's suppose you need to restore this information. Switch to the destination folder -
Inbox, for example - and select File, Import And Export. Select Import From Another
Program Or File, click Next, select Personal Folder File (.pst), and click Next again.
With the floppy disk containing the file you want to import in the drive, click Browse,
select your floppy drive, select the *.pst file, and click Open. Click Next, select the
folder to import from, select Import Items Into The Current Folder, and click Finish.
Those Inbox messages are right back where they started.
SEND SOMEONE A VIRTUAL BUSINESS CARD, OR VCARD.
Can't figure out how to get your business card through your computer screen and into your
e-mail message? The next time someone asks for your card, send a vCard attached to an
Outlook message. The vCard format is (according to Microsoft, anyway) "the Internet
standard for creating and sharing virtual business cards.
First, enter yourself as a new contact (unless you're already in there): Select File, New,
Contact, fill in the resulting dialog box, and click Save And Close. From inside the
Contacts folder, right-click yourself and select Forward As VCard. Presto--the new message
dialog box opens with your business card, or vCard, attached as a *.vcf file. Finish the
message as usual and send it off, card included.
So now the question is, what do you do if you receive a vCard? Assuming you want to keep
the information around, you can add it to your Contacts folder in a simple drag-and-drop
operation.
First, make sure you can see your folder list. (If you can't, select View, Folder List.)
Then, with the message that contains the vCard open in a separate window (not the preview
pane), click and drag the vCard icon over to the Contacts folder and let go. A Contacts
dialog box appears. Complete any other desired fields for the contact, then click Save And
Close.
COLOR-CODE YOUR MESSAGES.
Is there a certain someone whose messages are more
important than those of others (for example, a contact at your big account)? Make sure you
never overlook them by colouring those messages a nice shade of, say, lime green.
From inside your Inbox or Sent Items folder, click the toolbar's Organize button on the
right side of the toolbar. On the left side of the organising area, click Using Colors,
then complete the necessary information to the right. For example, you might create a rule
that says, "Colour messages from Larry Lamb in Lime." Click Apply Color.
The next time you receive a message from (or send one to) the specified person, it will
appear in that colour in the message list.
(Note: The change is retroactive - you just
need to close and reopen Outlook before existing messages appear colour-coded.)
MARKING A MESSAGE PERSONAL.
It's generally not a good idea to send your
personal information via e-mail, but we do it all the time. First, compose your new
message. Select View, Options. Set Sensitivity to Personal, Private, or Confidential.
Then, click Send.
DELETE ALL HOLIDAYS AT ONCE.
Pull down the View menu and select Current View,
Events. Then click the Location column to sort the holidays by country. Click the first
holiday you want to delete, then hold down Shift as you click the last. Right-click the
selection and choose Delete, or click the toolbar's Delete button.
MAKE YOUR OWN HOLIDAY SET.
In our last tip, we showed you how to delete a set
of holidays you've added to Outlook's Calendar: Select View, Current View, Events; click
the Location column (to sort the holidays by country); select the holidays you want to
delete; then click the Delete button.
Just for fun (and because you want to be so organised this year), want to create your own
set of holidays-- for example, the birthdays of everyone you know? All it takes is some
quick typing additions to the outlook.txt file.
Open any Windows folder window and navigate your way to the Program Files\Microsoft
Office\Office folder. Inside, you'll find outlook.txt. Open this file using a text editor,
such as Notepad. At the end of the file, type a name for the holiday set, such as
Birthdays, in brackets. Then type a space and the number of holidays you plan to create.
Press Enter, then type each holiday using the following format:
Description, yyyy/mm/dd
So for example, you might type the following:
[Birthdays]
My Birthday, 1999/12/15
My Birthday, 2000/12/15
Bill's Birthday, 1999/5/02
Bill's Birthday, 2000/5/02
Joe's Birthday, 1999/10/07
Joe's Birthday, 2000/10/07
(Note that you need to type an entry for each year.)
When you're finished, close and save outlook.txt. Then apply the new holiday set to your
Calendar as you would any other: Inside Outlook, select Tools, Options; click the Calendar
Options button; click Add Holidays; select your holiday set; then click OK.
TURN A RULE ON OR OFF.
From the Inbox, click Tools, Rules Wizard. In the
Apply Rules In The Following Order box, clear the check box next to the rule to turn it
off. To turn it on again later, simply check the box next to the rule, then click OK.
SPACEBAR TO PAGE DOWN IN PREVIEW PANE.
Here's a trick you may wish to try while viewing
multiple messages in the preview pane: To scroll down through the message a page at a time
(this is the same as pressing the PgDn key in a word processing document), press the
spacebar. From the end of a message, press spacebar, and you jump to the beginning of the
next message.
Want to go backward through messages (still in the preview pane)? Don't reach for that
mouse just yet. Press Shift-spacebar to jump to the beginning of the current or previous
message.
Note: If this trick doesn't work for you, select Tools, Options,
select the Other tab, click the Preview Pane button, and make sure "Single key
reading using space bar" is selected.
MODIFY A RULE.
Let's say you have a rule that forwards to your assistant e-mails received while you're at
lunch every day from noon to one. Now let's say you want to create a rule that forwards
messages received on the weekends to your home e-mail address. Rather than creating a new
rule, simply change the old one.
From the Inbox, click Tools, Rules Wizard. In the Apply Rules In The Following Order box,
click the rule you want to change. Modify it to send messages to your home e-mail address
(and any other changes you wish), then click OK.
CALENDAR'S PRINT STYLE DEPENDS ON VIEW.
Outlook defaults to printing a daily calendar only
if you select the Print command while Calendar is in the Day view. If you switch to the
Month view and THEN select the Print command, you'll find that the Monthly Style calendar
is selected. (Of course, either way, it takes an extra click to get what you're after!)
CHANGE THE ORDER IN WHICH RULES ARE APPLIED TO MESSAGES.
It's your Inbox, and you should be able to arrange
it any way you choose, right? So why not decide which mail rules will run first? Happily,
it's easy to change the order in which rules are applied.
From the Inbox, click Tools, Rules Wizard. In the Apply Rules In The Following Order box,
click the rule you want to move. Click Move Up to move it up in the list, or Move Down to
send it lower. Then, click OK.
CREATE NEW SHORTCUT GROUP ON OUTLOOK BAR.
When you display the Outlook Bar on screen (select View, Outlook Bar), you see two groups
in which to store your shortcuts--Outlook Shortcuts and My Shortcuts. Want to divide them
up even further? Create a new group.
Right-click a blank area of the Outlook Bar and select Add New Group. At the bottom of the
bar, you'll see the words New Group highlighted. Type a name for the group, then press
Enter. You can now add shortcuts to (or delete them from) this group as you would in any
other group.
ARCHIVE ITEMS MANUALLY.
Why keep old e-mail messages cluttering up your
Inbox and folders? Why not simply archive them? That way, you can still get them if
needed.
To archive items manually, click File, Archive. To archive all your folders, choose
Archive All Folders According To Their AutoArchive Settings. Type a file name for the
archived items to be transferred to, or click Browse to find an existing archive file.
Enter a date in the Archive Items Older Than box. Any e-mail or item from before the
specified date will be archived. Then, just click OK.
IMPORT ARCHIVED ITEMS.
The biggest advantage to archiving old e-mails rather than deleting them is that you can
retrieve them if necessary. So how do you go about getting them back?
Click File, Import And Export. Choose Import From Another Program Or File, and click Next.
On the next screen, choose Personal Folder File (.pst), then click Next. In File To
Import, enter the name of your archive file. If it's not automatically displayed, click
Browse to find it. Click Next.
Under Select The Folder To Import From, click on Archive Folders if you want everything.
But if you know which folder's archives you want to restore, choose only that folder. If
you want to send it back to that folder, choose Import Items Into The Same Folder In, and
make sure that Personal Folders is selected in the box. Click Finish.
FIND MESSAGES WITH LARGE ATTACHMENTS.
You know all those elf-bowling games and holiday
cards your friends sent you over the holidays? Well, all those huge attachments are
hogging precious drive space. So why not find the messages with the biggest attachments
and get rid of them?
Begin by clicking Tools, Advanced Find. Click Messages in the Look For list. Select the
More Choices tab. In the Size (Kilobytes) list, click Greater Than. Type 1000 in
the box next to the Size box. Then, click Find Now. Outlook will find the messages with
huge attachments, and you can delete them from there.
PRINT A BLANK MONTHLY CALENDAR.
Say you're heading to a meeting to map out your
plans for the next quarter. Why not go prepared with blank monthly calendars to take
notes?
Select File, New, Folder. Type a name for the folder, maybe "Blank Calendar." In
the Folder Contains drop-down list, choose Appointment Items. Click Calendar in the Select
Where To Place The Folder list. Click OK.
Click the new folder, which is called Blank Calendar, in the folder list. Click File, Page
Setup, and choose the Monthly Print Style. Then, click Print.
EXPORT INFORMATION TO OTHER OFFICE PROGRAMS.
It's always a good idea to save your important
documents in a safe place, and that goes for Outlook items, too. Whether it's an e-mail
folder, your Calendar, your Address Book, or Notes, you can export it to a file for
safekeeping.
Click File, Import And Export. Choose Export To A File, then click Next. Choose which file
type you want to create. If you're going to use your exported file in Microsoft Word,
choose Comma Separated Values (Windows) or Tab Separated Values. There's also an option
for Microsoft Excel. Click Next. Choose the folder or set of items you want to export, and
click Next. Navigate to where you want the file saved, name it, then click OK. Click
Finish.
SPECIFY THE FOLDER TO OPEN WHEN YOU START OUTLOOK.
When you fire up Outlook in the morning (or
whenever), is your Calendar the first thing you look at? Why not set it up so that it
opens automatically when you start Outlook? It will save you a few clicks.
Click Tools, Options. Select the Other tab, and click Advanced Options. Select the folder
you want to appear upon start-up in the Startup In This Folder Box - in this case, it's
Calendar. Click OK twice.
POSITIONING TOOLBARS ON THE SAME ROW.
Until you can afford a bigger monitor, you're
locked in the never-ending battle for more screen space--a few pixels here, a few
button-widths there. Well, you've probably noticed that all those toolbars at the top of
the screen, while useful, are stacked on top of each other. What if there was a way to
condense them?
Take heart - there is! You can position them right next to each other on the same row. Do
you see the little vertical line at the far left side of each toolbar? Position your
cursor over it - see how it changes into a four-headed arrow? It's called a move handle -
click and hold it, and you can move the Advanced toolbar right next to the Standard
toolbar. If there isn't enough room for all your buttons, the ones you've used most
recently are displayed.
PRINT ATTACHMENTS WITH ITEMS.
When you select an e-mail and press Print, only the
actual e-mail is printed. But what if you want to print the attachment that's been sent
with the e-mail? You don't have to save the attachment and then open it to print it. You
just have to tell Outlook what to do.
Select the e-mail that contains the attachments you want to print. Click File, Print. In
the Print Style box, choose Memo Style. Select the Print Attached Files option, then click
OK.
PRINT MY CALENDAR WITHOUT THE TASKS OR NOTES.
When you print out your Calendar, the default style
is to print out the Tasks and Notes for that day, too. But if you just want your
appointments, you will have to tell Outlook to forget about the extra stuff.
Click Calendar. Select File, Page Setup, then click the style you want to use (Daily,
Weekly, etc.). Clear the TaskPad and Notes check boxes, then click OK.
ENTER A NEW CONTACT IN THE ADDRESS BOOK.
Just received a message from someone you'd like to
add to your list of contacts? Don't waste time typing that person's e-mail address into
your Address Book. As long as the address is part of the message header, Outlook will
enter it for you.
With the message that contains the address in a separate window, right-click the address
and select Add To Contacts. A new contact window appears with that address already
entered. Complete the other fields as necessary then click the Save And Close button.
SET AN
APPOINTMENT REMINDER.
We know, you're a busy person.
It's not your fault if you forget to check your Calendar and forget about appointments, is
it? Well, actually it is, but never mind that. If you set a reminder for each appointment
on your Calendar, you won't have to make any excuses.
To set a reminder, open the appointment or appointment series (if it's recurring) by
double-clicking it. Select the Reminder check box and enter how far in advance you want
Outlook to remind you. You can choose any length of time, from 5 minutes to two days.
Then, click Save And Close.
VIEW
MORE THAN ONE FOLDER AT A TIME.
Did you know Outlook 98 offers
an Open In New Window command, just like your favorite browser? That means you can view
the contents of more than one folder--for example, Inbox and Calendar--on the screen at
the same time.
Switch to the first folder you want to open; then, using the Outlook Bar or the folder
list, right-click the second folder you want to open and select Open In New Window. (Note:
You must have the folder list stuck to the screen in order to access its right-mouse
commands.) Repeat these steps for each folder you want to open, then size or move the open
windows as necessary to view their contents. (Tip: Right-click the Taskbar and select one
of the window-arranging options.)
All done with those open items? Before you start closing each one individually, try this:
Select File, Close All Items. All open windows disappear in one fell swoop.
SWITCH
BETWEEN OFFLINE AND ONLINE.
You've probably set Outlook to
check for new mail at regular intervals. But what if you're working in Outlook and don't
have an Internet connection open? Outlook will keep looking for a way to get your mail and
will keep returning error messages. To let Outlook know you want to work offline, click
File, Work Offline. As long as you're working offline, Outlook will connect to your server
only when you specify, and it will hang up immediately after sending and receiving
messages.
DOUBLE-CLICK
TO CREATE NEW MESSAGES.
You can double-click the blank
area at the bottom of the message pane - the one that lists messages in a folder, to
create a new message quickly. If you have a lot of messages in a folder, you would have to
scroll to the bottom of the folder to find a blank area to double-click. Otherwise you end
up selecting a message.
This technique works in other folders, too, not just message folders. For example, inside
the Notes folder, double-click a blank area at the bottom of the Notes list to create a
new note.
CONVERT
PLAIN-TEXT MESSAGE TO HTML.
Suppose you've set your message format to Plain
Text (most likely because your recipients prefer this format). You're halfway through a
plain text message, and suddenly you remember this recipient can receive HTML messages
without a problem. Do you start over, or apply all your favourite formatting options -
font, size, colour, and so on--by hand, one at a time? Neither. Just switch to HTML, and
you can apply all of your defaults to the in-progress message in one easy step
From inside the new message dialog box, select Format, Rich Text [HTML]. Select all of the
existing body text then select Format, Style, Normal. The text now sports the default
font, colour, and so on. Complete your message (any new text you type will display the
same defaults) and send it off as usual.
USE THE
SPACEBAR TO SCROLL DOWN IN THE PREVIEW PANE.
If you're using the Preview
Pane to look at your messages, you can read all the messages in your Inbox without ever
touching your mouse.
To scroll down through the message a page at a time, simply press the Spacebar (it's the
same as pressing the Page Down key). If you've reached the end of a message, pressing the
Spacebar will jump you to the next message in your Inbox.
VIEW
MESSAGE PROPERTIES.
Want to view a mail message's
properties? If you're used to Outlook Express, you might try to right-click a message and
select Properties, but in Outlook 98 this command isn't available. To view a message's
Properties, double-click the message to open it (in a separate window), then pull down the
File menu and select Properties.
FLAG
IMPORTANT MESSAGES FOR FOLLOW-UP.
If you're like most people,
you get more email than you know what to do with. Don't let important messages slip
through the cracks. Flag the important ones, so you don't forget to follow up.
First, select the messages you want to flag. Click Actions, Flag For Follow Up. In the
Flag To box, select Follow Up (you can flag a message with several different messages,
including Forward, No Response, and Call). Enter a date in the Due By box. Then, click OK.
SEND
REPLIES TO SOMEONE ELSE.
Say you're sending out a group
message but don't want to deal with the replies (for example, an office survey your
assistant will tally). Outlook 98 can direct responses to the recipient of your choice.
Compose the message as usual, but before sending it off, click the Options button (or
select View, Options). Under Delivery options, select Have Replies Sent To. Click the
Select Names button, select a recipient, and click the Reply To button. (Repeat these
steps to select multiple recipients if desired.) Click OK, then click Close and send the
message off as usual.
PROCESS RECEIPTS ON ARRIVAL.
If
someone sends a request for a receipt along with a message they send to you, have the
manners to send that receipt promptly. Or just have Outlook take care of it for you.
From the Outlook desktop, select Tools, Options and click the Preferences tab. Click the
Email Options button, click Tracking Options, and select the Process Receipts On Arrival
option. From now on, receipts will be sent automatically.
SEND A
TASK REQUES.
To create a task request,
press Ctrl-Shift-U (or select File, New, Task Request). Type the recipient's address on
the To line; if he or she is already in your address book, click the To button,
double-click the recipient, and click OK. Now just complete the remaining fields: Type a
Subject, select a Due Date and Start Date, and so on. Type any instructions in the big
white box at the bottom. When you're finished creating the task, click the Send button and
off it goes.
RECEIVING
A TASK REQUEST.
If you happen to be on the
receiving end of a task, you have two choices: Accept it or don't. Open the task message
and click either Accept or Decline. Click Send The Response Now, then click Send. If you
have something to say about this task, click Edit The Response Before Sending, type your
message, and click Send.
NOTIFY
YOU WHEN NEW MESSAGES ARRIVE.
It's easy to get so engrossed
in your work that you forget to check your email, so have Outlook send you a message every
time you get new email. Begin by clicking Tools, Options. Select the Preferences tab, then
click Email Options. Select the option Display A Notification Message When New Mail
Arrives. Then, click OK twice. Now you'll see a little pop-up window every time you get
new mail.
FLAG MESSAGE FOR FOLLOW-UP.
Wish you could
highlight certain messages to remind yourself to follow up on them? Outlook
offers something even better - flags.
Right-click any message that requires follow-up action and select Flag For
Follow Up. (You could also select the message, then choose Actions, Flag For
Follow Up.) Select a follow-up action, such as Reply or Call, in the drop-down
list next to Flag To, then click OK. Back in the message list, you'll see a red
flag next to that message.
MAKE AN APPOINTMENT RECURRING.
If you have a
regular appointment that always happens on Mondays at 2:00, don't bother
entering a new appointment every week. If you've entered it once, simply make it
a recurring appointment.
Open the appointment. Click Actions, Recurrence (or click the Recurrence
button). Select Weekly Occurrence then select the options you want. By default,
Outlook will choose the same day and time as the original appointment. Click OK,
then click Save And Close.
TURN NOTE INTO DOCUMENT.
Just as you might
deem a note important enough to send to someone in an e-mail, you might decide a
note should become its very own document (for example, if the notes you were
taking for a report suddenly looked pretty close to a final version).
Inside the Notes folder, select the note you want to save as a file and choose
File, Save As. Navigate your way to the desired location, type a name for the
file, choose a file type (for example, Rich Text Format saves it as a Word
file), then click Save. You can open and edit that note, now a document, inside
your word processor.
CHANGE MEETING INFORMATION AFTER SENDING THE
INVITATION.
Have you ever sent
out an invitation to a meeting using Outlook, and then the details changed.
Rather than sending out an email to everyone you invited, simply change the
meeting information and re-send the invitation.
First, open the meeting. Change the information you need to change, then click
Send. If you're using Outlook on a Microsoft Exchange Server, the meeting will
be automatically updated on your invitees' calendars.
CHANGE COLOR OF OVERDUE MESSAGES.
Outlook displays
that overdue message in red. You can also display overdue messages in any colour
(or font or point size) you choose.
Select View, Current View, Customize Current View. In the resulting dialog box,
click the Automatic Formatting button. Select Overdue E-mail, then click the
Font button, and use the resulting dialog box to change the appearance of
overdue message text. Click OK twice.
CREATE A SHORTCUT ON THE OUTLOOK BAR.
The Outlook Bar
isn't just for shortcuts to Outlook features like the Inbox and Calendar. You
can also create a shortcut to any file folder on your hard drive. Say you keep
all your marketing reports in a folder called "Marketing." If you want
easy access to those documents when you're sending a status report to your boss,
why not put a shortcut to that folder on the Outlook Bar?
On the Outlook Bar, click the group to which you want to add the shortcut.
Right-click anywhere in the grey background of the group and select Outlook Bar
Shortcut from the context menu. Click File System in the Look In box. Navigate
to your Marketing folder and select it. Click OK. Now that folder shows up in
the Outlook Bar. When you click on it, its contents are displayed in the Folder
List window.
You can also add a shortcut
to a Web page, so you won't have to switch between Outlook and your browser.
Go to the Web page you want to create a shortcut to. (You must have the Web
Toolbar displayed to do this. If you don't see it, click View, Toolbars, Web.)
Click File, New, then select Outlook Bar Shortcut To Web Page.
As you
know, when you install Outlook 2000, the Outlook Bar has three groups: Outlook
Shortcuts, My Shortcuts, and Other Shortcuts. But there's no rule that says
you're limited to three. You may want to add more groups--perhaps to keep your
business and personal shortcuts separate.
To add a new group to the Outlook Bar, right-click the background and select Add
New Group from the context menu. Type a name for the group and press Enter. Now
your new group is ready for you to add shortcuts to it!
USE CTRL-ENTER TO SEND MESSAGES.
Tired of reaching
for the mouse to click the Send button every time you're ready to send a
message? Then try this keyboard equivalent: Press Ctrl-Enter.
The same shortcut works for posting sticky notes to a folder: Assuming you've
already created the note, press Ctrl-Shift-S, then type a Subject and body,
press Ctrl-Enter instead of clicking the Post button.
VIEWING MESSAGES BY CATEGORY.
You can organise
your folders and Inbox by assigning messages to particular categories. So how
can you make use of this feature and view all your related messages together?
Select View, Current View, Customize Current View. Click Group By in the View
Summary dialog box. In the Group By dialog box, select Categories from the first
drop-down box. (Notice that you can select further groupings by date, subject,
and so on.) Click OK.
Outlook
provides 20 ready-made categories, but at some point you'll want to create your
own. For example, you might want to group messages by a specific activity or
project.
Begin by selecting one or more messages to assign to a category. Choose File,
Categories (or right-click the items and choose Categories from the context
menu). Click in the Item(s) Belong To These Categories box and type the new
category name (if you want to type more than one, separate the names with a
comma). Click Add To List, then click OK.
Your Inbox (or whatever folder you're working in) should now be organised by
category. To get it back to its previous format, right-click the floating
category box and choose Don't Group By This Field.
VIEW TASKS YOU HAVE ASSIGNED TO OTHERS.
If you're working on
a large project (or lots of little ones), assigning tasks to others is the most
efficient way to get things done. But it can be difficult to remember which
tasks you assigned to which people, unless you know the trick to do it with in
Outlook 2000.
To view tasks in your Task List by assignment, click Tasks in the Folder List.
Select View, Current View, and then click Assignment. All tasks will now be
organized according to the assignments.
SEND A STATUS REPORT FOR A TASK.
What's the best way
to let the boss know you're on top of things? Send a status report letting the
higher-ups know what kind of progress you're making.
Open the task by double-clicking it. Choose Actions, Send Status Report. Enter
recipient names in the To box. The person who assigned you the task is
automatically added to the list. Finally, click Send.
Note: This feature will work only if you're using
Outlook on an Exchange Server.
VIEW GROUPS LIST.
Do you have a really
long address book with lots of group names? Rather than scanning through your
list of Address Book entries trying to locate the right one, opt to view a
separate group list. Inside your Address Book, select View, Groups List. The
window splits in two, with a list of groups in the left pane.
SEND MESSAGE TO ENTIRE ADDRESS BOOK.
Here's a quick way
to send a message to everyone in your Address Book: press Ctrl-Shift-B, press
Ctrl-A (for Select All), and click the Send Mail button. Now compose your
message and send it off as usual.
If you're a group user, you'll want to deselect the groups before clicking Send
Mail so people don't receive multiple copies of your message. Hold down Ctrl as
you click each group (or entry, for that matter) you don't want to include in
your mailing), then click Send Mail and so on.
DISPLAY APPOINTMENT TIMES USING ANALOG CLOCKS.
Switch to Calendar
and select View, Current View, Customize Current View. Click the Other Settings
button, and under Week or Month (or both), depending on the view you use, select
Show Time As Clocks. Click OK, then check out your appointments (in Week or
Month view). Before each entry, you'll see the start and end times represented
by good old-fashioned clocks.
DISPLAY CALENDAR TASKPAD AND MONTH VIEW
SIDE-BY-SIDE.
When you view your
Calendar in a Month view, you have to do without the TaskPad and the Date
Navigator, right? Wrong. By default, they don't appear when you select this
view, but you can certainly add them to the screen.
Hold your mouse pointer over the right edge of your Calendar window, and when it
changes to a double-pointed arrow (with two lines in the middle), click and drag
left until the line has made two jumps. Let go, and the TaskPad and Date
Navigator appear on your screen.
Note: This arrangement sticks only until you switch to
another view.
TURN AUTOMATIC NAME CHECKING ON OR OFF.
Outlook
automatically checks names in the To, Cc, and Bcc boxes against your address
book and will let you know if there are multiple matches. If you'd rather not
have this feature activated, you can turn it off.
Click Tools, Options. On the Preferences tab, click E-Mail Options, then click
Advanced E-Mail Options. Then, deselect the Automatic Name Checking option.
AUTOMATICALLY ACCEPT MEETING REQUESTS AND PROCESS
CANCELLATIONS.
If you're working on
an Exchange Server, Outlook can be very useful in scheduling group meetings. But
it can be tiresome to have to respond to each meeting request, especially if you
end up accepting each one. Save yourself a few minutes and have Outlook
automatically accept meeting requests. It will then put them right on your
Calendar.
Click Tools, Options, and select the Preferences tab. Click Calendar Options,
and then click Resource Scheduling. Select the option Automatically Accept
Meeting Requests And Process Cancellations. Then, click OK three times.
REMOVING A MESSAGE BACKGROUND.
It's nice to be able
to decorate your emails with fancy text and backgrounds, but if you go
overboard, it can make reading the message difficult!
If you receive a message that's hard to read because of the bright pink
background and red letters, just get rid of the special effects. Change the
message to plain text by clicking anywhere in the message and pressing
Ctrl-Shift-O.
MAKE YOUR OWN FAX MACHINE.
Did you know you can
send and receive faxes in Outlook 98? All you have to do is download the
appropriate add-on (a scaled-down version of WinFax) from Microsoft's Web site.
Exit all programs, then open the Control Panel. Double-click Add/Remove
Programs, and on the Install/Uninstall tab, select Microsoft Outlook 98.