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    FIRST COURSE

    Outlook Tutorial 1

    Communicating with

    Outlook 2007

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    XPXPObjectives

    Start and exit Outlook Explore the Outlook window

    Navigate between Outlook components

    Create and send e-mail messages

    Create and edit contact information

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    XPXPObjectives

    Read and respond to e-mail messages Attach files to e-mail messages

    File, sort, save, and archive messages

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    XPXPExploring Outlook

    Outlook is a powerful information manager You can use Outlook to perform a wide range of

    communication and organizational tasks, such as

    sending, receiving, and organizing e-mail;organizing contact information; scheduling

    appointments, events, and meetings; creating a

    to-do list and delegating tasks; and writing notes

    Six main components

    Mail, Calendar, Contacts, Tasks, Notes, and Journal

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    XPXPStarting Outlook

    Click the Start button on the taskbar, click AllPrograms, click Microsoft Office, and then click

    Microsoft Office Outlook 2007

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    XPXPNavigating Between Outlook

    Components

    You can click any button in the Navigation Paneto display a folders contents in the main window

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    XPXPCreating and Sending E-mail

    Messages

    E-mail, the electronic transfer of messagesbetween computers, is a simple and inexpensive

    way to communicate with friends around the

    corner, family across the country, and colleagues

    in the same building or around the world

    An e-mail address is a user ID and a host name

    separated by @

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    XPXPChoosing a Message Format

    Outlook can send and receive messages in threeformats: HTML, Rich Text, and plain text

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    XPXPAdding a Signature

    A signature is text that is automatically added toevery e-mail message you send

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    XPXPUsing Stationery and Themes

    Stationery is an HTML file that includescomplementary background colors, images, or

    patterns

    A theme includes complementary backgroundsas well as otherdesign elements such as fonts,

    bullets, colors, and effects

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    XPXPCreating an E-mail Message

    Click the New button arrow on the Standard toolbar,and then click Mail Message

    Type recipient e-mail address(es) in the To box

    (separate by semicolons)

    Type recipient e-mail address(es) in the Cc box and the

    Bcc box, as needed

    Type a topic in the Subject box, and then type the

    message body Format the message as needed

    Click the Send button

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    XPXPSetting the Importance

    and Sensitivity Levels

    You can add icons that appear in the messagepane of the Inbox to provide clues to the

    recipient about the importance and sensitivity of

    the message

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    XPXPCreating a Contact

    Click the New button arrow on the Standard toolbar, and then click

    Contact

    On the General page, enter the contacts name, job title, company,

    mailing address, phone numbers, e-mail addresses, and Web site (click

    the down arrow to select other address, number, or e-mail options)

    In the Show group on the Contact tab, click the Details button, and thenenter other business or personal data as needed

    In the Actions group on the Contact tab, click the Save & New button to

    create another contact or click the Save & Close button if this is the last

    contact

    If the Duplicate Contact Detected dialog box opens, select whether to

    add the contact anyway or merge with existing contact, and then click

    the OK button

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    XPXPCreating a Contact

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    XPXPSwitching Contact Views

    All of the information about a contact is called acontact card

    Views specify how information in a folder is

    organized and which details are visible

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    XPXPCreating and Modifying Distribution Lists

    A distribution list is a group of people to whom you frequently send

    the same messages, such as all suppliers

    Click the New button arrow on the Standard toolbar, and then click

    Distribution List

    In the Members group on the Distribution List tab, click the Select

    Members button Click the Address Book arrow, and then click Contacts

    Double-click the names you want to add to the distribution list, and

    then click the OK button

    Click in the Name text box, and then type a contact name for thedistribution list

    In the Actions group on the Distribution List tab, click the Save & Close

    button

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    C i d dif i

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    XPXPCreating and Modifying

    Distribution Lists

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    XPXPReceiving E-mail

    You check for new e-mail messages by clickingthe Send/Receive button on the Standard

    toolbar

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    XPXPReplying to and Forwarding Messages

    Reply responds to the sender, and Reply to Allresponds to the sender and all recipients

    (including any Bcc recipients)

    Forward sends a copy of the message to one ormore recipients you specify; you enter the e-mail

    addresses in the To or Cc box

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    XPXPWorking with Attachments

    An attachment is a file that you send with ane-mail message

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    XPXPFlagging and Color Coding Messages

    Some messages you receive require a specific response or

    action

    A flag is an icon that appears in the message header to

    indicate the item has been added as a task

    You can also choose six preset color categories or addothers to better organize or rank your messages

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    XPXPOrganizing and Managing Messages

    You should create a logical folder structure in which tostore your messages

    One method for keeping messages organized and the

    Inbox uncluttered is to move a message out of the Inbox

    as soon as you have dealt with it Rather than manually filing messages, you can create

    rules that specify how Outlook should process and

    organize them Each rule includes three parts: the conditions that determine if a message

    is to be acted on, the actions that should be applied to qualifying

    messages, and any exceptions that remove a message from the qualifying

    group

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    O i i d M i

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    XPXPOrganizing and Managing

    Messages

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    XPXPRearranging Messages

    Rather than searching through multiple folders,you can have Instant Search find the desired

    message (or any other Outlook item)

    Open the folder you want to search Type the search text in the Instant Search box.

    To narrow your search, you can click the Expand

    Query Builder button, and then enter additionalcriteria

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    XPXPRearranging Messages

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    XPXPUsing Search Folders

    Search Folders are folders that display any e-mailmessages that match specific search criteria

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    XPXPSorting Messages

    Sorting is a way to arrange items in a specificordereither ascending or descending

    Ascending order arranges messages

    alphabetically from A to Z, chronologically fromearliest to latest, or numerically from lowest to

    highest

    Descending order arranges messages in reverse

    alphabetical, chronological, or numerical order

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    XPXPSorting Messages

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    XPXPColoring Messages

    Sometimes youll want messages that you send to acertain person or that you receive from a certain person

    to stand out from all the other messages

    A simple way to do this is to create a rule to change the

    color of the message headers in the Inbox for thosemessages

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    XPXPStoring Messages

    You can store messages by saving them in other file

    formats or by archiving them

    You can use the Save As command to save messages

    and other Outlook items in other file formats

    When you archive a folder, you transfer messages orother items stored in a folder (such as an attachment in

    the e-mail folder) to a personal folder file when the

    items have reached the age you specify

    A personal folders file is a special storage file with a .pst

    extension that contains folders, messages, forms, and

    files

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    XPXPDeleting Items and Exiting Outlook

    After you finish working with Outlook, youshould exit the program

    Unlike other programs, you dont need to save or

    close any files

    N P ti Mi ft Offi 2007 Wi d Vi t Editi 31