Introduction
Outlook 2003 Introduction
Introduction
Screen Layout ............................................................................................................................. 7
The Title Bar .....................................................................................................................................7
The Menu Bar ...................................................................................................................................7
Disabling Personalised Menus .........................................................................................................8
Ask a Question .................................................................................................................................8
Additional Menu Text........................................................................................................................9
The Standard Toolbar.......................................................................................................................9
The Advanced Toolbar ...................................................................................................................10
The Web Toolbar ............................................................................................................................10
The Navigation Pane ......................................................................................................................11
The Information Viewer ..................................................................................................................12
The Status Bar................................................................................................................................13
Ask a Question .......................................................................................................................... 13
The Inbox ................................................................................................................................... 15
Displaying New Messages .............................................................................................................15
Inbox Information ............................................................................................................................15
The Reading Pane ..................................................................................................................... 17
AutoPreview .............................................................................................................................. 18
Inbox Views ............................................................................................................................... 18
Choosing a View.............................................................................................................................18
For Example: ..................................................................................................................................19
Reading a Message ................................................................................................................... 21
HTML Emails ..................................................................................................................................21
Junk Mail.................................................................................................................................... 22
Setting Junk Options ......................................................................................................................22
Replying to a Message.............................................................................................................. 23
Forwarding a Message.............................................................................................................. 25
Reply and Forward Options ..................................................................................................... 26
Deleting Messages .................................................................................................................... 26
Selecting Messages .................................................................................................................. 27
Message Flags........................................................................................................................... 28
Flagging a Message before you Send............................................................................................29
Printing Messages .................................................................................................................... 29
Printing Messages ..........................................................................................................................30
Print Styles ................................................................................................................................ 31
Contact Styles.................................................................................................................................31
Calendar Styles ..............................................................................................................................31
Modifying Print Styles .....................................................................................................................32
New Mail Notification ................................................................................................................ 33
Outlook Today ........................................................................................................................... 34
Outlook Today Setup......................................................................................................................35
Viewing Web Pages .................................................................................................................. 35
Preparing a Message ................................................................................................................ 37
Entering the Subject .......................................................................................................................37
Something Else to Try... .................................................................................................................38
Message Formats...................................................................................................................... 39
Changing the Format of a Message ...............................................................................................39
Addressing a Message ............................................................................................................. 40
AutoComplete Addressing ....................................................................................................... 42
Distribution Lists....................................................................................................................... 43
Creating a Distribution List .............................................................................................................43
Using Distribution Lists ...................................................................................................................44
Expanding Distribution Lists ...........................................................................................................44
Message Options ...................................................................................................................... 45
Message Importance ......................................................................................................................45
Message Sensitivity ........................................................................................................................45
Message Tracking ..........................................................................................................................46
Sending Receipts............................................................................................................................47
Voting Buttons ................................................................................................................................47
Tracking Votes................................................................................................................................48
Delivery Options .............................................................................................................................48
For Example: ..................................................................................................................................49
Message Categories.......................................................................................................................49
Assigning Categories......................................................................................................................49
Creating New Categories ...............................................................................................................50
Typing Message Text ................................................................................................................ 51
Selecting Text............................................................................................................................ 51
Using the Mouse.............................................................................................................................51
Formatting Text ......................................................................................................................... 53
The Formatting Toolbar ..................................................................................................................53
Additional Formatting......................................................................................................................53
Checking Spelling ..................................................................................................................... 54
Automatic Message Spelling ..........................................................................................................54
Attaching Files .......................................................................................................................... 55
Attachment Options ........................................................................................................................56
Blocked Files ..................................................................................................................................57
Inserting Hyperlinks.................................................................................................................. 58
Signatures.................................................................................................................................. 59
Using Multiple Signatures...............................................................................................................60
Sending Messages .................................................................................................................... 61
Resending a Message....................................................................................................................61
Creating Folders........................................................................................................................ 62
Moving and Copying ................................................................................................................. 63
Copying Text...................................................................................................................................63
The Folder List .......................................................................................................................... 64
Navigating Folders..........................................................................................................................64
Standard Outlook Folders...............................................................................................................64
Creating Shortcuts .................................................................................................................... 66
Outlook Items..................................................................................................................................66
Adding Non-Outlook Files or Folders as Shortcuts ........................................................................66
Shortcut Groups..............................................................................................................................67
Search Folders .......................................................................................................................... 68
Removing File Attachments ..................................................................................................... 69
Screen Layout
The title bar is positioned at the top of the screen and displays the name of the application as well as
the folder you are currently viewing.
The standard Windows controls appear at the end of the Title Bar:
Click on Minimise to hide the window and place it on the Task Bar. Click on the Task Bar button to restore the
window.
Click on Maximise to enlarge the window so that it fills the entire screen.
Click on Restore to return the window to its original size.
Click on Close to close Outlook 2002.
The menu bar is positioned under the Title Bar and is used to access all of the available commands of Outlook.
Outlook's menus are personalised - they show only the commands used most often. When Outlook is launched,
the most popular options display in each menu - these can be selected as follows:
X Click on the required menu name to display a list of available commands then click on the
required command.
X Alternatively, hold [Alt] and press the underlined letter in the menu name. To open the File
menu, for example, press [Alt F]. Once the menu is open, press the underlined letter of the
command you wish to run.
X To cancel a menu without running a command, click anywhere in the main part of the screen.
Once you have selected a menu item from the full menu, it will appear automatically in the Personalised menu.
Personalised menus can be disabled so that all menu items display when the menu is activated:
Ask a Question
The "Ask a Question" box appears at the end of the menu bar. This box can be used to find help on any Outlook
topic.
X Click in the Ask a Question box and type the name of the Outlook feature you want to know
more about.
X Press [Enter] to display a drop-down list of related help topics.
X In the Results list, click on the the topic you want to read about
X The help topic will display in a new window. Click on the close button in the top-right corner of
the help window to close this when complete.
Some menu commands display additional text. This can often provide clues on what will happen when the menu
command is selected.
X A menu command followed by three dots indicates that a dialog box will be displayed when the
menu command is selected. The dialog box will offer further choices and selections.
X A menu command followed by a right arrow-head indicates that a sub-menu will be displayed
when the command is selected.
X A tick in front of the menu command indicates that the option can be either on or off, and is
currently on.
X An icon in front of the menu command indicates that there is a toolbar shortcut for the menu
command. To run the command without using the menu, click on the icon on the toolbar.
X A key combination after the name of the command indicates that there is a keyboard shortcut
for the menu command. To run the command without using the menu, press the given
keystroke combination.
X If a command is greyed out, this means that the command cannot be used at present. For
example, the Edit, Copy command will be greyed out if no text is currently selected.
The standard toolbar contains shortcuts for frequently used tasks such as creating new items, printing and
deleting. The following diagram shows the icons of the Standard Toolbar.
If you have more than one toolbar showing on the same line, the most frequently used icons are
placed on the toolbars, with less frequently used icons hidden from view.
The advanced toolbar contains additional shortcuts to view and arrange messages on screen. This toolbar can
be displayed by choosing View, Toolbars and Advanced.
This toolbar is used when connected to the World Wide Web and contains shortcuts for navigating web pages.
This toolbar displays automatically when you click on a hyperlink in a file, and can also be displayed by choosing
View, Toolbars and Web.
Button Description
Back Used to navigate back through the sites visited in the current session.
Forward Used to re-display sites you have navigated back from with the Back button.
If the wrong page has been accessed or you feel the page is taking too long to download,
Stop Downloading
you may want to stop the download.
Used to reload the current page - showing any changes or items that did not load correctly
Refresh Page
the first time.
Home Page Displays the home page as set in your default browser.
Displays the home page of Lycos search engine so that you can find information on the
Search Web
Web.
Favourites Lists any favourites set in Internet Explorer 4, allowing you to access these pages
Displays a drop-down menu of options, allowing you to open a web page manually and set
Go
options such as the home and search defaults.
Hide all other Hides all toolbars except the Web Toolbar. When clicked again, the toolbars will be
Toolbars redisplayed.
The navigation pane provides links to all of the standard folders and components of Outlook. The
pane is split into the following sections:
X Favourite folders
X All mail folders
Under these sections are links to the Inbox (mail), calendar and contacts list. The following shortcuts
are also available:
Create personal tasks, or tasks that you can assign to colleagues and track the progress of
If any of these icons are not showing, you can customise the navigation pane by clicking on the drop-down arrow
to the right of the icons.
A bar is displayed at the top of the Information Viewer area that can be used to sort the contents of
the folder into different orders:
X On the grey bar, click on the icon by which you wish to sort the contents of the folder - this will
sort into ascending order.
X To sort into descending order, click again on the same icon.
The status bar is positioned along the bottom of the screen, and displays the number of items in the
current folder. The number of unread messages in the current folder is also displayed.
Ask a Question
The "Ask a Question" box appears at the end of the menu bar. This box can be used to find help on any Outlook
topic.
X Click in the Ask a Question box and type the Outlook feature you want to know more about.
X Press [Enter]
The Search task pane will display with a list of all matching help topics.
You can change the source of Outlook help by clicking on the drop0down arrow of the Search box at the bottom
of the search task pane:
Close the help window by clicking on the button in the top-right corner of the window.
You can show the help task pane at any time by clicking on the Outlook Help button on the Standard Toolbar.
The Inbox
Mail is delivered to the Inbox which displays messages in the order in which they were received, with the most
recent at the top of the list.
If new messages are not displayed, the Inbox can be updated in one of the following ways:
X Press [F9].
X Click on the Send and Receive button on the Standard Toolbar.
Inbox Information
The sender's name, subject of message, date/time at which it was received and message size are displayed in
the Information Viewer. Unread messages appear in bold.
Different icons or symbols are also used to display additional information about the message. The following table
shows the mail symbols used in Outlook 2003:
Symbol Description
High Importance
Low Importance
Message has a file attachment
Message flag
Read message
Unread message
Forwarded message
Replied to message
To hide the Reading Pane, choose View, Reading Pane, Off or click on the Reading Pane button on
the Advanced Toolbar.
You can change the position of the reading pane by choosing View, Reading Pane and Bottom.
You can show the properties of the sender of a message if you wish to view more information about them e.g.
their full email address. To do this, right click over the sender's name in the reading pane or position the mouse
over the smart tag that appears when the sender's name is selected. Click on the drop-down arrow to show
options:
It is possible to view the first few lines of every message in your Inbox using AutoPreview.
AutoPreview
If this feature is enabled, you will also be able to see the first three lines of all messages in your Inbox.
Inbox Views
All Outlook components can be viewed in a variety of ways to ensure you can see only the information required.
A view is a combination of the following definitions:
Fields - only the required columns are displayed, all others are hidden.
Sort order - data is sorted in order of a specific column, in either ascending or descending order.
Grouping - data can be grouped by a specific column or combination of columns.
Filtering - only data that matches specific criteria can be displayed, all other data can be hidden.
Choosing a View
One of Outlook's default views can be displayed using the View, Arrange By, Current View command. If the
Advanced Toolbar is displayed, use the Current View box to choose the view to display:
View Description
Messages A list of all read and unread messages, showing the sender, subject and
date/time that the message was received
Messages with AutoPreview A list of all read and unread messages, including the first three lines of any
unread messages
Last Seven Days Only messages that were received within the last week are displayed
Unread messages Only messages that have not yet been read are displayed
Sent To All messages are displayed, including the names of all message recipients
Message Timeline This shows all messages as icons arranged on a timeline according the date
on which they were received
By Conversation Topic All messages are displayed, grouped by subject
For Example:
This shows the Messages with AutoPreview list, sorted in order of the date the message was received. Note that
in this view, AutoPreview only applies to unread messages:
Reading a Message
Once the Inbox is displayed, messages can be read as required. Double click on the message you wish to read –
a new window containing the message text will open.
X Click on the Next Message button on the Message toolbar to display the next message.
X Click on the Previous Message button to display the previous message.
X Click on the drop-down arrow of the Next Message or Previous Message button to display the
next or previous message of a particular type e.g. next or previous urgent message.
X Click on the Font Size button to cycle through the different text sizes that the message can be
displayed in
Choose File, Close or click on the close button on the Title Bar to close the message.
HTML Emails
If you receive a message in HTML format that contains images, these images will be hidden for security reasons.
To view the images in the message:
If you want images to be downloaded by default, click on the banner and choose Change Automatic
Download Settings. Uncheck the Don't Download option, then click on OK.
Junk Mail
Outlook 2003 has a junk email filter that will automatically move junk messages into the Junk Email folder.
Whenever a message is received in your Inbox that Outlook thinks is Junk Mail, you will get the following
message:
You can set the junk filter level, to determine how Outlook handles your incoming mail:
Level Description
No protection The junk email filter will be turned off, but any names in the Blocked Senders tab will have their
messages moved to the Junk Email folder
Low Only the most obvious junk messages will be moved to Junk Email
Level Description
High Any suspected junk messages will be moved to Junk Email. You will need to check this folder
from time to time to ensure no messages from your colleagues have been moved there in error.
Safe Lists Only Any messages sent from someone other than people in the Safe Senders tab will be moved to
Junk Email
Replying to a Message
This option will automatically address a new message to the person from whom you received the original
message. All of the text from the original message will be included in the reply but attachments will not be
returned to the sender.
It is possible to reply to a message directly from the Inbox, or from the message itself.
Press [Ctrl Return] or click on the Send button on the toolbar to send the reply when complete.
Choose the Reply option when you wish to reply to the send of the message only. Reply to All will send the
reply to every person in the To and CC boxes of the original message.
Forwarding a Message
It is possible to send a copy of a message to someone else, either as it is or with extra notes. When a message is
forwarded, any attachments will also be sent.
When complete, press [Ctrl Return] or click on the Send button on the toolbar to send the message.
Deleting Messages
A single message can be deleted by clicking on the Delete button on the Standard Toolbar when the message is
selected, or the Message Toolbar when the message is open.
Selecting Messages
Messages in the Inbox can be selected in one of the following ways:
X To select multiple messages that are not listed continuously, click once on the first message
and hold [Ctrl] while clicking on each remaining message.
All messages in the Inbox or active folder can be selected by choosing Edit, Select All or
pressing [Ctrl A].
Message Flags
When a message is flagged, a flag icon will appear in front of the message in the Inbox.
When the message is opened, an information panel will be displayed giving details of the flag:
You can mark the flag as complete by clicking on the flag icon on the message line in the Inbox:
You can change the colour of the message flag to categorise your messages e.g. a red flag for urgent work, or a
blue flag for work for a specific project.
X Right-click over the flag icon at the end of the message header in the Inbox
X Choose the colour you wish to display
X Choose the flag you wish to use e.g. Follow Up or No Response Necessary.
X If the flag should be actioned by a particular date, select this from the Due By list
X Choose OK.
Printing Messages
Print Preview is used to preview the document before printing.
X Choose File, Print Preview or click on the Print Preview button on the Advanced Toolbar.
X Click anywhere on the page to magnify that area. Click again to return to full page view.
X To view more than one page, click on the Multiple Pages button - all pages of the item will be
displayed.
Printing Messages
The Print icon on the Standard or Message Toolbar will send one copy of the selected message(s) to print
without any further options being displayed.
The File, Print command can be used to set exactly what should be printed.
Print Styles
Each Outlook component can be printed in a number of different ways. To choose the required style:
X The Table Style will print a table of all messages in the Inbox, as they are currently displayed
on screen
X The Memo Style will print the selected message only
After selecting the style you wish to use, click on the Preview button to show how the item will print.
Contact Styles
The following print styles are available when using the Address Card or Detailed Address Card view of the
Contacts list:
Style Description
Card All cards one at a time from top to bottom on the page, two columns wide, with six blank cards
printed at the end, and with letter tabs and headings
Small Booklet All cards on two sides of a sheet of paper with 8 pages per sheet, landscape orientation. This
can be cut to make a booklet
Medium Booklet All cards on two sides of a sheet of paper with 4 pages per sheet, portrait orientation. Again,
can be cut to make a booklet
Phone Directory Names and phone numbers for all contact items from top to bottom on the page, and with letter
tabs and headings
Memo Style Prints all contacts in a memo style, each showing the name of the user that created the contact
Calendar Styles
The following print styles are available when using the Day/Week/Month view of the Calendar:
Style Description
Daily One day per page with tasks and notes
Weekly One week per page without tasks and notes
Style Description
Monthly One month per page without tasks and notes areas
Tri-fold One day, one month, and the TaskPad displayed as three separate sections on one page for
folding into three parts.
Calendar Prints all appointments in a report style, grouped by date with all details for each appointment
Details
It is possible to modify the preset print styles to change the format as required.
X Click on the Header/Footer tab and enter text to appear at the top and bottom of each page
printed. Use the following buttons to add text automatically:
In addition, you can set Outlook 2003 to play a sound, display an alert or change the mouse cursor when new
mail is received.
Option Description
Play a sound This will play a sound when a message appears in your Inbox. The sound that will be
played is selected via the Sounds option in your Windows control panel
Change the mouse While the new message is being delivered to your Inbox, the mouse pointer will change
cursor shape to an envelope.
Option Description
Show an envelope This is the default setting which displays an envelope in the task bar tray when a new
message is received
Display a New Mail This option allows you to show a small message window on screen when a new email
Desktop alert message is received. Click on the Display Alert Settings dialog box to set how long
the message will show on screen, and how transparent the dialog box will appear
When you receive a mail alert, you will see the first line of text in the message:
Outlook Today
Outlook Today provides a summary of the current day's appointments, tasks and new messages.
X A list of all of the day's appointments is given - the current appointment is indicated with an
arrow while past appointments show in grey:
X A list of all current tasks is shown - check the task to mark it as complete:
To set Outlook Today as the first page that shows when Outlook is started:
X Type the URL of the web page in the long text box on the Web toolbar. The URL will usually
start with http://
X Press [Return] to display the page in Outlook
Use the Back button on the Web toolbar to return to the Outlook component or web page last viewed. Click on
this button until the required page or component is shown.
You can email a copy of the web page you are currently viewing to a colleague as follows:
Preparing a Message
A new mail message can be created in one of the following ways:
Click in the Subject box and type a subject for the message. Remember that the subject will appear in the
recipient's inbox and can help them to prioritise and organise their messages. Some useful ways to begin the
subject are listed below.
Prefix Meaning
FYI: For Your Information - follow with a brief description of the item sent.
Action: Action Requested - follow with a brief description of the task.
Feedback: Feedback Requested - follow with a brief description of the item sent.
Reply Req: Reply requested/needed
Appt Req: Request for Appointment
Mtg: Request for Meeting
You can add hyperlinks to the subject of your messages, so that recipients can just click on the message subject
to show a relevant web page on the Internet or your company intranet.
X Click in the subject line of the message and type the URL of the web page you wish to link to.
X Complete and send the message as normal.
The URL will show in the subject line of the recipient's Inbox. If they have the reading pane on display, they can
simply click on the subject to open their default web browser and show the page.
Messages can also be created using pre-set stationary that contains text and background
formats. It is important to note that messages based on
stationary will be created in rich text format and, as such, may not be accessible by some email applications.
If you wish all recipients to see identical looking messages, regardless of the email application they are using,
stationary is best avoided. However, if you are sure that all recipients are using Outlook, stationary can be used
as follows:
Be aware that as stationary contains background images, messages using stationary will be larger than plain
text messages
Message Formats
There are three formats for creating messages in Outlook:
Format Description
Plain Text Text will be typed in the Courier font and cannot be formatted in any way using fonts, sizes, colour,
bullets, etc.
HTML Text will be typed in the Arial font by default but can be changed to any font, size or colour as
required. Other formatting such as bullets can also be applied. Pictures and horizontal lines can be
inserted within the text of the document. This format can be used if sending to other Outlook users
or users accessing email via a website e.g. Hotmail.
Rich Text Text will be typed in the Arial font by default but can be changed to any font, size or colour as
required. Other formatting such as bullets can also be applied. This format is recognised by many
email applications but always check that the recipient of the message can read this format before
sending it.
If in HTML Format:
X Choose Format, Plain Text to create the message in plain text format
X Choose Format, Plain Text and then Format, Rich Text to create the message in rich text
format
X Choose Format, Plain Text to create the message in plain text format
X Choose Format, Plain Text and then Format, HTML to create the message in HTML format
You can see which format your message is using by the text on the title bar:
You can decide which format to use for a message as you create it:
Addressing a Message
A message can be addressed by typing the recipient names or choosing them from the directory. To address a
message manually:
Click in the long, white text box next to the To button and type the name of the person to whom you wish to
send the message. Use the Surname,Name syntax and separate multiple names with semi-colons (;).
Click in the long, white text box next to the CC button and type the names to receive a courtesy copy of your
message.
Click in the long, white text box next to the BCC button and type the names to receive a blind courtesy copy.
This will ensure they receive a copy of the message but their name will not appear in the recipient list.
Outlook can automatically complete email addresses that you have used in messages before.
Messages can be sent to external internet addresses by typing the full internet email address e.g.
jsmith@compuserve.com
If the BCC line does not display automatically, choose View, Bcc Field.
Messages can also be addressed by clicking on the To, CC or BCC buttons and choosing the recipients from the
directory list.
X Ensure the correct Address Book is selected in the Show Names From box
X Type the each letter of the recipients name to scroll the list automatically
X When the name has been located, click on To, CC or BCC as required
X When all addresses have been added, click on OK
The following directories can be selected from the Show Names From list in the Select Names dialog box:
Directory Description
Global Address List This is a list of all members of your organisation that can be accessed via email
Personal Address This can contain personal distribution lists and is usually stored locally on your computer's
Book hard drive
Contacts These are names that have been added to the Contacts component of Outlook - you can
only send messages to contacts that have a valid email address
AutoComplete Addressing
Outlook 2003 remembers all of the email addresses you type manually into your email messages. When you start
to type an email address that is similar to one you've used previously, Outlook will suggest names that you may
want to use.
You can accept the address that Outlook has entered for you by clicking on the name in the list, or by pressing
[Return]. If you do not want to use the suggested address, simply continue typing the new address over this.
Outlook's AutoComplete option can be disabled if you do not want email addresses to be suggested as you type
them:
If a name is shown in the AutoComplete list that you will never need to use again, you can remove the name so
that only relevant names are shown. Use the up or down arrow key to select the name you no longer need, then
press [Delete].
Distribution Lists
A distribution list is used to address a message to many different people in one step. Rather than adding each
address separately, you can simply enter the distribution list. The message will always be sent to each name on
the list.
Distribution lists are created through the Address Book, which is viewed by clicking on the Address Book button
on the Standard Toolbar of the Inbox window.
X To create a new list, click on the New Entry button or choose File, New Entry.
X Choose New Distribution List and click on OK.
X Type a name for the distribution list and click on Select Members.
X Choose each name to be added to the distribution list, clicking on the Add button after each
name. Choose OK when the list is complete.
X Click on the Save and Close button when complete.
To edit a list, click on the Address Book button and select the list you wish to amend. Click on the Properties
button and amend as required.
Messages can be sent to all members of the list by clicking in the To field and typing the name of the list. If the
name is accepted, it will be displayed in bold & underlined after a few seconds. Press [Ctrl K] to speed up the
process of checking your distribution list name.
When you address a message to a distribution list, a + symbol will appear in front of this name. You can click on
this to expand the list and show all members. You can then remove specific members who you do not wish to
send the message to.
When you expand the list, you will be warned that you won't be able to collapse the list again. Click on OK to
accept this message.
Message Options
Message Importance
The importance of a message can be set to high or low using the Urgent or Low Importance buttons on the
Message Toolbar. The message will be flagged with an exclamation mark if high importance is given, or with a
down-arrow if low importance is given.
Message Sensitivity
Messages that are set with a sensitivity level other than Normal will be flagged to show their sensitivity.
Messages with sensitivity set to Private cannot be changed by the recipient.
X Click on the drop-down arrow of the Sensitivity box and choose the required option (see table
below).
X Choose Close when complete.
Setting Description
Normal The default setting indicating this is a regular message
Personal This indicates the message is not work related
Private This indicates a work related message that should only be opened by the recipient. It cannot
be changed by the recipient in any way
Confidential This indicates a message that should only be opened by the recipient but that can be altered
Message Tracking
There are two options that can be set to allow you to track the progress of your message:
Option Description
Request a Delivery
This will send you a notification when this message has been delivered successfully
Receipt
This will send you a notification when the message has been opened by each
Request a Read Receipt
recipient
Sending Receipts
If you receive a message in your Inbox that has the option set to request a read receipt, you will be asked if you
wish to send the receipt to the sender of the message.
Voting Buttons
When voting buttons are added to a message, a new toolbar is displayed at the top of the message on receipt.
This toolbar contains buttons that are clicked to vote for a choice. When a vote has been made, the sender of the
message will receive a message of notification.
Approve / Reject
Yes / No
Yes / No / Maybe
Would result in the following being displayed at the top of the received message:
Click on a voting button to submit your vote. Click on Send The Response Now then on OK to submit your
vote to the sender of the message.
Tracking Votes
You can see a summary of votes at any time by opening the original message in the Sent Items folder and
clicking on the Tracking tab of the message.
Delivery Options
Option Description
Have Replies Sent Automatically sends replies to the message to another user.
to…
Save Sent Changes the folder in which copies of sent messages are saved.
Messages To
Do not deliver Sets a date and time at which the message will be delivered.
before
Expires After When the message has expired, a line is placed through the message so that the recipient
can see that it is no longer valid.
For Example:
When opened, the following flag will appear at the top of the message:
Message Categories
Categories can be used to group and identify Outlook items such as messages, appointments, contacts and
tasks. It is possible to view these items by category, so that all items with the same category appear together in
the list:
Assigning Categories
Categories can be assigned to appointments, contacts and tasks simply by clicking on the Categories button at
the bottom of the window. Categories are assigned to messages by clicking on the Options button on the
Message Toolbar:
It is also possible to remove categories from this list. Click on the category you no longer need and then on
Delete. The list can be reset to the original by clicking on Reset.
The following cursor movement keys can be used to move around the message area.
Web page URLs can be added to a message by typing the URL in full e.g. http://www.webpage.com. When the
recipient clicks on the URL, their default browser will be launched and page displayed.
Selecting Text
Text must be selected before an action can be performed on that text, or a format can be applied. Text can be
selected using the mouse or keyboard.
The following shortcuts can be used to select text with the mouse:
Select Action
A word Double click over the word
A paragraph Triple click over the paragraph
Formatting Text
The Formatting Toolbar is displayed automatically when a message is created and can be used to format
selected text.
The Format, Style option is only available only when using HTML format. Styles are collections of pre-set
formatting that can be applied to your text to format it quickly and easily. The following table shows some of the
styles available when using HTML formatting:
Style Formatting
Heading 1 Times New Roman, size 24, bold
Heading 2 Times New Roman, size 18, bold
Heading 3 Times New Roman, size 14, bold
It is not possible to create your own styles in Outlook - you can only use these pre-set HTML styles to format
your text.
Additional Formatting
Checking Spelling
Choose Tools, Spelling to check the spelling of the message. When an error is found, the following options are
available:
X Click on a replacement word in the Suggestions list or edit the red text as required. Choose
Change to change this occurrence of the word or Change All to change all occurrences
X Click on Ignore to ignore this occurrence of the word.
X Click on Ignore All to ignore all occurrences of the word.
X Click on Add to add the word to the custom dictionary - this is useful for names of people, etc.
that do not appear in the standard dictionary.
Outlook can be set so that messages are automatically spell checked before they are sent.
Attaching Files
Files can be attached to a message in the following way:
X Choose Insert, File or click on the Insert File button on the toolbar.
My Recent Documents Displays the last 20-50 documents access on the computer
X Click on the drop-down arrow in the Look In box and select the drive and folder in which the file
is stored.
X Select the name of the document from the list displayed and choose Insert.
The following toolbar buttons appear at the top of the Attach dialog box:
To attach more than one file at the same time, hold [Ctrl] and click on each of the files in turn. Choose OK when
complete.
Files can be inserted in one of the following ways, using the drop-down arrow on the Insert button.
Type Description
Insert A copy of the file is attached to the message as a separate item - any changes made by the
recipient will not be reflected in your original file. This is the default option for inserting files.
Insert as Text The text of the file is inserted into the message body - useful if the recipient does not have the
application in which the file was created.
Insert as A text link is added to the message which the recipient can click to open the original file. There are
Hyperlink a number of benefits to using hyperlinks - if any changes are made the file after the shortcut has
been sent, these changes will still be available when the recipient opens the file. Also, as the file
itself is not being sent, only a link to the file, the size of the message will be significantly smaller
than with an attachment.
Attachment Options
When you attach files in Outlook 2003, the Attachment Options task pane will show to offer additional
attachment choices.
If you are sending an image file, the Options pane will allow you to resize the image to make the message
smaller.
Blocked Files
By default, Outlook blocks potentially dangerous attachments that could be used to spread viruses. When you
attempt to attach a file with one of the following extensions, you will be asked if you wish to attach this type of file.
If you click on Yes, the file will be sent, but may not be accessible by the person you are sending it to.
The following are some of the more common file types blocked by Outlook:
X In the Windows Explorer or My Computer, select the file you wish to attach to a message.
X Choose Edit, Copy or press [Ctrl C]
X In Outlook, open the message you wish to attach the file to.
X Choose Edit, Paste or press [Ctrl V].
Files can also be dragged from the Windows Explorer or My Computer into a message - this will add the file as
an attachment.
Inserting Hyperlinks
A hyperlink is a link to a file or website. Hyperlinks appear as underlined text and, when clicked, will activate the
target automatically. The following types of hyperlinks can be inserted into an Outlook message:
A link to a website
An email link to create a new Outlook mail message automatically.
A link to a file or a shared drive
Hyperlinks can be added to any message, whether created in plain text or HTML format. In HTML format, insert
hyperlinks as follows:
You can insert a hyperlink simply by typing the target for the hyperlink, followed by a space or [Return]. This
method of inserting hyperlinks works in both
Signatures
This feature can be used to add your name and/or standard text to the end of messages automatically before
they are sent.
X From the main Outlook window, choose Tools, Options - this cannot be selected from within a
message.
X Choose the Mail Format tab.
X Click on the Signatures button at the bottom of this dialog box.
X Any existing signatures will be displayed. To create a new signature, click on New.
X Enter a name for the signature and click on Next.
X Type the required signature text, clicking on Finish and OK when complete.
X Click on OK again to close the Options dialog box.
The signature will now automatically appear in each new message created. This text can be removed from
individual messages as normal - simply select the text and press [Delete].
To edit signature text, choose Tools, Options and the Mail Format tab. Click on Signatures and select the
signature you wish to change. Click on Edit and change as required.
As more than one signature can be stored in Outlook, this feature can also be used to store frequently used
blocks of text that can be inserted quickly into a message. When multiple signatures have been created, the
default signature to be used in all mail messages is set as follows:
To insert a different signature at the cursor position, choose Insert, Signature and the required signature.
If you are using Word as your email editor, you can change the signature that appears at the bottom of a
message simply by right-clicking over the signature.
Sending Messages
Messages can be sent in one of the following ways:
Resending a Message
It may be necessary to resend messages, either as they were originally sent or with changes.
Creating Folders
Folders should be used to store messages temporarily. You can create a hierarchical folder structure in the same
way as in Windows Explorer or My Computer.
To create folders:
X In the navigation pane, choose the folder to be the parent of the new folder.
X Choose File, Folder, New Folder or press [Ctrl Shift E].
X Type a name for the folder and choose the type of content it will hold.
X Click on OK.
Folders can be removed by selecting the folder and pressing [Delete]. All messages in the folder will also be
removed.
Messages can also be moved to another folder using the Move to Folder option.
Copies of all messages sent are stored in the Sent Items folder. Regularly remove unnecessary messages from
this folder to reduce the size of your mailbox.
Copying Text
Text from received messages can be copied and pasted into other applications as required.
The following shortcut keys can be used to move and copy messages and text:
Keystroke Action
Ctrl C Copy
Ctrl X Cut
Ctrl V Paste
Navigating Folders
The Up One Folder Level button on the Advanced Toolbar can be used to move up to the previous folder level -
the parent folder of the current folder.
Folder Description
Deleted Items Mail that has been deleted but may still be recovered
Drafts Draft messages that have not yet been sent
Inbox All incoming mail
Junk Email Email that Outlook thinks is junk mail / SPAM
Outbox Any mail that you have sent, but that has not yet been delivered to the server
Sent Items Outgoing mail that has been sent to the server
Search Folders Folders that show items in other areas that match specific criteria e.g. all unread messages
The Favourite Folders pane can be used to store folders that you access often. To add any folder to the
Favourites list:
The folder will be positioned at the bottom of the favourites list. You can move a folder up or down by right-
clicking over the folder in the Favorites list and choosing to Move Up List or Move Down List.
You can remove an item from the Favourites list by right-clicking over the item and choosing Remove from
Favourite Folders.
Creating Shortcuts
The shortcut pane can be used to store shortcuts to frequently used Outlook folders, non-Outlook folders and
files for quick and easy access.
Outlook Items
X In Outlook, click on the Shortcuts button on the Navigation Pane to view all shortcuts
You can remove an item from the Shortcuts pane by right-clicking over the item and choosing Delete Shortcut.
X Use My Computer or Windows Explorer to locate the file or folder to be added to the
navigation pane.
X Ensure the Explorer is not filling the entire screen - click on the Restore button at the end of the
title bar to make the window smaller.
X Select the file or folder in the Explorer or My Computer window, and drag this over the shortcut
group that you wish to hold the folder shortcut
X Release the mouse button to secure the item on the navigation pane.
If you have added a file or folder to the Shortcut pane, click once to open the folder or file.
Once you have a file or folder in the Shortcut pane, you can:
X Drag a file over the Tasks icon on the navigation pane to create a task from the file.
X Drag a file over the Inbox icon on the navigation pane to create a new message with the file as
an attachment.
X Drag a file over the Contact or Calendar icon on the navigation pane to create a new contact or
appointment that includes a shortcut to the file.
Shortcut Groups
If you have a lot of shortcuts on your navigation pane, you can organise these into groups:
You can now drag folders and files over the shortcut, or add Outlook items to the group as described above.
Search Folders
A search folder is a "virtual folder" that shows Outlook 2003 items that meet specific conditions. These items are
not stored in the search folder - the search folder simply provides a pointer to items in other folders.
Folder Description
Any unread messages in you Inbox, or stored in folders within your Inbox
Any items in your Inbox or folders that are flagged for follow-up
Large messages over 500KB in size
You can create new search folders e.g. to show all messages from your manager, or all urgent messages:
Click on a search folder to show all messages that match that folders criteria.
In HTML format:
X Choose the All Mail Fields or Frequently Used Fields category from the drop-down list at the
top of the Field Chooser
X Scroll down the field choose to find the Size field
X Drag the Size field to the required location in the field headings - red arrows indicate where the
field will be positioned
X Click once on the Size field to show messages in ascending order of size with the smallest
message at the top.
X Click on the Size field again to show messages in descending order of size.
Creating Rules
Rules can be set so that specific actions are taken automatically when certain things occur in Outlook.
Some examples of where rules could be used are:
To create a rule:
X Select a message from the sender you wish to create the rule for.
X Click on the Create Rules button on the Standard Toolbar
The Create Rules button
X To apply the rule to all messages from the sender, check the From box
X To apply the rule to all messages containing specific subject text, check the Subject Contains
box and type the subject text in the box next to this
X To apply the rule if the message is sent only to you, check the Sent To box
X Click on OK
If you want to run the rule on messages already in your Inbox, check this option. Otherwise, click on OK to run
the rule on new mail as it arrives.
Disabling a Rule
While personal folders are useful for moving old messages out of your mailbox to reduce its size, you should
keep the following points in mind when using personal folders:
X Personal Folders should never grow over 300 MB in size, as they are prone to corruption as they
get larger
X If your Personal Folders are saved on your C: drive, they will not be backed up automatically. Be sure to
implement a backup strategy to make sure that you do not lose valuable data if your hard drive fails.
It can be useful to set up a personal folder for historic sent items e.g. Sent Jan06, and to move items from the
current Sent Items folder each month to reduce your mailbox size.
A dialog box will show after the personal folder has been created. This controls how the personal folder will be
displayed in Outlook:
X Type the name you would like to show in the Outlook folder list when this personal folder is open.
X Click on OK to create a new personal folder file (PST)
The personal folder will be created and will open automatically in Outlook.
X Right-click over the name of the personal folder in the navigation pane
X Choose the Close command
To open a personal folder again if you need to access the items stored inside it:
Once the personal folder is open, you can use the Find button on the Standard Toolbar to search for specific
messages within the folder.
All personal folder contain a Deleted Items folder which cannot be removed. All items deleted from the personal
folder will be moved into this Deleted Items folder rather than the standard Deleted Items in your mailbox.
X Expand the personal folder in the navigation pane, so that it's Deleted Items folder is visible.
X Right-click over the Deleted Items folder
X Choose Empty Deleted Items Folder
X Choose Yes to confirm the action.
When you delete an item from a personal folder, the space that the item used to take up will not be made
available again automatically. You will need to compact your personal folders periodically to free up all unused
space in the folder.
X Open the personal folder using the File, Open, Outlook Data File command
X Right-click over the folder name in the navigation pane and choose Properties
X Click on the Advanced button
Open the personal folder in Outlook to check the size of the folder:
X Open the personal folder using the File, Open, Outlook Data File command
X Right-click over the folder name in the navigation pane and choosing Properties
X Click on the Folder Size button to view the size of the personal folder
X Choose File, Save or click on the Save button on the Message Toolbar.
The message will be closed and saved in the Drafts folder. Double click on the message in this folder to re-
open and send it as necessary.
If you attempt to close a message without saving it, Outlook will ask if you wish to keep a draft copy:
The draft message is deleted when it is eventually sent. To create a permanent draft that can be re-used as
required:
To do this, you will need to create a custom form for email. Although there are a number of steps to follow, these
will only have to be carried out once.
X To disable the Reply to All button, double-click on the Reply to All line
X Uncheck the Enabled box
X Click on OK
X To disable the Forward button, double-click on the Forward line
X Uncheck the Enabled box
X Click on OK
X Click on Publish
X Choose File, Close to close the form
X When prompted to save changes, click on No as the form has already been published and saved
Each time you want to use the new form to send a message that cannot be forwarded or replied to all:
You can now create and send the message as normal. When the message is opened by a recipient, the Reply to
All and Forward buttons will not be available.
Mailbox Cleanup
Mailbox limits are being set by many companies and departments in an effort to reduce the amount of storage
needed on email servers. It is in your own interest to keep your mailbox size down - it will save you time as your
mailbox becomes more manageable and easier to use.
Outlook has a Mailbox Cleanup facility that lets you view the size of your mailbox and find ways of reducing it.
As well as showing you the size of your mailbox, the Mailbox Cleanup window offers help in reducing your
mailbox size. One way to reduce your mailbox size is to delete all messages older that a certain date, or larger
than a certain size.
X To remove a specific message, click once on the message and press [Delete].
X To remove all messages, press [Ctrl A] to select all of the messages, then [Delete] to remove
them.
X Close the Find box using the button in the top-right corner when complete.
Whenever you delete an item from your Inbox or any other Outlook folder, a copy of the item is kept in the
Deleted Items folder. This allows you to undo a delete action should you realise you have made a mistake.
Clearing items from this folder can often restore much needed mailbox space.
It is also possible to set Outlook so that deleted items are removed automatically each time you exit Outlook.
Messages in the Deleted Items folder can be moved to other folders so that they are not deleted on exit or
during the automatic clear.
Outlook 2003 will prompt you to turn Out of Office Assistant off the next time you open it.
Arranging Messages
You can arrange the messages in your Inbox so that they are grouped by any field e.g. by From so that
messages from the same person appear together in the list. If your messages are not currently grouped,
choose View, Arrange By and Show in Groups to enable this feature.
X Choose View, Expand/Collapse Groups Expand this Group to show all messages in the
current group
X Choose View, Expand/Collapse Groups Expand All Groups to show all messages in all
groups
To ungroup fields, choose View, Arrange By and select Show in Groups again to remove the check next to
this menu option.
You can quickly arrange messages by right-clicking over the field headings of the Inbox:
Finding Messages
It is possible to find all messages containing certain keywords by clicking on the Find button on the Standard
Toolbar.
X Click in the Look For box and type the text you wish to find.
X Click on the drop-down arrow of the Search In box and choose the folder you wish to search, or
the type of messages you wish to look for the text in.
X Click on Find Now.
After clicking on Find Now, only messages containing the specified text will be listed in the Inbox. To return to
showing all messages, click on Clear at the end of the Find pane.
Calendar Introduction
The calendar allows you to organise appointments and to schedule meetings with other users.
To view the Calendar, click on the Calendar icon on the Navigation Pane.
The current date can be located by clicking on the Today button on the Toolbar.
To find a different date, choose View, Go To, Go To Date or press [Ctrl G]. Type or select the date to be found
and the view to use before clicking on OK.
Types of Activities
There are three different types of activities you can schedule in the calendar:
Activity Description
Appointments Activities in your calendar that does not involve other people
Meetings Appointments to which other people are invited using email
Events Activities which last longer than 24 hours
AutoDates
AutoDate is a natural language feature that allows you to type plain English text in a date field instead of a date in
the format dd/mm/yy. There are a number of AutoDates that can be used, for dates that fall on the same day
each year, and for dates in relation to the current date.
AutoDates can be entered in any date field e.g. when creating a meeting, appointment or task. AutoDates can
also be used to find a specific date in the calendar:
Creating Appointments
To create a new appointment, click on the Calendar button on the navigation pane, then display the date on
which the appointment should be scheduled.
X Double-click on the date you wish to create the appointment for or click on the New
Appointment button on the Standard Toolbar.
X In the large text box, type any descriptive text about the appointment
X Click on the Save and Close button when complete
Time Displays
When other users invite you to meetings, the time in your diary can be displayed to them in one of four ways:
Creating Events
An event is an activity that lasts 24 hours or more. It will appear as a banner in your calendar and the time will
show as available to other users on the network.
An event can also be created by double clicking on the date heading in Day/Week/Month view.
Annual Events
Annual events are anniversaries that occur on the same day each year.
X Choose OK and enter any additional details e.g. Show Time As.
X Click on the Save and Close button when complete.
To edit an event, double click on the event banner or press the right mouse button and choose Open.
Recurring Appointments
It is possible to create appointments that automatically repeat at fixed intervals e.g. every Friday or the second
Monday of every month.
X Double-click on the date you wish to create the appointment for or click on the New Appointment
button on the Standard Toolbar.
X Enter the Start time, End time and Duration of the appointment.
X In the Recurrence Pattern box, select the frequency of the task (see table below).
X In the Range of Recurrence box, choose the start and end date of the appointments or the
number of occurrences to take place.
X Choose OK.
X Click on the Save and Close button when complete.
Interval Description
Daily Allows you to repeat the appointment each day of the week, or every specified number of days
Allows you to repeat the appointment every specified number of weeks, on a specific day of the
Weekly
week
Allows you to repeat the appointment every specified number of months, on a specific day of the
Monthly month. Alternatively choose to repeat the appointment on a particular day e.g. the first Friday of the
month
Allows you to repeat the appointment on a specific day of the year, or as above e.g. the first Friday
Yearly
of April each year
Editing Appointments
Appointments are selected by clicking once to the left of the appointment in the calendar:
X Double click on the coloured border of the appointment or press the right mouse button and
choose Open.
X Edit the details as required.
X Click on the Save and Close button when complete.
The start or end time of selected appointments can be changed by dragging the top or bottom border of the
appointment up or down:
X Select the appointment to be moved or copied by clicking once on the time of the appointment.
X Choose Edit, Copy or [Ctrl C] to copy the appointment or Edit, Cut or [Ctrl X] to move the
appointment.
X Click in the day on which the appointment is to appear and choose Edit, Paste or [Ctrl V] to
paste the appointment.
If an appointment is to be moved or copied in the same week on month, the drag and drop facility can be used.
Deleting Appointments
If you are deleting an appointment that is part of a recurrence, you will be asked if you wish to delete this single
occurrence or all of the meetings:
Calendar Colours
Outlook 2003 allows you to assign colour codes to your calendar appointments - either manually or automatically
based on specific criteria. There are 10 colours that can be used, and these can be assigned labels that tell you
more about what they mean.
Colour can be assigned in Day/Week/Month view of the calendar. To assign colour manually:
X In the calendar, click on the appointment, event or meeting you wish to colour.
X Click on the Calendar Colouring icon on the Calendar toolbar.
X Choose the colour you wish to assign from the drop-down list.
You can create rules that will colour your appointments automatically e.g. if they contain a certain keyword or
have been scheduled by a particular person.
X In the calendar, click on the Calendar Colouring icon on the Calendar toolbar.
X Choose Automatic Formatting.
X Click on Add to add a new condition.
X Enter a name for the rule - this will make it easier to remove at a later stage if necessary.
X In the Label list, choose the colour you wish to assign when this rule runs.
X Click on the Condition button.
In this dialog box, set the condition that must apply for the colour to be set. You can specify certain words to be
contained in the appointment subject, or that the meeting should be organised or attended by a specific person.
Reminders
A reminder can be set for any appointment, event or meeting in your calendar. If a reminder is set, a
window will display informing you that the activity is approaching.
X To set a sound other than the standard Outlook reminder sound, click on the Browse button.
Locate the sound you wish to play - the Windows\Media subfolder on the C: drive contains a
number of standard Windows sounds.
At the specified time, the reminder will display a dialog box similar to that below:
You can show all current reminders by choosing the View menu and Reminders Window command.
Calendar Views
The Calendar Toolbar contains the following buttons that are used to view the Calendar in different ways:
Additional Views
All Outlook components can be viewed in a variety of ways to ensure you can see only the information required.
A view is a combination of the following definitions:
Fields - only the required columns are displayed, all others are hidden.
Sort order - data is sorted in order of a specific column, in either ascending or descending order.
Grouping - data can be grouped by a specific column or combination of columns.
Filtering - only data that matches specific criteria can be displayed, all other data can be hidden.
Choosing a View
One of Outlook's default views can be displayed using the View, Current View command. If the Advanced
Toolbar is displayed, use the Current View box to choose the view to display:
View Description
Appointments, events, and meetings for one or more days, weeks or months. A
Day/Week/Month
list of today’s tasks is also displayed
Day/Week/Month View With
As above but with the first few lines of any meeting requests displayed
AutoPreview
Active Appointments A list of all appointments and meetings beginning today
Events A list of all events
Annual Events A list of events that happen once a year
Recurring Appointments A list of recurring appointments
By Category A list of all Calendar items grouped by category
For Example:
Importing Holidays
This feature is used to import standard events such as bank holidays into your calendar. You can import dates for
any other country or religion.
If your country appears ticked in this dialog box, you should still click on OK to ensure all holidays are added to
your calendar.
Time Zones
If you work directly with people in other countries, you may wish to know their time when organising or scheduling
meetings. Additional time zones can be added to the calendar as follows:
Scheduling Meetings
A meeting is an event to which other Outlook users are invited. Once the invitation has been received by other
users, it can be accepted or declined. Accepted invitations will be entered automatically into your calendar while
declined invitations will return a notice to the sender.
X Double-click on the date you wish to create the meeting for or click on the New Appointment
button on the Standard Toolbar.
To change the appointment to a meeting that includes other Outlook users, click on the Scheduling tab then on
Add Others. Click on Address Book to pick the attendees for the meeting.
X Choose the names of all attendees you wish to invite the to meeting. Set each attendee as
Required or Optional using the buttons in the middle of the dialog box
X Choose OK when all attendees have been added.
The availability of each attendee will be displayed, with Tentative, Busy and Out of Office time showing in shaded
blue, solid blue and purple respectively.
You can book resources such as meeting rooms by finding the resource in the address book and adding it to the
meeting in the same way as an attendee.
Icons appear next to each name to show the type of attendee. You can change this type by clicking on the icon
and choosing a different option from the drop-down list.
Icon Description
Meeting organiser
Required attendee
Optional attendee
Icon Description
Resource e.g. meeting room
To find the next time slot when all attendees are free, click on the required AutoPick button. The meeting time
will move across the scheduler to show each suitable time during which all attendees are free.
After adding all attendees and confirming their availability, click on the Send button on the toolbar to send the
invitations.
To cancel a meeting, select the meeting in the calendar and click on the Delete button on the toolbar.
You will be asked whether you wish to send a cancellation message to all attendees, or simply delete the
meeting without sending any notification.
If you are sent an invitation to a meeting, you can respond to it in the following way:
X Open the meeting request by double clicking on the message in the Inbox. A banner will ask you to
respond to the meeting using the voting buttons:
X Click on Accept to accept the meeting, or Tentative to accept the meeting tentatively. The meeting will
be added to your calendar and the following dialog box displayed.
X Choose Edit the response before sending if you wish to add comments to the message that will be
returned to the meeting organiser.
X Choose Send the response now to send the message without additional text.
If you click on Decline, the meeting will not appear in your calendar. A message will be sent to the meeting
organiser advising them that you have declined.
X To set Outlook to accept meeting invitations automatically, check the first box
X Click on the Propose New Time button at the top of the meeting window.
X The meeting scheduler will be shown with all attendees' free and busy time clearly marked.
Choose a new date and time for the meeting.
X When you have set the new meeting time, click on Propose Time.
A new email message will be created to the meeting organiser, advising them of the proposed new meeting time.
Add any explanatory text to the message, then click on the Send button to submit your request.
If you double click on the meeting in your calendar, a banner will show when you proposed the new meeting time:
When a new meeting time has been proposed, all attendees will receive an update message in their Inbox. To
accept the proposed time, click on the Accept Proposal button.
As the organiser of a meeting, you can view all proposed new meeting times and choose the time most suitable
for all.
Prohibiting Proposals
If you do not want meeting invitees to propose new meeting times, and you prefer to have total control over the
meeting, you can set Outlook so that proposals are prohibited.
X In the Calendar, double click on the meeting appointment. The appointment will be flagged to
show how many responses have been received to the invitations.
X Choose the Tracking tab to show the current status of each meeting attendee:
To cancel a meeting, select the meeting in the calendar and click on the Delete button on the toolbar.
You will be asked whether you wish to send a cancellation message to all attendees, or simply delete the
meeting without sending any notification.
Creating Contacts
The contact list is fully integrated with the other Outlook components. For example, you can email your contacts
through the Inbox and their birthdays will show in the calendar.
X Enter the email address of the contact with care as this will be used when sending messages to
the contact.
If you enter the MSN Messenger address of the contact and have MSN Messenger running, you will be able to
see if that contact is online.
You can add a photo of your contact by clicking on the Add Contact Picture button on the
General tab of the contact window.
X Choose the file that contains the image - many image formats are supported
included bitmap and JPEG files
X Click on OK
Additional details such as birthdays and anniversaries can be entered into the Details tab of the contact window.
If a date is entered for the contact's Birthday or Anniversary, it will be added to the calendar and shown as a
calendar event on that day.
Duplicate Contacts
If you add a new contact with the same name as an existing contact, Outlook will display a message box to
inform you that the name already exists:
X Amend the contact screen as required, adding any other information that is known about the
contact.
X Click on Save and Close when complete.
X Click on OK.
X Continue creating the contact as normal or click on the Save and Close button to close the
contact window.
Contact Views
All Outlook components can be viewed in a variety of ways to ensure you can see only the information required.
A view is a combination of the following definitions:
Fields - only the required columns are displayed, all others are hidden.
Sort order - data is sorted in order of a specific column, in either ascending or descending order.
Grouping - data can be grouped by a specific column or combination of columns.
Filtering - only data that matches specific criteria can be displayed, all other data can be hidden.
Choosing a View
Use the View list in the navigation pane to show a different Journal view:
View Description
Address Cards All contacts have an individual cards showing their business address as well as their
business and home phone numbers
Detailed Address All contacts have an individual card showing their business and home addresses, phone
Cards numbers and additional details such as email address
Phone List A table showing all contacts with their company name and all contact numbers - phone, fax
and mobile
By Category All contacts are displayed - grouped by categories assigned to the contact
By Company All contacts are displayed - grouped by the company they work for
By Location All contacts are displayed - grouped by the country in which they are located
By Follow-up Flag All contacts are displayed - grouped by flag type and displaying the date on which the action
is due
For Example:
Finding Contacts
The Find Contact box appears on the Standard Toolbar in any view of Outlook. This enables you to call up
contact details without leaving the current view or category.
If a contact matching the text is found, the contact's details will be opened on screen. If not, a message will
display to inform you that a match was not found.
Once a contact is found and opened, it can be edited as required. Click on the Save and Close button when
complete.
Forwarding Contacts
It is possible to forward contact details to colleagues, rather than copying the details to an email address
manually.
If you are forwarded information about a new contact, this can be added to your contact list as follows:
The contact's email address will be entered automatically. Type the message as normal and click on the Send
button on the Message Toolbar to send the message.
Messages can also be created by dragging a contact over the Inbox icon on the navigation pane.
If you send a message to a contact with multiple email addresses in the above way, all of their addresses will be
added to the address line of the message. Remove any addresses you do not wish to use as follows:
X In the To line, click once on the address you do not wish to use.
X Press [Delete].
If you create a new mail message and enter the name of a contact with multiple email addresses, you will be
prompted to choose the address you wish to send the message to:
One way to avoid duplicate email addresses for contacts is to use the Display As field in the Contact window.
When adding each email address, enter a variation of the contact name in the Display As field. When creating a
message to the contact, type the display name in the To box of the message to ensure Outlook knows exactly
which email address to use.
Assigning Contacts
Calendar appointments and tasks can be assigned to specific contacts.
To assign an item to a contact:
X Double click on the name of the contact you wish to view items for.
X Click on the Activities tab.
X In the Show list, choose the type of item you wish to display.
X Click on the Save and Close button when complete.
Creating Tasks
The Task feature of Outlook allows you to keep track of activities that are not specific meetings or appointments.
Tasks can be viewed by clicking on the Tasks icon on the navigation pane and can also be seen in the Calendar.
Editing Tasks
task is edited by double clicking on the task and changing the details as required. A task can have one of the
following statuses that can be changed at any time:
Status Notes
Not Started The % Complete field should indicate 0
In Progress The % Complete box should be changed to indicate the progress of the task
The Details tab of the Task window can be used to add extra information such as Total
Completed
Work and Billing Information
Waiting on Someone A reminder should be set to contact the other person to check the task status (see
Else below)
The start and end date of the task should be changed so that the task no longer appears
Deferred
active
To mark the task as complete, change the % Complete box to show 100 or check the Complete box if viewing a
simple task list:
A reminder can be set for a task, so that a dialog box is displayed a set amount of time before the
task is due.
Recurring Tasks
To set a recurring task:
X In the Recurrence Pattern box, select the frequency of the task e.g. Monthly and the First
Monday of every 1 month(s).
X In the Range of Recurrence box, choose the start and end date of the range of tasks or the
number of occurrences to take place.
X Choose OK then Save and Close.
Interval Description
Daily Allows you to repeat the task each day of the week, or every specified number of days
Weekly Allows you to repeat the task every specified number of weeks, on a specific day of the week
Allows you to repeat the task every specified number of months, on a specific day of the month.
Monthly
Alternatively choose to repeat the task on a particular day e.g. the first Friday of the month
Allows you to repeat the task on a specific day of the year, or as above e.g. the first Friday of April
Yearly
each year
X Click once on the item you wish to create a task from - this can be a note, message, contact or
appointment.
X Drag the item over the Tasks button on the navigation pane.
A new task will be created with the text of the item showing in the Comments box. Enter the details of the task:
It is possible to access files from Outlook and create tasks from these files. A link to the folder
containing the files can be added to the shortcuts area of the navigation pane as follows:
X In Outlook, click on the Shortcuts button on the Navigation Pane to view all shortcuts
X Use My Computer or Windows Explorer to locate the folder to be added to the navigation
pane.
X Ensure the Explorer is not filling the entire screen - click on the Restore button at the end of the
title bar to make the window smaller.
X Select the folder in the Explorer or My Computer window, and drag this over the shortcut group
that you wish to hold the folder shortcut
X Release the mouse button to secure the folder on the navigation pane.
Clicking on the folder icon on the navigation pane will display all files in the folder.
This can be changed by choosing View, TaskPad View and the required option.
Option Description
All Tasks View all tasks, regardless of their due or starting date
Today's Tasks View tasks that are due on or start on today's date
Active Tasks for Selected Days View tasks only for the days that can currently be seen in the calendar
Tasks for Next Seven Days View tasks that are due on or start on a day within the next week
Overdue Tasks View all tasks that are overdue
Tasks Completed on Selected View tasks that were marked complete on days that can currently be seen in
Days the calendar
Tasks can be dragged from the TaskPad to a date on the calendar so that time is assigned to work with the task.
X Edit the End Time to show when the task will be complete.
X Click on the Save and Close button when complete.
Assigning Tasks
Task requests are tasks that you assign to another Outlook user. You can be informed by email when the task
has been completed, and view the task in your own version of Outlook to check its progress.
X Click on the To button and choose the name of the person you are assigning the task to. Click
on OK when the name has been entered.
X Add all details of the task:
X Check Keep an Updated Copy of this Task on my Task List if you wish the task to be
updated in your task list as it is edited by the assigned person.
X Check Send me a Status Report when this Task is Complete if you wish to receive an email
message when the assigned person has completed the task
X Click on the Send button on the Message Toolbar when complete.
If a task is assigned to you by another user, you will receive a message in your inbox with the task's subject.
When you double click on the task, a toolbar will appear at the top of the task window:
Button Description
Accept the task and take ownership. The task will appear in your task list
After clicking on the Accept or Decline button, a further dialog box will display asking if you wish to add comment
text before sending your reply to the sending of the task.
X Choose Edit the response before sending to add extra text to the reply.
X Choose Send the response now to send the reply with no extra text.
If you accept the task, it will be added to your task list with a different icon to a normal task created yourself:
Task Views
All Outlook components can be viewed in a variety of ways to ensure you can see only the information required.
A view is a combination of the following definitions:
Fields - only the required columns are displayed, all others are hidden.
Sort order - data is sorted in order of a specific column, in either ascending or descending order.
Grouping - data can be grouped by a specific column or combination of columns.
Filtering - only data that matches specific criteria can be displayed, all other data can be hidden.
Choosing a View
Use the View list in the navigation pane to show a different Journal view:
The following default views are available for the Tasks component:
View Description
Simple List This shows a simple list of all tasks, including a box that can be checked with the task is
complete
Detailed List This gives a detailed list of all tasks, showing additional information such as percentage
complete
Active Tasks All incomplete and overdue tasks are displayed
Next Seven Days Only tasks that are due in the next seven days are displayed
Overdue Tasks Only overdue tasks are displayed
By Category All tasks are displayed - grouped by category and sorted by the date on which the task is
due
Assignment Only tasks that have been assigned to other users are displayed
By Person All tasks are displayed - are grouped by task owner and sorted by the date on which the
Responsible task is due
Completed Tasks Only completed tasks are displayed
Task Timeline This shows all tasks as icons arranged on a timeline. Tasks without a start date are
arranged by due date
For Example:
This shows the simple task list, sorted in order of due date:
Creating Notes
A note can be created in the Notes folder or from any other view in Outlook. Notes are used to hold information
that may be needed at a later stage.
X On the first line of the note, type a heading or subject - this will remain displayed when the note
is closed.
X Press [Return] and type any remaining text for the note.
X Click on the close button in the top-right corner of the note when complete.
You can control how notes are displayed in the Information Viewer by right-clicking on a blank area of the
screen and choosing Large Icons, Small Icons or List.
Editing a Note
Notes can be viewed and edited any time after they have been created:
Note Options
The default colour, size and font for all new notes can be set as follows:
X To change the default font used, click on the Font button and choose the required settings
before clicking on OK.
Distributing Notes
Notes can be distributed to other users in any of the following ways:
Forwarding Notes
X Type the name of the recipient for the note or click on To and choose the name from the
directory displayed.
X Edit the subject of the message if required.
X Press [Ctrl Return] or click on the Send button on the toolbar to send the reply when complete.
The recipient of the note can double click on the note to read it, or drag it from the open mail message over the
Notes icon of their navigation pane to add it to their own Notes folder.
Attaching Notes
X Open the component you wish to attach the note to e.g. a task, event or appointment.
X Choose Insert, Item.
X Choose the Notes folder from the top pane, and the required note from the bottom pane.
Choose OK when complete.
Saving Notes
Notes can be saved in rich text format to be opened in a word processing application e.g. Word, or in plain text
format to be opened in any application e.g. Excel or PowerPoint.
X Double click on the note to open it, or right-click over the note icon and choose Open.
X Click on the menu in the top-left corner of the note.
X Choose Save As.
X Click on the drop-down arrow of the Save In box and choose the drive and folder you wish to
save the file in.
X Click in the File Name box and enter a name for the note file.
X Click on the drop-down arrow of the Save as Type box and choose the required format for the
file.
X Click on Save when complete.
When a note is placed on the Windows Desktop, it can be opened and read without the need to open Outlook
first.
Ensure Outlook is not filling the entire screen - click on the Restore button at the end of the title bar to make
the window smaller.
X Click on the icon of the note you wish to move and drag this to the desktop in the background of
the Outlook window.
X Release the mouse button to secure the note on the desktop.
The note will be given the .msg extension and can be double clicked any time to open the note and view its text.
Before adding items, ensure the Journal appears on your navigation pane. If not, follow these steps:
X Click once on the item you wish to add to the Journal - this can be an email message,
appointment, event, meeting, contact or note.
X Drag the item over the Journal button on the navigation pane.
A new Journal entry will be created automatically, containing a shortcut to the item. Enter the details of the entry,
clicking on the Save and Close button when complete.
If a file is recorded in the Journal, the journal entry will contain a shortcut to that file. This allows you to create a
central store of all files associated with your contacts.
A new Journal entry will be created, containing a copy of the file. Edit the details of the entry and click on Save
and Close when complete.
Other, non-computer related items such as phone calls, conversations or travel time can be added to the Journal
as follows:
E-mail messages
Meeting requests
Meeting responses
Tasks
Files created in any Microsoft Office application
The following journal shows Excel and Word files created, emails sent to contacts, and a phone call:
Fields - only the required columns are displayed, all others are hidden.
Sort order - data is sorted in order of a specific column, in either ascending or descending order.
Grouping - data can be grouped by a specific column or combination of columns.
Filtering - only data that matches specific criteria can be displayed, all other data can be hidden.
Choosing a View
Use the View list in the navigation pane to show a different Journal view:
View Description
By Type All entries are shown as icons on a timeline, grouped by the type of item e.g. Word document,
Phone Call
By Contact All entries are shown as icons on a timeline, grouped by the contact the entry is associated with
By Category All entries are shown as icons on a timeline, grouped by the category assigned to the item
Entry List All entries are displayed textually in a table
Last Seven All entries created during the last seven days are displayed in a table
Days
Phone Calls All entries with the Phone Call entry type are displayed in a table
For Example:
Journal Symbols
All journal entries are preceded by a symbol showing the type of entry. The following table shows the Journal
symbols used in Outlook 2003:
Email message
Fax
Letter
Meeting
Meeting cancellation
Meeting request
Meeting response
Microsoft Access
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Note
Phone call
Remote session
Task
Keyboard Shortcuts
Creating Items
Message Options
New Mail Message Ctrl Shift M Open Address Book Ctrl Shift B
Mark as Read Ctrl Q Check Names Ctrl K
Reply to Message Ctrl R Reply to All Ctrl Shift R
Forward Message Ctrl F Delete Message Ctrl D
Flag for Follow Up Ctrl Shift G Print Message Ctrl P
Save Message Ctrl S Send Message Ctrl Enter
Next Message Ctrl > Previous Message Ctrl <
Cursor Movements