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MANAGING MICROSOFT OUTLOOK 
AGENDA 
 Organizing Email 
• Setting up Rules 
• Using Quickstep 
 Organizing Events 
• Setting up Meetings 
• Using Tasks 
 Customizing Outlook 
• Changing Background Colors 
• Custom Signatures 
 Summary 
 Questions
• Rules 
MANAGING MICROSOFT OUTLOOK 
ORGANIZING EMAIL 
– Used to Organize Mail…Automatically 
– Help de-clutter your inbox 
Moves emails with 3 different conditions: 
 From someone to a folder 
 Messages with specific words in the subject to 
a folder 
 Messages sent to a public group to a folder
• Quickstep 
MANAGING MICROSOFT OUTLOOK 
ORGANIZING EMAIL 
– Multi step actions with one click 
– Customizable …”THANK YOU VERY MUCH FOR THIS INFO” 
By Default you have: 
 Move To 
 Team E-mail 
 Reply & Delete 
 To Manager 
 Done 
Create New Quick Step
• Meetings 
MANAGING MICROSOFT OUTLOOK 
ORGANIZING EVENTS 
Set up a meeting with multiple coworkers 
Coordinate multiple schedules 
Allow attendees to respond and suggest alternate times 
 Accept 
 Tentative 
 Decline 
 Propose New Time 
 Respond 
 Calendar
• Tasks 
MANAGING MICROSOFT OUTLOOK 
ORGANIZING EVENTS 
 Sends a task to coworkers 
 Sets a reminder and posts to Calendar 
 Helps get things done and keep track of projects
MANAGING MICROSOFT OUTLOOK 
CUSTOMIZING OUTLOOK 
• Changing Background Color 
-Limited colors : 
 Black 
 Silver 
 Blue 
-Does not change layout
MANAGING MICROSOFT OUTLOOK 
CUSTOMIZING OUTLOOK 
• Adding Custom Signatures 
 Personalize messages 
 Give further contact information 
 Multiple signatures for different situations 
Remember that users are accessing email from different types of devices other than PC’s !
MANAGING MICROSOFT OUTLOOK 
SUMMARY 
 Organizing Email 
• Setting up Rules 
• Using Quickstep 
 Organizing Events 
• Setting up Meetings 
• Using Tasks 
 Customizing Outlook 
• Changing Background Colors 
• Custom Signatures
MANAGING MICROSOFT OUTLOOK 
QUESTIONS

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Outlook staff pres comp

  • 1.
  • 2. MANAGING MICROSOFT OUTLOOK AGENDA  Organizing Email • Setting up Rules • Using Quickstep  Organizing Events • Setting up Meetings • Using Tasks  Customizing Outlook • Changing Background Colors • Custom Signatures  Summary  Questions
  • 3. • Rules MANAGING MICROSOFT OUTLOOK ORGANIZING EMAIL – Used to Organize Mail…Automatically – Help de-clutter your inbox Moves emails with 3 different conditions:  From someone to a folder  Messages with specific words in the subject to a folder  Messages sent to a public group to a folder
  • 4. • Quickstep MANAGING MICROSOFT OUTLOOK ORGANIZING EMAIL – Multi step actions with one click – Customizable …”THANK YOU VERY MUCH FOR THIS INFO” By Default you have:  Move To  Team E-mail  Reply & Delete  To Manager  Done Create New Quick Step
  • 5. • Meetings MANAGING MICROSOFT OUTLOOK ORGANIZING EVENTS Set up a meeting with multiple coworkers Coordinate multiple schedules Allow attendees to respond and suggest alternate times  Accept  Tentative  Decline  Propose New Time  Respond  Calendar
  • 6. • Tasks MANAGING MICROSOFT OUTLOOK ORGANIZING EVENTS  Sends a task to coworkers  Sets a reminder and posts to Calendar  Helps get things done and keep track of projects
  • 7. MANAGING MICROSOFT OUTLOOK CUSTOMIZING OUTLOOK • Changing Background Color -Limited colors :  Black  Silver  Blue -Does not change layout
  • 8. MANAGING MICROSOFT OUTLOOK CUSTOMIZING OUTLOOK • Adding Custom Signatures  Personalize messages  Give further contact information  Multiple signatures for different situations Remember that users are accessing email from different types of devices other than PC’s !
  • 9. MANAGING MICROSOFT OUTLOOK SUMMARY  Organizing Email • Setting up Rules • Using Quickstep  Organizing Events • Setting up Meetings • Using Tasks  Customizing Outlook • Changing Background Colors • Custom Signatures

Editor's Notes

  1. Step 1: From Home tab Click rules Step 2: Select Manage Rules and Alerts Step 3: Select New Rule from the Email Rules Box Step 4: Select what action you wish to accomplish – Stay Organized, Stay Up to Date, or Start from a Blank Rule *** Must Click Blue links to select people or groups*** Follow instructions in the Rules wizard !!!!!!
  2. Step1: From the Home Tab click the small arrow in the lower right corner of the Quick Step tool box Step 2: When the Manage Quick Step dialog box opens select to Edit, Duplicate or Delete a Quick step. Step 2a: You can also choose to create a new Quick Step by selecting Create New (Has a really good Wizard !)
  3. Step 1: Open Calendar view Step 2: From Home Tab click “New Meeting” Step 3: Click “Scheduling Assistant” Step 4: Click “Add Atendees” (Just like sending an email to someone…find them on Global and select) Step 5: Repeat until you have everyone selected Step 6: Click ok Step 7: Review Infromation by clicking “Appointment” Button Step 8: Type message and send
  4. Step 1: Click “New Items” on Home Tab Step 2: Select “Task” Step 3: Name Task ( and set any other particulars desired) Step 4: Select team or individual for task
  5. Step 1: Click File Step 2: Click Options Step 3: Under Color Scheme select color from dropdown box.
  6. Step 1: Click File Step 2: Click Options Step 3: Click Mail tap on the Left Step 4: Click Signatures tab on the right Step 5: Click the New tab and type a name for the signature Step 6: In the edit signature box type or paste the signature you wish to use Step 7: Click OK