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OUTLOOK FOR BEGINNERS
Outlook Bar Groups
You can use this to organize your shortcuts. To place a shortcut in a group, click and drag
the shortcut to the group name, wait until the group opens, and then continue to drag
the shortcut to the desired location within the group.
Adding a Shortcut Group
 Right-click the Outlook Bar.
 Select Add New Group from the pop-up menu.
 Enter a name for the group in the space provided.
 Press the Enter key.
Recording Shortcuts
 Click and drag the shortcut to move it.
 Release the mouse to place the shortcut in the desired location
Retrieving a Deleted Item
Deleted Items are sent to the Deleted Items folder. You may retrieve a deleted item by
clicking and dragging the item from the Deleted Items folder to another folder.
Displaying a Hiding Folders
 To display or hide the Folder List, select Folder List from the View menu.
MAIL EXTRAS
Inserting a Hyperlink
When a Web address text is entered into your e-mail message, Outlook automatically
changes the text to a hyperlink.
Changing the Default Message Format
Messages can be created in plain text, HTML, or Rich Text format
 Select Options from the Tools menu.
 Click the Mail Format tab.
 Select a format from the Compose in this message format list box.
 Click the OK button.
Adding a Signature
 In the main Outlook window, select Options from the Tools menu
 Click the Mail Format tab.
 In the Signature section, click the Signatures button.
 Click the New button
 Enter a name for the signature in the space provided.
 Select how you would like to create your new signature. You can start with
a blank signature or use an existing signature or file as a template.
 Click the Next button.
 Enter text for your signature in the Signature text box.
 To make formatting changes to your signature, click the Font Paragraph, or
Advanced Edit buttons and make changes in the resulting window.
 Click the Finish button.
 Click the OK button.
 To select a default signature for new messages and replies and forwards,
select the signature from the list menus in the Signature section.
 Click the OK button
Note: To add a signature to a new message, select Signature from the Insert> Auto Text
menu and select the signature from the resulting menu.
Flagging a Message
Flag a message to remind yourself to follow up on a message.
 In the Inbox, right-click the message you want to flag.
 Select Follow Up from the pop-up menu
 In the Flag to box, select the type of flag you want to create or enter a
customized flag in the space provided.
 Enter a date and time in the Due by boxes.
 Click the OK button
Note: To remove a flag or mark it as complete, right-click the flagged message and select
Clear Flag or Flag Complete from the pop-up menu.
Setting Up a Read Receipts
You can verify the date and time a message has been received by a recipient by
requesting read receipts and delivery receipts.
 Select Options from the Tools menu.
 Click the Preferences tab
 Click the E-mail Options button
 Click the Tracking Options button
 Select from the available tracking options.
 Click the OK buttons to close the open dialog boxes
CALENDAR
Using Calendar Coloring
Outlook 2002 enables you to color-code appointments and meetings.
 Click the Calendar shortcut on the Outlook Bar.
 Right-Click the appointment or meeting you want to color.
 Select Label from the pop-up menu.
 Select a color from the resulting menu. To remove a color, select None
from the resulting menu.
CONTACTS
Creating a Contact
 Select New from the File menu
 Select Contact from the resulting menu
 Enter a name for the contact
 Enter additional information for the contact (optional)
Using “Friendly” Names
When creating a contact, you can assign a “friendly” name to the contact. This name
instead of the e-mail address, will appear in the To line of a message when you send a
message to the contact.
 Double-click the contact you want to assign a name to.
 In the Display As box, enter the “friendly” name.
 Click the Save and Close button.
Distribution Lists
A distribution list is a collection of contacts. It can be used to address messages or
meeting requests, assign task requests, and to define other distribution lists.
 In Contacts, select New Distribution List fromthe Actions menu, or press
Ctrl + Shift + L.
 Enter a name for the list in the Name field
 Click the Select Members button and select the users from the global
address list (Internal UPS user only)
 Click the name of the contact you want to add to the list and select
Members Button
 After adding all internal UPS users select OK
 To add external user to the list select the Add User button
 Type the name of the person you want to add In the Display Name field
and enter their email address into the E-mail address field
 Select OK
 Repeat the last 2 steps until you have added all external to UPS members
you want to add to your distribution list.
 Click the Save and Close button
Note: The distribution list will appear in your Contacts list and can be used as you would
use any contact.
Notes
Changing Note Properties
 Select Options from the Tools menu.
 Click the Note Options button.
 Select options, as desired
 Click the OK button
 Click the OK button

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Outlook How Started

  • 1. OUTLOOK FOR BEGINNERS Outlook Bar Groups You can use this to organize your shortcuts. To place a shortcut in a group, click and drag the shortcut to the group name, wait until the group opens, and then continue to drag the shortcut to the desired location within the group. Adding a Shortcut Group  Right-click the Outlook Bar.  Select Add New Group from the pop-up menu.  Enter a name for the group in the space provided.  Press the Enter key. Recording Shortcuts  Click and drag the shortcut to move it.  Release the mouse to place the shortcut in the desired location Retrieving a Deleted Item Deleted Items are sent to the Deleted Items folder. You may retrieve a deleted item by clicking and dragging the item from the Deleted Items folder to another folder. Displaying a Hiding Folders  To display or hide the Folder List, select Folder List from the View menu. MAIL EXTRAS Inserting a Hyperlink When a Web address text is entered into your e-mail message, Outlook automatically changes the text to a hyperlink. Changing the Default Message Format Messages can be created in plain text, HTML, or Rich Text format  Select Options from the Tools menu.  Click the Mail Format tab.  Select a format from the Compose in this message format list box.  Click the OK button.
  • 2. Adding a Signature  In the main Outlook window, select Options from the Tools menu  Click the Mail Format tab.  In the Signature section, click the Signatures button.  Click the New button  Enter a name for the signature in the space provided.  Select how you would like to create your new signature. You can start with a blank signature or use an existing signature or file as a template.  Click the Next button.  Enter text for your signature in the Signature text box.  To make formatting changes to your signature, click the Font Paragraph, or Advanced Edit buttons and make changes in the resulting window.  Click the Finish button.  Click the OK button.  To select a default signature for new messages and replies and forwards, select the signature from the list menus in the Signature section.  Click the OK button Note: To add a signature to a new message, select Signature from the Insert> Auto Text menu and select the signature from the resulting menu. Flagging a Message Flag a message to remind yourself to follow up on a message.  In the Inbox, right-click the message you want to flag.  Select Follow Up from the pop-up menu  In the Flag to box, select the type of flag you want to create or enter a customized flag in the space provided.  Enter a date and time in the Due by boxes.  Click the OK button Note: To remove a flag or mark it as complete, right-click the flagged message and select Clear Flag or Flag Complete from the pop-up menu.
  • 3. Setting Up a Read Receipts You can verify the date and time a message has been received by a recipient by requesting read receipts and delivery receipts.  Select Options from the Tools menu.  Click the Preferences tab  Click the E-mail Options button  Click the Tracking Options button  Select from the available tracking options.  Click the OK buttons to close the open dialog boxes CALENDAR Using Calendar Coloring Outlook 2002 enables you to color-code appointments and meetings.  Click the Calendar shortcut on the Outlook Bar.  Right-Click the appointment or meeting you want to color.  Select Label from the pop-up menu.  Select a color from the resulting menu. To remove a color, select None from the resulting menu. CONTACTS Creating a Contact  Select New from the File menu  Select Contact from the resulting menu  Enter a name for the contact  Enter additional information for the contact (optional) Using “Friendly” Names When creating a contact, you can assign a “friendly” name to the contact. This name instead of the e-mail address, will appear in the To line of a message when you send a message to the contact.  Double-click the contact you want to assign a name to.  In the Display As box, enter the “friendly” name.  Click the Save and Close button.
  • 4. Distribution Lists A distribution list is a collection of contacts. It can be used to address messages or meeting requests, assign task requests, and to define other distribution lists.  In Contacts, select New Distribution List fromthe Actions menu, or press Ctrl + Shift + L.  Enter a name for the list in the Name field  Click the Select Members button and select the users from the global address list (Internal UPS user only)  Click the name of the contact you want to add to the list and select Members Button  After adding all internal UPS users select OK  To add external user to the list select the Add User button  Type the name of the person you want to add In the Display Name field and enter their email address into the E-mail address field  Select OK  Repeat the last 2 steps until you have added all external to UPS members you want to add to your distribution list.  Click the Save and Close button Note: The distribution list will appear in your Contacts list and can be used as you would use any contact. Notes Changing Note Properties  Select Options from the Tools menu.  Click the Note Options button.  Select options, as desired  Click the OK button  Click the OK button