Peek
See a quick view of your Calen-
dar, People, and Tasks. Even see
upcoming appointments. People pane
See details about everyone in
the To, From, or Cc lines for
each message.
First things first: Change the Office Theme
Add your account Weve redesigned Office 2013 to provide a clean, uncluttered experience like
a blank piece of paper. If you want to see the different areas of Outlook more
distinctly, you can change the Office Theme.
Before you can send or receive messages, you have to connect your email account.
If your company uses Microsoft Exchange, Outlook 2013 will attempt to set up your Use your File > Office Account settings to change the Office 2013 color scheme
email account for you. for all of your computers, or use the Outlook Options to change the color scheme
on just this computer. You can choose from White, Light Gray, or Dark Gray.
If you use Internet-based email (such as Hotmail, Gmail, or Yahoo!), enter your name,
email address, and password to set up your account.
Things you might be looking for
Use the list below to find some of the more common tools and commands in Outlook 2013.
Apply stationery or backgrounds to a message File Click File > Options > Mail > Stationery and Fonts. On the Personal
Stationery tab, click Theme.
Send automatic replies when youre out of the office File Under Account Information, click Automatic Replies > Send
automatic replies, and then choose your options (this feature requires
a Microsoft Exchange Server account).
Insert a picture or clip art Insert From a new mail message, click Illustrations, and then click one of
the following: Pictures, Online Picture, Shapes, Smart Art, Chart,
or Screenshot.
Manage email messages by assigning rules Home In Mail view, click Move > Rules.
Insert a symbol or special character Insert From a new mail message, click Symbols > Symbol.
Add holidays to your calendar File Click Options > Calendar. Under Calendar options, click Add Holidays.
Share a calendar Home From the Calendar view, in the Share group, click E-mail Calendar >
Share Calendar (this feature requires a Microsoft Exchange Server
account), or Publish Online.
Mail isnt the half of it
Communication is important, but your time is important, too. Outlook 2013 has
updated how you manage your time, your people, and your tasks.
If youve already created a signature, you can copy it from one of your sent
messages and then paste it here.
Give control of your sharing session to other Lync 2013 Quick Reference
people Sharing and Collaboration
You can let other people control your sharing session, contribute information,
change a document, or demonstrate an application.
With Lync you can start collaborating without having to schedule a meeting. You
1. On the sharing bar at the top of the can start an impromptu meeting, share a PowerPoint presentation, collaborate
screen, click Give Control.
on a whiteboard, or share your screen from within an IM conversation.
2. Click the name of a person
under Attendees to give them
access, or click Give Control
Share your desktop or a program
Automatically, to automatically 1. Double-click a contacts
give access to anyone who requests
name to start an IM session.
control of your desktop.
2. Pause on the present
Take back control of a sharing session (monitor) button, and on the
1. To take back control of your desktop or program, click Give Control Present tab:
again. Click Desktop to show all
2. If Give Control Automatically is selected, click it to clear. To take back the content of your
control from a person, click Take Back Control. desktop.
3. Type your message and Lync sends a file transfer invitation to the recipient, and
then press Enter. the file is sent if the invitation is accepted.
4. To add audio, click the TIP You can also drag the file onto a contacts name,
Phone button. which sends a notification to the recipient to accept or
decline the file transfer.
5. To add video, click the
Camera button.
6. If youre in a single IM Start an unscheduled conference call
session and want to add
Start an ad-hoc meeting to discuss a subject that requires immediate attention.
more people, pause on
1. Select the contacts by holding the Ctrl key and clicking the names.
the People icon, and select
Invite more people. 2. Right-click the selection and click Start a Conference Call.
Share a whiteboard
A whiteboard is a blank page where you can type notes, draw, or
import images that meeting participants can work on together.
1. In a conversation window, pause on the present (monitor)
icon, and on the Present tab, click Whiteboard.
2. Use the annotation toolset on the right side of the
whiteboard, that includes items such as highlight, stamps, 3. Choose how you want to start the conference call:
laser pointer, writing, and drawing tools. Lync Call Lync makes the call using computer audio.
Mobile, Work, or another number Lync calls your contacts from the
number you choose.
4. Your contacts receive a notification, and can accept or decline your
invitation.
Quick Start Guide
Microsoft Excel 2013 looks different from previous versions, so we created
this guide to help you minimize the learning curve.
Add commands to the Quick Access Toolbar Explore commands on the ribbon Show or hide the ribbon
Keep favorite commands and buttons visible, even when you hide Each ribbon tab has groups, and each group has a set Click Ribbon Display Options or press Ctrl+F1 to hide or show
the ribbon. of related commands. the ribbon.
Zoom in or out
Drag the zoom slider to change
the zoom level.
How to get started Explore the ribbon
with Excel 2013 If youve used the ribbon in an earlier version of Excel, youll notice a few changes.
The Insert tab has new buttons to help you create charts and PivotTables. Theres
also a new Filters group with buttons for creating slicers and timelines.
If youve been using Excel 2007 or 2010 and are familiar with the ribbon, youll want
to know what changed in Excel 2013. If youve been using Excel 2003, youll want to
know where to find the Excel 2003 commands and toolbar buttons on the ribbon.
We have many free resources to help you learn Excel 2013, including online training.
Just click the question mark in the top-right corner above the ribbon to open Excel Help.
Other tabs appear when youre working on certain things like charts and
PivotTables. Those tabs have also changed to make things easier to find.
Things you might be looking for
Use the list below to find some of the more common tools and commands in Excel 2013.
Create, open, save, print, share, or export files, or change options File Backstage view (click the commands in the left pane).
Format, insert, delete, edit or find data in cells, columns, and rows Home Number, Styles, Cells, and Editing groups.
Create tables, charts, sparklines, reports, slicers, and hyperlinks Insert Tables, Charts, Sparklines, Filters, and Links groups.
Set page margins, page breaks, print areas, or sheet options Page Layout Page Setup, Scale to Fit, and Sheet Options groups.
Find functions, define names, or troubleshoot formulas Formulas Function Library, Defined Names, and Formula Auditing groups.
Import or connect to data, sort and filter data, validate data, flash fill Data Get External Data, Connections, Sort & Filter, and Data Tools groups.
values, or perform a what-if analysis
Check spelling, review and revise, and protect a sheet or workbook Review Proofing, Comments, and Changes groups.
Change workbook views, arrange windows, freeze panes, and View Workbook Views, Window, and Macros groups.
record macros
Apply features without Better access to chart features
the ribbon Creating a recommended chart is great way to get started, but youll still want to
customize the style and show the exact data you need to make it your own.
In Excel 2013, weve placed some frequently used but hard to find commands and Excel 2013 gives you these options right next to the chart. Just click the Chart
buttons within easy reach. Elements, Chart Styles, or Chart Filters buttons to fine-tune your chart.
When you select data on your worksheet, the Quick Analysis button appears. It
gives you quick access to many useful features you may not have been aware of,
and lets you preview them on your data before you make them stick.
When entering data, you might notice that Excel fills values automatically as it
detects a pattern. Youll get the Flash Fill Options button to make further decisions.
How to work with people
who dont yet have Excel 2013
Here are some of the things to keep in mind when sharing or exchanging files
with people who are using an older version of Excel.
You open a workbook Excel opens the workbook in compatibility mode and keeps it in Keep working in compatibility mode if youre sharing the workbook
that was created with Excel 97-2003 file format (*.xls). with people who dont have Excel 2013.
Excel 97-2003.
When you save the workbook, Excel will tell you about compatibility If youre not sharing the workbook, convert it to the Excel 2007-2013
issues if youve used new features that arent supported in earlier file format (*.xlsx) to take advantage of all new Excel 2013 features
versions of Excel. (click File > Info > Convert).
You save your workbook Excel saves the workbook in the Excel 2007-2013 file format (*.xlsx) If you plan to share this workbook with people who use an earlier
as an Excel 2013 file. so you can take advantage of all new Excel 2013 features . version of Excel, check the workbook for compatibility issues (click
File > Info > Check for Issues).
You can then see the issues and resolve them before you share the
workbook.
You save your workbook Excel automatically checks the file for compatibility issues and Assess any compatibility issues and resolve them before you share
as an Excel 97-2003 file. shows them for any new Excel 2013 feature you used. the workbook.
Find advanced features Enable add-ins that come
To record an occasional macro, you can use the Macros button on the View tab. with Excel
But if you plan to routinely create or edit macros and forms, or use XML or VBA
solutions, youll want to add the Developer tab to the ribbon.
Excel 2013 comes with several add-in programs that let you do some advanced
You can select it on the Customize tab of the Excel Options dialog box (click data analysis. There are common Excel add-ins, such as the Analysis ToolPak or the
File > Options > Customize Ribbon). Solver add-in.
Enabling add-ins adds them to the ribbon. Just select them in the Manage box on
the Add-ins tab of the Excel Options dialog box (click File > Options > Add-ins),
and then click Go.
The Developer tab appears on the ribbon to the right of the View tab.
If you have a Professional Plus version of Office, youll also have some new add-ins,
such as the Inquire, PowerPivot for Excel 2013, or Power View add-in. The Power
View add-in even has a designated button on the Insert tab. Clicking that button
the first time enables the add-in.
Quick Start Guide
Microsoft Word 2013 looks different from previous versions, so we created
this guide to help you minimize the learning curve.
Search for online templates Suggested searches Featured and Personal templates
Type keywords into the search box to find templates online at Click on the words below the search box to find some of the most Featured templates are from Office.com. Click the Personal
Office.com. popular templates. templates tab to open any custom templates youve made.
You can easily customize the ribbon to suit your needs by creating new tabs and
filling them with the commands you use the most. To begin customizing ribbon
commands, click File > Options > Customize Ribbon.
Look for your name at the top right corner of the ribbon. After you sign in, you can
update your profile or switch accounts from here.
Things you might be looking for
Use the list below to find some of the more common tools and commands
in Word 2013.
Open, save, print, preview, protect, send, convert files or connect to File Backstage view (click the links on the left side in this view).
locations to save your documents to the cloud
Change line spacing, apply formatting and styles to text Home Font, Paragraph, and Styles groups.
Insert blank pages, tables, pictures, hyperlinks, headers and footers, or Insert Pages, Tables, Illustrations, Links, and Header & Footer groups.
page numbers
Quickly change the look of your document, change the page background Design Document Formatting and Page Background groups.
color, add a border to the page, or add a watermark
Set margins, add page breaks, create newsletter-style columns, change Page Layout Page Setup group.
spacing between paragraphs, or rotate a page to landscape
Create a table of contents, or insert footnotes and endnotes References Table of Contents and Footnotes groups.
Create envelopes or labels, or do a mail merge Mailings Create and Start Mail Merge groups.
Check spelling and grammar, get a word count, or track changes Review Proofing and Tracking groups.
Switch between document views, open the Navigation pane, or show View Views, Show, and Window groups.
the rulers
Where is Print Preview? Where do I choose options?
Click File > Print to see a print preview of the current document to the right of Click File > Options to open the Word Options dialog box. This is where you
other useful print-related settings. can customize Word settings and preferences.
The right side of the window previews how the document will look when printed.
Use the left side of the window to choose a printer or fine-tune settings for Some setting in the Word Options dialog box apply only to Word. But some
example, to change from Portrait to Landscape, to change the paper size, or to preferences (for example, choosing Light Gray or Dark Gray for your Office
print only the current page. Theme) will apply to all of your installed Office programs.
To set more print options, click the Page Setup link at the bottom of the left side
of the window, below Settings.
How to work with people
who dont yet have Word 2013
Here are some of the things to keep in mind when sharing or exchanging files
with people who are using an older version of Word.
You open a document that In Word 2013, youll see the words [Compatibility Mode] next to You can work in Compatibility Mode or you can convert your
was created in an earlier the file name on the title bar. Compatibility Mode makes sure that document to the new format. To convert the document, click
version of Word. no new features in Word 2013 are available in the document, so that File > Info > Convert. Converting your document lets you use
people using earlier versions of Word can work with it. the new features, but people using earlier versions of Word might
have difficulty editing certain parts of the document.
You save your document If someone opens the document in an earlier version of Word, If you need to share a Word 2013 document with someone using
as a Word 2013 file. they may not be able to change some items that were created an earlier version of Word, run the Compatibility Checker tool to
usingWord 2013 features. make sure the file will work for them.
Word 2003 users will need the free Compatibility Pack. A prompt Click File > Info > Check for Issues > Check Compatibility.
to download the pack appears when Word 2003 user opens the This tool tells you which new features in Word 2013 wont work
document. in older versions.
You save your document If youve used new Word features or formatting in your document, You dont have to do anything, necessarily. When you save your file
as a Word 2003 file. Word 2003 users may see warnings about unsupported features, or in the older Word 2003 file format, the Compatibility Checker will
the formatting or feature may not appear in the file. run automatically and warn you about any unsupported features.
Then you can choose to make any changes to your document.
Quick Start Guide
Microsoft PowerPoint 2013 looks different from previous versions, so we created
this guide to help you minimize the learning curve.
Find what you need Use contextual tabs See more options
Click any tab on the ribbon to display its buttons Some ribbon tabs appear only when you need them. For example, when you insert or select a picture, Click this arrow to see more options in a
and commands. the Picture Tools Format tab appears. dialog box.
Search for online templates and themes Use a featured theme Choose a template category
Type keywords into the search box to find templates and Choose a built-in theme to start your next presentation. These work well Click the template categories below the search box to find
themes online at Office.com. for both widescreen (16:9) and standard screen (4:3) presentations. some of the most popular PowerPoint templates.
Next, add commands from the PowerPoint Options box. For example, you could
create a tab called Frequent, and then add some of your most frequently-used
commands to a custom group on this tab.
If you make a mistake, you can use the Reset button to go back to the default
(factory) settings.
Some older PowerPoint commands dont appear on the ribbon, but theyre still
available. In the PowerPoint Options dialog box, click Customize Ribbon, and
then, in the Choose commands from list, select Commands Not in the Ribbon.
Now find the commands you want and add them to a custom ribbon tab or group.
Things you might be looking for
Use the list below to find some of the more common tools and commands in PowerPoint 2013.
Open, save, print, share, send, export, convert, or protect files File Backstage view (click the commands in the left pane).
Add slides, apply a layout, change fonts, align text, or apply Quick Styles Home Slides, Font, Paragraph, Drawing, and Editing groups.
Insert tables, pictures, shapes, SmartArt, WordArt, charts, comments, Insert Tables, Images, Illustrations, Comments, Text, and Media groups.
Header and footer, video, or audio
Apply a theme, change the color of a theme, change the slide size, change Design Themes, Variants, or Customize groups.
the background of a slide, or add a watermark
Apply or adjust the timing of a transition Transitions Transition and Timing groups.
Apply or adjust the timing of an animation Animations Animation, Advanced Animation, and Timing groups.
Start a slide show, set up a slide show, specify monitors for use with Slide Show Start Slide Show, Set Up, and Monitors groups.
Presenter view
Check spelling, enter and review comments, or compare presentations Review Proofing, Comments, and Compare groups.
Change views, edit a master view, show grids, guides, and rulers, zoom in, View Presentation Views, Master Views, Show, Zoom, Window, and
switch between PowerPoint windows, and use macros Macros groups.
Access frequently-used Intuitive tools at your fingertips
commands Note that some ribbon tabs appear and
disappear, depending on what youre doing.
The Quick Access Toolbar, in the upper-left corner of the PowerPoint window, is a For example, when you insert or select a
great place to add shortcut buttons to the commands youll use most often. video, the Video Tools: Playback and
Format tabs automatically appear. They
Click the drop-down arrow next to the Quick Access Toolbar to add or remove the appear so you can apply formatting or set
commands listed on the shortcut menu. playback options for the video. These types
of contextual tabs appear any time you
insert or select a picture, chart, table,
WordArt, or any other object.
If the command you want to add isnt shown in the list, switch to the ribbon tab
where the button resides, and then right-click it there. On the shortcut menu, click
Add to Quick Access Toolbar.
Changes to themes New default slide size
When you apply a built-in theme and you want to change the colors and fonts, you Much of the worlds TVs and video have gone to widescreen and HD formats, and
can now choose from designer-selected theme variants from the start screen or on so has PowerPoint. In previous versions, the slide ratio was 4:3. In PowerPoint 2013,
the Design tab. 16:9 is the new default, but you can change this on the Design tab.
If you work with slides in older versions of PowerPoint, or are presenting on older
monitors or projectors, youll want to change the slide ratio back to 4:3. To do so,
click Design > Slide Size and then choose 4:3 or you can set your own
custom size.
If you dont see a combination that works for you, you can always customize the
theme colors, fonts, and effects in Slide Master View.
Click View > Slide Master and youll see the Colors, Fonts, and Effects options in
the Background group.
Presenter View setup PowerPoint on touch devices
is automatic You can now interact with PowerPoint 2013 on touch devices running Windows 8.
Using typical touch gestures, you can swipe, tap, scroll, zoom, and pan your way
through your presentations.
If you used Presenter View in previous versions of PowerPoint, you might have had
difficulties setting it up. PowerPoint 2013 fixes that headache and makes it simpler
to use.
All you do is connect a projector and monitor and PowerPoint applies the right set-
tings for you automatically. However, you can also take control manually (switching
between the monitor and projector) if you need to.
Note that Presenter View no longer requires multiple monitors. Now you can
rehearse and use all the tools in Presenter View from a single monitor without
hooking up anything else.
Save your presentations Sign in to Office
to the cloud To get started saving, sharing, and storing your files to the cloud, sign in to
Microsoft Office.
The cloud is like file storage in the sky. You can get to it anytime youre online. In PowerPoint, or any Office application, look for your name at the top right corner
If you travel or move from one place to another on a regular basis and you need of the ribbon. After you sign in, you can switch accounts and change your profile.
access to your files, consider storing your files in the cloud.
SkyDrive is a free online cloud service where you can securely access and share files
with others. All you need is a free Microsoft account or Windows Live ID to sign in
to SkyDrive.
How to work with people
who dont have PowerPoint 2013
Here are some of the things to keep in mind when sharing or exchanging files
with people who are using an older version of PowerPoint.
You open a presentation In PowerPoint 2013 youll see the words [Compatibility Mode] on You can continue working in Compatibility Mode. However, if no
that was created in the title bar. This tells you that the presentation is currently saved one you share the presentation with is using PowerPoint 2007 or
PowerPoint 2007 in the older file format, which doesnt recognize newer features like earlier, its best to change the file to the newest format .
or earlier. embedded video, new transition effects, sections, and more. To change the file, click File > Info > Convert.
If you want to use all of the available PowerPoint 2013 features,
youll need to change the presentation to the newest file format.
You save your presentation If a colleague opens your PowerPoint 2013 presentation in Power- Before sharing your PowerPoint 2013 presentation with colleagues
as a PowerPoint 2013. Point 2007 or earlier, a prompt appears with a link to download the who use earlier versions of PowerPoint, run the Compatibility
free Compatibility Pack. Theyll need the Compatibility Pack to open Checker tool. To check for compatibility, in PowerPoint 2013, click
and work with presentations in the new format. If youve included File > Info > Check for Issues > Check Compatibility.
new PowerPoint 2013 features or formatting in your presentation, The tool tells you which new features in PowerPoint 2013 arent
your colleague (using PowerPoint 2007 or earlier) will see warnings supported in older versions. You can then decide whether to
about unsupported features. remove these features to avoid warnings in earlier versions of
PowerPoint.
You save your presentation If a colleague opens the presentation in PowerPoint 2007 or earlier, You dont have to do anything, necessarily.
as a PowerPoint 2007 or the file will open normally no Compatibility Pack is required. When you save your file in the older PowerPoint file format, the
earlier file. If youve included new PowerPoint 2013 features or formatting in Compatibility Checker will run automatically and warn you about
your presentation, your colleague will see warnings about unsup- any unsupported features.
ported features, the formatting or feature may not appear in the
file, or the objects may not be editable.
Quick Start Guide
Microsoft OneNote 2013 looks different from previous versions, so we created
this guide to help you minimize the learning curve.
Switch between touch and mouse Display or hide the ribbon View or switch between online accounts
If youre using OneNote on a Touch device, you can add this Click any ribbon tab to display its commands. To keep Click your account ID to change settings or switch
switch to the Quick Access Toolbar. it open, click the small pin icon near the lower right. accounts.
Keeping your notebooks in the cloud means you can access them from just
about anywhere, such as any other computers you use, your phone, a tablet, or
even a Web browser. SkyDrive is the best and easiest option for your personal notes. If youre working
in an organization that uses SharePoint to collaborate online, you can click the
Add a Place button on this screen to set up your existing SharePoint account.
Any OneNote notebooks that you store online are kept private unless you give
other people permission to view the folders in which your notebooks are stored.
Things you might be looking for
Use the list below to find some of the more common tools and commands in OneNote 2013.
Open, create, share, convert, export, send, or print notes File Backstage view (click the commands in the left pane).
Apply formatting to text, apply note tags, and email a notebook page Home Basic Text, Styles, Tags, and Email groups.
Insert tables, pictures, links, files, audio and video clips,or apply page templates Insert Tables, Files, Images, Links, Recording, and Pages groups.
Draw sketches or shapes, takes notes in your own handwriting, customize pens, Draw Tools, Shapes, and Edit groups.
rotate objects, or convert ink to text
Mark notes and read or unread, find notes by author, view page versions History Unread, Authors, and History groups.
and history, or empty the Notebook Recycle Bin
Check spelling, do online research, translate text, protect noteswith a password, Review Spelling, Language, Section, and Notes groups.
or take linked notes
Maximize screen space, turn rule lines and page titles on or off, set page View Views, Page Setup, Zoom, and Window groups.
margins, zoom the page, or create Quick Notes
Save time with templates Where is the Save button?
OneNote templates can give the pages in your notebook a consistent look by OneNote doesnt have a Save command because it automatically saves everything
applying colorful, decorative backgrounds. Templates can also save you time as you work no matter how small or large the changes. This lets you think about
by adding functional content to pages, such as to-do lists, calendars and your thoughts and ideas instead of your computer files.
planners, and forms that you can fill out or customize.
Here, you can create a screen clipping without switching between apps, import
entire web pages or documents to your notes, or create quick sticky notes that
automatically become part of your notebook.
Start by bringing into view whatever you want to capture for example, a travel
itinerary in Internet Explorer or a chart in an Excel spreadsheet. You can click the command buttons in the Send to OneNote tool, or use
the additional keyboard shortcuts that are shown in parentheses next to
Switch to OneNote and then click Insert > Screen Clipping. As soon as the screen every command (for example, press S to take a screen clipping).
dims and OneNote disappears, drag a selection over what you want to capture.
Using the Send to OneNote tool is optional, which means you can keep it
When you release the mouse button, a picture of the screen region you selected is running while youre in the middle of a research project and then turn it off
sent to OneNote, where you can move or resize the picture exactly how you want it again when you dont need it.
to appear in your notes.
How to work with people
who dont have OneNote 2013
Here are some things to keep in mind when sharing or exchanging files
with people who are using an older version of OneNote.
You open a notebook The notebook opens in OneNote 2013, but youll see the words Before converting an older notebook to the newest file format,
that was created [Compatibility Mode] on the title bar. This tells you that the consider if you need to collaborate with people who are still using
with OneNote 2007. notebook is currently saved in the older file format, which doesnt OneNote 2007. If the answer is yes, you should continue working
recognize newer features like math equations, linked notes, in Compatibility Mode.
multi-level subpages, versioning, and the Notebook Recycle Bin.
If no one you share notes with is using OneNote 2007, its best to
If you want to use all of the available features that OneNote 2013 convert the notebook to the newest format. To do this, click File >
offers, youll need to convert the notebook to the newest file format. Info, and then click the Settings button for the notebook you want
to convert. Click Properties, and then click Convert to 2010-2013.
You open a notebook The notebook opens in OneNote 2013 without any feature No file format conversion is needed. Notebooks created in the
that was created limitations. OneNote 2010 and OneNote 2013 formats can be shared and used
with OneNote 2010. together without any conversion.
You convert your Downgrading a notebook to OneNote 2007 turns off the newer After converting a notebook from OneNote 2013 to the older
notebook to the features that are available in OneNote 2013 (including math OneNote 2007 format, be sure to inspect the pages where you
OneNote 2007 format. equations, linked notes, multi-level subpages, versioning, and might have used newer features like math equations, linked notes,
the Notebook Recycle Bin), but doing so makes the notebook and multi-level subpages. Content that was created by newer
compatible for sharing with other people who are still using features may not be visible or editable when the notebook is
OneNote 2007. downgraded to the OneNote 2007 format.