This document provides instructions for creating notes and journal entries in Microsoft Outlook 2010. It discusses how to create a new note by clicking New Note on the Home tab or using a keyboard shortcut. It also explains that the journal automatically records actions and items and allows manual recording of Outlook items or other files by dragging them into the journal. Journal entries can be used to track emails, meetings, documents and other items or interactions.

1. ® ®
Microsoft Outlook 2010 Training
Journal and Notes
NaveenKumar Namachivayam
Founder - testTalk Academy
http://naveenkumarn.in

2. Course contents
• Create a Note
• Editing a Note
• What is the Journal
• Create a Journal Entry
• Summary

3. Create a Note
• Notes are the electronic equivalent of paper sticky notes. Use notes to jot down
questions, ideas, reminders, and anything you would write on paper. You can leave
notes open on the screen while you work.
• This is convenient when you are using notes for saving information that you might
need later, such as directions or text you want to reuse in other items or
documents.
• In Notes, on the Home tab, in the New group, click New Note.
• Keyboard shortcut To create a note, press CTRL+SHIFT+N.
• Type the text of the note. The note saves automatically.
• To close the note, click the note icon in the upper-left corner of the note
window, and then click Close.
• Double click on the note to edit.

4. What is the Journal
• Journal automatically records actions that you choose which relate to specific and puts the
actions in a Timeline view
• You can use Journal to track Microsoft Outlook items such as e-mail messages or meetings. It
can also track other Microsoft Office files, such as Word documents or Excel workbooks.
• Journal keeps a record of any interaction that you want to remember - even something that is
not located on your computer, such as a phone conversation or a paper letter that you mailed
or received.

5. Record items and files in Journal
• Click the File tab.
• Click Options.
• Click Notes and Journal.
• Click Journal Options.
• In the Automatically record these items list, select the check boxes for the items that you
want recorded automatically in Journal.
• In the For these contacts list, select the check boxes for the contacts whose items you want
recorded automatically.
• In the Also record files from box, select the check boxes next to the programs from which
you want to automatically record files in Journal

6. Record an Outlook item
•
manually
From any module in Outlook, on the Home tab, in the New group, click New Items, point to
Other, and then click Journal Entry.
• In the Subject box, type a description.
• In the Entry type box, click the type of journal entry that you are recording.
• Select other options that you want.
Record a file from outside of Outlook manually
• Locate the file that you want to record. You can use Outlook, Windows Explorer or the
desktop.
• Drag the items to Journal.
• Select the options that you want for the journal entry.

7. Summary
•Create a Note
•Editing a Note
•What is the Journal
•Create a Journal Entry