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which rm::rr allows you to keep track of projects' creating and managing tasks in outlook record info:or perso-f nrolecti.l^task lets you include school projecrs, work projects, comple:' d"t", o. date' status' priority' and percent mation about a prr".i'r".fr-"i rr"r, not forget.to complete it' Ii orr. ro irr", yoo outlook also can ,"-irrlur" "bout the tasks to people so that even-o:: yo., ."r, you are managing " n;;:;il"o-pt., "rrign ."rr.o*pl"t"1h"it portion of the proiect'

it

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Project

w w

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&

to therr: . to keep track of projects that are important People and businesses create tasks projecr' ;-*r and -ontot.d to ensure that all their organizations.'I;k= ;r" be categorted tasks that recur -r .uln trr.k one-dme tasks as well as completed ir, ti-.ii"r6i;;. " ones must be c - n' " prioritized so-that you can decide which a period of time. lb#;;;;
,

Managing Tasks

nt"'"u+;t';roiect

in this chapter follows general

the task list shown i";;i-i. project team categorles' organizedusing class, personal, and
To-Do Li5f - TW

irr. ,"ilir.
- Micrssolt

goiq!l_", and uses outlook to creer. that ':: in"the TW mailbox includes tasks

outlook window

Ribbon cnting commands for tasks

Figure 4-1
ouT
170

,Dverw*w
in .& you read this chapter, you will learn how to cfeate the task list shown r-;re 4_ lby performing these general tasks:

. Create a new task.

'
"";,::

Categorize a task.
message'
a task.

. Flag and categorize an e-mail

' -\sign
. Print

tasks.

. Create and use notes.


General Proiect Guidelines perform and decisions you make will iVhen creating and working with tasks, the actions you
Ffrmrs

&tu*ed

I:

you create your tasks, such as affect the appearance and iharacteristics of your task list. As 4-1, you should follow these general guidelines: those shown in Figure tasks to keep track of the projects 1. Determine what projects you want to track. People use class projects' that are most important to them. For example, students may track their such as volunteering for a study group sessions, or exams. You also can track activities
charitY. For any task, you can store basic 2. Determine the information you want to store for a task. and add detailed instructions. For example, you might add attachments,

r:

r:-

information, attach a list of meeting rooms used for a particular project' and other outlook items easily' 3. Plan categories for tasks. To identify and group tasks tasks, notes, and e-mail assign the items to categories. For example, if you assign certain glance that they are related, which helps messages to the same category, you can see at a you keep track of your tasks and other obligations' When managing a large 4. Determine which tasks may need to be assigned to others. popte. tasks can be assigned to members of the group so that project involving several

the completed on time. You should determine which team member of project is best suited for completing each task' a view to display task information' 5. Determine how you want to view your tasks. select can help you be more such as a detailed list or prioritized list. Selecting the right view efficient in managing Your tasks. are presented at when necessary, more specific details concerning the above guidelines identify the actions performed and appropriate pointi in the chapter. The chapter also will of the task list shown in decisons made regarding these guidelines during the creation

the'project

is

ted

Br

Figure

4-

1.

To

Start Ortlook
Ifyouareusingacomputertostepthroughtheplgjegtinthischapterandyouwant

resolution , r* ,.r.r, to matcf, the figures in this book, you should change your screen's .,t 1024 x 768. based on The following steps, which assume windows 7 is running, start outlook Outlook for your I npical installatiori. Yoo m"y need to askyour instructor how to start
:omputer.

menu' Cti.t the Start button on the Windows 7 taskbar to display the Start

Type

the search text in the'search programs and files'text box and watch the search results appear on the Start menu'

Microsof t outlook

as

ouT

171

OUI 172 '-iittll*h {FreFi*r !3 Creating and Managing

Tasks

Gl v ol v @
4: r 6:
I

Outlook wit[" Cli.t Microsoft Outlook 2010 in the search results on the Start menu to start

your lnbox

as

the default Mail folder'

to the close bu'tnthe outlook window is not maximized, click the Maximize button next ton on its title bar to maximize the window'

cti.t the Tasks button window (Figure 4-2)'

in the Navigation Pane to display the To-Do List TW

- Microsoft outlo'c"r

Why does my title bar not match the title bar in Figure 4*2? your titl* bar i'ill be different' The t:1 l{ y** did n*l imp*rt th dnt* fil* {or fhis ch*pt*1 bar ;*1w*yt displays th* ne::* *f the *uxlook cl*ta fiie'

pl
l

'$'iq {qifu*}rt

*rrS

$*r***:

&s;il't{i{:t

Outlook maY change how the grouPs and I buttons within the j groups aPPear on the I nfbon, depending on I the comPuter's screen i resolution. Thus. Your I ninbon maY look I different from the ones I in this book if You are ; using a screen resolution I other than 1024 x 768.

T-Do list pane

Figure

4-2

To-Do List Window


The To-Do list - TW

3:
:

&*tt
For a complete list of

the

Q&As found in manY of the step-by-steP sequences in this book, visit the Outlook 2010 Q&A Web Page (scsite.comiout20l O/qa)'

"-i"ry windows

to Oudook' The m:l the To-Do list pane, the elements of the To-Do Urt ilndow are the Navigation Pane, Preview pane, and the To-Do bar' and The Navigarion Pane includes two sets of buttons (standard and additional) and Thsks folder' link the My Thsks pe. The My Tasks pane displays the To-Do.list disptays the tasks in the To-Do list view, and clicking Tasks i.g tn. T.o-lo list link buttons represen: airpr"yr ,rt" tasks in the task foler in simple List view The standard Oudook mailbox: Mail' Calei'shortcuts to the standard items that are part of Microsoft standard buttons :il da Contacts, and Tasks. Additional botions are displayed below the List shortcuts' a:r l..pr"r"rr, shortcuts to other outlook functions, such as Notes, Folder Crngrr.. buttons, which allow you to specifz which folders to display.
in other Ofce'progr"-r, well
as some that are unique

.r

r"atures

4-2 includes a - Microsoft outlook window shown in Figure to :c' to help you manage your tasks. It contains many elements similar

I
Creating and Managing Tasks i.::*t-.:i*ik li:irrlflXr;lt'r:. OUT 17:

: C:ri

,,":1"

il-

reating a To-Do List


a To-Do list is to selecr a folder for storing your tasks. By ::: li. Outlook stores tasks in the Tasks folder, but you also can create a personal folder , .ich to store your tasks, using the technique presented in Chapter 2. In this chapter, - -. ill create tasks in the Tasla folder.

-":= hrst step in creating


l ) - JrL:

:
_ -l

f etermine what projects you want to track. ':J can make tasks for nearly everything you do, but not everything should be added to :^e task list. only create tasks for those projects that you want to track. For example, you : not need to track what time you get up every day; however, you might add a task about ;rting up on time to catch a flight. Adding too many tasks can make it difficult to manage
' ur task list. etermine the information you want to store for a task.

I
i i

fflmer

&hemd

l i

- addition to time, date, and task description, you can record information such as status, :r ority, and category. Attach one or more files to a task to store documents, tables, pictures,
: r clip art, for example, along with task information.

-: Create a New Task


To create the tasks in this chapter, you will start by adding the first task, which is to help your grandmother b-, .'^-ing her yard. Your uncle normally mows the yard, but he is going on vacation for two weeks. You volunteered : . :-row the yard in his absence, so you want to add the task so that you do not forget about it. The following steps

-::l:e

a new task.

oj r
:

i
necessary,

i t

lask butto is selected ndicate you are creatnq a task

Untitd..Task

window

splay the

rome tab.

'

llick the 'lew Task

:utton
lome tab
I

I Newsroup

'lew group) to display :re Untitled - Task


,','indow (Figure 4-3).

SA

ar to

re mairl

the
and
der.

Iasla
esent

lalenfns anc
ts, and

ouT 174

{?,j{lq}qr}

,rli:,x*a:*r.* creating and Managing Tasks

6\

U . Type Mow Yard


enter a subject for the task.
o

in

the Subject text box to

Type Mow

grandmother's

yard

in the task body area to enter a description for the task (Figure 4-4).

l Why did the ttle et s'i of the Task window


:

change after I entered the subject?


As gc*i'l as Ycu

**t*r

th* sr:bj*et, Cutl**k !.ipiletes th* Task windcw titl* tc re-flrct the inf*rnraticn Y*u s*t*red. Th* t*:ir i: n*t saved, h*r,vever; *niy th* r,vinelow titi* ls *ptit*d.
Figure

,t)

4-4
(

o Click the Start date

box arrow to disPlaY a calendar for the current month


(Figure 4- 5).

Figure

4-5

Creating and Managing Tasks

;.:1;::1.

;1. ouT 175

Save &

Close

i t/ , - :< the next month : ': ,^,' button an


i : :'cPriate number : - : mes to advance to t=zrtarY 2012.

:::e

' 1 t2012 as

:< 17 to select Fri the start


(Figure 4-6).

-., Cid the due date


-

d I'
'
,

--.o? Y'
: -, e ltel # sl;ilt

::: ii* *** cJ*t*

'. ..i:{h th*:tart ..: Y*.1 cn {hs*g*


"-

..::'ratiraiiY (h*nil*t

. .i,te *ate

1r

.: ::C.

d ::^ I just tYPe in the


d

'

-.-^r

'', ,,'o* {*n ii"i:t t}re ' :-: ij*l*. U:ing the .' :-**r giloivs i*L
: 'rt* p*lf ullfii
.

Figure

4-6

"r:::

cJ*f

t*

tY:lng

.-.-lps
,',

,41

nat f FebruarY ?S1? is in the Past? rllfi1ilf I - ::*ruary )*13 l: in th* p,t:t. *litlc the pr*v!*i;5 rn*nlh *fN'*rr *rl *ppr*priat* ' rei ilnti: Y** r*ach frehr*xrY )*13'

{3f

ts

* Click the Save & Close Sutton (Task tab I Actions grouP) to save the task and close the
Task

window

i,Figure

4-7).

n-D"Lt"
I
setected

Figure

4-7

OVf 176

{3*,*ti*qpk {hali*tqlr i;1

Creating and Managing Tasks

To Cneate a Task

wth a Dte Date

set whenyou entered the start date' If you When you created the first task, the due date was automatically 10 that you a task' You have a biology exam on March have a specific drr. a"t., yo.t ."r, .nr", it when you cfeate on March 10' task due would like to add as ,"rk. The following ,t.p, create a biology exam

"

Click the New Task button (Home tab I

New group) to disPlaY

the Untitled - Task window.

Type

Biology
exam

New gloup

in the Subject
a

text box to enter

subject for the task (Figure 4-8).

Figure

4-8

Click the Due date box arrow to disPlaY a calendar for the

current month'

Click the next month arrow button an

appropriate number
of times to advance to March 2012.
e Click 10 to select Sat 3/10/2012 as the due date (Figure 4-9).

Figure

4-9

Creating and Managing Tasks ,iir*ltgr;::: l-irr+rl'+

ii"

OatT 177

'1
r0
a

: :.1 the Save & Close : -::on (Task tab I .1.,-- cns group) to save ::^: :ask and close the
i:s< r,vindow

;,,lre 4-'l 0).

r11rf

UF

\' \'

Figure 4-10
Sther Weys
:.:55
..

CTRL+SHIFT+K

-:

Create a Task wth a Ststus


\bu have been working on a paper for your humanities
class that is due February 9. Outlook allows you

Not Started, In Progress, - . rpleted, Waiting on someone else, and Deferred. Because you already have started working on your : -::nities paper, you will add the task and set the status to In Progress.

I i-sign a status to any task you create. You can assign one of five status indicators:

oI ,

ck the New Task

:.,tton (Home tab I New ;'oup) to display the Jntitled - Task window.

n !pe Humanities
in the Subject box to enter a :..rbject for the task.
?

aper

::xt
n

ick the Due date


a

lox arrow to display

:alendar for the current

onth. , lick the next month rrow button an


appropriate number

f times to advance to February

2012.

'

Click 9

to select Thu 2/9/2012

as

the due date (Figure 4-11).

OUT

178

$*tl*mfu {ifoxnr9'*r

Creating and Managing Tasks

o Click the Status box arrow to disPlaY the

status options

(Figure 4-12).

Figure 4-12

fask

Click ln Progress to change the status

to ln Progress (Figure 4- 13).

Click the Save & Close

button

(Task

tab

Actions grouP) to save the task and close the


Task window.

Figure 4-13
S'*&*r:W;$W'
1.

Press CTRL+5HlFT+K

i-'l:*::'!*t"L li-"'+r'i:+:r: Creating and Managing Tasks

OUT 179

-:

Create a Task

wlth e Fri*rig

i'1; ili::'J,l#:5i:#;:"ffi' ili",J.;';;l"*r;, tark uttd set the priority to High'


r
",.q-

t.*iru " *nt at work on February I 1' but v',", k":: *:t:-::::lt"t::::'|; j:l*';:'"',?1"0 th" ..',",', ,, a task in outrook and set the _,,1:lT""lHlH";: il]jllil'foffi#;".r'i, y.i1 ;r,{rg ",,t", ^--r High rhe rollowing steps add Normal,| and rr:-L 'l-L^ {^'ll^.rrino ctens 2d( a

l*

"re

rftop"g

"-

--1
1

0I :k the New
n

Home tab

Task
I

: -:ton (Home tab


,,',r,, group)

to

disPlaY

:-e Untitled -Task


, ndow.
|

-,9e Grocery ihoPPing in


:-e Subject text box :: enter a subject for
--e

task.

ck the Due date ::x arrow to disPlaY

: lalendar for the :i'rent month.

'I

ck the next month

:'row button an ::proPriate number :'times to advance to


:oruary 201 2.
ck 6

,I

to select Mon
Figure 4-14

),612012 as the due

:ate (Figure 4-14).

oI ,

:cx arrow to
Fig

ick the Priority disPlaY

F&rtrl tetrl '!:::ti..

R"i#

.re PrioritY oPtions


ure 4- 15).

M,K
!t3d. Cii*:

,*+ ffi

: :

i "'1r4 le/ i

.1,

r"irt: i t"taii , i : la*Fle1f

'lw

'

stil*xr Fds.!t{

D* dt*l

*tsn*r'
I

"itt?or .ilkin!

list of prjoritY optins

Figure 4-15

OUT

180

*-rtiqr'*H

;.lk;*{:**r'+ Creating and Managing

Tasks

o .

Cti.t High to

set

the PrioritY

(Figure 4-16).

@ icti.t

the Save & Close button

(Task

tab I Actions group) to

save the task

and close the Task window'

Figure 4-16
*4$sen !!Scar* 1.
PTE5S CTRL+SHIFT+K

To Create a Task \ruth a Reminder

*' t'"' *." "",,, voo h""" been asked-t".f{ :TlY:-t, '1.11*lt1"1l'"T:ffi:iff+:*: ,."0,d'.llill,Iil'3;ii'iibil"'"'ffi"-i1il;:'l"r:+nl*:r*:;:iil:'.1T,:,:'I::ffi:"; ffil1?ffi'lTT#fi"l'il:T"."o"L'#;ffii'"rr"+:;"'";t::ii::*l?:ilffi%iddahis'corybook'cask chapters on February 10' nTl:1il.1'J;f;::"ffi; ffi;;;;;i" '"-i"" to,."ith.
i lome tab '-

----)

Click the New Task button (Home tab I New grouP) to disPlaY

the Untitled - Task window'


c Type
SuUect

Hi s torY book in the text box to enter a subject


5

for the task.

r Type Read ChaPters 1 in the task bodY area to enter


a

descriPtion for the task'

Click the Due date box arrow to displaY a calendar for the current

month.
o Click the next month box arrow an

approPriate number of times to


advance to FebruarY 20'l 2'
'17

o Click

to select tri

211712012 as

the

due date (Figure 4-17)'

Figure 4-17

I
Creating and Managing Tasks {}:t3$*{c {t'r*p:9*'t'3 OUT 181

*,

li cr the Reminder check box to


rrs,et a check mark, enable the

{e.r nder boxes, and configure };,ook to display a reminder


Fr;ure 4-'18).

Figure 4-18

,ck " 1 the Reminder date box arrow rc display a calendar for FebruarY.

ck 10 to select Fri 211012012 as T,eninder date (Figure 4-19).

lhe

4 i:- I change the time that Outlook ffi : ;;:ays the reminder as well? '., When yoil set a rs!-rlinder,
- -:lcck automaticailY 5et5 th* *e fcr the r*r'linder tc 8:fi0 av;
t1:
.-t_ {:h

: ,'.ever, y$.J {an use the *uflosk l:rions diniog bcx t* etia*g* the ' -e tc whatrver time Y*u desire
-

@ , 1 ck the

Save & Close button (Task

t
r@l

::b I Actions grouP) to save the task -rd close the Task window. Figure 4-19 -:v does Outlook remind me of : :ask? ' ., cu ssieeted a rernir'eler for * tnsk, Qr"]tlc*k eiispiays the T;sk wincf*w -:. the task. lf you userf the Sound icon {* set al alarnr {*r tl'ie rernl*d*1, I .ilook eisc :lay: the sqund r,vhen it displ*ys thc Task wind*w
#8{3es,XlSeSt$

1.

Press crRL+sHlFT+K

:o Create More Tasks


You have a few more tasks that follow the style of the tasks you have made already. 1iese include three more tasks to enter regarding your work on a project team that is

r: ecting donations for a Youth Summer Camp where you plan to volunteer during the ,r*.r.1oo need to cre te a research task to track when you have gathered all the inforrurion for the project. You also need a task for posting flyers advertising for donations, ur.n a delivery task for when donations are to be delivered to the camp.

OUT

182

{iui-ti**;9+

{l}tsPl*r ;l Creating and Managing

Tasks

due dates. The following steps creet Table 4- 1 displays the other asks with their these remaining tasls in the Task window

Researdli:

I . '

31s12Q12

Post flyers

3t10/2012

Deliver dntians

5t1l2012

o o o
@

group) to dsplay the untitled click the New Task button (Home tab I New

- Task windo r'

for the first appointment in Table 4- 1' Enter the subject in the Subject text box

ClicktheDuedatearrowtodisplayacalendarforthecUrrentmonthandthenselectthe
due date for the task as shown in Table 4-'l
Task window.
'

group) to save the task and close the click the save & close button (Task tab I Actions
tasks in Table 4- 1 (Figure 4-20)' Repeat steps 1 through 4 for the two remaining

o
St$a*r Wa$x::
,,,:,,l:

1. Press CrRL+5HIFT+K

I T,e$k mtails
'I you
Wh1" creating a task,

can modifY the task

i details. Click the Details i button (Task tab I Show


I group), and then enter

i the desired details in the : Date comPleted box, as


: well as the Total work, i nctual work, ComPanY, 1 lil"rg", and Billing i information text boxes. i To save the task details, I click the Save & Close , button (Task tab I Actions
r group).

T* ereate a Recurring

Tas!<

Sofar'thetasksyouhavecreatedhavehadaspecificdateforcompletion.'':1":i"''ataskoccursrepeat-.' meets j.i;;i u '*dy group for yot"J""" programming class that will be even until the due date. For example, you have coni' -Lpril24'The task 7 g,OO ln th" L."rning C.ir:., f,o- nU*"ty ""til Tesday night from :00 "t every week until then' -''* .*a ."-pite on April 24,lxtoccurs it is a recurring task' You^can select whether the yor, .r."i" task, Orrtlook "il*, yo,, io speci$'.if \A/hen if it is ' " .n of those optio"', you can p'olid" specifics' For example' recurs daily, weekly, monthly or yearly. Fo. re::r' it occois. you also ."n .hoor" to have a task automatically monthly task, you can specifii the day of the month y"" k";." the ending date, you can specify the exact end date' Febru:-" erate itself to keep ,rr. ,'"rfd.- "rriirg. If occurs veryTuesday night from The following steps add your ,*ay grJJpl, , *."-i"g.urk,hu, until April 24.

Creating and Managing Tasks {}**tFsegfu fl*x*per,e OUT lg3

Click the New Task button (Home

tab I New group) to display the Untitled - Task window. r Type


S tudy group in the Subject text box to enter a subject for the task.

rType Meet 6:00 8:00 pm in the Learning

Center in the task body area to enter a description for the task.

Click the Start date box arrow to display a calendar for the current

rnonth.

r Click the next month arrow button an appropriate number of times to


advance to February 2012.

r Click

to select

Tue 2/7120i2 as

the

start date (Figure 4-21).

Figure 4-21

r Click the Recurrence button

(Task

tab I Recurrence group) to display the Task Recurrence dialog box


(Figure 4-22).

Figure 4-22

OUT

184

i,i*11!::.k {:i:*Fti:i"

Creating and Managing

Tasks

Click

the End bY oPtion button to

select it.

the End by box arrow to display a calendar.


Click

o lf necessary, click the next month arrow button an aPProPriate number of times to advance to

April 2012.

Click 24 to select Tue 412412012 as the End bY date (Figure 4-23)'

Figure 4-23

e Click the OK button (Task Recurrence

dialog box) to accept the recurrence


settings (Figure 4 -24).

Click the Save & Close button (Task tab Actions group) to save the task
I

and close the Task window.

igure 4-24
**!:*ex'W*3t*l
:

1. Press crRL+sHlFT+K

To Create

Another Rece,lrring Task

need to set up a recurl--:l As part of your work for the Youth summer camp, you to collect the donations tr.: task for [..ting the donations. You and your team plan i: . dorr"tio' binJplaced around campus every Sarurday from March 17 until April donations task The collected donations will be delivered on May 1, as your Deliver

already indicates.

The following steps add a new collect donations task every Saturday from March 17 until April 28'

as a

recurring

251

l ':r'::r

I Q Cti.t the New Task button in the subjecttext boxto enter a subjectfor } ruo" collect donations display a calendar for the current month. @ cti.t the start date box arrow to

(Home tab New group) to display the Untitled

Task win:sL

the t'

li

T
Creating and Managing Tasks
:,".;

Click the next month arrow button an appropriate number of times March 2012.

to advance to

0 o

Click 17 to select Saf 3/17/2012 as the start date.


Click the Recurrence button (Task tab I Recurrence group)

to display the

Task Recurrence

dialog box.
Click the End by option button Click the End by box arrow

o o o
l
I

to select it.
a calendar.

to display

Click the previous month arrow button an appropriate number of times

to return to

April2012.
Click 28

U ,A ul
I t,

,.

to select Sal

412812012 as

the End by date.

Click the OK button

to accept the recurrence settings.


(Task

_l
;

-\ v

Click the Save & Close button window (Figure 4-25).

tab I Actions group) to save the task and close the

Task

{3theq X{lfepx
1.
Press crRL+sHtFT+K

firme

f\

1
-i
I
\ I

elei{

# \d^ 9,.,,. \ r,.,..,..., .. " W \t* \:.11,;,,..,. T.:cr. 4.: I,rtl t.i, t.i
'..rq:teJe l, lr:'

'fnr.

'ei

*'

:f :. rl .;$

I a \,'

rarer

-'--'----.'

6re{eD' 5happisq

".li! Stucy grup ,i' Humnrtres poe

j ''loslard I !S H;slery brk .i ,# Re5earth a1 .fi Biotogy exam I $ eostflyeru

i!fo

tottett aonation:

:l ,r DliHrr dsni1i0n5

Aoo A TAsK Usrruc rne To-Do Bn p T;+$fu. {}Ft;r}er$ You can modify options You sometimes need to add a task quickly. You can do this using the To-Do bar. The for tasks, such as changing }-Do bar lets you create quick tasks that normally are due the day you add them. If you the default reminder time -.,,'anted to add a task using the To-Do ba you would use the following steps. for tasks with due dates,
To

-. Click
,'. Tlpe

the To-Do bar to expand the To-Do bar.


a new task' box

-. Click the '!.pe


current date.

to select the text box.

a description

to enter a description of the task.

-!. Press the nNrnn key to finish adding the task and display it in the To-Do list with the

changing default colors for overdue and completed tasks, and setting the Quick Click flag. To access task options, open the Backstage view and then
click Tasks.

OUT

Managing 186 i*t!+sx" {he-ij*{ 4 Creating and

Tasks

Categorizing Tasks
A i *
Fl'1J"*

For a comPlete list of the BTWs found in the

'I margins Outlook 2010 BTW


the
, W"b P"g" (scsite'com/ ,out20'1O/btw).

of this book, visit

outlookallowsyoutocategorizee-mailmessages'contacts,tasks,andcalendaritemsso the identify related t.,?"trt other as well as quickly that vou can identifiz *rri.it"", are blue catesory sreen ;fiffi;ilt;:"o1o;lnf a."r,,.outtook provides six categories: category' The first alnd yello*
category, orange category' purple

:"*govl-:,"d

category'

timeyouuseoneotthesecategories,youwillbegivenanopporfunirytorenamethem: ttl s"-e untiiyo" rename them later' ^:^'^ -'-otherwise, their names-ijrilt'i" Youalsocancreateyourowncategonesandselectoneof25colorstoassoclate$i1it a Quick Click' The Quick Click catt11 them. After you create a c^tegory'yoY. "t 'odefaolt if you clickan.item's category colunr:by egory is e category,rrri-irl uJ ,pplied If a"f""1O.t Click tategory-is the red category' vou in the list pane. For ";;pi;;.h; r" trr" ro-pollr. prn", tn ." category automaticallr- i' clicked a task,s **g;i"-"
assigned to

it'
can find, sort, and

Fmn
&Fc*mq$

coro_r catesories ilili:::ilTi?:11'ff;"k items to can assign task so that vou one category' use to more than you necessary,

custom categories to suit your needs' the default color categories or create your task list to you want to addio outlook, look over To determine which categories guild riti categories based on these relationships identify tasks that ,"rut"io Ju.r, oiher. "+ league. for example, vou could create " playing in a football tf you have five tasks ,;i;J;; leasue' identify the tasks related to the football

manage related items. lf

Footbail category r"

th;;;;';"!i.."

To Create a New CategorY --"-tr".a.r"-eatecustomcategoriestoorganize:olftlistedinoutlook'Thefirstcategoryyouwant;' o'" th create is Personal.voo i"t""d to to the selected task' \r':r category ;:T:H,1:,1*;'l;

P"'#;:il''^;;l;i*l**:::':;:t;,'*f the ;'ff #'""""*iI".:T:"-T,::;fi ffi;;il";"*"y. ".r"r. applies necessary' you can apply it to other tasks
you create .
p"rrorr""l The following steps cfeate .h"
f.-,,-,"-,,,""-'"",,..f

a category,

as

.r."g"ty

""a

task' appiy it to the Grocery Shopping

Hometab

r Click the

GrocerY

ShoPPing task select it.

to

o Click the Categorize

button (Home tab


Tags grouP)

to

disPlaY

the Categorize menu


(Figure 4-26).

4 i WhY dicl I have to

setect the GrocerY

ShoPPing task?

i T* netiv*te the i {eteq*riz* butt*n,

tesks.

; ycu first n*ed t13 selecf : * tnsk *r grc*P of


Figure 4-26

Creating and Managing Tasks il:-:i!:i:i

i=Ftse'$

OUT'187

o r

to display the Color Categories dialog box {Figure 4-27).


Click All Categories

o r

Click the New button (Color


flir.
i_oner

fr.Jal Pe!1r i,4:i,,:i \

Categories dialog box) to display the Add New Category dialog box

\' trrn",.ru, f

lto

cai*

Y-;

,&+
CnEH* :l?{grile

r' ;.*ei Y {w,oer

:hidqe lirv.-'

(Figure 4-28).

i*is$i

ktrs.

!s h dd&!!6 rcn* tu rS e fr iffinds te lu .d)t

Figure 4-28

OUT

188 *i'*t$qlk **t+:rter'4' Creating and Managing

Tasks

TyPe

Personal

in the Name text box to enter a name for the categorY.


o Click the Color box arrow to disPlaY a

list of colors (Figure 4-29).

Figure 4-29

Click the

Teal square
i.

(column 1, row 2)

dhr{, I iiie$- ;
ir*r'l"li:}ir':

kla?e
Y

nlii{e
!41

to select Teal as the


category color.

r Click the

OK button
Ts

(Add New CategorY

dialog box) to create the new category (Figure 4-30).

J#0. ln**i tiuraqre.


I

sEn.('ds

f,:ategms tn

Sre

mm* e-h^rted iiem*, tse i\ethedei*#nexl-1$ edtt leted+ isiegr i$m endus lhs {imdl* le *reht'

j
.:
:t!

stuoYgrc uou, rare Hktcry


Rereerrh

ff H*fianttit

,-]fl nt*cut"eo't
l-,
F3 p*si"

rffi --

shsiflike . l ir;@* l ffi


I
!
]

,!

iH

lHffiffiffi,,
.fffio*a,ut.** lifl cteEsrr
a-: 1ess

r"bq"r1

lmffi;
edmr

l,-W"J

iS

'LE

r*i Eidlq{{

f:$r":

,h*i"ur*r,

_3

tlssu*;l'ef

Figure 4-30

I
Creatng and Managing Tasks 'i:i..igt**k

fl*'tpt*r 'ii

OUT 189

fl

w-

;F.

to

@
n

:k the OK button

*-: t;F 4> d-l

ic or Categories : : og box) to
-:egorize the Grocery

fi
i

:: pping task as ::'sonal (Figure 4-31).

Yr

Stlx*r Weys,
1. Right-click task's category column, click

All Categores

-; Categ$rize

a Task

Now that you have created the Personal category for the Grocery Shopping task, you can apply it to any other .,, at is related to the category. The following steps categorize the Mow Yard task as personal.

oi lck the Mow Yard ,


:ask

to select it.

ick the Categorize

EUtton (Home tab I -ags group) to display

:he Categorize menu


Figure 4-32).

OUT

190

*trtr:h

{h$Pt*i;i

Creating and Managing Tasks

, o

l;;fFE

Click Personal to categorize the Mow Yard task (Figure 4-33).

i*,ou ,,** *::. r*r:rrAu. ,jjih",ili,?i


:l'fta:er

\/ /\

'1 " .-.r ,* *. -.w -

Wf -(f''

\ i'r'"*+r '1 f :l' *1 ,.'..,," gonr.,,,. t:'-3"

*,,,,"r,ui

Y_**itf

:ir5ii

!';r:.t

-.i:r3.r.t\

Jlrr i*:",.

t I I

l*ru,c
stadt s'' star e''
2 :

1-I

du. e l?

lll

'l

Greci-f

i i,5

*os**o
,
--:

ftsFF**

ll\' t)

,.# .;.;-.-, i-.: - .r-, --r: --#.T,fl."^s'i:11l"1.,...,..1,:,,.:.,,-.

i3-@3S..,,,., ****."u.
:" ' "Lr
{.dad

: I" ,.o.t., I
)

$4pteeadma1e i,s

!arj

'-

. j *Litr!o4tl
task categorized I ' I ,' I as personal : \ t-

- 'Fli'!ff'r r'-u.'t,t,"'

d4nai!6:

:
:
:

,1. 1--

-i

8*flqr

x&f&Ys

"'

1. Right-click task's
category column, click category

Figure 4-33

To Categorize MultiPle Taskl


time. You decide to categorize all of your class-re1ai;: outlook allows you to categorizemultiple tasts at the same to the class caregory include the study group,llumanities rasks in a new category called crais. The tasks';; "rrign
paper, Ffistory book' and Biology exam-tasks' class caregory and apply The following steps cret.

I
it to the class-related
tasks.

tt.

Hme tab

Select the Study

grouP, Humanities paPer, HistorY book, and BiologY exam


tasks.

4 : How do I select

rno"e

$, than *ne task? : {Nlck the first task' rlres5 {-ind n!s tne ; crnl k*Y, *nd then : clie k th* 0thr til5ks . t* sel*ct thefi.
r Click the Categorize
button (Home tab
Tags grouP)
I

to display
Figure 4-34

the Categorize menu (Figure 4-34).

Creating and Managing Tasks i.!r:{:.{ii( {*:i{i*r

OUT 19'l

0 .

ck

All Categories

": display the Color


::tegories dialog box.

.I

ck

the New button

lcior Categories : a og box) to display :-e Add New Category

r alog box : gure 4-35).

o Class in r;ype
eiatec

:he Name text box to enter a name for the :ategory.

' '

Click the Color box arrow to display a list of colors.

Click the Dark Orange square (column 2, 'ow 4) to select

dark orange as the category color.


az

Click the OK button

tq
: :

(Add New Category dialog box) to create the Class category (Figure 4-36).

,Y

OUf 192

Tasks Creating and Managing {}r:f.{+!. {:14:;!F11*!'$ frl

o Click

the OK button

(Color Categories dialog box) to

categorize the
selected tasks as Class

(Figure 4-37)'

Figure 4-37

$*k*r

Wagx

1. Select tasks, right-c one task's category column, click All


Categories

:'

categorize mul:*:'fr$:,i;*#:.5?::#"'?i='--* carcBurruilil;Jhe thatyou Now that vou know how to following steps create the t"ttt using Projecl as the,lje-t the remalning it io the project-related tasls' *o

il"#.;."*t"

ffi

@S"t".ttheResearch'Postflyers'Collectdonations'andDeliverdonationstasks'

@cti.ttheCategorizebutton(HometabITagsgroup)todisplaytheCategorizemenu. box' the Color Categories dialog cti.t All Categories to display

@cri.tth.eNewbutton(ColorCategoriesdialogbox)todisplaytheAddNewcategor}
dialog oox'

(E)

,UOu Pro

j ect

to enter a name for the category' in the Name text box


display a list of colors'

cti.t the Color box arrow to

@Cti.ttheMaroonsquare(column5'row2)toselectmaroonasthecategorycolor' @ctict.theoKbutton(AddNewCategorydialogbox)tocreatethenewcategory' @cri.tthe.oKbu:to:{colorCategoriesdialogbox)tocategorizetheselectedtasksas Project (Figure 4-38)'

Creating and Managing Tasks

rlirt'i ;.; OUT

193

Rdserth Due qn l:5:'11:

;$ Gg.ry ftrllPPng i! 5tudy gr+up ft Hsnlantie! PiF. t4*r TBrd ;\ ti'!teitt rot
i,ff'**rr.e1th', ' i $ sirtog- e.ant

' \

*1*l

tlot sttted frevsr Wiikilll

:, 1
EI

ffi\

-. sl'
,: , i31:

!it

ffi\'
J!

Figure 4-38

-l Ret!#*l* ffi t#q*g*ry t-ffiil-r*;;;;,".'*\,,;.;;;;;;;",


,:
I

ject Team as the category name. Yoo d".id" Jre members. The following steps rename the Project category'

members orvour project had agreed to use name used by the rest to fename your Project category to reflect the

io
,
Click the Categorize

button (Home tab


Tags

grouP) to disPlaY the Categorize menu'

io

Click All Categories disPlaY the Color

Categories dialog box (Figure 4-39).

;1

Do the Froject tasks rave to be seleeteci?

**n Lls :*!er{*$. Wh*n Yr:u aiiin th* nn:*,


'rat, sY t*llc.

--:*1i**k r;ill uPd*t* .'r,*ry tasl i* th*t


-

*l*Ql!.

Figure 4-39

OUT

194

*tl*.-efu

*fu*pt**:'4 Creating and Managing

Tasks

r Click the

Project category to select it.


Click the Rename

button (Color Categories dialog box) to select the categorY name for editing.

. TYPe Proj ect Team and Press


ENTER

to change the

categorY name

(Figure 4-40)-

Figure 4-40

o Click the OK button

(Color Categories

dialog box) to apply the changes (Figure 4-41).

Figure 4-41
,x!$git$etf r,,'';'.,,1,1.,,.
1. Right-click task's
category column, click All Categories, select
categorY, clck Rename

:,;;,,,

,t,..

button

f
Creating and Managing Tasks
"-,,..'.1,.::tl': .:'i1:;iili;*:

OUT 195

": Set * Qriek elek


i,
*,

So far, you have been categorizing tastr<s using the Categorize menu options. You could have applied a category :licking rhe category box next to each task in the To-Do list pane. If you click the category box, the default category

,:plied. If you have a particular category that you know you will use frequentlir, you can set it as the default category. --Jook allows you to do this by setting the category as a Quick Click. You decide that as the semester progresses, more of your tasls will be class related, so you decide to set the i-::ult category to Class. The following steps make Class the default category.

oi
'
,

ck the Categorize

r utton (Home tab I -ags group) to display :-e Categorize menu.

:c display the

ick Set Quick Click Set

,luick Click dialog box Figure 4-42).

0 r

the category button arrow to display the list of categories (Figure 4-43).
Click

OUT

196 #r*itr**k {tt**teu"

rS'

Creating and Managing Tasks

e .

CIi.t

Class

to set it

as

the Quick Click

category (Figure 4- 44).

. Cti.t the OK button (Set Quick Click


dialog box) to
aPPIY

the changes'

Figure 4-44

*}x*r:sf*3rx
Set Quick Click

'."'r,

1. Right-click anY task's categorY column, click

continue good place to do so' To resume at a later time' start outlook and Break Point: lf you wish to take a break, this is a following the steps from this location forward'

Catego rizing and Flagging E-Mail Messages


contacts' tasks, and calend: Recall that you can use categories with e-mail messages, be used for your e-mail message:" items. Any category yoo .r"r" for a task then can them and orl-.: messages allows you to create a link between Categorizing your related items in o"tr""r. items go together.

"--"it nf

r.rlr.i"g

"t

th" ."t.gory, you quickly can tell which ouL

''r'ii

-^:l E-mail messages have no due dates unless you fl.ag them.You of time such as within a week or on i ,o th"t yoo follow .;;p within " ._.It11l amount efficient in priorinz;r vou tt b: such ;;;;il "te you "ri"i,,a"y,epril-5'This helps as a Quick i9:: for the flag columr Click ,"t it fl"g ;;;;;;es. "rd " "d;;.i;;r and Jalendar items.When an e-mail mes:"gt ht: !*. tasls, of e-mail messages, .or*, displayed in yourTo-Do List as a tasi I flagged for folloi-up, the e-mail message will be yo",o complete, as well as remain in your mailbox' An e-mail messe;: Not every -",,"gt "tt' to be catego tzed ot flagged' "--"1 ,i. i, fio-", for example' dogs no: need to be categorized or from your sister saying meeting and .; ,o* An e_mail m"!r"g" from your sir.., ,"ng she is home from a other hand' c. i meeting, on the need you to baby sit next"week *hil. ,h. i, "t "rrofu", the task' be flagged ,o th"t you remember to complete

7 \/

--,^ ^^^ can flag e-mail mes:.:lt" --..- .*,

11

I]

3 OUT 197 Creating and Managing Tasks **ti::fu {}*a:t:r

rl'o

Categorize an E-Mail MessaEe

ir

flag those e-mail messages wtth the

ffiupleofe-mailmessagesfromyourYo.,lSoT'""::1TJ^':?,:.j.:;:T^::u::ii:*: and The following ,t.p, .ri.go rize the Rose stewart
rroject ream caLE ih"""#;..."*i- *r"gory.
as Project Team messages'

',:lio ilvarez e-mail messages


Mail button " lick the
n the Navigation
Pane

to switch to Your

lnbox.

,Vhat should I do if mY

rbox
n

is

not disPlaYed?

i;ick th* lnbax folde"

ihe l'lavigation

meilb*x' 'ane for Y*ur

Select the Rose Stewart

and Julio Alvarez e-mail messages.

Click the Categorize

button (Home tab


Tags

group) to disPlaY Categorize menu the (Figure 4-45)-

Figure 4-45

r Click Project

Team

to categorize the
selected e-mail messages in the Project Team categorY

(Figure 4'46).

ok
ges

o
b

)r

Click a To Categorize an E-Mail Message Using Quick ffiClasscategoryaSaQuickClick'soyounowcancategorizeyourclass.relatede-mai1meSSageS ,c.irectlyin the message list'You decide t" rhe step on the nexr pase categorizes the
e-mail message from Richard Estes as

'"t"rii'";;;;i'l:?:i9*:i.:*i:*"t:::1:'#::r*::X;T' H::Y"ilff ff:',1[*:]ii;i",:ffiil"Ir,*i;;;nJ;;;;;;.i,'; Class'

Creating and Managing Tasks

*;:l**:ir

*foepter

OUT 199

[lick

Next Week to flag the e-mail


message for follow-uP i,Fgure 4-49).

Figure 4-49

To Flag an E-Mail

M"tttg@
*""'--il her e-mail these locatio,tJby M"rch 5' You decide to flag

end date that you want to use when flagging an e-mail You sometimes might know the exact start date and n"f' For example'yo" k"?: rnessage, in which case you can create a

ir*;.h ;;il;i;";,1" ffiT#;l?r;f yo .stirn"t"i;that you ."n -r"riE, all flyers, irr posting
so

*TI"":"T::::.::.tJ:::"":J'rtrlyff: fr:""t:-lTl-1".':::1,"::,1:*T:i?:",0"'-'iio*'

you iollow up between February 27 and-March 5 ' =.ri"g. s3 th", between February 27 andMarch 5' The following ,*p, flag the Rose Stewari.-m"il for follow-up

o r

Click the Rose Stewart e-mail message to

select it.

Click the Follow

UP
I

button (Home tab

Tags grouP) to disPlaY the Follow UP menu

(Figure 4-50).

Figure

4-50'

oUT200#r*1!r*:F.{h.:pt*r4CreatingandManagingTasks

fr,

\,

o .

Click Custom to disPlaY the Custom dialog box (Figure 4-51)'

:*.':fl

Custom dalog box

<

rfl se.stewt1@irotnrail'eanr

>

:i
,.1

sundf

,i ;."* *.rard rte

Follow uP selected in Flag ttert box


by default Fltrtr

:t!!reli: led+ir trsts

Cffi""-o,

ff r**t
sttrldel
Bffidte:

"*

*k

toff its'

t rffind6

s Bdo

rffi

{ryt

fQ

l*t
todav's dte entered in strt date and Due date

dcument of

xt bors

bY

default

Figure 4-51

o Click the Start date box arrow to disPlaY a calendar for the

current month.

r Click the next


month box arrow an appropriate number
FebruarY 20'12.
o Click 27

of times to advance to

to select MondaY, FebruarY 27' 2012 as the start


date (Figure 4-52)'

Creating and Managing Tasks :.='::.:++i: i-;1*F**i"4 OUT 201

oI
n n

ick the Due date box arrow

to

r splay a calendar.

I ick the next month box arrow an


appropriate number of times to dvance to March 2012.

" []ick

5 to select Monday, March 05, 2012 as the due date (Figure 4-53)'

Figure 4-53

Click the OK button (Custom dialog box) to flag the e-mail message with

\|

Ftei

E-mrl

the custom dates (Figure 4*54).

flore-up

info.mtln

lun

1,2

Pil 6\-

5un rt:49

qr,

6,.
5

r he tocbos rndr(aleo tlF b(hed dotument of approved


this project
1s

going ta b big sut@ssl

RDs

Stew

Figure 4-54
Sthlf',Wegs:r ,rr
1. Right-click e-mail
messages flag column,
'

click Custom

OUT

202 {3*'li::*i$

tlh;:isr*c';

Creating and Managing Tasks

fi

c:p,gir:q,**** S-5*vl ng

&

Ta*ik*

Managing Tasks
After creating one or more tasks in your To-Do list, you can perform maintenance on your tasfts to*m"nrg. them. Maintenance can include marking tasks complete when vou hnish them, updating them, assigning some of them to other people, adding attachmen; to them, and even remo-ring them. Outlook allows you to manage your tasks and modi them as necessary while you are tracking them. People soetimes'cteate aTo-Do list and never look at it again. To make the bes: or" of yoor. To-Do list, you should review it often to identifit tasks that can be marked a. complete, removed, or updated. For example, when you finish the reading assignment r: yoo1. hir,ory book, mark the task as complete. That way, you will not have to remember
later whether you completed the assignment'

lf you want to move or coPY an existing task to another folder; select the task, and then click the Move button (Home tab I Actions grouP). Click the Other Folder command if you want to move the task, or click the Copy to Folder command if you want to copy the task.
Next, select the folder

to

4
r

which you want to move or copy the task, and then click the OK button.
Ffimst

Determne which tasks may need to be assigned to others'


As

&head

ln the professional world, you typically work on projects as a member of a group or team you organize the large and small tasks required to complete the project, you can assgn

each task

to members of your team and track the progress of the entire project'

When you afe working on a project with others, you sometimes may want to assign tasks to them. Outlook allows you to assign tasks to other people and still monitor the tasks. When a task has been assigned to another person, that person can accept -

reject the task. If the task is rejected, it comes back to you. If it is accepted, then the ta.i: belongs to that person to complete. When you assign a nonrecurring task, you can ret-: .opy Jrrd ,"qo.r, a sratus t.poit when the task is completed. If the task is a recurring r:'. yoo .rnnot retain a copy, but can request a status feport when the task is completed'

ri

T* ["!pdate a Task
Your grandmother called and asked you to mow her yard on February 20 instead of on February The following steps change the staft date for the Mow Yard task to February 20.
I MowYard-Taskwindow 17.

[']
,il

lil

LLLLiIilI:

o Click the Tasks button

-:

in the Navigation Pane to display the To-Do list.

'l

Double-click the Mow


Yard task to display the Mow Yard - Task window (Figure 4-55).
iltll

rlLr

Figure 4-55

Creating and Managing Tasks

s'*a;{9+*fu

il*.$gqir

'+

OUT 203

I
on 11 you
ments

.
r

ick the Start date box arrow to J splay a calendar for FebruarY.

ick 20

to select Mon

212012Q12 as

{f(*

}-i

r'tr

sle
ire!orrJatkinr

rodiS'
: best
<ed as

:he start date.

r Click Save & Close (Task tab Actions group) to save the changes r=igure 4-56).
I

, t*n.',. o..o,.f
6.d lhroana 1! :r!q 9p cunaner ppe

!t
i\ S\:'

how grsdmother'r yid

ent in nber

;, H'iorybook

-ow would I change the task nar''ne :riy? I rK thn task n*l** in th* t*sk list :: select it, *ej tlren click it *gain -: edit the r'nm*.

trt"*\'.. F.lekh - j,:; o"',"r""' :. aor"sy.'u*


--h Po'tr!?'r co,ird dn3iLon' i $ ofi1er dntonr

4 ffi\' t\.
:\

\]
ll\

\'
u1

t\

Post

flyers

am. ;sign

task

Figure 4-55
)

onirept or e task

retain
19 task,
d.

'll-o

Attach a File to a Task

Outlook allows you to attach a file to a task. This is helpful if you want quick access to information when you r: looking at a task. iose Ste*art has e-mailed you a list of approved locations for flyers, which you already have can access the list of !.:.,,ed ro your computer. You decide that you should attach it to the Post flyers task so that you
.:r,cations easily.

The foliowing steps attach the Approved Locations document to the Post flyers task.

Double-click the Post flyers task to display the Post flYers - Task

window.

r Display the lnsert tab.

Click the Attach File button

(lnsert tab I lnclude grouP) to display the lnsert File dialog box.

r Navigate to the

ChapterO4 folder on

your USB flash drive (Figure 4-57)'

Creating and Managing OUf 204 i3#ti'{:*t'; fF**Bf;err 4

Tasks

Click APProved Locations to select the

document.
o Click the lnsert button (lnsert File dialog box)

to attach the file


(Figure 4-58).

Figure 4-58

o Display the Task tab' o Click Save & Close


(Task

tab I Actions grouP) to save the


changes (Figure 4-59)'

Figure 4-59

-".lt_Creating and Managing Tasks

i;

;..'::t;t:i:i::

{.

OUT 205

- Ate*h

mca

*#t*{-:k

;C-= Er-=

E==*

In addition to files, you can attach other Outlook items to a task such as e-mail messages' contacts' or journal ,-,ries. you decide that you want ro include the e-mail message fromJulio Nvarez in your Research task so that you -::: remember to talk to him about what you need for the Youth Summer Camp project' The following steps attach theJulio Nvarez e-mail message to the Research task.

o
'

)ouble-click the
lesearch task to risplay the Research
F.sies

ask window.

il v-:

Yrr

-.''
'i

t9*:ll"

l;i:lli:'r1. "j

itrir:

, ,

Display the lnsert tab. Click the Outlook ltem outton (lnsert tab I lnclude group) to display the lnsert tem dialog box

;tl3.h C!il.{i. Frle tt-)

irir

(Figure 4-60).

Figure 4-50

o Click

the Julio Alvarez Youth Summer CamP


e-mail message in the Items list box to select it (Figure 4-61).

Figure 4-61

oUT 206 *'orti+e*; {:g'},si}i*r

Creating and Managing Tasks

Click the OK button

(lnsert ltem dialog box) to attach the e-mail message to the task (Figure 4-62)'

o Display the Task tab. o Click Save & Close

tab I Actions group) to save the


(Task

changes.

Figure 4-62

To Assign a Task
for the Youth Summer camp' She has told you :-'rt Gayle Medvitz is on your project team for volunteering ieli"t'ing the donations' Jhe is.r1ilh11,::lrtt-'^1:-.il""t:""::i:::it"::::;=because you will U. .ott".rng :;i,*i "nd .r'?ryo,',"tri,' a copy orthe task and receive a starus report once sh'e

il:?j].;l;*;;,;;ir;;;;i"f
completed the task.

The following

stePs assign the Post flyers task

to Gayle Medvitz'
Post

flyeis - Task window

Double-click the Post


flyers task to disPlaY

the Post flYers window. button


(Task

Task

o Click the Assign Task

tab

Manage Task grouP) to display the Assign Task

options (Figure 4-63).

*"o;'* options

Figure 4-63

Creating and Managing Tasks

,p
r

--,3e
.

gf

ayle

redvitz@gmai1
gLre

. eom in the To text :cx to enter a reciPient

4-64).

Figure 4-64

o
n

Click the Send button

io send the task to


6ayle Medvitz
;Figure 4-65).

Figure 4-65

3if:*Xit*r"t Creating and Managing Tasks oUT 208 {.+qi*:**e

To Forward a Task
In
asslgmng Lasn LU u additron addition to assigning a task to "

iI?:':l"H? list for tracking. rorwardinsilfi,::$.nTiJ.l.fiffiT"'ir,*r"1t1""ryi::l*tlf*X"*,',X;:i1X1i";*:"


so rhat he can add

n"'-o v'" '?1r,f-'-T1':,:Rs|: "-".1;;" ir,o theirTo-Do


sreps

task' vou !j-t vou forward a

it and track it on his own. The iolio*ing

fo*rrd
groP

the Srudy group rask to Jay Ballenqme'

-'

FW: StdY

- Mes$ge

{HTML} i4indow

o i
r

Double-click the StudY grouP task to displaY the StudY grouP - Task

window.
Click the Forward

button

(Task

tab

Actions grouP) to
disPlaY the FW: StudY grouP - Message

(HTML) window

(Figure 4-66)'

Figure 4-66

r Type j aY
.

@gmaiI. com

ballentYne

in

the To text box to enter a reciPient'

r Type Attached is the StudY

grouP task for You to add to Your To-Do

1ist.

in the

message bodY area to enter a message'

Press

ENTER

two

times and then

type Trevor to
comPlete the message (Figure 4-67)'

Figure 4-67

Creating and Managing Tasks :.:l:r'9'i**L l"iil:;:i*r:'

'I'

OUT 209

K.

\-o:

:.::

o:
"

ck the Send button

::

forward the task to -:t/ Ballentyne.


ck the Close button :: close the StudY l"oup - Task window

.H
:,'4
'l i

5ed

IR{eix

Vist

.r+ ft
'

rsk to i]-:r

JTie.

'I

tretets

P.dPt)

F*rd S.

i35!:

: gure 4-68).

r ii:

5tudy group 5tari5


l{

!ft ,?izfll:,
rle d

due n:t,'12

st 5t

lforni

T,eor ijilkin5

.4.f

et :08

Bio pFfl in thE Learnig Cfi1er

Figure 4-58

*th*r

nffxgs
Press

1. Display task,
CTRL+F

-o Send a Status RePcrt

;-: J-:

compleuulr PtrrLtru completion p.r..n,'of itt. ,",t' 1olio N"""' i--"'e done for the Youth Summer Camp. Yor,

While

a task is

The status reports indicate the status in progress, you can send status reports to other people'

h"

:.:

the task is in progress. The followir.g

"lre"dy ,,.fr-.r"t ""d "ttd u "'*' 'Lpo"

"it"""d ihtl Tt": i:t:ltlli::::"t:"T:^*:"i:#:iJ"; inform Fn ha"e comple t" ZS percent of the work and want to
to Julio Alvarez for the Research ta's

of ouble-click the
n

iesearch task to

:
,

splay the Research

-ask window.

the Status box arrow to disPlaY a


Click

s:atus list.

'

Click ln Progress

to :hange the status to ln

)rogress (Figure 4-69).

Figure 4-69

OUT

210

f-!1it{{}li. iil+*pt"*r

'i

Creating and Managing Tasks

Click the UP arrow button to change the % ComPlete lo 25o/o

(Figure 4-70).

Figure 4-70
I
Task

Research

I window

status Report: - Message

I
I

o Click the Send Status

Report button (Task tab I Manage Task grouP) to displaY the


Task Status RePort: Research - Message (Rich Text) window' o

Type j

ul i oaLT'7 6 @hotmail. com


in the To text box to enter a reciPient.

Type
press

,JuIio,
ENTER

and

two times

in the message bodY area to enter the

greeting line of the


messa9e. o

Type

Here is

mY

first uPdate on this task.


in the message bodY area to enter the next line of the message'

Press

ENTER

tWO

times and then

tYPe

Trevor

to

comPlete the message (Figure 4-71).

Figure 4-71

Creating and Managing Tasks i.l'*'i;q:;:{:: ,l"lrrF:,:e

"i

OUT 21

cI
n

ck the Send button to send the

ratus report to Julio Alvarez.

ck the Save & Close button -ask tab I Actions group) to save the :.anges to the task (Figure 4-72).

ii
li

1:

ryfwd
&ead,nq

t:r; silqqrd

6\
Hla

: :j4 Gr.(ryshopp.s ; "& qu*rq*ry

I ;l Ig

HlnBafte' PaP::

Hrie4,br'

+H\

H' .t

I ,

i,'cn

,l g"--', t"*t

fatus rport for


s

Research

'|.n.r,r'r

q*m
::l F .tt: ! jll gialuqyrrn

:' e\ il\

tsk sent indcating pfojst is n progrss and

25% crpleted

ft rortea -i\ ro*ec**: S cew'dnnde5

s!

f;\' \ il\

Figure 4-72

-c Mark * Task ean:plet*


When you accomplish a task, you should mark it as complete so that you know it is finished. You have just rpleted your humanities paper; therefore, you can mark it as complete so that you no longer have to worry ,rut it. The following steps mark the Humanities paper task as complete.

o
n

Click the Humanities paper task to ;elect it (Figure 4-73).

--{

OUT

212

**{}0.*+k {:i'-i}t*Y

Creating and Managing Tasks

acti.t i

the Mark ComPlete button (Home tab I Manage Task grouP) to as mark the Humanities PaPer task (Figure 4-74)' being comPleted
1-{umanities paper task

.,J,1

ru

Ll

llIl

4 I Why was the

$i ren',oved from the To-Do i *rt* Y*u *rark * task as c*mPlete' To-*o
I *r:t**lq
i;;t **r

list?

i i l:t ycL can ee the {*n:pl*feel li:t j i:y chen*lnS ysur view to (ornpiete

th* Changt View i:utton , {o** tab ! er'rrr*nt Vl*w grouP}'


L;linE

rem&ves it frsm the thc {omPleted Ptraces it in

Figure 4-74
*t&!erWaYs'. :-'r :'
1. Right-click task, click Mark ComPlete

,,,,i1'JililiffiT"tr"l::i'?"'r'ilIffiT:":;:;'#;i;;;"::*X*,*:""canno'[handre r''.trtr, as you can take it d*rins the summer rht;';;;r;;.yo,, hrr," d;iil;r l.,.'"ofThe foilowing steps remove ,ri" Hirrory book taking seven classes anlrmore.
rherefore, you have

You sometimes mav need to remove

task' \4ren

v'Y::Ti'-l ::*:::3::-".'J"|;:f5#:,fH-ro-D

orrLi:r1i;

"r;;Ji;;the

History

#r:;;rr

o icli.t

the History book task to select

it (Figure 4-75)'

Figure 4-75

Creating and Managing Tasks ,,'3::tll*::it {.h,*p!:*r,+ OUf 213

0 .

i Hometab

f,ranage Task group) :, remove the task = gure 4-76).

the Remove from st button (Home tab I ck

.t

{
t

t h ,l

.a

It

d
i',lefr

I;1li

.:,-r,
fl{.iiif

-.]" '{i., lr'.


lim, -

':;

K
$r:(ri
l-iqr{f :

F-

4s -o,
l":e}**rr

"c

rir,.-irJ l;.

F 4 ! df

;g ra:*

plr;: runrsur*

{ I
F".l{s t-lot

.iji,l1,3:-1;" :ru,$l 3:.1-"

}rd
i

!trdr5 n ti21.l]011. dur Bn:.rr0,J0!

i i: !uqgerted
,

a_-::_'

, / .\ fe*-iw."_

grou

9trted

:.!,:'.

I I I

Tri$r'rilhin5

Readinq

ffi1.

] ,t* Grq:rrylhEFpinq

,fu

stu*y

:-;'*'l',]

Etoup -

t\
tl\

hr's Trrd

jl P.e5darih

_ .: -.. t\,
frv'
ffi\,'

ffi\'

: j UFiIGn5 ,$ eirtc4y tram

Pirth,es dsnf5

it\'

Other

'
: :

ys

i'

,,

-,i

.{ caiir*
:.41 Belrdr

t\'

tight-click task, click


)e lete

li
,l

dsnBti6f

*\

)isplay task, click Delete

'i

cutton (Home tab )elete group)


fisplay task, press

DELETF

-o Delete a eateg*ry
b-Do
e

rnline;
k task.

When you no longer need a category you can delete it. Deleting a category removes the category from the -i,-qory list but not from the tasks that already have been assigned to it. You have decided that since you only have a few personal tasks, you do not really need the Personal category. The rwing steps delete the Personal category from the category list. '. -

@
-",*

oi ick the Grocery ,


Shopping task to
.ililli

Home tab

I *re

t*rd iB?ri!!

lsier
-!

!i.
1

:elect it.

3rj
llfk rnll
I

#
f
I

, ilick the Categorize rutton (Home tab -ags group) to display


:he Categorize menu.

li*r i !rll

3l

::r*
ll1i ii$1i-

Y g\

jJ

lr:ii, ilii! {sprirr

'

Click All Categories io display the Color Categories dialog box rFigure 4-77).

'

t}

ltudi,

!* [1rlrrd

. :j F1r:e.f

8ilesy

&

P"tr4;r

: .$ ':or*t , .rt o*ur

-%JI

t,:i-.u4

ouT.lgs{3u.*!geli:g1pt*y,s.CreatingandManagingTasks

octi.t i

Ri.ftur

the category column for the the Estes e-mail message in

message list to change its category to Class (Figure 4-47)'

To Flag an E-Mail

should flag the e-mail me:-'!r*t prgg'1Tytg class' you decide tut v:: start on work for yourJava To get a head Rt;i" Estes e-maiimessage for foll-'nfollowing forl0w-up within " *""k.,,ti. ".n:;;;;" from Richard Estes for within one week' up

Message-

o r

lf

necessarY, click the

Richard Estes e-mail message to select it'


o Click the Follow UP

button (Home tab

Tags grouP) to disPlaY the Follow UP menu

(Figure 4-48)'

<i dl #t
i :

What do the different colors of the Follow


Up flags represent?

Th* {lag

c*l*rl

c*rre:P*nd t* the f*liow-uP date. ilcrk


flags ar* for todaY, t*lks r.vith ne: tiite. and
{L}stcn^}

{laqs.

lL4ed

iunr-

rol*red fiegs are {ar f otr l*w-u P trn*rrt:!Jv'

Light-t*l*retl

'f

legs

ar* for fr:ik:w-l-lP this w*ek or next r"ee k'

Figure 4-48

II

OUT

214 #'"*f.!+*k th;*::rt*r '1 Creating and Managing

Tasks

o .
r

CtcL

the Personal color category to

select it. Click the Delete button (Color Categories dialog box) to delete the

color category (Figure 4-78)'

Figure 4-78

o I

cti.L the Yes button (Microsoft Outlook dialog box) to confirm the deletion (Figure 4 -7 9)'

Figure 4-79

Creating and Managing Tasks r:'":ir:;i! i-:i:ii'!t:l"it

'I

OUT 215

cI

the OK button (Color :3tegories dialog box) to close the : alog box (Figure 4-80).
ck

tr | ': Hlire '


:-_1

3{nl

rR

Fld{r

i*nH lllf l^,.i. i,ft'l

lrenls *

lai

K
il ::ira: ?:4,. l:;i
!"

I,lfi Ptna!: i9illpleit fl l"i5i

dw"

p lrlr \: ti*t! trEik \"'f;nrrrr* ff ilr *:t; \ r*i, *,.ur:$ r*io"i

i:rore] 5hsppinq
Du

2,6,131:

i eI '

Nmt$ee*
:
.

Uat !ta*d Trersr *,ilktn3

i ;1j

5u'ge:ted F.eading
:. :.:..:t..\

f,\
H\
,.\;i
'

;-: I't{49:3.q.e.tr9. 1, ltudl grorP

jil tldrard I personalcategory *j Feredr(h removed from tasks u ln tsllin! , ---.., 6ioicgy etam

\
ffi\

fr ft

lo:t

fi-r'err

i{ lrlle.t drn:tion: : Deliter.l!natiqnt

ll\ u\

;,-:'j

Fi

ffi

*a****

;$i ccr.t*etr

*l*n
Figure 4-80
*t9ser W;sYs
'L Rght-clck task's
category column, click

All Categories

rlh**s$mg ffi*sp$my ffiffi#

$er$mt Wmws

when working with your tasks, you can change the view to see your tasks better. or a :,tr instance, you can ,rie* yoor tasks as a detailed list, simple list, priority list, list or include the details for : tmplere liri.'Yoo also can print tasks in a summarized :rch task.
For example, if you want to see to their priority (Hi9h, Normal, or Low), you can display the tasks in tasks listed according

Determine how you want to view your tasks' change the view of your tasks to fit your current needs.

1.*e"*

,d.Lh*:****

task subject' the prioritized view. The Detailed view provides allthe task details, including status, due date, and categories.

oUT216*atfi**flqfrh#s5q*r4CreatingandManagingTasks

To Change the Task


tasks.

You decide that you want to

The following 't"p'

including completed because it displays all tasks, your tasks in Detailed view th""g" the ew to Detailed view'
see

View

o Click the Change View button (Home

tab I Current View grouP) to displaY the Change View gallerY


(Figure 4-81)'

Figure 4-81

o Click Detailed

to

change the view to Detailed view (Figure 4-82)'


,.'-\ ';' Experirnent

a Click the other views

in the Current View gallerY to view the tasks in other

arrangements' When you are finished, click Detailed to return to Detailed view'

Figure 4-82

Creating and Managing Tasks *''"il*+!i {'iaF*{:{

ti

OUT 217

-: Prisr T"'*sks
mpletec

If you need to print your tasks, Outlook provides printing options based upon the view and tasks you have selected. . e-raple, in the To-Do List ew, you can select a single task and print in Table Style or Menu Style. In Detailed ue.'. ,' .- ich is e current view you can print only in Thble Style. The following steps print the tasks using Table Sryle.

oI ick File on the ,


libbon to open the
3ackstage view.
n

:re Backstage view

'l,ick the Print tab in

:o display the Print ;allery (Figure 4-83).

Figure 4-83

o I

Click the Print

button to print the


tasks in Table Style

(Figure 4-84).

,-J

Not Started Fri /20 /2412


1,

Tue... None Tue... None

i]r , '3 :l ,;:! f:


J-'

NotStafed Mon2/6/2012
NotStafted Iue2n/201'2

Tasksfihis.o...
Tasks Ohisco...
ai7

Personal

Tue.. None
r

tij*irli'i

j:r] i.tii;1+1;

|r

k.

!r:+t

Not Stafted Mon 2/2A/2012

Tue.,, None Tue... None Tue... None Tue... None Tue... None Tue-.. None

$f Class L!vi!h+lri m rl::i,il Task Ohis co... Personal


Tasks

;4
tr::J

In Progress lon 3/5/2012

flhis co... fihis co... flhis co...

NotStarted Man3/5/2012
Not Staded Sal 3/10/20L2 Not staed Sat 3/10/2012 Not Staed SaI
3/1,7

Inbox
Tasks Tasks Tasks

ll ilj
ffi

Projec Team ProjecTeam


Class Project Team

f:,

!*

li l:i

/2012

fihis co... i:'] Prcject Team


Proiect Team

'si

Not Stafted

Iue 5/1/2012

Tue

None

Task [This co...

t/B/2012 B:39

Pl'1

Figure 4-84

OUT

218

and Managing Tasks #ti9*c3+!: fk;n*'t*x 4 Creating

e flerti{i{at**t*

sl

The Microsoft Office Specialist Program provides an opportunity

Using Notes

for you to obtain

valuable industrY credential - Proof that vou have the Outlook iolo,t itlt required bY emploYers. For more information, visit the Outlook 201 0 Certif ication Web Page (scsite'com/
out201 0/cert).

feature' I- se of paper notes using the Notes you to create the equivalent outlook allows conni'r'notestorecordideas,spur-of-the-momenrqo"r.ionr'andevenwordsthatyouwould.ltr': open on the screen while vou The Notes to recall or use ' bt:Jt:;t'?;";;;i;"t" "** " ,h"* "n,r1.* .t. in .h" Notes window' usins Outlook, o, yoo-.";^;r; Pane' t'' Navigation Pan-e.an$ Notesprn. #i;;;iri* two sets of buttons (stan-'L
includes ?o,"r, the Navigatin folder' ;;t pane displavs the Notes the and additional) and the MyNotes.pane.The are part of ,o'.li: tr't"dtt lt"*' th'i ar The standard buttons represen*hot,.u,, orr.".,r, and Thsks' Additional buttons outlook *"iitox: Mail, calend"r, funcdor '' Microsoft to other Oudook Ut'*on' and represent shortcuts disolaved below the '*t"J which allow you to specir' CJ;gt'" bu*o"'' ,.r.r, ,, Notes, Ftld";;i;;;h*tt'''*' '"d which folders to disPlaY'

when working

J.t

5
g0i
j l

ffi*{ek

ffi**rit***

*llj*:
lita

Or'.0 *lterence

h:'J:,Hli:''':i';"[:"tyififi;;u ;'il;;;k Web page (scsite'com/out2010/qr)'

,---r^+^

+ha frct< covered in this book using

the mouse' Ribbon' Shortcut ou'irook noot' 'u'i'l ot 'lt'" 'ls

ToCreateat'.J>

right ,ro* proiect. you do not have time :: ":;;i, 'o you enter rext into 1 1:.", ,;T"#;"il;"ffi; him later. when .r."r. a biology note reminder. button. The follo*irrg ,i"p,
Notes fihs only) - TW

about the first lab biology professor for information that you should e-mail your to e-mayou just received a call ifa" to create a note to remind yourself

yott

,h.r"for", you do not have to click

a Save

computer

i
:

Microsott

ouilook window

Click the Notes button in the Navigation Pane to disPlaY the Notes (This comPuter

onlY)-TW-Microsoft
Outlook window
(Figure 4-85).

Figure 4-85

Creatng and Managing Tasks d:.*t*i:*'; 1.,*1;s$?:*B"4 OUT 219

oClick New Note (Home tab r


Te, USE

I New

group) to display a new blank note


(Figure 4-86).

ould like continue Notes


; (standari

blder. ons are

New group

rnctions,
specifi.

lab

re-mail
ave

Figure 4-86

oType E-mail biologY .


note (Figure 4-87).
J

professor about first lab as the note text to enter a


Can I change oPtions for notes?
Yes. u11**k *Ni*'"v: y*r';
'r*}Y
d
.4y

{snd **eitrt

fitr
:
i

i1,1.

t*

rhe ngc

'hf ililfl rurct, li1*" rt-t1., ont: the det* n*d time the n*f* was r*c$ilisd. Tc *ccess th*s* *pti*n:, cpen the [3*tk**g* vier'v, a*d ih*r
cliek &,1*l*s an* i:rr*al.

fiii:Jiq&F$
I

fltr

ailailt fret

- t' lbl

Y
a

. *f",t

Figure 4-87

OUT

220 {t.+ti**k

{lh;*gig*r"

,'&

Creating and Managing Tasks

@
.

Cl.L the Close button to save and close the note (Figure 4-88)'

4l Why is mY Notes view different? sj The"* are three l:sir Notes views: gi i ican, l**fes List, and L*st ? tlays" ln i f iEuoe 4*EE, the note is rlisplayed ; in con vi*w. To switch to lcon view. i click the lcon N:utt*rr iH8r:* tah I Currant View gr*uP)'
I

{i di
I

Can I print notes? Y*s. first, s*iect the n*te{si yc wanl t0 print. T: s*l*tt mult!Ple notes,

j
a

hqld the crnl ktY while clicklng the notes to print" !'{ext, *pen the Eackst*ge vlew, click the Fri*t tab, ard then click thc Print but?*n'

Figure 4-88

t;a:& liAt.eys::.r:t,r:,ir'a::ljtr:rtiil

1.

Press CTRL+N

To Change

the Notes View

view' following step changes the view to Notes List

*-*"Sk"*ucanchangetheviewofyournotes.YoudecidetochangeyournotesviewtoNotesList.J}n

o Click

the Notes

List
I

button (Home tab

Current View grouP) to change the view

to Notes

List

(Figure 4-89).

,i.] ' j Experirnent


c Click the other views in the Current

View grouP to view the notes in other


arrangements. When you are finished, click Notes List to return to
Notes List view.

{ * cv

Can I categortze a

note?
Yes. To c*tcg*riz* a nt, s18{t the n*t*,

ciick the e*legcrire

Lluttn {d*ffe tail


Tags gr*:uP), anc*

th*n elick the clesirtd


rateQorY.

Figure 4-89

Creating and Managng Tasks

*.*ti**i! {***t*e

'*

OUT 221

-o Delete a Nate
no After sending the e-mail message to your biology professor, you decide to delete the note because you nser need it. The following step deletes the biology note.
b

L-:r

or ,
r

necessary, click
iri.tLlir,li:i Hlr,r

ihe biology note to select it.


Click the Delete

;de
Ss441Lrr!733i

Dutton (Home tab Delete group) to delete the note


iFigure 4-90).

!$1;ie**re*@s$ii?;;

es

List. The

!!s*#*effi ::ry:N5ssa9*r9:e:::

:::=

Figure 4-90

To

Quit Outlook
The project is complete. Thus' the following step quits Oudook' cri.r the close button on the right side of the title bar to quit outlook.

Managng Tasks OUI 222 1;!.i.1':i:1i l:'-a;'Jift;' + Creating and

Chapter SummarY
and tag e-mail a task list, categorize tasks' categorize ' In this chapter, you have learned how to create lncl"de all the new Outlook skill= ,to*'' n" it-' hsted below tasks, print ,"rt., .r"*" notes, and pi manage have learned in this chaPter' 15. Flag an E-Mail Message with a Custom i. Create a NewTask (OUT 173) Date (OUT 199) 2. CreateaTaskwith a Due Date (OUT 176) 1. Update a Task (OUT 202) J. Create aTaskwith a Status (OUT 177) 17. Atlach a File to a Task (OUT 203) .1. Create aTaskwith a Priority (OUT 179) 205) 18. Attach an Outlook Item to a Task (OUT 5. Create a Thsk with a Reminder 19. tusign aTask (OUT 20) (ouT 180) 20. Forward a Task (OUT 208) . Cr"ut. a RecurringTask (OUT 182) 21. Send a Stafis RePort (OUT 209) 7. Create a New Category (OUT 18) 22. MarkaTask ComPlete (OUT 211) 8. Categorize a Task (OUT 189) 23. Remove a Task (OUT 212) 9. Catelorize Multiple Thsks (OUT 190) 24. Delete a Category (OUT 213) 10. Rename a Category (OUT 193) 25. Change theTask\ew (OUT 21) 11. Set a Quick Click (OUT 195) 26. PrintTasks (OUT 217) 12. Categorize an E-Mail Message (OUT 197) 27. Create a Note (OUT 218) 13. Cate[orze anB-Mail Message Using a 28. Change the Notes\Aew (OUT 220) Quick Click (OUT 197) 29. Delete a Note (OUT 221) 14. Flag an E-Mail Message (OUT 198) messages'

ffi

ffi

tfr""t""."sAJ\^t0userprofile,your.instructormayhlveassignedanautogradable atwww'cengage'com'/sam201Cr
the SAM 2010web site version of this rrrigrr-Jrri. ii;,1;;i,o to download the instruction and start files'

Test your knowledge of chapter*content

gt9|!-9y!-g1-:,
ar' -

Address bar' exercises' start youf brou'se click the lnsttuctions: To complete the Learn It Online

thenenrertheWebaddress

Online page is dirpl"y;, ;.t

ecsite."o^ioorro10/learn'WhentheOutlook20l0Leam'read the instr:: for the exercise you want to complete and then
att.

tint

rrrttr'

A series of true/false, -ot,rpt. .t oice, and short oi th" answer questions ,rr", a"r, y."t k to-i"dg"
chapter

ChapterReinforcementTF,MC,andSAWhoWantsToBeacomputerGeniusl : game that challenges your l1-;


An interactive of chapter content in the style of
qulz show'
a

rLlilr

television

content.

Flash Cards An interactive learning environment where with you identi$, chapter key terms associated
displayed definitions.

Wheel of Terms
An interactive game that challenges your-knc.' ' : of chapter key iertos in the style of the telen'- '
show Wheel of Fortune.
ltLlr'l

Practice Test your A series of multiple choice questions that test content and key terms' knowledge of chapter

A crossword ptzzlethat challenges your krl' of key terms presented in the chapter'

Crossword P uzzle Cha I lenge

'i

:ririilLLlllllir

Creating and Managing Tasks

#*tF**k {i'r*pe*r ig

OUT 223

St

skills yor:

?einforce the skills and apply the concepts you learned in this chapter.

:diting a Task List


r::ie: To complete this assignment, you will be required to use the Data Files for Students. See the :side back cover of this book for instructions on downloading the Data Files for Students, or contact
:

;:ur instructor for information


l5)

about accessing the required files.

-r,-ttttctions: Start Outlook. Import the Apply Your Knowled ge 4-l Tasks folder from the Data Files :-,r Srudents folder into Outiook. The ApplyYour Knowledge 4-1 Thsks file contains tasks for Dr. Carol the tasks and then - ,nes. Many of the tasks have changed and some are incomplete. You need to revise ::eate categories for them. You also will categorize and tag a recent e-mail message Carol received. - ren, you will print the resulting task list (Figure 4-91).

None

IE

t/1012012

wed 1ltu2o12
None

Iue 2/2112012
Wed 2122/2012 We ] /21 /?O12

:,

and

rn It
etructions.

ius?
crowledge on Fuforun crowledge

following tasks: 1. Display the Apply Your Knowled ge 4-I Tasfts folder in the Oudook To-Do List window.
the

:vision

2. 3.

Change the due date of the Windows 7 Seminar task to February 22,2012. Change the due date of the Seminar Dinner task to February 21,2012.In the Thsk body, type

!{Ielcoming
orowledge

reception dinner for all speakers.

4. Change the task name

of CIS 3 15 to CIS 215. Configure the task as a recurring task that occurs every Tesd ay andThursday from January I0, 2012 until May l, 2012'

Continued >

ovl

224

i:i${:t$r.1P {:i"ti.:i.:}t*'ie'

Creati

g a nd Ma

na g i n g Tasks

APPIY Your Knowledge continued

thar occurs everyw'ednesday 5. Make crszrza recurring task occurs every Monday, wednesday, . Make cIS 101 a recurring task that tl,2}l2untilMaY l'2012'

1' l{ from March 21,2012 until May

-:

and Saturday from

January one Seminars' one spring classes and the second color categories. Name the first 7. create fwo
Use the colors of Your choice'

8.CategorizeCIS215,CIS2|2,.andCISl0lusingtheS-pringClassescategory.Categorizethe category' Dinner tasks using the Seminars windows z .Li"", and Seminar g.Categorizethee-mailmessagefromNicoleSmithusingtheSeminarscategory.Tagthee-mail date of Februar of f*"ty rr' 2012 anddue rh";;;;iJ"t" message for follow-up using for February 1 1 ' 15 ,2012 'Co"ng*t" submit it in th '""tittd"t " on the previous page, and then as shown in Figure 4-91 10. print the final task list,

,,

';il:H:ffi1j+J;:ili#T;:4-1
from the hard disk'

and then derete the rasks rorder to a uSB nash drive

tt'r-'-

ffilearnedinthischapterandexperimentwithnewskills.YoumayneecT'x
use Uelp

to complete the lss'glrngnt:-

Creating Notes Files for students' See -' will be required to usethe Data or conrj:: To complete this assignment' you Note: t" l"f""ding the Data Files for Students' .or,", of .hi, .t? ft, inri*ttio"' inside back files'

il;;rlo,

F-r*r your Knowred ge 4-rNotes forder from the Daft Import the Extend \o1 ;" -lll Instructions: Start outlook. go"" i.,* Knowledge 4-1 Notes folder has no "os5' for Students folder into Outloot ' notes' '*," the notes, and then print the create new no,"r, a"a"gorize Peffonn the following t. Ur" HLlp to learn about customizing notes' 2'DisplaytheExtendYourKnowledge4.|NotesfolderintheC)utlookNoteswindow.
tasks:

irrf*-ation

about accessing the required

3.

Create the following notes: upcoming network upgrade E-mail John Durant concerning

'

.RemembertoinputdataforthenewcompanyWebsite . Fill out necessary paperwork for spring break trip ,t"t"-.,'t for the companyWeb site . Get copy of

-i,,io,,

to handle work e-mailt set up secondary e-mail account .. ^^*^^^*, \A/nrl cat Work. Categorize . then create the color category' the E-mailJohn Durant 1o-.-",'"'d 4. Select the Work category' r.rnuini,,g work notes using category Tiip. Catee::-;l: .Fill out necessary paperwork, note, and then create a color the 5. Select category' break'trip-notes using the Tiip the remaining

.ContactProfessorMartinaboutSpringbreaktrip

'p'i"S

Creating and Managing Tasks {3tstle}#k fll"rxp**+-d OUT 225

in Figure Change the ew to Notes List. Print the notes in Table view, as shown instructor' submit them in the format specified by your

+-92' and then

Set up secondary

e-aii

account to handlework

mails

Sd1/s/20129:49AM i,i Work


St1/8/20129:49AN/

Set up secondary

mail ccount to hadle wrk e-mails <end>

Conbct Professor Main about spring brek trip Contad Professor Main abod spring breaktrip <end> Get copy of mission latemnt for the comPanv Wb sfre

:,

TriP

satt/g/Zorzg:+sv Lr work
<end>

Getcopyof mkslon *atementforthe companvwebsft Fill od necessary papeilorkfor sPrig brektrip


Fill

Satl/8/20129:49At
sat t/g/Zor:g;s
>

i,

TriP

necessary papeMork for spring break

tip

<end>

Remember

to

input data for the new companyWeb siie

V I il

work Worl

Remember

to inp dab for the

ne

conpnv Web sfte <end

E mail John Durnt concerning uPcoming neMork upgrade E'mil John Durant concerning upcoming netuork upgrade <end>

satl/8/20129:4sAM

l/8/2012 9::4 AM

-.

Export the Extend Your Knowl edge 4-L Notes folder to folder from the hard disk.

USB flash drive and then delete

Analyze tasks and correct all errors and/or improve the design.

See the To complete this assignment, you will be required to usethe Data Files for Students' or contact Files for Students' rrside back cover of this book for instructions on downloading the Data -,-our instructor for information about accessing the required files.

Correcting Tasks and Task GrouPs

\ote:

the Data Files for nsffuctions: start outlook.Import the Make It Right 4-1 Tasks folder from Sodents folder into Outlook. incorrectly, failed While reviewing your Outlook tasks, you realize that you created several tasks ."t.irized some tasks inappropriately. You will identi4' and open the incorrect tasls' ro add a task, "nd task, apply the right categories, dir them so that they"reflect the correct infrmation, add the missing nd then save all changes.llou also will print the tasks'

Continued >

AVT

226 **li:*i

{ih;pl*li

Creating and Managing Tasks

Make lt Right continued

Peforn the following '":;;r;\ir" ?r" i, Right 4-1 rasks in the outlookTo-Do

tasks:

List window.

2.TheHouseRenovationstaskshouldbedisplayedaslnProgressandl0%completed.Editther.:.' to show the correct information'

3.TheYogaClassissupposed!9b.?recurringtaskthatrunsfromJanuaryl,2a1r2toDecember]iho"d"y'' Edit lhe task to correct the mistakes' 2012, occurri"g

-;;iy;"

4.TheDeliverPresentadontaskisincorrectly?!:g.o,i":lasHomewhenitshouldbecategorize:'' ro befor. a reminder being sent two days professional. Its priority also should b";;;"t Hi[n, witft drr. d"t". Edit the task to correct the mistakes' system to f elLow employees in the :''"ilu Theworkshops taskshould include Teach 5.

bodyandincludeanattacheddo.o-"r,,-"*dt'tttfromthedatafiles'Editthetasktocorr-::
the mistakes.

. Print

the task list in the format specified by your the tasks (l'igure 4-g3),and then submit

instructor.

Ihr\/\/2412

ff :
li
trh

Mn4116/2ar2
Deltuer Presentanon

tr, workhops

Mor4l23/2012 I@6112/2ar2

House Renovations

7.

Export the Make It Right


the hard disk.

4_1 Tasks

delete the forde: folder ro your uSB flash drive and then

r''i,r**r

Creatng and Managing Tasks *r,t{*cF.ft

,*h*#?*{

in

OUT 22?

the task

)esign, create, modify, and/or use tasks and notes using the guidelines, concepts, and skills resented in this chapter. Labs are listed in order of increasing difficulty.
Lab 1: Creating Departmental Tasks !::te: To complete this assignment, you will

tref

nber I t.
orized
as

refore the
n the task

be required to use the Data Files for Students. See the ::side back cover of this book for instructions on downloading the Data Files for Students, or contact ,'ur instructor for information about accessing the required files.

correct

?r"tblem: You ae an assistant for the Marketing department atA-1 Electronics. Your team is working , n a marketing campaign and must complete several tasks to make the campaign a success. Table 4_2 -ss the regular tasks and Table 4-3 lists the recurring tasks for the Marketing department. Enter the :sks into the To-Do list. The task list you create will look like the one in Figure 4-94.

f: iA{Fdl$pei* ]$ *wmru*p]ffi
.l&

16

*-nilu;;

'ds:?*r fi#i;.{sr}[ &E!6ss1


il.r:r.:ry'Sl

'" ".-" '"""'.."';?;i;;'il;-"' i


il!,S $ddk

: r*rygqn4cr a :;j {EF,rseiL,aF-.. i


?

I : F

Figure 4-94
Detform the following tasks: 1. Create a Tasks folder named Lab

4-l

Tasks.

Create the regular tasks in the Lab 4-1 Tasks folder using the information listed in Thble

4-2.

Resea,ithir'iri....:irlr.:.'::,i::,:::t:,r,t:.tr,,t',,r

lt'r:rr.rr,t:5/1:1l2,:Al?

.lfi::Ff.@re,s

levelopment
Ca.npaign Launch

6/3/2012

7t16/2012

DepartmentPresentation 7/20nU2

1l

lz$:a

8/1/2012

3. Create the recurring

tasks in the Lab 4-1 Tasks folder using the information listed in Thbte

4-

3.

aft p

g1'

Med

ng5:::r,':

5l3sLZrO{z

,$,+alilz:.
7/20/2012

,ry*ffi i!i$!$iytr:r:,:::r:
Monthly, first Wednesday

Departmental Updates

6/6/2012

ler

from

Create a color category called Meetings, using a color of your choice. Classify the Campaign Meetings, Departmental updates, and Departrnent Presentation tasks using the Meetings category. Create a color category called Campaign Work, using a color of your choice. Categorize all tasks with this category.
Continued >

oUT228#'*f*m*k{:gt'5F?*{sCreatingandManagingTasks

tn ltle lab contnued

.AttachthestakeholdersdocumentfromthedatafilestotheResearchtask. Presentadon task the data files to the Department Marketing Group document from 7. Attach the by your submit it in a format specified print the Lab 4-1 Tasks list in Table style, and then B.
instructor (Figure 4 -94)'

g. Export

folder from the flash drive and then delete the Lab 4-1 Tasls folder to your uSB the

hard disk.

Task List. luU Zt Creating a Music Store Tiarpin Mu'i'':?* Problem: You are the owner of

';:T#*#nffi;#"it"r'":tT:H:';;" ";Ji" 5)' 4


appropriatelY (Figure

","","

catesorize T1**::?:,il::'H:ffiil::::lli: the:a list orall vo,,, t",L' and

, r-^:r^ ,^ ^+ar.,^,.rwrrio.s

rzSk

-g

Figure 4-95
Pefiorm '"ti
tbe

c:-" iJa Task"folder named Lab

following

tasks:

4-2 Tasls'

2'CreatetheregulartasksintheLab4-2Thslsfolderusingthe'y-'"::T.-:ffi

tid-$:t:i
8l28/2A12
-. _: .: .r,r:l;.:r'.;.r.,'r:l:

Ittfllil.ort,r

in Table

:-

3.CreatetherecurringtasksintheLab4-2Tasksfolderusingtheinformationlisted

$Fon$4
PaydaY

,:l:6ftA12. 1/6/2012 ,,Ift12fr12

i .'t
Cleaning

l..;.

1/8/2012

Creatng and Managing Tasks

#iitls*fu *Ft*:ter

&

OUI 229

categorizethe Bank Deposit, Payda and Profit Review tasks


category.

as

Financial by creating a new color

categofizethe remaining tasks


rask.

as General Business by creating a new

color category'

specified by your Print the tasks in Table Style, and then submit the task list in the format instructor.

Lab 3: Creating Tasks and Notes Students' See the \ote: To .ompLt" this assignment, you will be required to usethe Data Files forStudents' or contact the Data Files for ,.side back cover of this book for. instructions on downloading files. -_-our instructor for information about accessing the required
hem

problem: Start outlook. you are to create a task list for Garmien catering using the information in have six events coming up in the next Table 4-6.The task list you create is shown in Figure 4-g6.You them' You also want to create notes to :nonth and want ao .r." the tasls along with the reminders for :emind you about how to prepare for each event'

Figure 4-96
Part 1 Perforzn

l.

in Table Tasls foldeame dLab 4-3 Thsks, and then create the tasks shown create the categories at this time. Create
a

the

followin'g tasks:

4-6' Do not

lruiqE"?
May

;v\lddjn' High

.,rr::
:;,;: :i :., it
I

4,2012

Ap'r129,2012

Speciai Events
:ll

Lai.q'ltii]tai$gll
Smythe BirthdaY PartY

. ...

I r.....r.r.

r,:rt

..r

r,i-:..,

.r .

lpins{.ltli

ylfi:'o.iz
May 31,2012

,ilMtdii$
May

::ftir,'.r,
Low
.i.h,iifl :nd[:';'ir;:.

lf:il3i5:

20,7012

si;h;uv,
::::a .".:a,:..a-.:'

):.:: :).:):.

Norlolk Ciass Reunjon

i:i;.ffi

.:rxnrisf

i,'.D.i

d1-Ct5,'

:.l:r,:,:i.i.::

2.
3.

Events' Dinners' and Birthdays' Createthe color categories needed for the tasks: Weddings, Special IJse the colors of Your choice. 4-6. categorize rhe rasks according to the categories shown inTable

Continued

>

OUT

230 #xt{<**it f,$:*pt*r

a?

Creating and Managing Tasks

ln the l-ab continaed

4. Edit the Sanchez wedding


5.

task. Add the

Dinner options document from the data files

as an

affachment to the task. the Annual Dinner Schedule document fro:Edit the Lattel's Hardware Annual Dinner task' Add the data files as an attachment to the task' a menu similar to the one used for the Edit the Norfolk class Reunion task. The clients want tJ. th" Srn.hezWedding task as an attachment to this task'

SanchezWeddi"g

7. print

specified by your instructor' the tasks, and then submit the tasks in the format
the

Pnrt 2 Perform

create n_otes using the information in the Notes folder named Lab 4-3 Notes, and then 4-97 ' follo*ing list' The resulting notes are displayed in Figure ' Check setup space for Sanchez Wedding E-mail Lattel's Hardware contact about final schedule

following tasks:

create

' ' '

Confirm Smlthe cake colors and decorations Get final approval for food list from Lowenstein

2. print

specified by your instructor' the notes list, and then submit it in the format

ffi
1: Create StudY GrouP Tasks Academic Scier* consists of sudents who are taking Computer You are in charge of your sftdy group, which are charg* tl 1b'-1": t"Y,'?' 1 (crs 1 0 1 and co-f"d"g d d"si"'"1"fl
) 4-7 ,create the tasks as tT;;.i ia,,. ffitffi;;;; #ii" ;,,'^;;; Class col"ry u,ins"T"bre ^(Y-ll?*::::,You shor'n. t :."i:: th9 Catesorizethe tasks n"*a Y,:" "p" body. print the final list of tasks, ii1:i':::T:1::,* the form: and then submit it in yr::il the iask
1

;::ffifir":#",};;

specified by Your instructor'

I
Creating and Managing Tasks *s*tiucfu F:*gat*r s* OUT 231

15 101

' i,i:ir::fet,
:li,':,r,r,:,:i.i

9l!:.9l/p,J:/,;.;,;

:,1:),f:,+A,';:

frorn
)

:5101

Test 2
,

11n/2012
r,,,.,,..
'1

5-B '.:6|12
1tr

[s
f,a

101

.,,,.;...

test ... .i . ...

1:2.J;1,7/2$,;!}

:=T 122
122,,:

Exam

9/14/2012
.

..,,.,... .r .. i. ti... :. r,.

txam

l:0/25n0:!e
12/20/2012

',6;{0
All

_a1 122

Final Exam

Create a Team List

Frofessional -ler attending an executive retreat conference, you now have several bits of information that you ruld like to create as notes in Outlook, so that later on you can use the ideas from the conference with '--:. rest of your managers and staff. You have created a list of items you want to use as your notes, which :, shown in Table 4- 8. You indicate which notes will be used for managers and which notes will be used ::r staffmembers in the Audience column. Create the notes and categorize them appropriately. Print --e notes list and submit it in the format specified by your instructor.

rEoglt.'g:qp[9..y

qfcedFglk,

I, :, '

,'1:'r

:MAnage.

if5t::t::::.t:i;'it.ii

Treat customers as you

would like to be treated

Staff
,aa$ers;,,,,,,,:,,,,t,

rcl:e,f tlertll$tnlgnjf rhgled,q$aTltyagsulanee:

Track trends in customer purchasing

Managers
i' i''"
:

Mintin:ia$95itiveilti{ude rat:all

times,

r,,r:

:Mtasetll:,lrff
Staff

Follow approved procedures and guidelines

3: Create a

Birthday List

Personal 1bu rypically have problems remembering your friends' birthdays, and want to add them to Outlook :r keep better track. Use Table 4-9 to add these birthdays as tasks to your To-Do list. Create them as :ecurring tasks that begin today but recur indefinitely. Flave each task recur yearly on the day of the :irthday. Print the task list and submit it in the format specified by your instructor.

Bobby
Ivlom
Max,1,

Auglt5125
lvlay 3 Feb 1,9
r,

Fiild:r, Family
Famrly Family

r"'r

Dad

June 5

Carla,'

April',1

'

Frlend

ce

led

Enter

ffitux%gffiKryx&x*xrcffi

ffi mt&mmk

&b$eetwes
in this chaPter when You can: You will have mastered the material * Customize search oPtions * Add a new e-mail account * Create a Quick SteP * Configure junk e-mail oPtions * Manage Quick StePs message format *
Set

the default

* Create an e-mail signature * Customize Personal stationerY * Adjust calendar settings

* Create rules * Configure AutoArchive settings * Add a news feed

I Cersgffi*ffi $x$nxg ffi axKR*mk


lntroduction
outlookprovidesmanyoptionsforcustomizingyourexperiencewhenworkingwith to items' Frm creating custom e-mail signatures e-mail messages, ."I.n"ri, and other fit r-o:'in_your calendar, you can make outlook adjusting how the *rrk;;J is displayed tm"try' For etmple'" Tl: is a commn-d-": requirement, ,o ,ttu.yoo t"" t"t it *o'" can categorizmessage. using rules, you quickly tells outlook how a prr..* "" e-mail yo""t"t identif' at a glance which on' or flag your e-mail "t;;*gt' as they ""i"t,'oih" default ' * ..r, .h"rrg" the fonts and colors that are used by you first want to "dd;rr."t n help you become more producdve' well. Outloor.t .rrr,oriir^,ion op,io"t

Project

people have more ther people often have more than one e-mail account. In fact, some

and Customizing OPtions

Adding a New E-Mail Account

theycanremember'outlookallowsyoutomanagemultiple.e-mailaccounts.That for rror1r ,tr""r..ounts without the need way you can read ,r* .-*rir -.rrrg",

sel-er
a

" -"tt{;:?|il:

new e_mail accounr

and uses outlook to add in this chapter folrows general guidelines 1' .*,r"ize OutloJk options, as shown in Figure 5 -

""J

*verwislw
Asyoureadthischapter'youwilllearnhowtocustomizeOutlookasshownin
Figure
S

1t

Uy performing these general tasks:

. Add a new e-mail account' . Customize signatures and stationery'

'

Change calendar oPtions' Create Quick StePs' rules'


a news feed'

'Manage ' Add and use

ouT 234

t:iarr

- Jtatts il li*fr1! -j ; lellitd ite*tr


,

; Jrts f'fftl j i{lsit Feed .:i aulb:{ , R5! led:


--,.'Jrh

iiJ

;to
t

; jerih fsldsrs
'.'. ; ,,i.:l: j,,:i;;:.::

yor-:

rd

th,

rize
ones

,l }rtt! -:j :e*1 litr:. '! D*tel**lt**r '


-

lt

as

= -= *utb{(

J{sh,F'fl#L

:r: a*+W' 'lffg:'

.,.. : ,

(b) Signature and statonery

,': r .il
-

than

t
veral
,r

I New e-mal

account

!i
,.

li

:,,,-r,,,

,.,

Frag:,j

" tlil

i:!$ft

,:i#i
i:ii:!:: "'

12 P'n i..&i
1fl I

a:;1j;

(d) Gustomize the Calendar Figure 5-1

our

235

a; Customizing Outlook

FEmug

Anemd

i,
i

y$:H;:::r:?:.:"11;:iiffi 3:;;"";il'"ffi
in outlook tr," e-m"t accounts

i I I
t t

these general guidelines th; previous o.;",'r;;;;uld ioltow thor" shown in rigur"'i-i'on should include manage with Outlook' You -: -"" accoun" lf you have an acco ' 1. Determine the e-mail Y:1*.:.il-*o frequently' that you int"nJ ,o

utroo*

As vou customize

options' such a:

yourarely""'Uout**tnttotonliO'cancelingit'Toomanye-mailaccountscane': find the information you need' ao confusion ou"'ith""'t

and i2.o".",'inewhichoptionsyouwanttocustomize.Amongtheop.tionsyoucancustori:* i"'sonttited sisnatures' t"uge format' ;il;;;;;i;ni' are the default I

calendar settings'

"-t"ii

identif' 3'Decidewhatsetofactionsyouwantto-usea5QuickSteps.no.ui.c|Stepisasetofts..1 *'ar't one click' You should can perform a't "-t sirouta be added as a Quick step that are automated ,;';;1;." "ahen decide itihey repetitive tasks you o"*r"i e-mail allow Outlook to process rules to use with your e-mail T"""911. .Rules 4. Plan your e-mail messages to be etermine how you *ou'O
messages automaticatti' processed.
f

'f"

to stay 5.Determinewhatnewsfeedsyouwouldliketouse'AnewsfeedprovidesWebsite cure-:r y-ou.typically subscribe to a news feed


content that is updat"lr"q,i*,rv.

on;::r
ne

ontopicsthatinteresilo''voucanfind""*;;:;J;;;outpracticallvanvtopicmight instead of those you a 1ike to read t'"q*ntfY' the news feeds that ytu wouf
view agatn. appropriate points in
decisions made

':''

performed a-: Whennecessary,morespecificdetailsconcerningtheaboveguidelinesarepresente:.. f identify the actions

t" l[upt"'' The chapteraf'of tu'tn1itttion sholn reeardr;;;;;"iJ"tin"i ouriniir'"

fn fioute

To Start Outlook

Lv JLVI' o'i" s i,. If you are uslng a collrPulcr .'o .::,TJl:i1*.'Ti. :? change 1our screen's ires,_ -,-L ilil; t tftt"g-.rt"s in this book' you should ",. " to matcn tne rlButc) ril Lrrrr your screens :: ,o ttr+; running, staft oudook bas -'which assume windows 7 is i:f;o*irrg steps, oudook for : ur'

**p*'"'

n:'J"$:ifl:il|
start

-'l

rilllllll

a typical

i,rrtrlt"tior,.viX'#ffi;;;;;-ttructor

ho*io

computer.

$cti.t.theStartbuttonontheWindowsTtaskbartodisplaytheStartmenu. programs

outlook as the search text in the'search ) ,uo" Microsof tsearch results appear on the Start menu' watch tne
box and
2010 in the search @ cti.t Microsoft.outlook Mail folder' default

and

f*

rituwlillt

to start results on the Start menu

outlo:(

',ulr|illl1lillr

your lnbox

as

the

G)

the window' ton on its tltle bar to maximize

lf the outlook window

the cio; Maximize button next to is not maximized, click the

uutttttttL"

@cli.ttheFiletabtodisplaytheBackstageviewlnboxTW-MicrosoftoutlookwinE.\irl (Figure 5-2)' title bar in Figure 5*2? my title bar not rnateh the I Why does tille bar witrl h* di{fe'erl fi1* f*'this chapt*1 y*ur &. :t you did rol inrp*rt the *ntaof the u{il*k dat* {il*' i lrr *l,-v*tl di:p1ays ths n*n:*

Customizing Outlook i}$$c*k {i!u*p*t*r'

5'

OUT 237

the Acccr nt Inf*rnla{


i*r-

&{&&* For a complete list of the Q&As found in manY of the


step-by-step sequences in this book, visit the Outlook
2010 Q&A Web Page (scsite.com/out201 0/qa).

ch as

elines:

lude :count n lead lomize


rnd
Help &ccaerxt $e*tlxEts
lalcdify
cor

*:YWs
For a complete list of the
this atrunt c*nli!'ue addiiisn?l

ttlirrqr

*r

anel

netienl.

BTWs found in the margins of this book, visit the Outlook 2010 BTW Web

I f tasks

cptianr

Note: To help You locate screen elements that are referenced in the step instructions, such
as buttons and commands, this book uses red boxes to Point to these screen elements'

page (scsite.com/out201 0/

btw).

lify
:ep.
I

Een.
:4q : ;#. Jg
ti

h4eilb,*x
&'funage

e[***tlp
rrf

tle rie

*rr rtail&+:

archi*inq.

lea&uc

:
ea

Toelr-

Figure 5-2
:urrent

rly add
never ted at d and 5-'1.

Adding New E-Mail Accounts


-{s you learned

FOU

want solution

when setting up an e-mail account, you need to know basic name to ,:trmation such as the e-mail address and password. You also need to know the Outlook to display the account' ;.e with the e-mail account, as well as how you would like You could use any For example, in Figure 5 -2, rhemailbox is displayed as Inbox - TW. rame you like for the mailbox. iryh.r you first set up Outlook, the Auto Account Setup feature ran and helped you by Outlook.When adding an account' _D set up th. hrrt e-mail account to be managed -,-ou use the Account Settings dialog box. Part of the process includes using the Auto Setup feature, which makes it easy to configure the new e-mail account'

in chapter

1,

-\..orrna

sed on
,r

Determine the e-mail accounts you want to manage with Outlook'

I I

Fla"r

your

account properties and For the e-mail account you plan to add, make sure you know the Gather the following information: type settings before you start to add the account. and of account, such as e-mail, text messaging, or fax mail; your name, e-mail address, information, including account type and the addresses of incoming password; server from your e-mail and outgoing mail servers. You typically receive the server information
service provider.

A['lsad
I I

i j

files'text rok with


lose but-

rdow

The title

can * i Depending on your instructor's preferences and your e-mail services, you ft#*Fti:i* #-&S;ail Outlook or by perform ,rr" ,,.i, in ihi, chapter by adding a new e-mail account to &{qsL$*i{$ 'op.ni.rg an Ouilook data file pro"ided *ith the book. Before you can add a new e-mail * lf you have multiPle e-mail that accounts configured in ,i.orrrrl in Outlook, you mus; have an account set up with an e-mail service provider Outlook, you can decide example' you might is different from any other account akeady set up in Outlook'Fof which e-mail account to If you have not have a Hotmail or Windows Live account that provides e-mail service' use each tme you comPose chapter to do so' and send a new e-mail this account in Outlook, you can complete the steps in this configured view, message. To select the To add a new account, you use the Add Account option from the Backstage account from which to using the Add New Account dialog box. If you want to add n hich lets you add send the e-mail message, "r "..o,rL ,"-atingr, you should use the Account settings dialog box' change advanced
i l

,nd "..o,rrr, In some cases, you may be reqoired io add an extra component. For example' for You then Hotmail accounts, you might need to install an Outlook comector pr.ogfam' account' rvould restart Outlook, *h-ich would guide you through the steps to add the
.r,

click the From button in the Untitled - Message desired e-mail account.

window and then click the

OUT

238 *a*?t*mk *h*pl*r B Customizing Outlook

Ta Add a New E-Mail Account

GtedworkingforYouBuildComputersasatechnica1assistantforprojectsthatinvolvecrea!LL{]
web
company's new well sites for the companv's newweb and Outlook so thatyou can manage both personal

r''"iT"i'""#i"i'v1,r'"-"'-T:*":ii1::::"T:t#:;;Tiffi:::L. """'"1?i#;;;;-;;l to your personal e-mail accounrl


Similar worre-T'il'1":"^:'i::":":,::;";".;;i"';"." "..orrrrtr.
acc( your new accou':

you want rhe new

want toreference vour ,r "Tw-]wo'k" in outlook' Because you ";;;;;;;?p.". ,t".d ,o use the Account settings dialog box' ty a specific name, *t i.r, i, urr'"durn."d setting, you and set the name to TW - work usins the Account Setdns"s The following steps add a new .--"il "..couor ,ht""*", e-mail'd""' and password to: p"rfor-ing these steps on your cnmpua"r, .n,", dialog box. If you "r" o*" but hat'e not yet added to Outlook' yo,,
an e-mail account

o If necessarY, display the Backstage

view.

to

Click the Account Settings button disPlaY the Account Settings

command (Figure 5-3)'

Figure 5-3

octi.t I

Account Settings to display the Account Settings dialog box (Figure 5 -4).

Figure 5-4

riil:+1""i'*i: Customizing Outlook '.ii:!!*+1'

:'

OUT 239

lck the New button (Account Settings dialog box) to disPlaY

:re Add New Account dialog box


igure 5-5).
l-lnt
oq

for

q
I

I
I

l {

i
I
I

Figure 5-5

o .

Ctct the Next button (Add New

Account dialog box) to continue to the next steP in adding a new account (Figure 5-6)'

Figure 5-6

OUT

240 #*tu**F {lh*p*e*r

1! Customizing Outlook

o -fyp"

your name in the Your Name text box to enter a name for the
account. in the Your e-mail address text box to enter an E-mail Address e-mail address for the account' Password for the in the Password and RetYPe in the Password text boxes to enter (Figure 5-7)' account Password

r Type

r TyPe the

account

4 i What should I enter for the

Si

Paxwo''er fnt*r the aPPrPrlats yol'l p*s:w*rei for ths e-mi*il *cfdr*:s just *nfered.

Figure 5-7

o icti.t

the Next button (Add New Account dialog box) to let Outlook configure the account (Figure 5-8)'

Figure 5-8

l
Customizing Outlook ;]:i!*;.*; ili;:li:.tsa

OUT 241

' iter

the account

is

configured, click

:re Finish button (Add New Account : alog box) to return to the Account :ettings dialog box (Figure 5-9).

Figure 5-9

o o
n

' necessary, click the new e-mail account (in this case, the
account) to select it.

:revor-wilkins@hotmail.com
Click the Change button (Account

Settings dialog box) to display the


'rVindows Live Hotmail Settings

dialog box (Figure 5-'10).

Figure 5-10

n Click

the Advanced button iWindows Live Hotmail Settings dialog box) to display advanced options (Figure 5- 1 1).

Figure 5-11

oUT 242 *c*t#{Fk {k;ri't**rr

Customizing Outlook

@ ifyp" Tw - vlork

in the Mail
is

I {

Account text box to change the name bY which the account referred (Figure 5- 12)'

Figure 5-12

(D ict.t

the Windows Live Hotmail Settings

the oK button (Windows Live close Hotmail Settings dialog box) to dialog box.

o Click the Close button (Account Settings dialog box) to close

the Account Settings dialog box (Figure 5- 13).

Figure 5-13
,*tk*i,lseY$ li,.:'.'l,,
1. Click File, click Add Account

To Open an

Y;l1"r:ifffi?ffi;. "rir"ry'" t rform a ; :i; ; ; i ;'"p ;


you canno
p
e

the TW - \\li{you need !o :9"" If you choose not to add an e-mail account' ;Jt"rtd;'o"i" *1 tl: outlook data file *;-* It";:*rL perrorm all of the steps in this chapter'

Outlook Data File

f"^;;

li:i:*t:-*:l::':?

account' read but do not pen-mn* outrook . '51; ::?i:*,:,::1 T."i: :H?.; l5:r?1:'"?#T;;:.r, tn"n",'the TW - e-mail Outlook data file' Work the steps. The followi"*

tt-*

view' Glick File to display the Backstage

display the Open commands' Cti.t Open in the Backstage view to

Customizing outlook

;i?*f*rc*h:

ilb"e*pt'*r

OUT 243

p cti.t open outlook Data Fle to display the open outlook Data File dialog box. i@ ruavigate to the location of the file to be opened (in this case, the USB flash drive)' $ @
cf
Cf

and

this chapter to open it' then double-click the folder that contains the data files for

i.t i.t

TW

- Work to select the file to be opened'

the TW - Work mailbox the OK button (Open Outlook Data File dialog box) to open in your Outlook window.

Working wth Junk E-Mail OPtions


junk e-m1il is bulk e-mail, spam, or other unwanted e-mail control the amount of junk mail you receive' --rrrg.r. outlook or", , ;*k e-mail filter to 1- ;rrk e-mail filter evaiuates incoming messages and sends to the Junk E-mail folder in the that meet the criteria foiunk e-mail. You can use the Junk button =,-,r. -"rr"ges criteria when viewing e-mail mes;)-1.t" gro.ip of the Home tab to override the default sender's ,*.., u1i a".iding to block the sende never block the sender' never block the :,,rnain, or never block a group or mailing list' rirg the Junk E_rirail bptions dialog box, you can change even more serrings using the Junk E-mail S - 1 describes th. optlor* yr, .rt adjust f:zure S
tr-o

E
l*
m

jj

learned in Chapter

1,

-i+).f"Ut"

--rrrdons dialog box.

Jxe*k *-?b'i*$ It usually is a good idea to check your Junk E-mail folder regularlY to make sure no items are labeled as junk inadvertentlY. lf, after clicking the Junk E-mail folde1 you find an e-mail message that s not junk, select the e-mail message, click the Junk button (Home tab I Delete grouP), click Not Junk, and then click the OK button.

.lsk

l-@l CW6 - fEJ - Stsr*:r:

i6il
:'a:r{. {rstlsk ad scre @t!tr {Ei ff-d
ts
be aflN

effil

mic a

wjl

<lS

,ro*e-*t*ou=t'
afrffi ii
1

Atlw|yup ho,b:e1he. !e+t ol'pi*leclion .Na*ibnn;ti.$,! 1c.r!qw'$sn;:$qusts

leYrl ofluntr etnai

trlt:tlion 'l@ tri:


blotled

r0Wai,wH.as. wh'thbiiulrk'e:mailrr
to ihe

::':

F{terFg, lailfo '' rus Ailimtit tuk;ffil fbttltr. I*. lFrs 'e n6st b'rieE iFii eftii lo tie :hrk E*dl {Hs iFl t H{ir htEJ p+ ffir' ceLEnl. D(l 5ffi rslulr red mal |' :augh' ;v.el, t,Eck !,rd JF $aj lolCd oitr, j!, kfu LEis Onlyt D. roil frm trD5le f @dr dn }?s' :f" '" ti uagtriqienis Liti ilb: de$lded i los lrtx* i!**ului
deiete euseried ;!! effiil iiead Fn Fffiffiilv * lwki*ailtukler ef

sers it lillrovd

ud g,
Safe Senders

is:d,Q,le,ted;.'lii*k'*.:a

disabje-d,iphi$tc..r:. d,*ainss,,ai:p.f,,o d .f''or .'.i


ffs;,

,suspifftr.dPmq'

Permits the specification of safe e-mail


addresses and domains. E-mail messages from the listed e-mail addresses and domains

rclirq ii i! the

will not be treated


Safe

as

junk e-mail

, fLqr k' d

sths tlr{Faeli! r

Frr

$hf,g

r$rges

irsffin.ld)

Recipients Senders

Specifies

that e-mail rnessages sent to e-mail


tigal.d,,..q]g.::iunk

aOres ordanneins':inJhe:if .recip-intlist


donin

ff lqsn re b9 9Lqr.4rn

n'ffi h e{ii 6d$#et

.:..ll,,:,r.:..:..:l.{...r' ..l,witinotjre,
Blocked

!l:tail ;.::.. Allows you to manage your list of blocked e-mail addresses and domains'
Mg.lrr1hi$ dmaj ntraf d,r4ec digs

l.---*{}

l;ffi;

ln1tna{inil

i:"l":-,i

vo:*ou{d !'ke io,bloek

based' on,lasuags
:

.USd:: ,.i1,:,. ,1 ,.'.,,::.:.r.:i. :..':, .. r:i.::,

Figure 5-14

S Customizing Outlook OVI 244 *i:{*ak {'i?*#f*r

you ott-en recetr the Safe Sender list because

You need to connsure,""n

r,'"13n:"'::i',1t,;::,Ji;;ffi11:::,H.ftXil*:";i'$ff1?H:Jl':

o icti.t
dl #i

[r"f. "-t""if

options for the

TW -Work account'

the TW - Work account in the Navigation Pane to select the (Figure 5- 15)' TW --Work mailbox
TW * Work account? for *n T* eh*nge junk e-nrail optiorx

{l Why did I have to select the


i
i

i
I

b* ace*untlthc fi(c*unt first shoLld had been seleeted. lf the TW ffiailbsx


changed selected, Ycu rruould have fa that ccont setrings r.rnk e-mail l{ *'rsj aot the work account' You wi{h * natne a fie!;v account

ere;t*d "NW * lAforh, rlick that other than acrount insi*ad'

Figure 5-f 5

@ icl.L

"i"."

the Junk button (Home tab I group) to display junk e-mail

oPtions (Figure 5-16)'

Figure 5-16

Customizing Outlook iii;:?l;::<!" {':b+i}f"*r

OUf 245

Junk E-mal Options

0i
n

ck Junk E-mail Options to display :re Junk E-mail OPtions dialog box

gLrre 5-'17).

Figure 5-17

o
'

Click the Safe Senders tab (Junk

i-mail Options dialog box) to


display the Safe Senders options

iFigure 5- 18).

S Customizing Outlook OUf 246 ***t*s:k h*qat*r

o icti.t

the Add button (Junk E-mail the ptions dialog box) to disPlaY domain' dialog box dd uddr"tt or (Figure 5- 19)'

Figure 5-f 9

@ ifyp"
i di
c'
i i
I I

in the a domain name txt box to enter to add.


sYmbol? Do I have to tYPe the @ that Whilc utl**k rsc*rrnends

@Microsof t ' com

ysu tYPe thc & sYm?:*l t* indie*?* have a **nrain naffi, Yt ec*lel left tlrt the sYmbcl' trn thet c*se' uou w*ulu* l*av* !t uP t* *utl**lt namc tc {:leterffiine f it is e dcnrain

*r

th* tir:*' *-'nait acleJress' lt'l*st *f it e*rrectly; r-rttc*k wili interS:ret h*,,v*v*1 tc be certaln' tYPe

tht lYmb*l'
o Click the OK button ('Add address
or.

ornuin' dialog box) to add List domain to the Safe Senders


(Figure 5-20)'

the

o icti.t

the oK button (Junk E-mail close the OPtions dialog box) to dialog box' Junk E-mail OPtions

Figure 5-20

Customizing Outlook *ti*clk flfu*p*:*r

OUT 247

(u stomizing Outlook OPtions


Options of the customizing options for Outlook can be accessed using the Oudook mail' calendar, tasks, notes tu^os box. The Outlooi ptions dialog box allows you to change advanced settings. You also can customize the ,,n: iumal, search, mobile, langu"g., "rrd il;iiron and Quick Access toolbar as well as manage Add-Ins and work with the Tiust Center'
'tu'I,,st

optons' Outlook users often customize their default e-mail message format and spelling useful and popular optons to change are creating one or more e-mail message -r,,vo other signatures and specifying calendar settings:

Determine which options you want to customize'

FHnm

&kead

only Determine the information to include in your signature. Some people include At work, you also could include your their full name and e-mail address in a signature. job title, phone number, office location, and company name. Plan the information for your signature before you add it to your first e-mail message. select the formats that available match your company or personal design, and have any fonts and images before creating the signature.
you would Determine the calendar settings you need. Decide on what formatting on your work week as well' like to use in your calendar. Make sure you have decided and only For example, Trevor works Mondays, wednesdays, Fridays, and Saturdays, display those days. wants the calendar to

lto Display Outlook Optians


step displays the outlook To customize outlook, you use the outlook options dialog box. The following ,r"pnons dialog box. I OJtlook options. dialog box

o r
e

Display the Backstage view. Click Options in the


Backstage view

to

display the Outlook Options dialog box (Figure 5-21).

(llegies

What options ean


i set in the freneraN cateqory?

Th* fr*rs"*l {*{ecrY


all*,"vs

y** t*

:ustsln'lit tlre *s*r Int*rfarc by *n*hliilg

ih*

h4ini li*lb*r *nri it ge lrfCVt*\,1,,,l't#

chanEing ths {*lcr schcr*e and 5er***Ti:

styl*. f *rl***11ati*n opti*ns aii*w Y*u t*

pers*n*lir*

itd

kr*s*fl
Figure 5-21
anej c*1*r"ld*r.

O-tl**k by sP*rifYlng yc*r #5f r *er::* **d initj*ls, a** St;lrt xp

cpti*ns ail*rv y*u

t*

spccify r"'hethe" *tlocl :h*uld be

lb* d*fn*lt srqr*ry! f*r *-m*il, :ntaris.

OUf 248 #*t**k

**tr*g*9+rt'

S Customizing Outlook

Format 3r LII Lrssur' "'-----o To Set the Default Mlgssggs

-'

--

*,*i

E-mail messases 'n" *

as

fi $JilTllill?i;;;;;;.;-""1':::,':l1i""J"Y::l;ffi
format

'o'-atted il:*f;:rfi.tr1l:J::TilTliX"tT""4itli*1',;l.urifinr

"It!:n]ii::*:::ftjTi,f,ji'*il

:^L -^-,+ \tr/ith nlqin fext.vou can include tert opo p'o.,id"' the mostformatj'lns

ff'J::'?o'-""i"g "0""]
'.',".:;

.*":n*l;n.:fff;ffi;l#li:::H;:Til:ffL.;;; to HTML'
. Ctict Mail in the
CategorY list

U.'";Xn;';ff ::l*":f,',TilX"i1#;if.::"H'"Jii*i"i:ry* j',:T*llJ;$:::::i:T":ffi ffi i.. rouo*i"s steps setthe deraultmessi'I:

to

disPlaY
(omp#ffiSs
.

Mail oPtions (Figure 5-22).

f! 1f '
\t

;;;;;;;;;;;
J !gnor(
Grigial

ilettB"l, * ]'! ro*oot"t*"-qesinthrsrormat l!j"t


canqetn eailinE t'ttingtror
mettage te{ ln ''olY
ot

l1ry$'gt*":-

ioed'd

re r **:::::
PanE

Ji. +lJ

Llte stahonerylo chBngd

(orors and D<kqrounds deiaut iont5 and !h/lte

Out@h 9as

ry .-=.4

Re'dlng at redd hhn usir'l the tugtor:e now lle5 art ma'ted

Meg{ fli,e}

Sl

\{hsn nds s5!gl5 f'el Ety :qund q Brilv lbngtht mo!5e Psinr thog an ngtlope i(on inthtalhbar

ispl"Y

i DcrEicP Airt pefnrFan<e) frotstted ctJaqet itult inp't nble prlis fsr Bightr

tqsss*$!*ci6lr --:clan.d-up -:
ite115

w'll ?o ia

tM rold-e!

, .'1 .-_ ,.1*1 l F:9Yt: ; =-"i*-gf*:

t--=

nil@

Figure 5-22

Click the 'ComPose messages in this

format' box arrow to disPlaY a Iist of formatting options (Figure 5-23)'

es ahat,l the sBttisq5 tcr

ceF#str:g
(rn!nlfl
Ta5kg

ttligt for Ftldge5 g6ilpte n,99t inth'' for! HfblL


(hnqthe edlting
1

llst5 nnd Jnur*

:enr(h
1,.!obrl

LFgd9e

Figure 5-23

Customizing Outlook i]il'*:l iih;ept*r

OUT 249

r Click HTML to

set

the default message

format as HTML iFigure 5-24).


"t"hat
,',,as

if

l-ITML aiready

selected?

- =P'*nrf ing u:r:*


u 1r I ,.. l:,, [ i.,-.1. \{u 1/:.r !vu\i

:,.* *el*rJf rfl*s1**


'

r,lr, ozt"

al r * *

*y

rr:i

;fi\

,,Uhat

if I want to ch*t:se different fo'rnat?

-_ :.;ri,l-

,r.

l,iiJ

t."i!ii

:{i i;:{.

..,"-. - ,:ii^ t,,, t:'

!.

;.^

l --

l-,-*-.! --. -r.r'i d'.. ;rts

ir*wn i* fqi:r*

l*;:].

Figure 5-24

To

Conflgure

Checking Options

You want the e-mail messages you send to co-workers to be free of spelling and grammar mistakes. To make task easie you decide to make sure that spelling and grammar are checked before you send an e-mail message. 'his The following steps configure Outlook to check spelling and grammar before sending an e-mail message.

Click the 'Always

check spelling before sending' check box to select the option (Figure 5-25).

Figure 5-25

OUT

250 *c*trt**k *ltept*r

% Customizing Outlook

Click the SPelling

and Autocorrect

button (Outlook
Options dialog box)

to

the Editor dialog box Options


disPlaY

(Figure 5-26)'

Click the 'Check

grammar with spelling' check box to select it (Figure 5-27)'

Figure 5-27

Customizing Outlook

o r

Click the OK button

(Editor Options dialog box) to close the Editor Options dialog box (Figure 5-28).
z

Figure 5-28

:'**$mg $$gnNmtwflffi$ ffiffid

Stm{**rt**"y

T!;'::r iil;,'':i:::+ ri;l:.:-,

:li,i,iir:iI|i

irr-1!?

You can configure Outlook to add signatures to your e-mail messages automatically. full -\ signature is similai to a closing set of lines in a formal letter. It can include your nr-",;ob title, e-mail address, phone number, and company information' You even can
j

z
F

:rclude business cards in your signature.

!
e

F
t

If you have more than one e-mail account, you will need to select the account for ,i-hich you want to create the signature. You can create the signature while you are creat1ng an e-mail message or you can use the Outlook Options dialog box. If you create the .iinat rre while writing an e-mail message, you will have to apply the signature to the e-Lail message, as it will nor be applied automatically. If you create it using the Outlook Options dialog box, it will be added automatically. In addition to adding signatures to your e-mail messages' you can customize the staionery which determines the appearance of your e-mail messages' including background' rcnts, and colors. You can pick fnts to use in the e-mail message text' oI you can select a
eme or stationery design and apply that to your e-mail messages'

Outlook may change ho.'^, the groups and buttons within the groups appear on the Ribbon, dePendirg on the computer's screen resolution. Thus, your
Ribbon may look differer:

from the ones in this boc< if you are using a screen resolution other than
1024

168.

i:'*sFltt'?r ! Customizing Outlook OVf 252 {}i':i:ici*!r'

To Create an E-Ma'lt
following steps create

S'tgnature
called Work'

Th:
composing e-m

You decide to create a signafire

:1Y:",1h""

' 'ig"'tltt

o ctl.t

(Outlook the Signatures button to disPlaY the ;i; dialos box)


dialog iilnuaut"t and StationerY box (Figure 5-29)'

Figure 5-29

a icti.t -

the New button (Signatures box) to display u-nJ si"rionery dialog dialog box the New Signature
(Figure 5-30)'

Figure 5-30

Customizing Outlook ili*tl;:c;t1: {1":+:**

l:; OUf

253

orlrpe Work in the r


, lick
s

'TYPe a name

'or this signature' text box to enter


a name for the signature. OK to create the gnature (Figure 5-31).

To Format

an E-Mail Signature

you want to include your name, e-mail address, job title, and the company information as part of the signature' : ,u also want to format the signatore so that it is attractive but maintains a professional appearance' The following ,::ps format and add the text for the signature'

\
I

o ,

Click the Font box arrow to display a ist of fonts (Figure 5-32).

-{
I I

a\

\
I

-l
d

OUT

254 *i.tlqlr*k *heptee 5 Customizing Outlook

o I

lf nu."tt"tY, scroll down until


BroadwaY is visible'

Click Broadway to select the font'

r Click the Font


(Figure 5-33).

to display a list of font

Size box arrow sizes

Figure 5-33

o .

CIict

14

to change the font size'

r Click the Font Color box arrow to

display a list of colors (Figure 5-34)'

Figure 5-34

I
Customizing Outlook

;*ut***k

{i'E$!:}trc*r

OUT 255

Click the Dark Blue, Text 2 color box

{column 4, row 1) to change the 'font color.

r Type

Trevor Wil-kins

inthe

signature body to enter the first line of the signature.

Click the Font Color box arrow

to

display a list of colors.


Click Automatic

to change the font

color to automatic (Figure 5-35).

Figure 5-35

Press

revor - wi l- kins@ho tma i 1 . com in the signature bodY


nature.
ENTER

the

ENrER

key and then tYPe

to enter the second line of the


si g

r Press the

Technical
r Click the
font

key and then tYPe Assistant in

the signature bodY to enter the third line of the signature.


Font Size box arrow to display a list of
sizes.
txt in

Autmati{ font cqlor

displays e-msl addresses

in btight bluE,and othr

r Click 22 to change
the font size.

bfa(k

Press

the

ENTER

keY and tYPe

YouBuild ComPuters

in the

signature bodY to enter the fourth line of the signature (Figure 5-36).

Figure 5-35

OUT

256

")r:''ri*::*F*

{ftxpt*:r' $ Customizing Outlook

To Add an lmage

to an E-Mail

Slg"tg'-

Youcanaddanimagesuchasaphotoordrawingtoygu:signature'YouhaveacopyoftheYouBuildcomp:::rrir rf'"r;."lfn toUo"g steps add the logo picture to the work sisns:rmt company logo and *"n..J include it in your
and save the changes.

Move the insertion

point to the beginning of the fourth line.

Click the lnsert Picture


button (Signatures
and StationerY

dialog box) to disPlaY the lnsert Picture dialog box.

Navigate to the

USB

flash drive where You have stored the Data Files for this chaPter.
o Click

the logo picture file to select it for insertion (Figure 5-37).

Figure 5-37

o Click the lnsert

button (lnsert Picture dialog box) to insert the Picture into the signature (Figure 5-38).

Figure 5-38

f*

Customizing Outlook i;ii1:::'- {!t;::p;1;tI

OUT 257

oI ,

ick the Save button (Signatures ,nd StationerY dialog box) to save the changes to the signature :igure 5-39).

Figure 5-39

-o f*nfigure 5gnature Ptions


many accounts After creating a signature, you need to assign it to an e-mail account. You can assign it to as for new messages and one for :! \-ou want. When r"orrrg *ith an account, yori.^n set two default signatures: one
:=plies and forwards. it the default for new Because you created your signature for your work account' you want 1o lake account. he following steps ser the default signature for new messages from aessages in the Tw woik
--:e

TW - Work

account to the Work signature.

"--"i1

o
r

Click the E-mail account box arrow to display a list of accounts.

- Work to select the Work account (Figure 5-40). TW Click TW

OUT

258 r*}xti:*k {-i}**}tsr' Customizing Outlook

Click the New


to
messages box arrow disPIaY a list of

signatures.
o Click

Work to make it the default signature for new messages (Figure 5-41).

Figure

5-4f

r Click the OK button


(Signatures and StationerY dialog box) to save the changes to

the signature settings, close the Signatures


and StationerY dialog box, and return

to the Outlook Options dialog box


(Figure 5'42).

Figure 5-42

Customizing Outlook

our

259

.1

:usE*s'x=ias S*fr*rT*sF

l {

ii: l.

The following steps change the \bu decide to use the Tech Tools starionery for all your work e-mail messages' --,-, message stationery to Tech Tools.

i
Personal StationerY tb rlected

, - c< the Stationery '-a Fonts button

,{

.1

I tlook OPtions : ; og box) to disPlaY :-e Signatures and !::tionerY dialog box

: Eure 5-43).

I
i

.i
-----.j

lifivrEli {len lJ!

Figure 5-43

n Click

the Theme

outton (Signatures
and StationerY dialog box) to disPlaY the Theme or StationerY

dialog box
(Figure 5-44).

Figure 5-z[4

OUT

260 {};*qi#*}k {hap{*r $ Customizing Outlook

r Scroll in the
a

Choose

Theme area until

Tech Tools (StationerY)


is visible.

Click Tech Tools


(Stationery) to select it as the stationerY (Figure 5-45).

Figure 5-45

r Click the OK button


(Theme or StationerY dialog box) to

apply the theme

to the stationerY (Figure 5-46).

Figure 5-45

Customizing Outlook *'+tiu"*:* {Fr*Fq*r

OUT 261

oI r

ick the OK button LSignatures and

5tationerY dialog
pox) to save the

:leme settings and return to the Outlook Options dialog box iFigure 5-47).

o r

lick the OK button lOutlook OPtions

dialog box) to close the Outlook OPtions dialog box.

Figure 5-47

To Preview Message Changes


You want to preview the changes you made to youf e-mail signature and stationery i:]d see how they lok in an e-mail .rr"g". The following steps display a new e-mail :nessage without sending it.

f) cli.t the New E-mail button (Home


tab I New grouP) to create a new e-mail message (Figure 5-48).

ctot" the e-mail


sending it.

message

without

Olll 262

#*'1 ek t--h"*Ft*r

Customizing Outlook

q,estwsw**m&

For example, |ou crli' you can customize the calendar to better suit your needs. reflect the star and set the displayed time range to select the d"y, ,i;;;;."ort *""t ut* ."rr.n""g" thedefault reminder time from and end.i-", ot/o',ir;;*o;; t"" calendar t"r"rrl, r".h * I -ir.n,"", o, " half-hour. other 15 minutes r. current time zone. ";;;; the calendar font and options you can J"rir-ir" include

rxg

the m**mdmr

To Change the Work Time on the Calendar

*.,n,TlLX1':"'H!',TJX'J::fi:ffi::

HIJ#IJ.#;Tff;:;
o Open the Backstage

,r"

;;

ffiJir" ;;J ;; "';lr:rll'"'::f:i:I*,',.:t"wing


rondy the nrst dav orthe week
Outlook oPtions dialog box

ii;.H#;'

s'ceps

change

'lhe

view.
o Click OPtions in the

Backstage view to displaY the Outlook

Options dialog box'


o Click Calendar in

the CategorY list in the Outlook OPtions dialog box to displaY


Calendar oPtions

(Figure 5-49).

Figure 5-49
o Click the Start tme box arrow to disPlaY

a list of start times.

Select 9:00 ev to
change the start time'
o Click the End time box arrow to disPlaY a list

of end times.
o Select 5:30 Pv

to Figure 5-50

change the end time

(Figure 5- 50).

Customizing Outlook {}rt{s*k {i**p*?*r

:;

OUT 253

o r
)u can

Click the Tue check

box to deselect it.

start rom

Click the Thu check

lar

box to deselect it.

Click the Sat check

box to select it (Figure 5- 51).

nally 'e the

Figure 5-51

o r

of to week' box arrow


Click the 'First daY

display a list of daYs.

r Click Monday to
change the first daY of the week to MondaY

(Figure 5-52).

Figure

Oltl 264

#utt+q:Ftc

*{tpeer $ Customizing Outlook

To Modify Calendar Options


arso have

reminders to 30 minutes' \bu want to increase the time for the outlook calendar, you To further customize n* holidays to your calendar so th: ;.dd rives in the uniteJffiJa".ilffi a colreague who

itd;"J

i;"

Til.Tl,il#;:ff:ff['J,"
the Default reminders box

ri-" for reminders

from the united Kins:nm to 30 minutes and add the holidavs

to e calendar'

o icti.t

arrow to disPlaY a list of times'


30 minutes

Click 30 minutes to select


(Figure 5-53)'

reminders as the default time for

Figure 5-53

@ i cti.t the Add HolidaYs button

(Outlook OPtions dialog box) to disPlaY the Add HolidaYs to 5-54) Calendai dialog box (Figure

Figure 5-54

I
Customizing Outlook *t$**k {fu*Ftn

OUT 26

rtes. You

Click the United Kingdom check box to select it.

;ork weEki Fi.rt 4!y ef Firrt ryrF

Frl

un EI Man

fl

rue l$l rc,eo

Thu
]

m Fri

f,C 5Bt

ar so that :d Kingdom

Click the OK button (Add Holidays

Add Hslidag: to
Sde{t

(nlendar
vu

l:3 ,^-l
mjld]$c

to Calendar dialog box) to import the United Kingdom holidays and display a confirmation message (Figure 5-55).

Microsoft out[ook

sded o

SE dan wfiwl:Eifdevs Ytr oudook cdsddl

dloi

box,

'

i;l ,

q!e
Add

cnfimam
lffi9e

rcj
1

r Click the OK button (Microsoft Outlook dialog box) to return to the Outlook Options dialog box.
uie ihe ia;lendar

foni

shu bll (o on the Glendar lor nppsintsents nd rleetingt with rtnindEt!

I
I

Figure 5-55

1\ 'l
t

To Change
t

Calendar Display Options

,orr*
mindrri

-,-our calendat

,carendrro,mat

f
I

After changing the holidays that are displayed on your calendar, you decide to change some display options 'rt *ell. You want to change the calendar font to Broadway to match the signature font, and chanee *r' "r :efault calendar color to Teal. The following steps change the calendar display options.

***-i

Click the 'Default

calendar color' button to display a list of colors (Figure 5-56).

Figure 5-56

o r

Click Teal (column 2, row 2) to change the color to Teal

(Figure 5-57).

Figure 5-57

OUT

266

iii,-.c&t

4k

tiihePt+:r

ii

Customizing Outlook

o Click the Font button

(Outlook OPtions dialog box) to disPlaY the Font dialog box


(Figure 5-58)'

@ i Scroll in the Font scroll


box until BroadwaY
visible.
is

Click BroadwaY to select it (Figure 5-59)'

ind iBurFil

f,t!niie Aibbn
greest

Tlqlbl

Dte

fla!-rg'tor f-o,nt

I i:",.,_'

apt

cFkB+b@9
Figure 5-59

Customizing Outlook **t!#**c {fuag*ter

OUT 267

Click the OK button

(Font dialog box) to

return to the Outlook Options dialog box


(Figure 5-60).

Figure 5-60

To Change

the Time Zone Setting

you will be working in a different time zone for a few months while you are in Chicago consulting with a the time zone of your calendar' so that you can aompany to create their Web site. You want to learn how to change set ii to Central Time while you are in Chicago' The following steps change the time zone to Cenral Time'

o Scroll

down until the

Time zones settings are visible in the Outlook

Options dialog box (Figure 5-61).

Figure 5-51

OUT

268

*s**$*t*k

fifuept*r S Customizing Outlook

o Click the Time zone

box arrow to disPlaY a list of time zones (Figure 5'62).

o lf necessary, click
(UTC-06:00) Central Time (US & Canada) to select the time zone (Figure 5-63).

Click the OK button (Outlook OPtions dialog box) to close the Outlook OPtions dialog box.

Figure 5-63

Customizing Outlook +;:ticx''$i

{*i!f}i:*r

OUT 269

! :t**S:" S*try,Sf ee-Src1l':

how they look in the calendar' You now need to preview the changes you made to see following steps display the TW - Work calendar'

@ @ I s

pane to display the Calendar. cri.t the calendar button in the Navigation

Sf'o* only Trevor's calendar for the TW - Work account'


(Home tab I Arrange group) to lf necessary, click the work week button
see

the calendar

rvork week (Figure 5-64)'


pane to return to the mailbox. cri.t the Mail button in the Navigation

:alendar

:utton

Figure 5-64
and continue good place to do so. To resume at a rater time, start outlook Break pointr rf you wish to take a break, this is a

following the steps from this location forward'

OUT

270

{3reti*rs;[c

*it*Pt+:*'5 Customizing Outlook

&q*v*t**S *6*ti*es
s*! ln addition to the various Outlook oPtions Presented in this chaPter; Outlook allows users to view and
)

Setting #thsr utls*k $Pti*ns


and the Ribbon. contain a cerrain *"td For example, if you

change advanced oPtions' To access the advanced options, open the Outlook Options dialog box and then click Advanced in the Category list.

OtheroutlookoptionsyoucansetincludecustomizinglnstantsearchsettinE,thar items, such as to find e-mail messages whJ;;.it"ir..k ri"., ".tt searches the current folder by deta':n ti;;ilj;; It=; *i.h ,.rr. items, outlook sear_ches only in the Sent tol:o!13y "*';;rh;g fo, ii.-, rhat can be in any on9 folder. However, if y"; ;;;;i"? searching ,eurch[ folders instead' Outlook also highlights '. ers, you can customir" ".tf. to th: impro-ves the search speed by limiting yellow search t.r*, ir, . ,"-.t results and selecting a differen: these efault settings by number of results ,h.;;. Yt";;; change ^rritirt, color and not limiting the search results' :: you can add button for that acdon If you .o--o"ry f"rforr-certain actions' tc :: buttons allows you to custmize any tab by adding a tab on the Ribbon. ottoot Ribbon' tabs on the Outlook also allows you to create your own

To Customize lnstant Search OPtions

ffiangetheinstantsearchoptionstoincludeallfolders,highlightsearchtermsin
and display all results'

e lf necessarY, click File to open the Backstage view, and then click

Options to disPIaY

the Outlook OPtions dialog box.


o Click Search in the Navigation area to displaY the Search

settings (Figure 5 - 65)'

Figure 5-65

I
Customizing Outlook
t:.1*33r3{::li {il"r*iS:':i,+r

!}

OUT 271

' I rck the All folders


:ption button to
:Dnfigure Outlook to search in all folders, -ot only the current 'clder (Figure 5-66).

oilick the 'lmprove .


search speed by
s

miting the number results shown' :heck box to remove :he check mark

Figure 5-67).

Outlook OUf 272 *s*ti34'-{ {'!:r$?g*i $ Customizing

Click the Highlight

color button arrow to display a list of colors'

Click Light Blue (column 3, last row) to select it and

change the highlight color to light blue (Figure 5-68).

Figure 5-68

To Customize

the Outlook Ribbon

printing group ro e Ho:r* ,,',ill,' Gutlookinformation,andwanttoadd"|']:.buttontotheHometabontheRibbon.\,:;nuuMllil .o*rn"rrd. you decide to add a .*


yo., to add a group to the Home tab before "J" the print bunon to a printing group on the Home ub print command. The f.'"*-;;p, and then add the "aa

Click Customize Ribbon in the Navigation area to displaY the Customize

Ribbon oPtions (Figure 5-59)'

Figure 5-69

Custom

iz i n

g Outl ook :.i.ii+it {":'}*rt"iit'

OUT

27 3

o ,

Click the New Group

cutton (Outlook
Options dialog box) to add a new group to

the Home tab {Figure 5-70).

Figure 5-70

o r

Click the Rename

button (Outlook
Options dialog box)

to display the Rename dialog box (Figure 5-71).


What can I do with the icons in the
Rename dialcg L:ox?

llh*:: y*u re**rne * c*stfi Sr*ilp, y*u c*n s*lect *n ic** t*


!"cprrs**t th*t gr**p. The ircn app*aru !f thc &ibb** is r*ri*d ! fiLitn tn#t lne grup nllc c***i b* rlirplay*d.

Figure 5-71

OUT

274 {3ig***{ {k#5}*sr 5 Customizing Outlook

r Type Printing in the DisPlaY name text


box to enter a name

for the group.


o Click

the OK button (Rename dialog box)


(Figure 5-72).

to rename the grouP

{ r Why does it saY d


$
group?
Tl-e

{Custom} next to the nane of the new

{ustorr

designetlon indicatss that this is eust:rr Srs*P, a;':d nct


gr<:uP
a

de{e*lt *' the &'{ieroscft 0u{iook Ribbnn. This additi*nal text is nct
eiisplaY*d ntxt t{} tbe *rtlp n;me tln th*
Ribb:'t.

Figure 5-72

Click Print

in the

Popular Commands
list to select

it

(Figure 5-73).

Figure 5-73

Customizing Outlook it'q.?.i{*lk {ihep*c*r

OUT 275

r Click the Add button


(Outlook OPtions dialog box) to add the Print command to the Printing (Custom) group on the Home itab (Figure 5-74).

Figure 5-74

o r

Click the OK button

(Outlook Options dialog box) to save the changes to the Ribbon and close the Outlook Options dialog box (Figure 5-75).

Figure 5-75

Creating Quick Steps


Outlook 2010 introduces a new feature called Quick Steps. A Quick Step applies multiple ctions at once to an e-mail message. Quick Steps are designed to help you quickly mange your mailbox by automating common tasks. For example, if you commonly read your .--"it messages and move them to a certain location, you could create a Quick Step to perform that action. Tab\e 5 -2lists the Quick Steps included by default in Oudook.

Mov:,:!Q,]:rti'::,:],

j :ii

.,i*ta.in!

,:ii:maive,,id,'$roidryou,v$pi

To Manager

Messages are automatically forwarded to your manager Messages are forwarded

Teaml;;it:.ii.i
Done

to members of your team

Message is moved to a folder, marked as complete and read Creates a reply to a messge, and deletes the original

neply',&elet!:
Create New

Allows you to create your own Quick Step

The first time you use a default Quick Step, Outlook prompts you to configure the to Quick Step according to your preferences. You also can use the Create New option create your own Quick StePs'

OUT

276

#:tp*$q

flh*P{sv 5 Customizing Outlook

Ffi*n

Fsh**d

to p"ifo'' repeatedrv i ?;;li:ff:; the tire-sJng f..i"r" of Quici"t" "t,31-t:1:::l:'- '.."" automate ;".1"T"";'J;[i#':;;k' v;;;siins you to ihe of

want.to Decide what set of actions vou


advantage

ro take
atten-

i I I ,

filing messages in a particular folder' alln'oi" should involve you would save time by 'nor" and tfren etermiie whether tion to tasks ,ou O"rf'o'rl, t*Or""af',

Steps,

tasks

choose

,i"p, ,u.h

as

Pay

using or creating a Quick SteP'

To Create a Folder
YouwanttocreateaQuickStepforcopyingselectedworke-mailmessagestoa foldernamedWork.First,youneedto.,."t",h.workfolder.Thefollowingstepscrealt the Work folder.

Q @

oisptaY the Folder tab'

cti.t the New Folder button


dialog box.

create New Folder (Folder Tab I New group) to display the for the folder'

text box to enter a name @ fype wort< in the Name the folder' (Create New Folder dialog box) to create @ Cti.t the OK button

To Create a New Quick SteP

t':l'I:lJ':"'^"-t-r'::i':::J":: ilTto;il;*'' vou do "* r*;;;** ,"-.)TJ"l;,ffi ;T:l;""T";.;i*""i::$::-l::::llf"'."*ff.:?'.:.T*1,'*: to the work rorde: messages .opi", '"r""..ed T#f,,:T,TJffiL1tltr;td|ffffffi; w;,k copy"that
create the Quick
o Display the Home
o Click

not

\r

a::

tab'
I

Quick

the More button (Home tab Steps grouP) to disPlaY the

(Figure 5-76)' Quick StePs gallery

Figure 5-76

I
Customizing Outlook li-;fi;iq ti"l:!:11rt

?j OUf 277

o ,

Edit Quick step

Cllck the Create New command to display the Edit Quick Step dialog cox (Figure 5-77).

oType work copy


r
(Figure 5-78).

in the Name text box to name the Quick Step.


Click the Choose an Action box

arrow to display a list of actions

OUT

278

#*cqi{}*'& **'+gat**

S Customizing Outlook

icti.L

'Copy to

folder'to select the

action (Figure 5-79)'

0 .

to Ct.t the Choose folder box arrow displaY a list of folders'


Work
as

o Click Work

the folder for the coPies

- TW - Work to choose

(Figure 5-80).

Figure 5-80

b--

Customizing Outlook 'i.ir;:i+:i; {l.b:;::.t.,,::


I Work
Copy

OUT

i
---<.:--: - , .:-1 .,rlr: ,:r:t,:l " ;;j iir::: ltri )jE i;lii i-ant tr:,: . .-.!I:.,.-n'.'"-'.
!
I

Step added to Qujck 5teps qal{ery

Quick

i
I

l
1 1

. ;
f 1

Click the Finish button (Edit Quick Step dialog box) to finish creatng the Quick Step and close the Edit Quick Step dialog box (Figure 5-8'l).

{e

,iiii . i;} "'s

i:f
l.11

{dr

nstead of creating a ew Quick Step from scratch, can I dupicate an existing Quick Step and make sorne :henn+<?
Yes. T* ciupi!r*t* a Quirk Step, rlick ths

tt t?nt
3.atts1!

H#fts.ir |:ji l:l{.rr l-j il:* Ferd i;A ?*br


.

if,:l R55 f:e! :;:i :+{h Faidr6


:

i 4.F

:r.,$

tt':,

:a.t

:...

:.: :

:.'

. i-l rns

iJ hbu{ ii
t51*en$

5-81 La*rcher ii'j*rnc t*b I Qui.k Step: gr*r:p). click the *erne sf thc euick step t dup!icate, cJick the Duplicate b*tt*t'l {M*n*ge Qriick 5t*pl ri!*l*g h*x}, ryl*ke the desi'*d chonq*s i* tire tdit Qr-iick 5t*p cliaiog i:*x. *q:j t|"ren clirk thc F!njsh but{*:n {{:lt eui(k step diel*g boxi.
Di*l*E
3ex

l**ag* Quick Stepl

Figure

T* #ss a ffiuiek Step


Now that you have created the Quick Step, you can use it. The following steps apply the Work Copr tfuick Step.

e CIick lnbox in the Navigation Pane

: : :ryJRi{r3,
rqrr

for the TW - Work account to select the lnbox folder (Figure 5-82).

,A v

. .j)

";
Fi<?:.4

-:il rl:rl;r1

fj

t_to,r "

Alim lrlrads,riice-rrelsQiroirili.corr,

:ia

1lj:t!:

A5

t4

-::i

8ilWhtuk
l';kaft}g to dD teantl I rt lne l your tru r?&bers. trI lt? ,:har{e a bnJ *e lvgb srh. I ioo\ fu.lrrd to Aa, [n! !. id] yJ.

,!

{q!s4trj!rl
fauelild CrmF ters

Seemcr?

nto*( /lsct

fri-

Figure 5-82

OUT

280

#Lct*"s#t{

{*t*p**r $

Customizing Outlook

o Click the Work CoPY Quick SteP (Home

tab I Quick

StePs

grouP) to coPY the


selected e-mail
message to the Work folder (Figure 5-83)'

Figure 5-83

To Manage Quick StePs


you no lonfer need the Work Copy

"d""

vJ'r urvt**;*"0

Steps dialog box' vou -

ffr" ?ollo*ing
o Click the More

e+^^ Quick Step' Work steps delete the -q-Ytf Copy ^--:^r-

-*1fr;^l:::.,t-'""d tep' t^ so you want to delete it'

*"

delete Quick Steps'You decide th:

button (Home tab


StePs

grouP) Quick to displaY the Quick


StePs gallerY. o Click Manage Quick StePs to disPlaY

the Manage Quick Steps dialog box (Figure 5-84).

4t o ffi
l
!

After making changes,


can I reset Quick Steps to their default settings? Yes. Ciick the Res*t t*: il*{aults bt-tt*Y:

i
a

{Manege Q-ick Steps diok:g b*x]. snd then


ciick the Y*s buttcn

i i

when thr: l\,{icrcssft

Outir:ck cli*1og b*x


display*d"

is

Figure 5-84

{]3\!:iri*f Customizing Outlook {ltllsi:;,i:,t+

OUT

-:'

ck the Delete

3L-rtton

(Manage I'uick Steps dialog :ox) to delete the :. ected Quick SteP
=lgure 5-85).

o r

Click the OK button

(Manage Quick StePs dialog box) to close

the Manage Quick StePs dialog box (Figure 5-86).

Figure 5-86

do a break, this is a good place to Break point: rf you wish to take forward' location tof o*ng the sieps from this
f

so. To resume

continue at a rater time, start outlook and

Working with Rules

can create rules' of e^-mail messages in outlook' you To further automate the processing messages that are ho#to handle e-mail \ rule is a set of irrrtrrr.r'rrs th"t iells O.,tlook io received e-mail messages and rules yoo .*-.r"ute rules ait", upotu '

in your mailbox. from a partrc.o.ri ,o..ifr that e-mail messages at apply to sent "-*;ii;"';;g*. io.r example' Rules or p;; il a specified folder' for uiar user be categoriz"J""tt-l'rcaily you specify' Rules from ,.r"r."f-t ""d opot conditions be created from a template or can with a data file folder or file. IF you are working roolv ro an e-mail ,..orr.r,, not a single .-tttil account, you cannot create rules'

'J#;;;

Outlook OUI 282 ##efic}*{ {l&*qt*r $ Customizing

FSmn

messages' Plan rules to use with your e-mail


"

&F"esd

:n:'11""il;';;';"';;;"-;;;;n; "''ui 'u""e::::1"i"-"-t-"i,:'::1::ig :1"::, ::f H J; ::"'"T XJ; 5 i; "-'" ;.' - * r"9 r i:: :iTI:: "'.: i ;T lJ : : :1': Li';'."'J""'i'j,LlLl:,*#;; ' ;iiv" *'*"1 11-"lT:i'.1::T:::i::i:T:??:: wou rd ke ;:.i:?,:nil:;:I:ffi?::i;; : ;; ;'i "v'" 9-":::Tt1"^ y:::::::Y,:' run manuallv'
?,."1
I i

[t.""J:;llJJo"i* ,"r.rJ."rry,

"no

which ones you want to

rules' Outlook provides'a Rules Wzard'whict To simplifi' the process of creating actions to tak ,r, -.rr"g. and then lists exceptions to :ru presents a list of conditions for selecting "-L"it necessary, yo" with messages that -"", i.""ditionslIf "11" :1",tp"tiry se:; t a specified folder unless they are For example, you can send certain messages rule. with high importance'

To Create a New Rule


.--"umeSSageSfomYourboss,BillWhitlock,forfol1ow-up.This.ul'*
to tollow up wrur rl'r v' you a1e Ln easily yo,, .",'"*, iry remember io iotto* "p *-TT. :11*1l3,",l"TlT,;.ti;iil, auton ,, '.^.. i^ ._-rit messages from Bill Whitlock..If creatin practice The flowing steps cteafe a rule that ^ -"i1 mcscrces in the file. To BlI whi'rock compli: o?n"'

"-u"'

'lo ",,",*'+i#'-1ilffi':1ififfi:J:'Jffi"+Ti:i{"'"'i"91:T*:'J:[:l"J*lfiffi:,:'.T:,'::J,':'r'"" fril:,ffiT;SJhi:fJf"l'T::1ffi;"::: #:'1+rl:i='1:: steps' o'r'"'*i'", read but do not perform the followins l#i;ffit;;';;;;

o .

Clicf the Bill Whitlock e-mail message to select it (Figure 5-87)'

Figure 5-87

o Click the Rules button

(Home tab I Move

group) to disPIaY a list of rule oPtions (Figure 5-88).

Figure 5-88

@ ,:

ck the Create Rule :mmand to disPlaY

X31;i : nepll

Re9il.

:'e Create Rule dialog :ox (Figure 5-89).

4 9,

,','rat should I do

''ir*uut-*ilkins@
- -'imail.csm appears

- lhe Sent t{] text ::;< instead of "me

:rly"

as

shown in

- lure 5-Yl

t ]e tenl. llle rvill bas+ and see if yeu

'i",'1 *,. *W*rkdatafil*


'":,eacl cf cre ating ' : "n*i! Bl{oilnf st

ope*ed th*

.-:
^ -

beginni*g cf this

i pter,

th* tr*?elr:<!n:&lr*t:rail.ccm

:' ;ii *cJdress aPPs;"5 - re*d e:{ "rn* onlY'" --rJt mfans y*u r: -rt cret* ll..l ': i th* T\&l * W*rk
:,'lOl..1t.

Figure 5-89

Click the From Bill Whitlock check box to select it (Figure 5-90).

t0 Sl+ tenl, sfe i1ll bse and 54 f Yu

Figure 5-90

OUT

284 *sit4**k {3t*g*t*r

Customizing Outlook

Click the Advanced


Options button (Create Rule dialog
box) to disPlaY the
Rules Wizard dialog

box (Figure 5-91).

r Click the Next button


(Rules Wizard dialog

box) to continue

to the next step'


where you sPecifY one or more actions to take with a
selected message

(Figure 5-92)'

Figure 5-92

Customizing Outlook {};fe+& llh'*pte:'

OUT 28r

o r

Click

the'flag

message for

follow

j Re.je

lder

up at this time' check box to select it (Figure 5-93).

u"-

1 !ttee''^ -rF -ry

-);'rrr

a'

^ tn Ltnoi

the effect of selecting the lag rnessage for fr:llow up at this ime'check bsx? What
'f is

:,e5s**5

that n:s*t th* e*nditi*ns

i6t

l$e*

.'or: spetif iecl. ir this {i:e:q. mtl$aSc5 'rar'' f3!ll Whitl*ck, w!il cpp*er i;:

Ali{e ileds

:he m*sl*g* ljsl rith ;: fl*g 1c*n .c indirat* 11.* necd t* be

'cll*wed up.

Figure 5-93

Click the

'follow up at this time' link

in the Step 2 area to display the Flag Message dialog box (Figure 5-94).

,"x *
'"
D+iel tept!

( 3

For what can I use the Flag Message dialog box?

Y*u en fl*g * rness*ge f*r f*il*w u: {the de{a*Nt} *r f*r *ther *Ptirn*, inclilcling F*r
Ycu'

x,

we

le'ill

R*5pc:ns* llecess*ry, ancl ileply' Yor all* can specify when 1 f*lislv uP; T<;eJaY {the def;;uit}, Tonrorrcw, ThiE We*k"

lrf*rmation, f'j*

t0 ihe t;s. ,ria base arul :::

ri :i

r " r':

l\ext'*tl**k, f{o $ale, *r {cn,lplet*'

Figure 5-94

OUT

286 *f*{},k {lh*pt*r S Customizing Outlook

o Click the OK button (Flag Message

dialog box) to accept the default settings and return to the Rules Wizard dialog box (Figure 5-95)'

. Clict the Finish button

(Rules Wizard

dialog box) to save the Rule'

Stlerwetrg

ri-

rrr

I ::

Figure 5-95

1. Click File, click lnfo, click Rules and Alerts

To Run Rules
If you want tcN messages received after creating the rule' Rules that you create run for all incoming e-mail and Nerts dialog box' The foll-'receivediyou use the Rures apply rures to e-mail "rr..f"r,*e ing steps run the newly created rule'

;;;;;;;;h;; fr"

o .

l{ome tab

Ctct<

the Rules button (Home tab

Move group) to display a list of rule options.


Click the Manage Rules & Alerts command to disPlaY the Rules and

Alerts dialog box (Figure 5-96)'

4i l

After I create a rule, can I rnodify lt? Yel. To modifY an existing *:ie, ssi*et"the r*l* yciLl wa*l to m**$ify'
r!ick the tl'o:n.ti Rule huttan, 'nd thcn clitk tlre {:lit R*ie Settinqs
rclrxr'$;ind. itext, ryr*ke th* rir*sired *hanges !n {h* 11r..!*l WiE*rci. Clltk

the Fi*ilh iluttsn nft*r maki*g all n*{*$sty ehangt:.

Figure 5-96

Customizing Outlook

{i:*ti*+k

:i!"+*1-;,

:-

OUT

4i jdJ,\r E.i F,{i' e nlr, '

\ -1
t

r Click the Run Rules Now button (Rules and Alerts dialog box) to display the Run Rules Now
dialog box.

Click the Bill Whitlock check box

to

select it and specify the rule that will run.

.l
-,

t'e teanl. lV q,ll


basa and see

rfy:-l

t'l

r Click the Run Now button (Run Rules Now dialog box) to run the rule (Figure 5-97).
t
Rule detriptim

\
\
i

itud;s"=;k
lrsm

feg ressge

.-

Finish button

I I

=-*_**l

Figure 5-97

u wnt

to

Click the Close button (Run Rules Now dialog box) to close the Run Rules Now dialog box. Click the OK button (Rules and Alerts dialog box) to close the Rules

!'i

.'rq. '-

The follow-

ie?i li\! Frnrl ltt{

--t-

:r--i

lo'rlre

&/
uD , /\
cE

i .alr
h &J!lr("

rre Reo,. i*rrr "rn",


-ii

*-

rc+ - T" ;: l+it'q I


--q

:"

".r.e

Ii'rn!r.

", .l ;.,

and Alerts dialog box (Figure 5-98).

!;l ffi

3ri llnar

*.aere*nml1t:

,:r\{.1qsrk i l, tiiiiiSt..,iiq&dgt::::::::tJ j': . r,orr, 'i$:**ftt**r' jill


f$ **tat**$cnu
ItS!

idJilnrl{F*ir i : iti,#;,1i#,:.;Ei-r1.,+i.i:a:,'=t ; Frer r{ed ! i l''------ 'i-S *lb*x t i iffi nxi*;*: l-j i$:iuriti:.al**: i-l :

\ i .,-Tl

q<__-

e-mal me$age ,rn ihe-first

| I I

flaeedforrollowLt flagged Tor Tallow !! pro.e.-i.;::

E-n:il me ny *u,

qu;!:.^:

, ,
!

bilFlvhiBckl3hoir

::-

lroit!,f]n:9t. Yu8uldcomPutis

l**lu[e-m]ail .:
*!fb*x
irj: 5rr{$ trsldrr!
;'..,i !4s.*,111

Figure 5-98

OUT

288

#ut$**:tra

#h*p*er S Customizing Outlook

To Delete a Rule

*" ". *ger need a rure, you,shourd delete therefore' need to flag all e-mail messages t'9-I3y:-?tts; ,*
if,.?olfoUng
steps dJlete the

you do it. After further consideration, you decide that you decide to delete the rule'

n:r

BillWhitlock rule'

oct.t i

Move group) to display a list of rule options.

the Rules button (Home tab

o Click the Manage Rules and Alerts command to display the Rules and

Alerts dialog box (Figure 5-99)'

Figure 5-99

@
.

Ctict the Delete button (Rules and Alerts dialog box) to display the Microsoft Outlook dialog box (Figure 5-100).

Figure 5-l0O

f
Customizing Outlook {}*f***k *h*p*r

OUT 289

B r

Click the Yes button (Microsoft Dutlook dialog box) to delete the 3illWhitlock rule (Figure 5-101).

o[lick the
e

OK button (Rules and Alerts dialog box) to close the Rules and Alerts dialog box.

Figure

5-lOl

To Ser Up

Aurounrc

REPUES

']utlook provides a quick way to set up automatic replies for when you may be out of the :tfice; howevet your e-mail account must support automatic replies. If you wanted to set :p automatic replies, you would use the following steps.

-" Display the Backstage view. l. Click Info in the Backstage view to display account information. i. ClickAutomatic Replies to display the Automatic Replies dialog box. a. Click'Send automatic replies' to turn on automatic replies.

:. Change

the Start time to select the day and time for the automatic replies to start. the End time to select the day and time for the automatic replies to stop.

i. Change
-.

Select Inside My Organization and enter an e-mail message for e-mail messages to be sent inside your organization. and enter an e-mail message for e-mail messages to be sent outside your organization.

!. Select Outside My Organization


,.

Click OK to save the rule for automatic replies.

OUT

290 *$'t1*t;14 {f?;s?q*$'

Customizing Outlook

E s

{f*attatP T*+?s
ln addition to archiving e-mail messages, outlook

Configuri ng AutoArchive
access them AutoArchiveallowsyoutosetupautomaticarchivingwithlnoutlooksothatolder t-; o"..tf. "." lt, *ht'" vou can messages" are -;;i;.";:#;;: their Outlook items ""ii" "i.* f3rg"t to backup or archivebe lost if thev 'artr r !r opening the file i" o;;; could f"ilor."r, im-portant messages In the case of comp;";;;;i Inbox at a manageable rr*r' ;. il;r

i Provides 'helP

cleanuP

toolsto

control the size of vour mailbox. To access ihe various cleanuP tools' disolav the Backstage ui cti.f tfte lnfo tab' if i necersary clickthe CleanuP 1 Tools button, and then click i the desired cleanuP tool i you want to access'

backed up or It can be difcult

archiv.d;;*;.. tt ;fi#;?J""

"rr.*r se"eral ttt"' h

lo"

hundred messages'

To Set AutoArchive Settings


outlook will archive

tn y'our e-mail backup the e-mail messages You decide that you should steps turn on AutoArchive' The following

ftIITIetl account' By default' when

-- r*

.rr"g",

every l4days.

o DisPlaY the OutlooK

OPtions dialog box'

Click Advanced
in the CategorY list to disPlaY advanced oPtions

(Figure 5-102)'

,;.;tt n*lt,
.. a

..1*-:
I: l:
1f
I

-lST

;:-,corinth,,rardif L:rr'r

rd

I
lI '

;-

otlook sh'n *o1v g*ed Rc6 1lders 'tiiinq

roirw(ruE

.-u""'.n,""'
advilrred outlsok
oFtiorls

(;{r!;\(5r' ;oc:b' lJ

'x9 Jy

-.,

or movnq oid it rmlroaosr{hilediliile Redu't mailbcc si:r !y delehg

:@gf:**'

i'l'.*
i1'1 sI W
l,
tuoodouilookrnromarintoatrleioruseinothrFrosnmt

i;

'f ii :i

thi updled I . fr . r'tLr rht I d :"r.::::'"r:TiH i: r:::::::'"'::::l :T,,, r *rndoss *5 " ;;;;;; I i!l d ilffi:[:H;'":;-;;;;;;:;'red!istrcFl]i'^r{indaw5 ] ll sum*omo
i5 Av R55 ied lieor Fteds 16

o"* l *oI=

nppetrr as nd codmon Fed rst

'l

Figure 5-102

I
Customizing Outlook
:i,]-'i1;**t;

{lk;lpt,*r '5 OUT 291

o,llick the AutoArchive


'
Settings button

Outlook Options

iialog box) to display


:he AutoArchive
Cialog box

iiigure 5-103).

o r

Click the Run

AutoArchive
every check box :o select it and enable AutoArchive iFigure 5-104).

o Click

the OK button

iAutoArchive dialog box) to close the AutoArchive dialog box.

r Click the OK button


(Outlook Options dialog box) to close the Outlook Options dialog box.

Figure 5-104

OltT 2g2 #ctt*+fu {.*'r,*pxt*c" S Customizing Outlook

*i {srtiS**a*e*s"r Office The Microsoft


Specialist program Provides

Working with News Feeds


stands for Really one of the newer technologies on the Internet is RSS, which to easily distribute, or synSimple Syndication. RSS aows Web page authors on news Web sites, discusdicate, Web content. nSS feeds typicaily are found update their content' For sion boards, blogs, and other web sites that frequently people to view top ttre CX Web site contains two RSS feeds that allow "rr-pf., recent stories in one convenient location. If you frequently-visit web stories and the feed content of all the \A/eb sites that offer RSS i""r, you quickly can review to their-RSS feeds' without sites in a simple fir, in yo"" bro*r., ty subscribing subscribe to an RSS feed having to first navigate to each indiviiual site.If yu Favoritt' ;;ii";"tnet Expiorer, you can access the feed in the Internet Explorer

an opportunitY for You to obtain a valuable industry credential Proof that You have the Outlook 2010 skills required bY emPloYers. For

more information, visit the Outlook 201 0 Certif ication Web page (scsite'com/ out201 o/cert).

E $tiq:k ffi*f*nere* k fot a table that lists how * I to complete the tasks
I covered in this book

Center.

using the mouse, Ribbon,

I shortcut menu, and

i teyboard, see the Quick i Reference Summary at the i back of this book, or visit
i the outlook 2010 Quick I Reference Web Page I (scsite.com/out2O l 0/qr).

feed If you want to use Outlook to read the feed, you can add the RSS let you manage and.work with the Account SettingJiriof Uor. Outlook will then you access the feeds from you: your RSS feed. Some accoints will automatically let however, not all accounts iry"b bro*rer if they are using a common feeds folder;

using

allow for this.

To Subscribe

to an RSS Feed

You want to use outlo3k 13 view l''::1 your personi You subscribe to Some RSS feeds in your Web browser. keep it separate from work, you decide to add it to Rocks 2.0 from http://www.nirmaltv.com /ieed'/.To e-mail account. RSS feed and display the messages' The following steps subscribe to the http://www.nirmalw.com'/feed/

:liTllj:

Right-click the

RSS

Feeds

folder in

the TW mailbox in the Navigation pane to disPlaY a shortcut menu (Figure 5-105)'

di 6i #i

What should I dc i{ an R55 Feeds falder cloes not apBear in the TW


mailbox?
ldlght-e lick

ihe 55 F*eds f*1der in * d!ff*revit r:ailb:x *ft ys1-li"

{:*tput*r.

Figure 5-105

Customizing Outlook li:':'''11**h

iir+*t's l

OUT 293

Click the Add a New R55 Feed command to disPlaY the New RSS Feed dialog box (Figure 5-106)'

Figure 5-106 Type

httP:/lwww. nirmaltv -com/ f eed/


RSS

in the

text box to enter the address of an


feed (Figure 5-107)'

Figure 5-107

o r

Click the Add button (New RSS Feed dialog

box) to add the R55

feed to the R55 Feeds


f

older.

r Click the Yes button


(Microsoft Outlook dialog box) to confirm You want to add the RSS feed
(Figure 5-108).

-tj)

gnp*r**nt

Click the different messages to see what has been Posted in the R55 Feeds folder.

To Selete an nSS Feed

do,lo' n"":::T:-1t^ti feed, you should delete it o-th1t Vfu f:T?tt' When you no longer need to use an RSS h..p,ur.*.' nirmalw. com/reed/ Rs s r"" ;; ", Jl vour account. The steps on il

Jlff jir}]il. ;tffi

ilil ;

OVI 2g4 illf*:'lr {h;e6a***'S Customizing Outlook

o Right-click the Life Rocks 2.0 folder in the Navigation Pane

to displaY

a shortcut menu (Figure 5-109).

Figure 5-109

o Click the Delete

Folder command to displaY the Microsoft

Outlook dialog box (Figure 5-110).

i,

f vru Enl

lD

rffir

* lfe

Rors 7 0'R-c's Fed

Figure

5-f lO

o Click the Yes button

(Microsoft outlook

dialog box) to delete the RSS Feed (Figure 5-111).

Customizing Outlook *at***k ffF'l*pt*r

OUT 295

fr Remove an E-Mail Account


When you no longer need an e-mail account, you easily can remove it from Outlook. The following steps
rfiwrno\e

the

TW-Work

account.

o
N

R.ight-click the TW

- Work account

name in the Navigation Pane to display a shortcut menu

ffigure 5-112).

Figure 5-112

Click

the Remove "TW - Work"

command

to remove the

e-mail account from Outlook


(Figure 5- 1 13).

( t @

What should I do if the Remove "TW - Work" comrnand does not appear on the shortcut menu? lf you openee* thE data file, then Close "TW - \iVork" appears instead of ernove "T\Al * Work." ln that
case, click the Close "TW

* Wsrk"

cornnrand"

o Click the Yes button (Microsoft

Outlook dialog box) to remove the


TW

- Work account.
Figure 5-113

OUT

296

{?mtFe*Er.

clh#t#r 5 Customizing Outlook

To Reset the Timc Zone Setting


before quitcine You should change the time zone back to your original time zone Ou tlook. The following steps change the time zone'

o o o
@

lf

necessary, click the File tab

to open the Backstage view and then click options to disaial

the Outlook OPtions dialog box.


are visible in the Click Calendar, and then scroll down until the Time Zone settings Options dialog box. Click the Time zone box arrow to display a list of time zones' Click your time zone to select the time zone'

out

atr

To Quit Outlook
The project is complete. Thus, the following step quits Outlook' Cti.t the Close button on the right side of the title bar to quit Outlook.

Chapter SummarY
Outlook options, create rules' manr: In this chapter, you have learned how to add an e-mail account, customize below include all the new Outlook skills you har-e and add RSS Feeds. The items listed

euick

Steps, add Rules,

learned in this chaPter.

1. Add a New E-MailAccount (OUT 238) 2. ConfigureJunk E-Mail Options (OTJT 244) 3. Display Outlook Options (OUT 247) 4. Set the Default Message Format (OUT 248) 5. Configure Spell Checking Options (OUT 249) 6. Create an E-Mail Signature (OUT 252) 7. Format an E-Mail Signature (OUT 253) 8. Add an Image to an E-Mail Signature (OUT 25) 9. Configure Signature Options (OUT 257) 10. Customize Stationery (OUT 259) 11. Change theWorkTime on the Calendar (OUT 262) 12. Modifz Calendar Options (OTJT 264) 13. Change Calendar Display Options (OUT 25)

14. Change the Time Zone Setting (OIJT 267) 15. Customize Instant Search Options (OUT 2-L 1. Customize the Outlook Ribbon (OUT 272'l 17. Create a New Quick Step (OUT 276) 18. Use a Quick SteP (OUT 279) 19. Manage Quick StePs (OUT 280) 20. Create a New Rule (OIJT 282) 21. Run Rules (OUT 28) 22. Delete a Rule (OUT 288) 23. SetAutoArchive Settings (OUT 290) 24. Subscribe to an RSS Feed (OUT 292) 25. Delete an RSS Feed (OUT 293) 2. Remove an E-MailAccount (OUT 295)

ffietr

""irio" to download the instruction

IfyouhaveaSAM20l0userprofile,yourinstruc-t?li'lf?"t.assignedanautogradable of this assignment. lf so, log itrto th" SAM 2010 web site at www.cengage'com'/sam20n{
and start files'

E"

T
Customizing Outlook *u:t{*ark

*l,r*pf*r

OatT 297

IE

-est your knowledge of chapter content and key terms.


splarr

oc,*r.

-\-fi1tcti0ns: To complete the Learn It Online exercises, start your browser, click the Address bar, and :en enter the Web address scsite. com,/out2010/1earn. When the Outlook 2010 Learn It lhline page is displayed, click the link for tlre exercise you want to complere and then read the insrrrctions.

chapter Reinforcement TE MC, and ,{, series of true/false, multiple choice, and short
:s$'er questions that test your knowledge of
::reptef content.
F

sA

the

who wants To Be a computer Genius? An interactive game that challenges your lnowledge of chapter content in the style ola television
quiz show.

ash Cards wir

Wheel of Terms
An interactive game that challenges your knowledge of chapter key terms in the style of the television
show Wheel of Fortune.

{:r interactive learning environment where


-r-,u identiSz chapter key terms associated

'-'-.played definitions.

eractice Test -1' series of multiple choice questions that test


,inowledge of chapter content and key

Crossword Puzzle Cha I len ge

terms.

your

A crossword ptzzle that challenges your knowledge of key terms presented in the .h"ptr.

?einforce the skills and apply the concepts you learned in this chapter.

f,reating a Signature -xttactions: Start C)utlook. You will be using the Signatures and Stationery dialog box (Figure 5 -ll4) :r create a signature to use when you e-mail members of your debate team.

Figure 5-114

Continued >

OUT

298 fl+ti*#k

ttept'e' S Customizing Outlook

Apply Your Knowledge continued'

"{KT:{':!::t:rr.:;tp,io',

i Signatures button ro d:"r:s box. clickMail and then crick the

!f,';"'tu']',

T1rye team as the name of the signature' 2. Click the New button to create a signature. font size to 18' 3. Change the font to Ngerian and the the ter your name, your e-mail address' and 4. on three lines, .rr,., L. following information: Debate Team News' to new messages' 5. Set the signature to apply tab and click the Theme button' 6. Click the Personal Stationery as your stationery' 7. Select the Studio theme e-mail message addressed to 1 ' r dialog boxes and then create a new 8. Accept the changes in the stationery' inr,*.ao, to display your new signature and in the format specified by your instructor' 9. submit the e_mail message

box' the Signatures and Stationery dialog

ffilearnedinthischapterandeXperimentwithneWskills.Youmay,r.:
use Help

to complete the assignment'

Creating and Adding an E-Mail Account Insmlctions:YouaregoingtocreateaWindowsLivee-mailaccount.Youwillneedtoreadar: 115)' You will then i Live to t'""t" tttt account (Figure 5 instructions provided by windows

"-*"il "".or-,

instructor' to Outlok and send an e-mail to your


and navisate to www.rive.com.

"f&:f{!::?#"*ot,f!J*,"r
Live ID. If you

crickthe Sisn up button (or or-h.:


'

account' appropriate button) to create a new as part of the \\= : ;']1 e-mail account using your last name 2. Follow the instructions to create an luur create another one for this exercis ''' already have a windows Live account'
sure to follow all instructlons'

3'Logontoyournewe-mailaccountintheWebbrowserand,ifnecessary,followthe verilt Your account' browser' 4. Logoff of the account and close your Weh
Settings 5. Start Outlook and open the Account account to :1 Account dialog box and add your e-mail . click New to display the Add New to your instru::,i to create an e-mail message addressed 7. Use the newWindows Live account specified by your instructor' submit the e_mail message in the format dialog box'
rillrrrillii""

I
Customizing Outlook it*ti+*,i :l"ir;r:,;r,r

OUT 299

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{nalyze tasks and correct all errors and/or improve the design.
,'s

iopying and Modifyng a Signature


.',

e:

To complete this assignment, you will be required to use the Data Files for Students. See the

:side back cover of this book for instructions on downloading the Data Files for Students, or contact ,)ur instructor for information about accessing the required files.
,,:-rtructi0ns: Start Outlook. Import the Make
-

It Right 5-1 folder from the Data Files for

Students

-,ider

into Outlook.
Your boss has sent you an e-mail message using a signature that he suggests you customize for also asks you to change the stationery for your messages.
the

',

lur own use. He

k.

?:tfonn

following tasks:

1. Display the Make It Right 5 - 1 message in the Outlook Mail window. Open the e-mail message from Richard Estes (Figure 5 -116 on the next page).

t. Create a new signature and name it MakeltRight using the Signatures and Stationery dialog box. Change the font to Biondi (or any other font) and the font size to 14. Enter the text from the
,1 .

Richard Estes e-mail as the new signature. Change the name to your name.
+.

Using the Personal Stationery tab, change the theme to Level.


Save all your changes, and tJren submit an e-mail message w-ith your signature in the format specified by your instructor.
Continted >

Customizing Outlook ouT 300 #a,s!**k ilfu*ptl*r 5

Make ttFlight continued

Figure 5-f 16

'n order of 'ncreas'ng d'ff'culty' ffify,and/orusesignaturesandrulesusin9theguidelines,concept5^a1d er. Labs-re Isted


skiils presented in

th:r';--

'ii,,i;i'i"l:3#::',J,:f'["ffi'-fessors':'ry::]:':T:I:*L'".":HT:H;;T?jil# il,t:ll:-,Ti.::":*",,:3,1?:?* \{1- ii


'Jilfftt,I#;l;Tffff1il;#;u',r'.1'4"'J e-mail signatures.,,o' -"'*J",' t'" '"a;;:1*t:.U:*:lJ"'i':li;{:*'*'n"uwill (Figure - 7)' ;,ffiill:lXH's't;;;il;i;k' i' "'""r" th.,ig""toi.s
5
11

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Customizing Outlook
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Figure 5-117

Perforvt. the following tasks:

i.

Display the Outlook Options dialog box. Click Mail and then click the Signatures button to display the Signatures and Stationery dialog box.

L
-1.

Click the New button to create

a signature.

T1,pe

Biology

as

the name of the signature.

3. Change the font to Century and the font size to

1.

On three lines, enter the following information: your name,

Sanchez's
h.]lreate
1e

BTo 202, and prof essor

MW Cl-ass.

-l. Using the Biology signature, submit an e-mail message in the format specified by your insrructor.

. Display the Outlook Options dialog box. Click Mail and then click the Signatures bunon to display
the Signatures and Stationery dialog box.

Type Phys i c s as the name of the signature. 8. Change the font to Century the font size to 18, and the font color to green. 9. On three lines, enter the following information: your name, pHy 112, and Dr . tood,, CIas s.
Click the New button to create
a signature.

i.

10. Using the Physics signature, submit an e-mail message in the format specified byyour insrrucror.

Outlook OUf 302 #{'{d}t}fu {lh;+pxer 5 Customizing

Lab 2: Adding an RSS Feed your problem: you are in charge of ordering new computer parts for
use a computer parts

W;";"

(Figure

i - r rsi ,il"" f'"' "tt

departrnent' You regularlr to rc; RSS feed' You want to add that feed

IT

Outlook e-mail account'

Figure 5-118

''K&i{!:#:^!lf*nthe
as

ror vour e-mail account) an; RSS Feeds folder (or the reeds rolder

:rd'm'

display the New RSS Feed dialog box'

2.Enterhttpz//www.newegs'.com/Product/Rss.aspx?Submit=RSSDailyDea*u
the address to add.
3. Add the feed

to Outlook'

+. Open the first RSS message'


5.

instructor' prirrt th" message and then submit it in the format specified by your

t
Customizing Outlook tllllocr& (h\pt*r

OUT 303

r
ou-!

-ab 3: Configuring Junk E-Mail :,'':blem: You occasionally find e-mail you want to read in theJunk E-mail folder for your Oudook account. You also receive spam from a certain e-mail address. You want to use theJunk E-mail '-mail -lptions dialog box (Figure 5 - 119) to make sure you receive e-mail messages from some senders, while : -'rgkit* e-mail from another sender.

tunk E-wi

Spdw:

- ItlY

flutlook rn more reffiges tlut @ear is be jur* tunk Enil foldtr, *rooae lfie level cf jmk eni proteqtion ycu
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is

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i:rj'

sbxisus jurk eral to {re Jurk Efi falder, Hi!h; l4osi jffik Efla{ is aught bui *ne requler mail ruy be arght a weH, uhede yw Jrnk E*il dds affsn,

sdfe LiEls n]v: nly nu Jim peode cr domans +n yrur 5ae SEndE Lisi r saf ReliF trts Ust wil be dekvtrd to os fntrqrr,
delete eJryected junk En,'l] istd of mowrq t to

n Ftrmffid
iH Oisble

lHk Eflal foldtr


litis nd

tlE

o*Er firfforuiiv

n Fhishf,-a

mesges.

{rmrcndedJ

Figure 5-119
?tfor"m heil

the

following tasks:

1. In Outlook, display theJunk E-mail Options dialog box.

l.
i.

Click the Safe Senders tab.


Add www.microsoft.com to the Safe Senders list. Write down what is displayed in the Safe
Senders list.

,1s

-i. Click the Safe Recipients tab. Add ewhite173@gmail.com to the Safe Recipients list. Write down what is displayed in the Safe Recipients list.
5. Click the Blocked Senders tab. Add @crazyedigames.com to the Blocked Senders list. Write down what is displayed in the Blocked Senders list.

. Submit what you have recorded in the format specified by your instructor.

OUT

304 fr*ifft:k {h;ap-t*;' $

Customizing Outlook

App|y your creative thinking and qIgbl:'nj9|Ving skills to 9_"'g^


1: Create Rules

."d i'pM

Academic For three of the

rules t'currently taking, create mail{olders for each class' create Write a rule for one class tha i '*, class mail folder. messages related to the classes to the "ppropriit. in the - ir::uLllfirl five days. write down the rules and then submit your work messages for follow-up within specified by your instructor'
classes you are
::.,;'r'nrrrtrr

2: Subscribe to Feeds
Professional
such as htrp://www.convefgemag'i'::1 Research and find four RSS feeds for professional development careers in education)' Subscribe to t1.'e :-'t @oth for
lil#rl
tlllLr

or http://wwwconnectusers.com/fees/news.rss from each feed' write a paragrapl- 'r':::'in Outlook and review some of the messages. Prirrt u message format specified by your instructor' marizingwhat you feel the sites offer, anJsubmit it in the

3: Create QuickSteps
Personal
messages' create a Famil'" :'-'LL create some Quick Steps to help you in working with your e-mail e-mail messages sent b\- -;-:Lrr' folder and an Archive mail folder. Create a Quic"k Step that stores that flags e-mail mes:age::ontaiir; ::'rr member in the Famify frf"t. Create another Quick Step : rnorrth. Conhg.rre the already existing Move to: '-nuullllii word,s famifu reunionior follow-,rp within " folder. write down the steps you perform. * i Step to move e-mail *"*g"r ao ah. Archive mail specified by your instructor' create each Quick Step. Su"bmit your steps in the format
'
r

&pp*md$m &

Project Planning
Gudelines
Using Project Planning Guidelines
The process of communicating specific information to others is a learned, rational skill. computers and software, .rp"".iuily Microsoft office 2010, can help you develop ideas and present detailed information to a particular audience'
Using Microsoft Of6ce 2010, you can create projects such as Word documents, PowerPoini presentations, Excel spreadsheets, and Access databases' Productivity software such as Micrtsoft Office 2010 minimizes much of the laborious work of drafting and revising projects. Some communicators handwrite ideas in notebooks, others compose directli tt itt" computer, and others have developed unique strategies that work for their own particular thinking and writing styles. No matter whatLethod yon use to plan a project, follow specific guidelines to (Figure A-1)' arrive at a final product thar presents information correctly and effectively and others as of these guidelines every time you undertake a project, lJse some "rp".i, instances. For example, in determining content for a project, you may needed in splcific If so, decide that a chart communicat., tr"tt, more effectively than a paragraph of text' insert it in an Excel spreadsheet, a Word you would create this graphical element and document, or a PowerPoint slide.

ffiw*mrm*ffiw hm ffnex$wct-s

ff*rP*se
PROJECT PLANNING GUIDELINES
1. DETERMINE THE PROJECT'S PURPOSE Why are you undertaking the proiect? 2. ANALYZE YOUR AUDIENCE Who are the people who will use your work? 3. GATHER POSSIBLE CONTENT What information exists, and in what forms?

Begin by clearly defining why you are undertaking this assignment. For example, you may want to track monetary donations collected for your club's fund-raising drive. Nternativel you may be urging students to vote for a particular candidate in the next election. Once you clearly understand the purpose ofyour task, begin to draft ideas of how best to communicate this information.

&xrm$ymm Ymax*. &wq* $wmem Learn about the PeoPle who will read, analyzQ or view your work. \A4lere are they employed? What are their educational backgroundsi \l4rat are their expectations? What questions do they have?

DETERMINE WHAT CONTENT TO PRESENT TO YOUR AUDIENCE What informationwill best communicate the proiect's
4.

purpose to your audience? Figure A-1

APP

,i,4ri:ri:;-:n::

Proiect Planning Guidelines

Designexpertssuggestdrawingamentalpictureofthesepeopleorfindingphoto': -' in rr: yoo ."n d".relop a project with the audience -rrrtilltl people who fit thi"profile so tat to meet their rr' -' -"-b".r, yo., .un irilor a project pott"ts, and - n' By knowirrg lioo' ".rai.rr.. *i,rr iir"t-ation they alr"dy "''and needs. yr* *ill;;, #r*. il
know' not omit the information they need to college's nursing p: assignment is to raise the profile of.your Example: Your
-

-r;::

llllllrr

curr----L,rTrTtrrr know aboui your-college and the nursing the communi.y. H;; ;";h do they admitted con-': : n: llow many of the applicants What are the admission requirements? board exams? ,n" pttgt"-? What pt"""i pass the state

#m,h*r F*ss*fu $* fl*meffi

all the material for a project' T\pic'Rarely are you in a position to develop i : ' :rri' that may reside in spreadsheets c would begin by gu.t .ririg'"rir;g informari'on could p: " *r and newspaper articles' and books bases. Web ,i."r, pu^ptti?-"g'"'i"" yo"t topit' Personal interviews often pr '- - ' insights of how o,tt"" tt"*'"pft"tft"a clips a! :'' r."ri:rrrr,'ill y i^y other means' "'l"t video and audio perspecrives ,ro, you unc i :"rr"it"bi" supporr the factual data ,oor.., for material ;;;h,:omplement or
I'ir
rri

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Experienceddesignersrecommend'writingthreeorfourmajorideasvou.::-.H -n' i' -'' : -reading or-uiewing your project' 11 also. audience member ,o ,.".",,-,b.r after proiec : : ril key facl you wish to emphasize' Nl envision your projectt ""ipt,,',,'afte should lead to this ending Point' you a ls o rlranc LUr As you .,t"t" tot"?i ti'i o"t' "t " 1 -t:-91f ^*:'"t:: ::i::?:' rt---l ,''iilL[ill" '{s exampie. " ls an lmp ortant consideration. For Presentation of the project content
brochure be
']iil,

printed;;tJ;;l;'"d pap"i"'q:":+,:L*:YltlY'*Ll:::,f --,:;,'.iurrroo-iith...ll"nt lighting and a bright pror.:: -ilffi.;;fi;;;;;u


monitor? Determine-r:l:::::t:::.t---'. will it be viewed on a notebook computer re'ic---: " -l project, how long readers wiil soend the XJh: . ." u' your ,p.,ki,.,g engagement. Your ;proiect, or the amount of time allocated for .r."d to accommodate all of these constralnts' artistic element can express or mPhr'': ' 1 Decide whether it"pit, pfttto' or " of the brain processes images bY a..:---"t'l 'rrur particular concept.1.n" ffitt.misphe.e l1 :r; are more apt t recall these graphics emotion to them, so audice -.-b.r, rather than just reading text' order in which you plan to pre!': fu you ,"1"., .ol'""g be mindful of the members generally, rem"-g jl:::: information. Readers ;'Jili";te ::-:: intrl':-: ' i rillll you ,hoo.-ld place the most important of information they r"" nn t "ur, so the top or boftom ofthe Page'

il'il;i#;il;;

'

""''|*'I

lll''

ri:rrr'm'rrllllri

llllllll

SummarY
when creating

follow some basic guidelines frorn :-: : *:fn of the process to determine the proiecr's By taking some dme ;;it;;gi"ning what content t' : : ":-.or,,"ni. and determine analyze rhe audience, i^*., pssible that is informative' relevant' and eite;:' ' the audience, ro.t .",t"otli*Jt " ft.,;"t'
a project,

it

is beneficial to.

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lrrrrr'urir'

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of
Lind.

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ffi

lteresLi ru ri-ill

Publishing Office 2010

rgram,: iculumt
plete

Web Pages Online


With Office 2010 programs, you use the Save fu command in the Backstage view to save a Web page to a Wet sile, network location, or FTP site. File Transfer Protocol (FTP) is hi".t standard that allows computers to exchange files with other computers on the
"r, Internet.
You should contact your network system administrator or technical support staff at your Internet access provider to determine if their Web server supports Web folders' FTP, or both, and to obtain necessary permissions to access the Web server.

l,

You

latar'ide

ide

rtential

L#s$mg mm #$$$cffi W$"##rffiffi nt an pful to


lments

q#

traxfu$&s$?

ffiff$s* fr#$# \ffefu ffimg*s

When publishing online, someone first must assign the necessary permissions for you to publisir the Web page. If you are granted access to publish online, you must obtain the W address of the Web server, a user name, and possibly a password that allows you to connect to the Web server. The steps in this appendix assume that you have access to an online location to which you can publish a Web page'
To Corururcr ro ru Oruurue Locnrlor. To publish a Web page online, you first must connect to the online location. To connect t an online location using Windows 7, you would perform the following steps' 1. Click the Start button on the Windows 7 taskbar to display the Start menu.
2. Click Computer in the right pane of the Start menu to open the Computer window. 3. Click the 'Map network drive' button on the toolbar to display the Map Network Drive dialog box. (If the 'Map network drive' button is not visible on the toolbar, click the 'Display additional commands' button on the toolbar and then click'Map nefwork

ll your 'erPoint rr, or


rs, such
i

youf

ct will
a

rg an

term

pieces

ion at

drive' in the list to display the Map Network Drive dialog box') 4. Click the 'Connect to a Web site that you can use to store your documents and picrures' link (Map Network Drive dialog box) to start the Add Network Location wizard. 5. Click the Next button (Add Network Location dialog box)' 6. Click'Choose a custom network location' and then click the Next button.
7

utset.
pose,

3nt to

address specified by your network or system and then click the Next button' administrator in the text box 8. click,Log on anonl,rnously' to deselect the check box, rype your usef name in the lJser name text box, and then click the Next button. 9. If necessary enter the name you want to assign to this online location and then click

. Tlpe the Internet or network

the Next button.


10. Click to deselect the Open this network location when

I click Finish check

box, and

then click the Finish button.

APP

L;*:,-;1q'iits

Publishing Office 2010 Web Pages Online

Map Network Drive dialog box. 1. click the cancel button to close the 12. Close the ComPuter window'
To Snv A WEB Pnce

ro

AN ONUNE

Locmor'l

TheonlinelocationnowcanbeaccessedeasilyfromWindowsprograms'incluJi.r{ to save as a a Microsoft office file you wish Microsoft office p-g.r;, After crearing you connected in the olrrlir.e location to which Web page, you musr r"".ifr" nf" to th" and document as a Web page' for example' previous steps. To ,"";" Mi;;soft Word perform the following steps' illtill;.Jthe online location, you would in the Backstage view and then click Save fu 1. click File on the Ribbon to display the As dialog box' Backstage view to display the Save Do nor File name rext box (save fu dialog box). 2. Tlpe the web png. tii" name in the at this time' you do not wanr to close the dialog box the ENTER
press

;;;;;r.

3'Clickthe.Saveu,.,p",boxarrowandthenclickWebPagetoselecttheWebPaee
format'

4. If necessary scroll to display the name of in the navigation pane to select that locatisi: 5. Double-click the online location name pane' location and display its contents in the right
the new save

pane the online location in the navigation

!1l

6.Ifadialogboxappearsprompting.youforausefnameandpassword,typetheuser text boxes and then click the Log on buton' name and password ln th" ,"ip.ve
box)' 7. Click the Save button (Save As dialog TheWebpagenowhasbeenpublishedonline.ToviewtheWebpageusingaln'*ll address you shc -,: browser' contact your netwofk or system use to connect to the Web Page'

.d-i,,i,t,utor for

the Web

&ppmmd*w ffi

Microsoft Office 2010 Specialist and Expert


Certfications
What Are Micosoft Office Specialist and Expert
Certif ications?
Microsoft Corporation has developed a set of standardized, performance-based examination, thut you can take to demonstrate your overall expertise of Microsoft Office 2010 programs, including Microsoft Word 2010, Microsoft PowerPoint 2010, Microsoft Excel 2010, Microsoft Access 2010, and Microsoft Outlook 2010. When you successfully complete an examination for one of these Office programs, you will have earned the designation as a specialist or as an expelt in that particular Office program. These examinations collectively are called the Microsoft Office 2010 Specialist and Microsoft Office 2010 Expert certification exams. The information in Table C- 1 identifies
each of these examinations.

Mier,as0{!.Woid 201.0

twt1.t..,.,..

t,,.'t.:,..

!ndcategryoui:liavgrprofieenqy:' il,l using at least 80 percent cif the


201 0

r:

5uqeessfully,cqmplete i ir' f.X;|rn 7,7'881,

i'

fujiosoft Off ce:ispeciA bll Mierosft Word:?OJ: ,'


j
,

.,r

..

feo'tm,and,iapabilities t,Wofdi
lndicates you have proficiencY in using Word 2010 at the feature and f unctionality levels, together Successfully comPlete
Exam 77-887

Microsoft Word 2010


Expert

Microsoft Office Specialist: Microsoft Word 2010


Expert

with advanced features of Word


201 0

Mj( [osqf !, Pwe !:Pqht r: ,20Jr5pecjalistr:r

lndicates you have proficienry

es

lly eomPlete
' ,,' :,

M:iirosoft
:.1::.,'
':,. ..

Of f iqe: Spe{ial

ilt:
r

in using PowerPoint 2010 bY creating complex slide shows


using sophisticated data presented in visual formats

Exrn

77.883,

M icr.osoft',FweiPpinl:. r,'',' '201 0r, I ..,t',',,,. :r.i I il,ll,i':,.r: r :.


I

:.,,:t.

':.:

;,1

tt,.

:'tt.

:,r.','r;rri,,:,:

.i. . .. r.1..

.-

r,-.:.:

Microsoft Excel 2010


Specialist

Indicates you have ProficiencY in using at least 80 percent of the features and capabilities of Excel
201 0

Successfully complete

Exam'77-882

Microsoft Office Specialist: Microsoft Excel 2010

APP

;-lpp*n*ii.e

{-

Expert Certifications Microsoft Office 2010 Specialist and

hniirosift' Eieell 2Ot,0 $.erf'

,,lnlti you hte,p, rsf iircY'.,in,.: Sucegsf r.lly cor:nPlete :fxam,?7888 .'r''.;,':,' ,:wj-]g.ExceJ,,*o] 0r,t'i}Jq fgtre'.:. rand,f ffiinslttyitveJs, lqgetlili. rr.r'.::.i:.,:. .rr.. ::.r ....::. t:.:,..1 r. .tl. :1.:i :::,.:: . irh d-vaiu f.d;t!ry :El::t ,.: . :'".;,,t:,.i
, .. ,r

fr*iiisft,fffice

SPe:milM

Mil'csqfit,lxcel z0I

Fin''

,...!i:r...r..:. .r:rr.. r..:...:..1.....:.

r:,::i. ::.,:r..

201 0

Microsoft Access

201 0

lndicates You have ProficiencY in using Access 2010 bY creating, modifYing, and extending functionalitY of basic database objects
ti:ave

SuccessfullY comPlete Exam 77-885

Microsoft Off ice S::"illrl$lil MicrosoftAccess l- '

Microiofr otl'ook. 2$1.9 ,,.tOfcfes,v9


:.,]i,':t.i r.'t:li::r. :i",. r-.-,

p.rofiiignct"'

Olflce Se:ilil scqeisfufiy io.mFteie,, :.','Mii :rdsoft

::

:.ri'.

"., i', i,usingL Outtook Z01o,uy.r,


,:

i;;o

i*ii...'',.,.' . :,,- MiiGs{r


rt::.,:::l ::,:

outlock

1'flirflro

{orynatling: metsSB',!q!tqnt;::':.']''

r,.:l:: : :.::l:i.::":::.]l,,"' ;l': ::'Ul i..:::'il,l:il

..

,iriing ea*iaci

qdsanE
',

'..r',

appointments, schedulinq

:,.r.neeings; and :halng.schedufel

You will norice in Table c

1 that

word

:-' and Excel have an Expert certifican -

l"llmllfr

other programs do not' cerrification: 2010 Microsoft o=:' Microsoft prorriJ., one orher level of ofce s::::rrlltii' 2010 Microsoft office Master' you must Master certification. To be certified as a fully complete the following exams:

. 77 -887:Word 2010 ExPert . 77 -888: Excel 2010 ExPert

' '
or

7 -883 :

PowerPoint 2010

and either
77 -885: Access 2010

'

77 -884: Outlook 2010

Why Should You Be Certified?


a number of benefits Microsoft Office 2010 certification provides you include the following: ;;;;;L-ployer. The benefits for

for both you r::


those r-t-L

'i'iirr{illil"

from r you can differentiate yourself in the employment marketplace Microsoft Office Specialist or Expert certified' .YouhaveprovedyourskillsandexpertisewhenusingMicrosoftoffice]01t-

i"t"r:

.Youwillbeabletoperformatahigherskilllevelinyourjob. are not ce r--:'l-" . You will be working at a higher professional level than those who career fr::1 . You will broaden your emplol'rnent opportunities and advance your
rapidly.

&tp+:+re*ie Microsoft Office 2010 Specialist and Expert Certifications

APP

advantages: For employers, Microsoft office 2010 certification offers the following o When hiring or promoting employees, employers have immediate verification of

employees' skills.

. Companies can maximi ze their productivity


Ofce 2010 certified individuals.

and efficiency by employing Microsoft

Taking the Microsoft Office 2010 Certification Exams


and Expert cerllhe Certiport Company administers the Microsoft Office 2010 Specialist address' fication exams. You can contact Certiport zt 888-999-983 0 xl 3 8 or at the Web Microsoft of6ce 2010 Specialist .ttp://wwwcertiporr.com. On the Web site, click the *. g" sure to e*plore the links on these Certiport pages to obtain a thorough underof the Microsoft Ofce 2010 certification exams' 'tanding on the To take an exam, you must register and pay a fee. The fee varies depending specified tasks using the :esr and the testing ."rr,"r. Each e* requires tit"t yoo complete you -t9lg perform while at work' ,rogr"- on whicliyou are being tested, ti,at is, tasks not these ar. p.rforriance-based exams, so you will be using the software, Remember answering questions about the software' You can find testing cenrers by following the links on the certiport

web site and

:hen clicking Find

Testing Center.

How Do I Prepare for the Microsoft office 2010 Specialist Exam?


the certification The Shelly Cashman Series offers Microsoft-approved textbooks for These textbools can be found by eams listed in Table c- 1 on pages APP 5 and ,qPp 6. topic, Shelly' the Web site, www.cerrg""g"braitt..om and then entering the search

isiting

pass the indicated L sing"any of the appro'ed te*ibJok will prepareyou to.take and or Experi exam. For a list of skill sets specific to this -. \licrosoft Of6ce 2010 Specialist use of all appropriate !-hetly L,ook, seeTable C-2 or p"g"rAPP 8 tirronghAPP 11. The for the 2010 Microsoft Office Cashman Series Office 2b1 t.rtbooks will prepare you

-\Iaster certifi cation.

2010 For further information from Microsoft regarding Microsoft office certification, please visit http://www.microsoft.co mlleatning/enlus/certification/ mos.aspx an1-httpt/ /office.icrosoft.com/en-us/word-help/should-you-become-amicrosoft-office-specialist-HAO0 12 1 1 1 01'aspx'

APP

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Certifications Microsoft Office 2010 Specialist and Expert

naCing.the

$tlo9

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Erwir,o*ment q.$1.?fl:r,,,,,ri1:
...

Apply and manipulate oullook pfoSlm opJlo,l:


Set General oPtions Set Mail oPtrons
Set Calendar oPtions

oul ..'248-251
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'.

. .j . ..:.

. r.

. .t- j.

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Set Tasks options

Set Notes and Journal oPtions


Set Advanced oPtions

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our 181 our 18s .


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Set Language oPtions MantPulate item tags Categorize tems


Set flags Set sensitivitY level

:i tB6:
:

90r,

ouT 198-199
6PP

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.'

Mark items as read or unread

OUT 15
r':.

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View rfiqgtage pfopqrties

r,.

i:
'
'

:.,;.

,:,r,

:,: li.:. '..oUT' 1 4: r':"1:r,

Arrange the Content Pane "show or hide fietds in a list


Change the Reading view

iiew

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OUT 13

',:

'UsetheRemindersWindow
Use the PeoPle Pane

"'': '.
'

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1'1

: '"

ApFly seareh and{itter

toalsr

Use built-in Search folders

ouT 139-140
OUT 33

Print an Outlook item Print attachments Print calendars Print multiPle messges Print multiPle contact records Print tasks Print multiPle notes

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OUT 17

:':.

i, ouT,156,,,,

our
:,

217

012?0'.
::.

Creating and Formatting ltem Content.


Creale and sgnd e-mj|rne,gsages
SPecifY a message theme

' .:" ':

:
'

::,, :',:',,::::'a

::'..':.
"

our 259-261
;'

, , Specify
Rieh

essage

cnten!'{ormat'

Plain text

our

22
21:,;:,.,,;',

text format

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HTML

248-249

Show or hide the From and Bcc fields


Set a reminder

,1rOUf,?2'',rr,...
APP 12

for message recipients

'

rspecifythesend'ingaecout:' ::
SPecifY the Sent items folder

:'

:O{JT,?j?-;r'r
APP 12

Microsoft Office 2010 Specialist and Expert Certifications x; :

".

APP

.+w

Configure mssage dlivry optione,.


Conf igure voting options

APP

13

,,i

APP 14

Confrgure tracking options


Send a message

ouT 285-286

to a contact group

ouT 144

oul
Create and manage Quick Steps Perform Quick Steps Create Quick Steps Edit Quick Steps Delete Quick Steps Duplicate Quick Steps Rme! Quick Steps to default sltings Create item content lnsert graphical elements Insert a hyperlink Format tem content
Use formatting tools

146

our 279-280
oT 276-279

our

279

ouT 281

our 279

ouf

280,

Ouf 256
OUT 21

...,,

our
APP

253-255

Appry sryres Create styles Create themes


Use Paste Special

14

APP 15
APP 16
APP 17

Format graphical elements

APP 17

Attach content to e-mail messages Attach an Outlook item Attach external files
OuT 205=206

ouT 30-32

Managing E-mail Messages


Clean up the mailbox

View mailbox size


Save message attachments Save a mqssage in an external forrnt

APP 18

ouT 34-35

0uT28
APP 18

lgnore a conversation
Use clean-up tools

our

?90

Create and manaqe rules

Lreafe rules Modify rules


Delete rules Manage junk mail
Al,1ow a

Our 282=286
OUT 286 OUT 2SB-289

rpeclfic message (rol junk)

ouT 244*746

Filter
:

junk mail
OUT243

Never Block Sender Never Block Sender's Domain

' Never Block this Group or Miling List


Block Sender

our 243 our 243


our
243

APP

10

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and Expert Certifications Microsoft Office 2010 Specialist

OUT

257-258

Manage signatures

l.::,.

|:.:rt'r:i:ir:.l:t liltr:

tsoe :{rii',.':'l
New HTML messages Plain-text messges soecify oqtlons f.ot "P11t1...,, ,.,,,,,,, SpecifY oPtions f or Jorwards
Set a default theme

our 259-261
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OUT 17

.;.'qr.{r:'.

for all HTML

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Managing Contacts

i.:,it*ei.nd,*ii
"

*!$*,'.:,,,

ModifY a default bustness

t?lq

:t:l :.:r'r ,l.l::.r:.fuil.ai{..'|;,.!$@.l' .].' .:; :':.. rr 'i'r'' - 'Update book a contact in the address

APP 19

.u,fi.rifi;,
ouT 130-131

:;.''.

'd..nir}ip];d

create a contact group

ouf
ouT

144-146

ffi*gi.lnl,gtauF.,,,$ $,'t show ngtes 3bout a:9n|:l sllll,,,,,;f ofis.grd. tai:a0r']t!a'lq{qqp':,,'i:,:rii.r:


Delete a contact grouP
Send a meeting

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our

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to a contact qroup

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:.;,,er

- .., - :..:.:,: ::,,,:.. ..: an*hip.ulaler. tgot.!'d.eveti options


.

ouT 67-69

Set appointment

: :...:::

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Print aPPointment details Forward an

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appointment ...
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.

reate a nd man i pu l-ate meetln 5et response oPtions UPdate a meeting request

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:,,,:

:'::,:.cdneel,a:me*ingr' inv:!!q.!i9l::,i
propose a new time f o1 a

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.':;r'
- .:.

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DisPlaY or hide calendars

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create a calendar group

Microsoft Office 2010 Specialist and Expert Certifications &ppe***x

APP

11

Working with Tasks, Notes, and Journal Entries


Crete and manipulate Create a task Manage task details

task

. .

.- ..

j,r:r.r,,, rr..r.rr:r.;

r.

our 173-175
6g1 1:76;*gi:;.'r,..I
:,,:,O$T,:J St,ia:;rt,:,,i:,i,:,:i:ttti,

Send a status report

ouT 209-211
9U1,r2,i!,::1;21,?,1,: ri
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Mrk a.tsk'as c'omplete


Move or copy a task to another folder Assign a.task tq another Outlook user Accept or decline a task assignment

our our

202
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202
i,

Update an assigned task


Use Current view

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r:

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ouT 102 ouT 137


ouT 216

Create and manipulate notes Create a note Change the current vew Categorize notes :eeatq
.q'q: ryI,qlFvJ+!,loij nat:.*q!ne$'.,.:,,.;:,
:,

our 218-220
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ouT 220
i,j.t.,i,,.-I iirir :tl.i
rr.l:

Automatically record Outlook items Automaticatly record files


Edit a Journal entry

A?P 22
:AFP,:23 r: ,:i',:::':
r,

APP 23

Outlook Certification
The chapters in this book have covered most of the topics necessary for the Outlook certification; however, you need to know about a few more to be ready for the certification exam.

WCInkmg \rwth

r.*t&o*k Frcgram Optlons

When working with Oudook, you can configure several options to customize your experience. The Outlook Options dialog box can be used for setting these options.

APP

l2

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trl$jrye$gg-qlloRs
adjust the Language oPtions'

.""rJ;,',ilffiff;:..ffi,"ffi.*i,;i;;il;;;..-;ho*",,".,,
opflons' The following steps set the Language

you can use the outlook options dialog box to set the of6ce

""t*it:-l::f::X:J"*t;,?.1#;.:: ivo,, want to chanse that' .-ou

o CIick File on the Ribbon to disPlaY the

Backstage view. Click OPtions in the Backstage view to


disPlaY the Outlook

Options dialog box'

Click Language to disPlaY the Language oPtions (Figure C- 1)'

Figure C-1

{ a0: si

options datermine? What types of features do the Languaqe

i* the l*ng*ages' such as the l;l*Euag*s ut*d They specify tlre *dlting *nd Cisplay in g' dicticraries, gr* r3"]n*r rh*cki nq' * nd sorf

ModifythesettingsineachareatosettheLanguageoptions'

oClicktheoKbuttontoclosetheoutlookoptionsdialogboxandsavethechanges.

Microsoft Office 2010 Specialist and Expert Certifications

&pp*::iix C

APP :3

Tos"tth"s@w
You can set the sensitivity level for all messages by using the Outlook Options dialog box. Sensitivirls1-gls ;r= \ormal, Personal, Private, and Confidential. Changing the setting in the Oudook Options dialog box changes -J.= default sensitivity level of all messages created afterwards. The following steps set the Sensitivity level.

o r

Click File on the Ribbon to display the Backstage view.


h,fe5rger maved by

r Click Options

Cf.ar Up e"lt qo ta thh a.{ount't D:ttd ltmt,


rErte

in the

Backstage view to display the Outlook Options dialog box.

m m gj m m

{ilhe alning eub-fldeE,


Bo

th foldrEierr.hq i th dettnation foldr

t mft gnread 5raq5

oo
Don

t mffi latEorDed nef4get


mov. tlaggct ErFqt
a

l$l Dst
wben

t me{ iqitrtly-?gn.d flettg(i lepF m6dfi5 a arr4, don: *ov lhe 6rignal

r Click Mail to display


the Mail options.

r Drag the scroll bar


to display the Send
messages area

(Figure C-2).
:

.-.$t

m m m l* m

Autstidty l3vE itad, thnt hav not tothie todri ts


a Er5age

bn

:nt ltr thk nny minut*u,

Ea!

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th! it nst in th IFbott r! the

rPFIy

ir th tae lold

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rlli{odelornt

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I

:
?ut !Eetivirlt teii

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f

lev.tr

Figure C-2
o Click the Default Sensitivity level arrow

to display a list of sensitivity

levels.

r Click Normal, Personal, Private, or Confidential to set the default sensitivity level for all new
messages.

r Click OK to

close the Outlook Options dialog box and save the changes.

APP

14

&PPe*tsr:r

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Expert Certifications Microsoft Office 2010 Specialist and

W*rklr*g ${ith the esntent Pane


exam' included in this section for the certificadon

WhenworkingwiththeContentpane'youshouldbeabletoperformthem.-

To Show or Hide Fields in List Vlew

GgtheContentpane'youcanadjust-thefieldsdisplayedinListviewbyshowingorhiu: columns dialog box' using thg


6elds. you can adjust

*il; fi.;;;;'d6ayed . ,h;; o, r,i" a field in List view, perform

-show the following steps.

CIick View on the Ribbon to disPlaY the

View tab.

Click the Add

Columns

button (View tab I Arrangement grouP) to display the Show Columns dialog box (Figure C-3).
o Click a column name in

the Available columns box that You want to show and then click the Add button (Show Columns dialog box) to disPlaY the column'
o Click a column name

in the 'Show these columns in this order' box, and then click the Remove button (Show Columns dialog box)

to hide the column'


o Click the OK button

(Show Columns dialog box) to close the

dialog box and disPlaY or hide the columns


you selected.

Figure C-3

I
Microsoft Office 2010 Specialist and Expert Certifications

&pp*rt**{e

APP 15

lll-o

Opru THE REMTNDERS WrNDow

If you have set up reminders for tasks or other items, you can use the Reminders -.ldow to view reminders. You can then dismiss the ones you no longer need. For those iat require more time, you can choose more time to complete the task and set a snooze -rerval so that Oudook reminds you about the item again. If you choose to open the leminders window, you would use the following steps.

-. ClickView

on the Ribbon to display the \4ew tab.

Click the Reminders Window button fl4ew tab I Window group) to open the open
the Reminders window.

-;" -\fter reviewing the reminders, click the Close button to close the Reminders window.

ifo Usr rHE

PEoPLE PANE

When you are reviewing a message in Outlook, you can use the People pane to view :nore information about the contacts associated with the message, such as the senders and :ceivers of the message. If the message has more than one contact, you can select the :ontact in the People pane to display indidual information, such as e-mails, meetings, :d other data that relate to that contact as stored in Outlook. The People pane is minimized by default; therefore, it needs to be expanded before 1-Du can use it. If you choose to use the People pane, you would use the following steps.

,. Select a message in the Message list. l. If necessary click the Expand button

to expand the People pane.

-;. Click a contact icon to see related data for the Contact. -1. After reviewing the data in the People pane, click the Collapse button to collapse the
People pane.

Creatimg wmd Semdimg ffi-M$a** Messmg*s


In addition to what you have learned in the chapters, you should also be able to perform the following tasks when working with e-mail messages.
To Cnnruce a SrrusmvrY Levl

you can change the sensitivity level. If you choose to change the sensitivity level for a single message, you would use the following steps. When composing
a message,

l. While

composing a message, click Options on the Ribbon to display the Options tab.

L L

Click the More Options Dialog Box Launcher (Options tab I More Options group) to
display the Properties dialog box.

Click the Sensitity button to display


a sensitivity

list of options.

-t. Click

option to change the sensitivity level of the message.

-;. Click the Close button (Properties dialog box) to apply the changes.

I
Microsoft office 2010 Specialist and Expert certifications .&:$s;**J!g : App l7

.-o

Configure Message *eEiv*ry *ptcs:s

When composing a message, you can adjust the delivery options using the Properties dialog box. For example, r-ou _ change where replies are sent, delivery dates, expiration datei, saving oponr, .on1".t information, and -:n catego.ies. The following steps configure message delivery options.

o While composing r
ta b.

message, click Options

on the Ribbon to display the Options

r Click the More


Options Dialog Box Launcher (Options tab I More Options group) to display the
Properties dialog box (Figure C-5).

r
L

t
r
/ Select delivery options r
Click the Close button

rl

Figure C-5
in the Delivery options area.

to

close the Properties dialog box.

App 18 &p6,er,:e{ix

Microsoft office 2010 specialist and Expert certifications

To CorurtcunE VorNG OPrtorus

when composing -For

erties dialog box. delivery and read receiPts. If yoo choose to configure voring options, you would use the following step. on the Ribbon to display the Opri - -:: 1 . While composing a message, click Options options.

you can configure voting options by using the !': r* j:$l e"ample, you can choose to use voting buttons as well as rec
a message,

rril':lr"

2. Click the Use Voting Buttons button (Options tab I Tiacking group) to displ:'' r 3. Click Custom to display the Properties dialog box' 4. Select voting options in the Voting and tacking options area' 5. Click the Close button to close the Properties dialog box'

rumr

L3sng Fcprmatti ng T'co$s j when working with message content, you can use several formatting tor :.
enhance the appearance of the content.

To Apply a Style
While composing a message, you can format texr using one of the styles provided in the Styles eall-:-' lollowing steps change the style of selected text.
l"'rrLur''

o ln an open message, select text that You

want to format.
o Click Format Text on the Ribbon to disPlaY

the Format Text tab.

Click the More


button (Format Text tab | Styles grouP) to displaY the StYles gallery (Figure C-6).

Click a style to change

the style of the selected text.

Figure C-6

Microsoft office 2010 specialist and Expert certifications t;]i'l*{i{i:

:.:

APP

19

-o Create e Style
you can create custom styles using the Create New Style from Formatting dialog box. First, you format tert 1n ,.,tur fitSSge, and then yor, ,rr the dial-og box to save your style with a name. You can select the custom style from :e Styles {^l"ty the next time you decide to use it. The following steps create a new style.
tab.

list c,

o Format and then r


select text in a message to use the

formatting when creating the stYle.

. Click Format Text on the Ribbon to display


the Format Text tab.

Click the Styles Dialog Box Launcher (Format Text tab I Styles

group) to display the Styles dialog box


(Figure C-7).

Figure C-7

o
.

CIick the New Style button (Styles dialog box)

to display the Create New Style from

Formatting dialog box.


Type a name in the Name text box

to name the new style'

Click the

OK button (Create New Style from Formatting dialog box) to save the style.

APP

20

&r*P*:*:Si:+

Microsoft Office 2010 Specialist and Expert Certifications

To Create a Theme
you create a r-heme' all the formatting of Besides creating styles, you also can create a theme' When yorr, ,h"-" by selecting it from the Themes sail;:message is included ln ,rr" ,r theme. Yoo th"n can apply following steps create a new theme.
o

-"rLtnrLu'r

After formatting
a message, click

Options on the
Ribbon to disPlaY the

Options tab.
o Click the Themes

button (OPtions tab


Themes grouP) to display the Themes gallery (Figure C-8).

o Click Save Current Theme to disPlaY the Save Current Theme

dialog box.
o

Type a name in the File name text box to name the new theme.

o Click the Save button (Save Current Theme dialog box) to save

the new theme.

Figure C-8

To Use Paste Special


paste options using the Paste Sp''::4 When pasting content into a message, you can choose different text so that no formats are copied from th' ' -r]umuuittii box. For example, yo., ."n f"r, , p^r^grph as unformatted
Ll[illlllL
LLLII

source

ofthe text. The following

steps use the Paste Special dialog box'

Microsoft Office 2010 Specialist and Expert Certifications

.,,..;..,

API

q
:ry.The

Message tab

After copying content to the


Clipboard, open a new or existing
message.
-riJ tr trnt Fr_ql fe4 Ri,rr.t

Yerdn: '1:
B

-f"

:="i=-,3i
=== i=;=

"b/.A.

sry

,:..q

'.d

t !;n:-r:

Click the Paste button arrow


(Message tab I Clipboard group)

3 i*:::

to display a list of paste options.

Click Paste Special to display the Paste Special dialog box (Figure C-9).

:*::r.
Clipboard group

Select a paste option in the As box.

o Click the OK button (Paste Special

dialog box) to paste the content from the Clipboard using the selected paste option.

Figure C-9

T* F*rmat * *r*phica ffle"nent


When working with inserted images, clip art, and other graphical elemenrs, you can use the Format tab :: change the appearance of the graphical elements. The Format tab is a conrextual tab that appears when a grapL:;,
element is selected. The available options depend on the selected element. The following steps format a graphical elemenr.

o
r

Select a graphical element in a message.


l,i:l

; i;i,.!:r,,!,f $

Click Format on the Ribbon to display the Format tab for

. l" , .g' irte.rrcn ernr !,q'

the element
(Figure C-10).

:l::J
sens

:.

Io:::, {c..

tubj:

;|

What types of
Tol'rYlSTIlng

ry

{an

I apply to a Eraphic? : *li*g * l**i r:r: th*


alog
nal
inJ!r ri t-rlr .;r,. .r,r

*cljusl

ih* gr*phic'l
hrlqhtnoss,
U!

i cslor
<1

I *r rcr:lr*st. *pply
. -:.J: C -rVU

'c:'+ tlli !il.rI)!"<.


r cx*nrpi*"

lr,:

Figure C-f 0

Click a formatting tool to use it to format the graphical element.

APP22

&

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Certif ications Specialist and Expert Microsoft Office 2010

Wcnkt*tg wth the [\al*hsx


conversa

:'J;x'L*iHil: *,|*fS;: "*;;;; l'il'::i::'"""';:*i:*l*H:,il.?::-"-', si'! to determine uhe.: ;::"t":}il"';,T:y"'flil;T":fiffi ;"


rri'

Inadditiontothemailboxtaskcoveredinthechapters'youcanchoosetol-l:1i11] il,. tion' vn:: ^' Xffi

;':'

i''=

"

the Deleted storage space' ""*"i"-ri"i'Y';;1" ;;l;" or archive items to save

"t;;;'--'ituo*

t"

'"-r?;:;"J:TiH:re

wourd use the a conversadon, you

rollowing steps'

mailbox to select a message' f i-r1;'::11ilt' 1. Click a message in the to display the Ignore (Hom" ."u r-o"t.t" gtoop 2. click.rr" rg"irrufton ir ,,irtuu dialos box) to r=-.' button (rgnore conversarion conversarion

, :ilJf:?;T"
conversation'

To

View Mailbox Size


the mailbox size' The following steps view
Foldei $ie dilog bor

o Select the mattoox'

to display o Click Folder on the Ribbon the Folder tab'


button o Click the Folder Properties
(Fof

si@kI*dsf - q$!Vl Ptrtrtrs

o Click the Folder -

grouP) to O"t tab I ProPerties dialog box for i'toi"n the broperties the mailbox' Size button (mailbox

iroP.tai"t dialog box) to


(Figure C- 1 1)'

disPlaY

box the Folder Size dialog

click After viewing folder sizes' Size (Folder the Close button to close the dialog box' ai"r"l*l (ProPerties o Click the OK button the mailbox J'uiog box) to close ProPerties dialog box'

Figure C-11

I
Microsoft Office 2010 Specialist and Expert Certifications &pgt*std!x

APP 23

To
lgnofe

Modify a Default Business Card


The following steps modifz the default business card format.

n.A
When ;ages in er to

Click the Contacts

button in the
Navigation pane to
display the Contacts window.

r Click the

New Contact
I

button (Home tab


ersa-

New group) to display

the Untitled window.

Contact

rre the

r Double-click the
default business card

to display the Edit


Business Card dialog box (Figure C-12).

Figure C-12

Use the options in the Edit Business Card dialog box to change the business card fields

and design options.


o Click the OK button (Edit Business Card dialog box) to save

the changes.

lf the
is

Developer tab not displayed on the Ribbon, click the File tab to display the
Backstage vieW and

then click the Options button. rf the


iness

Figure C-13

Click Customize Ribbon, and then click the Developer check box in the Customize

ract

the Ribbon area.

:the

Click the r

OK button to add the Developer tab to the Ribbon.

Click Developer on the Ribbon to display the Developer tab (Figure C- 13).

APP

24

SFPsr*#;H

and Expert Certifications Microsoft Office 2010 Specialist

Click the Publish button (DeveloPer tab I Form grouP) to displaY a list of oPtions. Click Publish Form to displaY the Publish Form As dialog box' Enter a name in the DisPlaY name text box to Provide a name to displaY when selecting

the form, or business


card.

Enter a name in the Form name text box to provide a file name

for the form.

Click

the Publish button

(Publish Form As dialog box) to Publish

the form.

Close the Untitled

Figure C-14

Contact window with-

out saving changes'

ln the Navigation pane, right-click the contact folder to display a shortcut menu'

oclickPropertiestodisplaytheContactsPropertiesdialogbox(Figurec_14).

Clickthe,Whenpostingtothisfolder,use,arrowtodisplaylistofformsandbusinesscards. business card' Click the name of your form to select it as the default properties dialog box) to change the properties of the e click the oK button (contacts
Contacts folder.

W*ln$<ing vttlth

ealendar ffiro#Ps

WithinOutlook,youcancreatemultiplecalendars.IfyouareusinganErc::'nu,'l to sp;fll,: calendars in groups for easier access server fo, yorr, .-t"il,'io* can- arrange calendars.Forexample,ifyoubelongtotwoclubs,y"oomightcreateacalendartl.:jrjiultlllj icalendar"group called Ciob' ut -t"tq::l: club.You then can have acci: :llii ""i' ;r" usin"g an Exchange server, you.may also fl:"t1::.1;; into the clubs group. ii;;" sharinf feature ii only shared calendars "ry""""trrt'"g"Jhi" can ,rJ^r ucalendar sroup for 4'o" 5r:rruu tmn l"r" .ar"id"rs, you for quick a::tlrur and urrange the calendars in the group o,.

::ff::)?;::1'#

-illl:t::":t !-jl

trmmmr

the same commitree

fro;".,

everyone's schedule'

I
Microsoft office 2010 specialist and Expert certifications ,rLpg*x:;rsix

App

25

i[.o Cnenre A CALENDAR Gnoup

The following steps create

a calendar group.

' ,' Seiect the appropriate group option to creare a group. r Enter a name for the group and click the oK button to create the group. Working wth
"$epurna$

Click the Calendar button in the Navigation pane to display the Calendar window. click the calendar Groups burton (Home tab r Manage calendars group).

ntries

In outlook, you may wanr to keep track of actions rhar you have performed in :.ltion to specific contacts. You can have Outlook automatically record these actions as -- - urnal entries. AJournal entry can track items such as e-mail messages, meetings, and -\ficrosoft Office files.

To

View Journal Entries


To view theJournal, you need to add theJournal button to the Navigation pane. The following srep adds the

Tournal button to the Navigation pane and displays theJournal enffies.

Click the Configure buttons arrow in the Navigation pane to

display a menu.

r Point to Add or
Remove Buttons to display a menu of buttons to display on the Navigation pane.
a Click

Journal to add the Journal button to the Navigation pane.


Click the Journal

button to view Journal entries (Figure C- 15).

APP

26

&t**md:t

Microsoft Office 2010 Specialist and Expert Certifications

To Automatically Record Outlook ltems


J you can change the Journal options so that Outlook automatically records items for particular contacts' following steps turn on automatic recording for Outlook items'

ir

Click File on the Ribbon to displaY the Backstage view.

o Click the Options

Notes and Journal category is selected

Change the 5eJting5

lor

Nte and the

iturnal'

button in the
Backstage view to display the Outlook Options dialog box. o Click Notes and Journal to display the Notes and Journal
**tsr

sd 1ffi8!

ffi,.ffifl;ffiSfiSlrri keting .ndlbon


Heebruresest ::i ru Fleere relponEe riEkl:qf:l**-.*'*,1:
l,

options.

Qui{k A{aars Tooibr

Click the Journal

Add'Int
Tilrt aeter l*isGsft PowerPoint

Options button

(Outlook OPtions dialog box) to disPlaY the


Journal Options dialog box (Figure C-16).

o
r

Select items in the 'AutomaticallY record these items' list box to identify items to be recorded.
Select contacts in the

Figure C-15

'For these contacts' list box to identifY contacts associated with the items to be recorded. o click the oK button (Journal options dialog box) to start automatically

recording journal entries'


o Close the Outlook Options dialog box'

Microsoft office 20r0 speciarist and Expert certifications s!fi**:.*rF

App 2r

To

AurounncAlly Recono F_s

he

l.

You also can automatically record files in yourJournar. If you choose :o automatically record files, you would use the follo*lrrg *Or.'" 1. Click File on the Ribbon to display the Backstage view.

click the options button in the Backstage view to display the outlook options dialog
box.

l. Click Notes andJournal to display the Notes andJournal options. r' click theJournal options button (outlook
Options dialog box.

options dialog io" to display teJournal

,. Select files in the Also record files from, list box to identifz files to be recorded. t (|ournal options dialog box) to srarr auromatically recording

-.

;*f.t"?K-button

Close the Oudook Options dialog box.

Io Edit a Journal Entry

o r

After aJournal entry has been created, you can edit it. The following sreps edit aJournat
Click the Journal

;";

button in the
Navigation pane to view the Journal.

r Double-click

an entry

to display the Journal


Entry window

(Figure C-17).

o Edit the journal entry


as necessary.

Click the Save & Close button (Journal Entry tab I Actions group) to save the changes and close the Journal Entry

window

Figure C-17

lndex
A
-\ccess, OFF 53

creating databases' OFF 55-56 unique elements of, OFF 54

Outlook items to tasks, orJT 205-206 Attachment Preview, OUT 33


aftachments adding to contacts'

Calendar window
described, OUT 53 elements of (table), OUT 7 Cancel button, OFF 35

\ccess work area, OFF 54 Account Settings dialog box,

ouT

238-242

accountst user described, OFF 5

OUT 131-133 .h"ngttg to contacts' OUT 134-135 OUT 4, OUT 30-32 "--"i1, previewing, saving, OUT 33-35
removing from contacts' ouT 135-136

cancelling meetings, OUT 98-99 Card view, OUT 136


categories

deleting, OIJT 213-215


renaming, OUT 193-194 categorizing e-mail messages, OUT 19-i98 notes, OUT 220

e-mail. See e-mail accounts active cells (Excel), OFF 49 active tab, OFF 16 Add New Account dialog box,

attendees,

92 audience, analYzing, APP 1-2

OVT

ouT

5-

auditory alarm, setting, OUT 68 Auto Account SeruP feature,

OUT lB-196 Cc text box, OIJT 30


tasks,

adding attachments to contacts' ouT 131-133 contact grouPs' OUT 144 names to contact gfoups' ouT 149-150 new e-mail accounts' orJT 237-242 Address bar, OFF 24 addresses, e-mail, OUT 5 Aero interface, Windows 7' OFF 2,

ouT

2,

OUT

12,

OVT

237

AutoArchive feature,

AutoComPlete automatic e-mail replies, seffing up'

OUT 290-291 feature, OUT 30

cell reference (Excel), OFF 49 cells (Excel), OFF 49 Change Account dialog box,

OUT
changing

12

ouT

289

AutoPlay window, OFF 22-23

rppittt-"ttt

status'

OUT 7-8

aftachments to contacts'

ouT 13+135
B

meeting times,

OUT 95-96,

OFF 3, OFF 27 Nl Programs list, OFF

backslash (\) and file, folder names' OFF 22, OFF 28 Backstage view, OFF 35

message formats, OrJT 2I-22 reminders' disPlaY, OUT 181 saved e-mail messages'

OUT

98

10

in Access, OFF

OUT

29

55

antivirus Programs' OUT 5 application software, OFF 2 appoinnnent area' creatin g ^ appoinnnents in, OUT 1-3 status, oUT 64

closing files using, OFF 44


commnds in Outlook, OFF 42

screen resolution, OFF 31-l 5'

OUT
charting

OUT

52

creating new Office documents from, OFF 41-43 opening recent Office files using,

Excel feature, OFF 46 PowerPoint feature, OFF 36


Close button, OFF 35 closed enveloPe icon, OUT 12

"ppittt-"ttt Appointment window

OFF 45
backups, OUT 15 Basic interface, Windows 7, OFF 2,

iieatin g appointments using, orJT 64-66 creating events in, OUT 84-86 creating recurring events in, ouT 88-90
aooointments,

OFF

closing e-mail messages'

OUT

15,

'.r.rting and editing, OUT 6l-6 creating recurring, OUT 7l-7 6 editing, OUT 79-83

OUT

53

Blank Database oPtion, OFF 55 Business Card view, OUT 136 buttons adding to Ribbon, OrJT 270 removing from Quick Access

files using Backstage view, OFF

ouT

27-29

*{

Toolbar, OFF

19

Office files, OFF 56 programs, OFF 35 .iotiig (of e-mail message),-OUT 8 collabrating (PowerPoint feanre )'
colors of Calendars, OUT 5 column heading (Excel), OFF 49 Command bar, OFF 24 commands, OFF 10
See also

OFF 36

.rrt".iig

dates, time using natural

setting oPtions, OIJT 66-71 setting rminders for, OUT 68-69 specif ing with natural language phrasing, OUT 76-79 assigning tasks, OUT 206-207 at sign (@) and domain names,

language Phrases,

OUT

77

c
Calendar, OUT 50 customizing, OUT 2 62 -2 69 displaPng in different views, ouT 58-2

sPecifc commnnd

in Backstage view' OFF 42

printing in different views,


viewing, OUT 57-1OUT 92-93

ouT

246

ouT

99-103

on QuickAccess Toolbar, OFF i9 on Ribbon, OFF 14-15'

orJT

272-27

attaching files to tasks,

OUT 203-20+

Calendar view,

OUT

103

common dialog boxes, OFF 8


IND

IND

i*:Js

composing and sending e-mail' ouT 8-11 computers, logging on, OFF 5

events,

OUT B+92

personal subfolders, OL-T

''*
:

iilrllii

configuring Autofuchive feature,

orJT 290-29t
junk e-mail options, OTJT 243-2+6 signature options, OIJT 257-258 connecting to online location, APP 3-4 contact grouPs' OUT 144 adding names to, OIJT 149-150
creating and editing, ouT 144-151 contact lists, OUT 122, OUT 156 creating, OUT 125-136

folder in Inbox folder' OUT 36-37 folders, OFF 22-23, OIJT 276 folders within folders, OFF 24-25 meeting requests' OrJT 93-94 meetings, OUT 92-99
new paragraPhs, OUT 10 notes, OIJT 218-220 personal folders, OUT 54-55 Quick Steps, OUT 27 5-281 rules, e-mail, OUT 282-286 signatures, OUT 25 1-258 task categories, OUT 18-190 tasks, OUT 173-185 To-Do lists, OIJT t73-lB5 customizing Calendar, OUT 262-269 instant search oPtions, ouT 270-272

recurring events' OUT 9l


RSS feeds,

OUT 293-29+

task categories, OIJT 2 1l-: ' desktop, Windows 7, OFF desktop publishing (DTP) p: :-ir:rllul

destination folder, OUT 3; Dialog Box Launcher, OFF 15 dialog boxes common, OFF 8 navigating, OFF 30 displaying Calendar options, OUT 5.

OFF 59

planning, OUT

123

previewing, printing,

viewing and sorting, OUT 13-139


contacts

ouT

151-15

changing attachments to, ouT 134-135 creating from e-mail messages'

Outlook options, OUT 247-251' Quick Access Toolbar, OFF 19 Ribbon, OFF 49, OUT 272-275 stationery, OIJT 2 59-261
D
data files, opening, OTJT 242-243 database management systems'

file name extensions, OUT I I file types, OFF 21 Mini toolbar, OFF 15, OUT l-r Outlook options, OTJT 24i Ribbon, Ribbon tabs, OFF 1'

ouT

58-62, OUT 265-26-

OFF

17

shortcut menus' OFF 18 Tools menu, OUT 31 document window comPonents'

ouT r27-l2q
creating from existing contacts' ouT 129-130 editing, OUT 130-131

oFF 12-16
documents creating new, OFF 20, OFF +l---::

OFF 47
creating Publisher, OFF 60-1 quitting Office Program with c:=:'"

filing, OUT 13 previewing, printing,


151-15 removing attachments to' ouT 135-13
searching for, OUT viewing and sorting,

OFF

53

databases,

ouT

OFF 53 creating, OFF 55-5 opening existing, OFF

OFF
57

35

Date command,

I39-I43 OUT 136-138 Contacts window, OUT 125 Conversations (date), OUT 8
converting abbreviations and
numbers into dates, OIJT 76-77 copying e-mail message backuPs, OUT 15 e-mail messages between folders,

OUT 8 date formats , OUT 7 6 Date Navigator, OUT 53, OUT


dates

saving and organizing, OFF I saving Office, OFF 51-52

l-:

domain names
3

described, OUT 5 at sign (@) and, OIJT 246

OUT

38 202

flagging e-mail message with custom, OUT 199-201 going to sPecific Calendar' ouT 57-58 specifing task start and due, OTJT 173-175 Deleted Items folders' OUT 23

Drafts folder, OUT 28 dragging to move, resize windot ''

oFF 66-67
drawing (PowerPoint feature).

OFF 3
drives, paths, and folders (table
'

OFF

22

Quick Steps, OUT 279


tasks, OUT

deleting removing an appointrnent from recurring


See

due dates

also

creating appointrnents, OUT 6I-66,

creating tasks with, OUT 1;_.-for flagged e-mail, OUT 19

ouT 7r-76
blank documents from Windows

Explorer, OFF 47
contact grouPs' OTJT 14+-149 contact lists, OUT 125-136 databases, OFF 55-5 e-mail accounts, OrJT 237-242

appointments, OUT 82-83 e-mail accounts, OUT 295 e-mail messages' OUT 22-23 e-mail rules, OUT 288-289
events,

Ease of Access Center, OFF

OUT

87

editing
appointments, OUT 6l-66. ouT 79-83 contact groups' OUT 149-1';

files, OFF 6l5 folders, OFF 5 notes, OUT 221

i===:=: IND J

contacts, ouT 130-131 events, ouT 84-92

spell checking oPtions,

orJ-.249-251
spelling and grammar checking,
2

meetings, OUT 95-9 electronic mail, OFF 58, OUT e-mail, OFF 58
See

filing contacts, OUT 13 filters, junk e-mail, OUT finding


See

2'+3

ouT

24-26

also searching

also

Outlook

accounts. See e-mail accounts creating contacts from messages,

e-mail profiles, OUT 2 e-mail programs, OUT 2 e-mailing (PowerPoint feature),

OUT 139-143 Flag Message dialog box'


contacts,

ouT

285-286

OFF 36
Enhanced ScreenTiPs, OFF 15 errors correcting tyPing, OFF 20

flagged words,

OUT 24

127-128 junk e-mail options, OUT 243-246 messages. Ses e-mail messages Quick Steps, creating and using,

ouT

llagging e-mail messages' OLrT 19'

ouT 198-201
folder windows, OFF 24
folders, OFF 10, OUT 35 Calendar. See Calendar creating, OFF 22-23, OUT 27 creating personal, OUT 5+55 creating within folders,

undoing, OUT 9
events

ovT

275-28t

OUT 281-289 signatures, OUT 25 I-259 stationery, OUT 251, OUT 25961 e-mail accounts' OUT 2 adding new, OUT 237-242 deleting, OUT 295 setting uP, OUT 12
rules, working with,

creating and editing,


described,

OUT 84-92

OUT

53

Excel, OFF 46 creating documents from Windows

oFF 2+25
Deleted Items, OUT 23 deleting, OFF 65 drives, and paths (table), OFF 2l expanding, scrolling through contents, collaPsing, OFF 2

Explorer, OFF 47 features and operations, OFF 49-52 exporting

e-mail addresses
described, OUT searching for contacts,
5

OUT 104 folders, subfolders, OUT 10+108


described,
F

exporting and imPorting,

ouT 139-140
e-mail messages attaching frles to,

ouT 10+108
ouT
37-38

moving e-mail messages to' organizing, OFF 2l-29


or ganizing Inbox using,

OUT 30-32

AutoArchive feature, ouT 290-291


automatic rePlies, setting uP,

Favorites area, OFF 24 fields, Contacts window, OUT 126 frle management
described, OFF 62

ouT

35-38

ouT
OUT

289

OUT 196-198 unknown hlPerlinks, clicking


categorizing,
13

moving, renaming, deleting files, oFF 3-65

saving files in, OFF 27-29, OFF +1 searching for contacts in,

file name extensions, disPlaYing,

ouT t42-l+3
formats
date,
3

OUT

31

composing and sending, OUT 8-11 creating contact grouPs from, 146-149 deleting, OVT 22-23 entering text in, OFF 20 flagging, OUT 198-201 formats, OVT 2l-23 forwarding, OUT 19-20 how they travel from sender to receiver, OUT 11-12 moving to folders, OUT 37-38 opening saved, OUT 29 permanently deleting, OUT 23 previewing changes, OUT 26t printing, OUT 15-17 responding to, OUT 17-20 saving and closing, OUT 27-29 setting default format, ouT 248-2+9 setting message imPortance for,

orJT

file names, OFF 21 File tab, OFF 42 File Transfer Protocol (F-lP), APP file types, disPlaying, OFF 21

message,

OUT 76-77 OUT 21'-23,

files, OFF 7 attaching to tasks, OUT 203-20+ closing Of6ce, OFF 56 closing using Backstage view, OFF 44 deleting, OFF 6+5 e-mail attachments, OUT 30-32, ouT 33-35

248-249 formatting, OUT 21 formula bar (Excel), OFF 50, OFF 51 forwarding
e-mail messages' OUT 19-20 tasks, OUT 208-209

ouT

moving, OFF 64
naming, renaming, OFF 28'

G galleries, OFF 14

OFF

63

opening from Windows ExPlorer,

OFF 48
opening Office, OFF 45, OFF 57
.psr, ouT 2 saving and organizing, OFF 2I-29,

Go To Dialog Box Launcher' ouT 57-58 grammar and sPelling checking,

ouT

24-26

OFF 41
saving with changed name, OFF 52

ouT

32-33

greater than spnbol (>) and file. folder names' OFF 22, OFF 28 greeting lines, OUT 8 gridlines (Excel), OFF 49

IND

*r:e.{+l

groups

contact. Se contact groups on Ribbon, OFF 14, OFF 17, ouT 272-27+ guidelines, project planning, APP 1-2

incoming e-mail sewers' OUT 11 instant search options' customizing,


270-272 Internet service providers (ISP$

menus, OFF 10
See also specif.c rzt'enu

ouT

using shortcut, OFF 18


message message message message
See also

headers,

OUT
8

OUT OUT 11 items, OUT 53


described,
usage,

lists, OLJT 12 pane, OUT 12 text,

OUT

attaching to tasls, OUT 205-206

Microsoft Access 2010


Access

hard copies,

OUT

13

headers, message, OUT 8, OUT 94 headings, column and row (Excel),

Calendar, OUT 53-54 setting options, OU'l 66-71

described, OFF 8, OFF 9, OFF

OFF 49 health, minimizing wrist injuries, OFF 4 Help obtaining for Windows 7, OFF 5 obtaining using links, OFF 70 opening Word window, OFF 6 searching for, OFF 68-70 Table of Contents, OFF 71 Windows Help and SuPPort' oFF 73-74 hiding file name extensions, OUT 31 Mini toolbar, OFF 15 high importance (e-mail), OUT 32 Home tab, OFF 14, OFF 17 Hotmail accounts' adding,

I
junk e-mail
described,

Microsoft Communicator, OFF OFF 9 Microsoft Excel 2010


See

alsoExcel

OUT

13

options for, OUT 2+3-2+6

described, OFF 8, OFF 9 Microsoft Exchange, OUT 2i Microsoft InfoPath 2010, OFF

K keyboard shortcuts' OFF 4-5

OFF 9 Microsoft Office 2010, OFF


See also

:-'i

specifc Progroms

Keylips, OFF 16
L

closing files, OFF 56 common features of, OFF r I '--' creating documents from B,-' view, OFF 41-43

Help, obtaining, OFF

6--l

landscape orientation, OFF 39

layouts, OFF 39 less than syrnbol (<) and file, folder


names, OFF 22, OFF 28

opening existing files, OFF : programs and suites, OFF S-publishing Web Pages onllr.

ouT

237-242
21,

APP 3_4
starting and using Prografirs.

HTML format, OUT 9, OUT


OUT 248 hlperlinks, clicking unknown'

libraries, OFF 24

Libraries area, OFF 24 links, Help, OFF 70

OUT
I

13

Listview, OUT 102, OUT 136 live preview, OFF 14 logging on (to comPuters), OFF 5 low importance (e-mail), OUT 32 M
managing

oFF 9-20 Microsoft Of6ce folder, OFf l Microsoft OneNote 2010. OFT OFF 9, OFF 6I-62 Microsoft Oudook 2010 See also Outlook
overview

{r

icons
See also sPecift icon

ol OUT 2, OFf

OFF 9

folder, OFF 23 KeyTips, OFF 16 user, OFF 6 images, adding to e-mail signatures'

Quick Steps, OIJT 280-281


tasks, OUT 202-215 Maxtmize button, OFF 12 maximizing windows, OFF 12'

ouT

256-257

Import and Export Wizard,

ouT 104
messages,

OUT OUT

18

importance level, setting for e-mail

meedng organizer, using'


92

OUT 32-33 importing, OUT 104 folders, OUT 10't-108 personal subfolders, OUT 108 Inbox, OUT 7, OTJT 12 creating folder in, OUT 36-37
organizing using folders, ouT 35-38 read and unread messages'

meeting requests, OUT 92 creating and sending, OUT 93-94

Microsoft PowerPoint 201t- Otrfr OFF 9 Microsoft Publisher 2010. OFF + OFF 9, OFF 59-60 Microsoft SharePoint \4-ork:, : : 2010, oFF 8, OFF 9 Microsoft Web APPs, OFF I Microsoft Word 2010, OFF 5 OFF 9 introduction to' OFF 9
starting using Start Menu. oFF 9-12

tl/i

declining, OVT 97 proposing new time, OUT 98 replying to, OUT 96-97
meetings, OUT 53 cancelling, OUT 98-99 creating and editing, OIJT 92-99

OUT

15

window, OFF 11 Mini toolbar displaying, OUT 25 using, turning off, OFF 1-r minimized window, OFF 3[r

re:

:-:r::

fND:

fxnlmlZtng Ribbon, OFF 17 ririst injuries, OFF 4 -\Ionth view, displaying Calendar in,

open envelope icon, OUT t2 opening e-mail messages in windows,

Phone view,

OUT

136

Picture Tools Format tab, OFF


placeholders, OFF 39 Plain Text formar, OLrT

lr

OUT 60

OUT

14

fnouse

files from Windows Explorer,

-i,1

l.

operarions (table), OFF 4 using, OFF 2 using in Excel, OFF 49 moving appointments, OUT 79-82 e-mail messages to folders,

ouT 242-243 recent files using Baclstage view,


OFF 45
saved e-mail messages, OUT 29 operating systems, OFF 2 operations, mouse, OFF 4 organizing e-mail messages, OUT 8 files and folders, OFF 2I-29

OFF 48 Help window, OFF 6 Office files, OFF 57 Outlook data files, OUT 7-9,

ouT

I1-ll.

248

planning
appropriate e-mail content.

OUT I7
Calendar use, distribution,

ouT

51,

OUT

100
123

conractlists, OUT

ouT

37_33

e-mail messages, OUT 2, OL-T +.

evenrs,

OUT

OUT

13

files, OFF 4 recurring events, OUT 90_91


tasks,

OUT

202

windows, OFF 66-67 multimedia, inserring, OFF 3


-Vy Calendar pane, OUT 53 -My Contacts pane, OUT 125 -My Notes pane, OIJT 218 MyTasks pane,OIJT 172

Outbox, OUT 11 oudining (PowerPoint feature), OFF 3 Oudook, OFF 58


See also

meedngs, OUT 92 Oudook customizations, OL-T l_r projecs, guidelines, App 1_l task management, OUT 171 POP3, OUT 11

portrair orientation, OFF 3g


Post Office Protocol (pop),

OUT

11

e-mail, e-mail messages

accounr seftings,
N

OUT

5_

customizing options, Name box, formula bar, OFF 50


names

PowerPoint, OFF 8, OFF g features, oveliew, OFF 3-3; window, Ribbon, OFF 39-40
presentations See also slide shows
described, OFF 36-37

orJT 2+7-251 folders, OUT 35-38 introduction to, OUT 2-5


quitting, OUT 38
saving files in, OFF 21

adding, removing from contact groups, OUT 149-151

overview of, OllT 1 Quick Access Toolbar, OFF 1

previewing
Calenda changes, OIJT 269 contact lists, OUT 152-157 e-mail message changes, OUT 261 file attachments, OUT 33-35 live preview, OFF 14 Previous Locations button, OFF 2.+ Print button, OUT 272-275

file, OFF 21
user, OFF 5

naming files, OFF 28, OFF 63 naqlallangxage phrasing, using,

scrolling in, OFF l2

ouT

76-7e

navigating, OFF 30 dialog boxes, OFF 30 using mouse, OFF 24

ouT 124 status bar, OFF f 3


OIJT
92_93

starting, OUT , OTJT 52,

Outlook window, OFF 58-59 overlay mode, viewing Calendar in,

Print LayOUTview, OFF 12 print sryles, OUT gg-1}0,

ouT 151

Navigation Pane, OFF 24, OFF 54,

printing
Calendar in different views,

OUT 7, OUT

53

New Appointmenr button, OUT

"'[-r'i*uli

E;rr^

71 (oneNote),

p
pages

ouT

99_103

Notes fearure, using,

OUT 2lB-221

,3::i^"ri:r/f

(oneNote), oFF 62
On

contact lists, OIIT 15 e-mail messages, OUT i5-17


tasks,

OUT 217

o
object tabs (Access), OFF 54 Office 2010. SeeMicrosoft Office 2010 Office programs OFF 8-9

obtaining Help, OFF 68-74


starting from Windows Explorer,

navigarion, OFF 24 paragraphs, creating new, OUT 10 passwords described, OFF 5, OUT 5 for e-mail accounrs, OUT 240 paths and corresponding drives, folders (table), OUT 2l-22 personal folders file (.pst file) creating, OUT 54-55
described,

ouT 179-180 profiles, e-mail, OIJT 2 programs


See also specifc

printours described, OUT 13 priorities, creating tasks with,

program

antivirus, OUT 5 e-mail, OUT 2

OFF 48 OneNote, OFF

Help, obtaining, OFF

72

6l-62

OUT

icons on desktop, OFF 7 quitting Ofce, OFF 45, OFF 52

IND

rtd*x

quitting Of6.ce, with one document open, OFF 35 starting and using, OFF 9-20 starting from Windows ExPlorer, OFF 48
starting using search box, oFF 37-38 starting using Start Menu, oFF 10-11 switching from one to another,

RE:, OUT 18 Reading Pane, OUT 14,OUT 34 Really Simple Sytrdication (RSS)

adding buttons to, OL-T l- customizing, OUT 27 2-:.- : displaying tabs on, OFF 1t

minimizing, displayirg. resi

- nml$'

OUT 292-294 recurrence patterns, OUT 64


feeds,

OFF

17

using, OFF 39--40, OFF

4;-:l;
OL-l
4'r

recurring aPPointrnents
creating, OUT 7I-76
described, OUT 71 recurring events

OFF 54
Rich Text Format (RTF1.

ouT

21,

OUT 248

OFF 27
proj ect planning guidelines'

creating,

OUT 88-90 deleting, OUT 92

routers, OUT 11 row heading (Excel), OFF 4(i RSS feeds, working v-ith.

APP 1-2
projects composing, sending e-mail
messages,

recurring tasks, creating,

OUT 3-4

182-185 Rerycle Bin, OFF 7


red wary underlines' OIJT 24-25 Refresh button, OFF 24

our

contact list with groups,

orJT 292-294 rules, OUT 281 creating, OUT 282-18 deleting, OUT 288-lsq running, OUT 28G18Rules and Nerts dialoe h''L

OUT T22_T23
customizing options, adding e-mail account, ouT 23+235 managing Calendars, OUT 50-51 managing tasks, OUT 170-l7t .pst file, OUT 2, OUT 104 exporting subfolders to'

reminders, OUT 64 Calendar options, OUT 26+265 creating tasks with, OUT 180-181 default, OUT 85 setting for aPPointments,

ouT

286-287

Rules Wizard dialog bos.

oItJT 28+-286

OUT 10'i-108 opening, OUT 7-8 viewing, OUT 108


publication tyPes, OFF 60 Publisher, OFF 8, OFF 9,

8-9 removing See also deleting aftachments to contacts,

ouT

s
Save As command, Save

ouT 135-13 buttons from Quick Access


Toolbar, OFF
19

dialog box, OFF :l Save Attachment dialos:' ouT 34-35

APP r

fu

saving

oFF s9-1
publishing Office 2010 Web online, APP 3-4
Pages

default Calendar from appointment


area,

OUT

KeyTips from screen, OFF 1 names from contact grouPs'

a
question mark (?)
and file names' OFF 28 and folder names' OFF 22

ouT 150-151
tasks,

Rename dialog box,

OUT 212-213 OUT 273 OUT 193-194

appointments, OLIT 6l contacts, OUT 133 e-mail messages, OL-T l--J' file attachments, OL-T : - -' ' files in folders, OFF l--:: files in Outlook, OFF l. Office documents u-itl'l

renaming files, OFF 3


task categories,

OFF

'";ms

51

Quick Access Toolbar


described, OFF 16

and organizing files. C!-recurring aPPointrnenls"

--

"nur

customizing, OFF 19

right-clicking, OFF 18 Quick Click (category)


described,

replying t e-mail messages' OUT 17-19 to meeting requests, OUT 96-97

ouT 7+75
tasks,

OUT

175,

OL-ll-'i-

setting,

OUT 186 OUT 195-19

reports, task status, OUT 209-2ll t.iirittg windows, OFF 66-67

Web pages to onlie ic':':ln; APP 3_*+


Schedule ew, disPlar:n-:

Quick Print command, OFF 19 Quick Steps creating and using, OUT 27 5-281
described, OUT 275

resolution, screen. See screen resolution, changing responding to e-mail messages,


17-20 Restart command, OFF 6 Restore Down button, OFF 67

in,

OUT 60-6I

screen resolution

changing, OFF

31-i:. i-- r--l

ill

our

described, OFF 31-31

quitting Office programs, OFF 35, OFF 52 Oudook, OUT 38 quotation marks (") and file, folder names, OFF 22, OFF 28

restoring Ribbon, OFF 17 windows, OFF 30-31 retrieving deleted folders, OUT 109 Ribbon, OFF 14-15

ScreenTips, Enhanced- Otr"[i scroll arrows, OFF 4 scroll bars, OFF 4

il$r

scrolling through fol,le: OFF 2


using, OFF 12 scroll boxes, OFF 4

:'

:=.i+:
templates, Publisher, OFF 0 Test Account Settings button.

IND

search box

described, OFF 24

Publisher, OFF 60 and using programs, OFF 9-20

starting programs using, OFF 37-38


n8' searching for contacts,

OUT

139-143

Windows 7,OFF 5-7 Windows Help and Support, oFF 73-7+


stationery, OUT 251, OTJT 259-26I starus, changing appointment,

OUT

12

customizing search options, otJT 270-272 for Help topics, OFF 8-70 sending e-mail messages, OUT 11 meeting request updates,

text entering in documents, OFF in Excel, OFF 50


message,

l0

OUT

OUT

7_B

spelling and grammar checkine.

status, creating tasks with,

orJT 2+26
undoing input, OUT 9 text boxes, OFF time formats
customizing Calendar, orJT 262-268
described,

OTJT 177-178
status bar, OFF 13 status reports, sending,

ouT

95-96

meeting requests, OUT 93-95 servers, incoming e-mail, OUT sheet tab (Excel), OFF 49 shortcut keys, OFF rl.-5 shortcut menus, using, OFF 18,

ouT 209-2tr
1l
styles, print,

OUT 99-100,

ouT

151

OUT

oFF 33-34
Shut down command, OFF 6 signature line(s), OUT I
signatures,

subfolders, OIJT 37, OUT 10+108 subject lines, OUT 8 subscribing to RSS feeds,

time zones, setting, OUT 296

Title

Slides
-10

entering content in, OFF

ouT

292-294

OUT

10

suites, OFF 8 switching between programs,

layOUT described, OFF 39 titles, worksheet (Excel), OFF -irl--i To-Do bar, adding tasks to,

adding image to,

OUT 256-257
T

OFF 27

configuring options, OTJT 257-258 creating, formatting e-mail,

25r-255 Sleep command, OFF 6


slide shows described, OFF 36-37

ouT

Table style, OUT 102, OUT 103 tables (Excel features), OFF 46
tabs, OFF 14 active tab, OFF 16

OUT 185 To-Do listwindow, OUT 172 To-Do lists creating, OUT 173-185 flagged e-mail in, OUT 19 tool tabs, OFF 14
toolbars

Title Slide, OFF 39-40 sliders, OFF 34 slides, OFF 39 SMTP (Simple Mail Transfer
Protocol),
'+1
I,

displaying on Ribbon, OFF 1


tasks

OUT

11
13 B

sofrware.

See also

specifc type

sorting contact lists, OUT

sound, setting alarm, OUT B source folder, OUT 37 spaces between paragraphs, OUT 10 spam, OUT 13,OUT 243 spelling and grammar checking,

adding to To-Do bar, OIIT 185 assigning, OTJT 206-207 attaching files to, OUT 203-204 attaching Outlook items to, ouT 205-206 categorizing, OUT 186-19 6 choosing display and print views,

Mini toolbar, OFF 15 Quick Access Toolbar, OFF 16 Tools menu, displaying, OUT 31 TW.pst mailbox, OUT 6, OLT U

Undo button, OUT 9 undoing text input, OUT unhiding


See

ouT 2t5-2t6
copying, OTJT 202
creating, OUT 173-185 deleting categories,

also displaying, viewing

ouT 2+26, OUT


Start button, OFF 10

2+9-25t

file name extensions, OUT 31 updating meeting requests, OUT 95-96


tasks,

StartMenu, OFF 10
Search box, using, OUT 139 starting programs using, oFF 10-11

starting
Excel, OFF 48

Outlook, OUT , OUT 52,

ouT

124

programs, OFF 53 programs using search box, oFF 37-38 programs using Start Menu,

0TJT 213-2t5 forwarding, OUT 208-209 managing, OUT 202-215 marking complete, OUT 2Il-212 moving, OUT 202 options for, OllT 185 printing, OUT 217 Quick Steps, creating and using, OUT 275_2BI removing, OUT 212-213
status reports, sending,

OUT 202-203

USB flash drives exporting subfolders to, ouT 10+108


sang e-mail messages on,

OUT

28
-<

oFF

10-11

OTJT 209_2LI Tasks button, OUT 172

saving file attachments on, OL-T I saving files on, OFF 2 1-2 2. oFF 27-29, OFF 44 storing files, folders on, OFF user accounts, OFF 5 user icons, OFF 5, OFF 6 user names, OFF 5, OUT 5

ll-ll

IND

{ir**+:e

V verit/ing Internet e-mail settings,

Web support (Excel), OFF 46

Windows Explorer
creating blank document h"Ln*

OUT
viewing

12 (
I

Weekview (Calendar), OUT 59 Weekly Calendar scyle,


100-101 Welcome screen, OFF 5-6

OFF 47
moving, renaming, deietins ii.ldlilii,, oFF 62-65 starting programs from. OFf 4M

vertical bar

) and file, folder names, OFF 22, OFF 28

ouT

the Calendar,

OUT 57-61,

ovT
tasks,

70-7t

contact lists,
views,

OUT 136-137
aiew

windows, OFF 1l Calendar, OUT 53 Contacts, OUT 125 Excel, OFF 49-50

Windows Help, OFF Windows Help and Suppor--. word processing (Pou-erP,: r:: feature), OFF 36 work time, customizing C-:ri-'

oFF 73-74

OUT 215-216 OUT 220 OUT


137

See olso specifu

changing current,

Outlook's, OUT 13

folder, OFF 24 maximizing, OFF 12, OUT 18 minimizing, restoring, OFF 30-31 moving, resizing, OFF 66-67 opening e-mail messages in,

fliimr

ouT

262-263

printing Calendar in different,

OUT

14

ouT
tasks,

99-103

OUT 215-216

viruses described, spread of,

OUT
OUT

21

Outlook, OFF 58-59 PowerPoint, OFF 39-40 Publisher, OFF 60 resizing, OFF 66-67 Windows 7,OFF 2 desktop, OFF 7 starting,logging on, OFF 5-7
starting programs using Start Menu, OFF 9-12 Windows Aero interface, OFF 2,

WorkWeekview (Calencr ouT 58-59 workbooks (Excel), OFF "td worksheets (Excel), OFF'{
components, navigation,:,

W
war,y underlining, OUT 2+25 Web pages, publishing Of6ce 2010

online, APP 3-4

OFF 3, OFF 27

n,
LIes,

.+8

Quick Reference
Summ ary

ar,

F+9
+

Add Attachment to

ouT

13't

Contad
Add E-Mail Account ouT 238

Attach File button (lnsert tab I lnclude g'oup), select file, click
Insert

Account Settinqs button (File tab I lnfo tab) or Add Account

Add Holidays to Calendar Add lmage to E-Mail Signature

button (Fiie rab I Info tab) ouT 264 ouT 256


Add Holidays button (Outlook
Options dialog box) Insert Picture button (Signatures and Stationery

dialog box)

Add Name to Contact


Group Add RSS Feed

ouT 149
ouT 292

Add Members button (Contct Group tab I Members grsgp


Right-click
RSS

Feeds folder;

click Add a New

Appointment, Change
Date

RSS Feed

OUT 80

for

Double-click appointment, change date

or
Drag appointment to

different date in Date


Navjgator

Appointment, Change
Time

OUT 79

for

Double-cf ick appointrnent,

change time

CTRL+O,

or
Drag appointment to

change

:i-:

different time slot appoinlment area

in

Appointment, Create Appointment, Delete

OUT 62, OUT 64

Drag to select time slots.

type appointment title

New Appointment button (Home tab I New group) Delete button (Calendar Tools

CTRL+5la!-:

OUT 82

DELEIE

Appointrnent, Save

Appointment Series tab or Calendar Tools Appointment 1ab I Actions groupi


Close button, Yes to save changes
Save & Close

button (Appointment tab I Actions group.

QR

"i3lrt!c,+;i: !11";-tii

Quick Reference Summary

Appointment, Set
Recurrence Options

OUT 72

for
OUT 68

Recurrence button (Appointment tab I Options group)


Reminder box arrow (Apporntment

Appointment;set

..i..'

Rerninderfor ,
for
Assign Tark
Assign Theme

'

.:.
OUT 67

tab I Options group) Show.As box arrow (Appointment tab I Options group) Assign Task button (Tsk Manage Task group)

Appointment. set Status

ouT 206

tb

to

our

259

Stationery

Mail cateqory, Stationery and Fonts button (Outlook Options dialog box),
Theme button (Signatures and Stationery dialog box)

A:ftaclr fil

to:E:mail

rr

qur,:0,,
..:...'

Darao f ile ito

message areer'l

, ::',,:':

Attach File button (Message tab tnclude group or lnsert tab


I

CopY,'

rightclick

l ..rllet9qge area,

.tltesta*e.
Task

'::

:':

lnclude group)

icJick'Paste
I

Attach Outlook ltem to

OUT 205

Outlook ltem button (lnsert tab


lnclude group) Doubte-clck' eontact, alick attach merit, c[ick Attach'
Fil button flasert tab:1 , lndude,group), sleet itle,

Aachmeiltto:Contact;

ouT 134
'

Chage I

Attach File button (lnsert tab lnclude group), select file, click
I

lnsert

Clitk,lnSertr,

,,,,t

'

Attachment to Contact,
Remove

our

135

Double-click contact, click

attachment, press

DELETE

Att{hment, Addito

Contact. ,i i
';:

,,

Attach'File b,]tton (hsrttb l lnclude group), select file, click

lnsert

Attachment, Add to

Task

our

203

Attach File button (lnsert tab


lnclude group) Cli{k.message header, click

$talmentfreview-
Attachment, Save

UT 33i
i:. OUT 35

aaiiifi}ent..

..

Save As button (Attachment Tools Attachments tab I Actions group), Save button (Save

Save As

Attachment dialog box)

AutoAr,chive 9eingr,

ouT 290

Advaniid
':

Configure i ii ii
iii

button {Outltpk 0plions: idllog box)"'


r

{qtegefy,'::' ,' " "AutoArchiv9etlings

rr

Business Card, Modify

APP 19

Default

Contacts button in Navigation pane, New

Contact button (Home tab New group), double-click default business card Calendar Gro.u p. Creat
APP 21

Calndr biutton

in

r
'

Navigation pane, Calendar Groupl button {l-lome tab I Mange Calendars grup)

Quick Reference SummarY

..s..$

,...1i:llji:l:
.,

ffi

ffi

Calendar Options, Set

our

262

Calendar category (Outlook Options dialog box)

alendar, Accept Meting


Request Calendar; Change Default

OUT 96

Accept button {Meeting tab


Respond grouP)

ouT 265

Color

Calendar categorY, Default calendar color button (Outlook OPtions

dialog box) Calendar; Change Time

aur

267

alendar category Time zone box arrow (Outlook Options dialog box)

zone for
Calendar, Delete Personal Calendar Calendar, Display DaY

ouT 1 08
OUT 62 Click left or right scroll

Delete Calendar button (Folder rab I Actions grouP) Day button (Home tab I Arrange group)

Delete Calendar

L:-----

View
Calendar, DisplaY
OUT 80

Different Month in
Calendar, DisplaY List

arrow

ouT 102
OUT 60 Click fotder check box

View
Calendan Display Month

Change View button (View tab I Current View grup), ciick List

View
Calendar, Display Personal Folder Calendar, DisPlay Schedule View Calendar, DisPlaY Week
OUT 56

Month button (Home tab Arrange group)

OUT 60

Schedule View button (Home tab I Arrange grouP) Week button (Home tab Arrange group)
I

OUT 59

a:i

--: ---

View
Calendar, Display Work
OUT 58

Week View
Calendar, Export

Work Week button (Home tab Arrange group)


lmport button Wizard)
(File

ouT 104

tab I Open tab),

Subfolder
Calendar, Go Date

Export to a f ile ilmPort and Export

to Specifc

OUT 57

Click date in Date Navigator

Go To Dialog Box Launcher (Home tab I Go To grouP)


File I

Calendar, lmport

OUT

1OB

Subfolder
Calendar; Print Table StYle

Opentab I lmPort I lmPort fro.n another Program or file (lmport and ExPort Wrzard)
I

ouT 103

Change View button (View tab Current View qrouP), click List,
Tabte Stvle)

Print button (File tab I Print tab Change View button (View tab Current View grouP), click

Calenda Print WeeklY Calendar Style

ouT

100

Calendar, Print button (Fite tab I Prnt tab I Weekly Calendar Style)

Calendar, Recurrence Options, Set for

oul

12

Recurrence button (APPointment tab I Options grouP)

Appointment/Event/
Meeting

Quick Reference SummarY

t
Calendar Reminde' Sst for ApPointmenUEvent/
OUT 68 Reminder bcx

drtow

' ,,'

'

{Appointment tab },QPtions

Meeting
Calendar, Remove Default Calendar from Appointment Area Cancel MeetnE
OUT 56 Click Calendar check box in My Calendars Pane (to remove check mark)

group)

.'

OUT 98

Cancel Meeting group)

bvttolleabndat

Tools Meeting tab I Actions

ategorize E-Mail
Message

ouT 197

Categorize button (Home tab Tags grouP)

Right-click e-mail
message's

categorY column, click categorY

categrie Multiple Tsks

ouT 190

Select tasks, click Categorize bufion (Home tb lTags grauP).

Selecl'ta*s,
l'

,iohf.ctiek'one

::ttasks Category column, cliqk Atl


:

Ctegories

Categorize Task

ouT 189

Click task, click Categortze button (Home tab I Tags group)

Right-click task's categorY

column, click All


Categories

Category, Create

ouT 185

Categorize button (Home tab Tags grouP) Delete button (Color Categories dialog box)

Category, Delete
Category, Reams

our213
OUT I93

Categorize button (Home tab I Tags grouP), click All Categories, click category click Rename

RighLclitkr

tikt

ategory

' clumil; eiak All Categqries' select cdtegory, qlick REname

rllutton Change Attachment

to

ouT 134

Contact

Double-click contact, click attachment, click Attach File button (lnsert tab I lnclude grouP), select file, click lnsert

Attach File button (lnsert tab I lnclude grouP), select file, click
lnsert

Change Meeting Time

'

Dotrble:cliek mee'ting,

ihqnge

tire

or,
'Drag
mee'tng

!o newtime
Notes List (Home tab I Cunent View grouP) Change View button (Home tab Current View grouP)
I

ilr

Change Notes View Change Taek View Change Work Time on

or

220

ouT 216

our

262

Calendar Configure Junk E-Mail Options auT 244

Calendar categorY (Outlook Options dialog box) Junk button (Home tab I Delete

qroup)

Quick Reference SummarY

QRr

..r.:i,lit+

Contact Group, Create from E-Mail Message

ouT 146

New ltems button (Home tab New group), click More ltems, click Contact Group, enter name, click Add Members button (Contact GrouP tab Members group), click Members
I

text box, enter e-mail address Contact Group, Create from Existing Contct5

our

144

New Contact Group button (Home tab I New grouo), enter name, click Add Members button (Contact Group tab Members group)
I

Contact List, Preview Contact List, Priilt

ouT

52

Fi e

tab I Print tab

Our

156

Print button (File tab I Print tab) Print Options button (File tab I Print tab), Only selected items

Contact List, Print Only Selected ltems ontact List Select 9tyle
Contact

ouT 154

option bLlton, Print

View Change

our our

53

File tab I Prnt tab

137

More button (Home tab I Current View qrouo), clrck view New Contact button (Home tab
New group)
I

Contct, Create Contact, Create from E-Mail Message

ouT 126

CTRL+SH]F-T:

oul

127

Right-click e-mail address in e-mail message, click

Add to Outlook
Conlacts

Contact, Creat from Exirting Contact Contact, Edit

ouT 129

New ltefns butlrn (Home tab I New group), cllck Contact f.om the Same Company
Double-click contact

ouT 1 30 ouT 139

Contad, Find by
Searching Address

for E-Mail

Click Search All Contad Items text box, type serch txt
Click folder in Navigation
Pane, type search text in

Contact, Find from Any Outlook Folder

our

142

Find a Contact search box (Home tab I Find grouP)

Conta$,sort
Conversation, lgnore

ouT 138
APP 1B

Reverse Sort button (View tab

Arrangement group)
Select message, lgnore button (Home tab I Delete group),

lgnore Conversation button (lgnore Conversation dialog box) Creat Appointment Create Category Create Contact
OUT 62, OUT 64

Drag to select time slots,

type appointment title

New Apporltment button (Home tab I New group) Categorize button (Home tab Tags group)
I

ouT 186 ouT 126

New Contact button {Home tab New group)

CTRL+SH:--

QR

*l;:tlgr;k ?Lli{.} Quick Reference Summary

Create contact from E-Mail Message

our

127

Right-click e-mail message, click

Add to outlook
Contacts

Creat Cnlact from

our t29

uxfrtinoconff

' ,l'
our

New ltems buttol{Fl0me labiili New group), click Contact from the Same Company
Copy e-mail address, click New Items button (Home tab I New

Create Contact Group from E-Mail Message

146

group), click More ltems, click Contact Group, enter name, click Add Members button (Contact Group tab I Members group), click Members text box,
paste e-mail address

Creatq Contaet Gr{p. frorn :Exietng Cocta{tt

OuT i44

New Contact Group button (Home tab I New group), enter name, click Add Members

button (Contact Group tab


Members group)

Create E-Mail Signature

ouT 252

Options button (File tab), Mail category, Signatures button


New Appointment button (Home

criatefventi:

',,
t-..1

our84..
'':i. Ii.'

tab I New group), click All day


event

Create Folder in lnbox Create

OUT 36

New Folder button (Folder tab New group)

New Folder

Meetn$ , '

our

93

New Meeting button (Home tab

..-....i.. Create New E-mail Message Cfat


OUT 9

Newgroqp) '
New group)

'r

.i.

-.i.',':'..:i:.,..

New E-mail button (Home tab

Note

'r

'.

...

ouri218
OUT 54

New Note (Home tab I New group) New Calendar button (Folder tab I New group)

Create Personal Folder

CrateQuicli'st,',,
.i.iil. Create Recurring Task

Ch5r
:'.i.i .

,il
.

More button (Home tab I Quick Steps group), click Create New
New Task button (Home tab
I

ouT 183

New group), Recurrence button


(Task lab I Recurrence group)

Create Rlei Create Task Cteate Tskrwith


,

i0uT 282

Rules button (Home tab I Move

lir..l..
ouT 173

group) New Task button (Home tab New group)


I

Du:
..i.r

DAt. . . .. r. .

:
.

ouT. 176

New Tsk button (Home lab I i Nqw g.roup); qfickDue dater box

'ri....i
Create Task

arrow
New Task button (Home tab I New group), click Priority box

with Priority

ouT 179

arrow

I
Quick Reference SummarY
,

Create Task

with

ouT 180

Reminder

New Task buon (Home tab I New group), click Reminder check box, click Reminder date box arrow New Task button (Home tab I New group), click Status box

Create Task

with Status

oul

171

a'row Current View, Change for

ouT 137 ouT 199

Conta(tt
Custom Date, Flag E-Mail Message with

fvlore button (Home tab I Cr.rrrent V,ew group), click view Follow Up button (Home tab Tags group), click Custom
I

Right-click e-mail's flag

column, click
Custom

Customize Ribbon

aut

272

Customize Ribbon category (Outlook Options dialog


box)

Customize StationerY

ouT 259

Mail category, Stationery and Fonts button (Outlook Options diaiog box)
CIick dale in Dat Navigator Go To Dialog Box Luncher (Home tab I Go To grcup) Day button (View tab Arrangement group) Click Clendar check box rn My Calendars pane (to remove check mark) Calendar category Default calendar color button
I

Date, Go to
Day View, Display in Calendar

OUT 57

OUT 56

Default Calenda Remove

OUT 56

from Appointmnt Area


Default Color, Change for
Calendar
.TRL+N

ouT 265

(Outlook Options dialog


box)

:IRt+N
:TRL+SHIFT+E

Default Message Format 5et Delete Appointment

ouT 248

Options button (File tab), Mail category, Compose messages this format box arrow
Delete button (Calendar Tools

ln

Appointment Series tab or Calendar Tools Appointment tab I Actions grouP)

Delete Category Delete E-mail Message Delt Event

ouT

21 3

Delete button {Color Categories dialog box) Drag to Deleted ltems folder Delete button (Home tab I Delete group) Delete button (Calendar Tools Appointment tab I Actrons

OUT 22

OUf 87

group)

Delete Note Delte Personal Calendar Delete RSS Feed

our

221

Delete button (Home tab I Delete


grOL,p)

OUT'1OB

Delete Calendar button (Folder tab I Actrons group)

Delete

Calendl r l.-.
:

our 294

Right-cl ck

RSS

feed, circk
Delete Foloe'

QR

.*;:{li*,'$l

}*f *

Quick Reference Summary

Dlete Rule

OuT 288

Rutes

button (Hpme tab I Move group), click Manage Rules and Alerts, ielicki Delete, bltton,tRules and Alerts dialog box)
Right-click task, click Delete

Delete Task

our

212

Remove from List button (Home tab I Manage Task grouP)

or Display task, click Delete button (Home tab Delete Oroun)


I

Deleted ltems folde r ' Move E.mail Mesageto Display Calendar in


List View

0u1

2,2

Drag to Deleted lterht:fldei

Delete:bution {Hme tab, [ ,Dalete


group) Change View button (View tab Current View group), click List

our

02

Dirplay Outlook OPtions


Due Date, Create Task

our 247
ouT 176

Options button (File tab)


New Task button (Home tab I New group), click Due date box

with
Edit Contact
E-Mail Account, Add

arrow

ouf

130

Dbtclicki:cdnlaet

''',.:
Account Settings button (File tab I lnfo tab) or Add Account button (File tab I lnfo tab)
:'aecount;
:

ouT 238

E-Mail Account; Reove

out295

Right:clak

r rli*

R*iiloie ccuo{

E-Mail Message, Attach


File

OUT 30

to

Attach File button (Message tab lnclude group or lnsert tab


I

lnclude qroup)

E Mal Mesagl

oul t97

Catgbixe,batton:tflome
Tags

tb

'

RiEht<lick e-rnaill

, Catagofize

Eoup)

'mlssage's

,r

categoryi'(olumn, . Cli{kicateqory

E-Mal Message, Categorize Using Quick Click

ouT 198

Click category column for

e-mail message ouT2,1':


OUT 24

E-Mail Messagre, Change Format to Plain Text E-Mail Message, Check Spelling
E-Mai! Messg,

Ptain,Text'butlon ttormt TeXl tab I Format group) Spelling & Grammar button (Revlew tab Ploofing EouP)
!

:i

Clot"

ouI
OUT

15,,'
B

'cliek the cloie :bltto

Close button (File tab)

E-Mail Message, ComPose New E-Mail Message, Delete E-Mail Message, Flag for Follow-Up

New E-mail button (Home tab New group


,

OUT

?2
198

Delete button (Home tab Delete group)


Tags group)

0let

'.

.i

i:

'

.'

our

Follow Up button (Home tab

Right-click e-mail's flag column, click

option Follow Up button (Home tab Tags group), click Custom


Fonvard button (Home tab
I

lrMall fessage;
Custm Date

Flag

with ouT'199
,.1

Rgh.t:tli{k e'rnaillt

flag.colunrn, click

'rCstorii.
I

,. r

E-Mail Message, Forward

OUT 19

Respond group)

Quick Reference Summary

QR;

E-f$ail Message, Mark as


Read

OUTl5
OUT 15

Unread/Read button {Home tab Tags group) Unread/Read button (Home tab Tags group) Doubte-click message header

Mark as Read Mark as Unread

CTRI+Q

E-Mail Message. Mark as Unread E-Mail Mesrage, Open E-Mail Message, Print E-Mail Message. Read

CTRL+U

OUT 14

OUT 15

Print button (File tab I Print tab) Select message in message


st and read in Reading Pane

Quick Print

OUT 14

E-Mail Message, Reply E-Mail Mssage, Reply E-Mail Message, Save Response in Drafts Folder E-Mail Message, Send E-Mail Message, Set High

OUT 17

Reply

button (Home tab

Respond group)

All

OUT 17

Reply Ail button {Home tab

CTRt+5H]FI+R

Respond qroup)

our

27

Save

button (Quick Access

CTRL+5

Toolbar)

OUT11
OUT 32

lmportance for
E-Mail Signature, Create E-Mail Signature, Format

High lmportance button (Message tab I Tags group) Options button (File tab), Mail
category, Signatures bulton

ouT 252

our

253

Mail category Formatting options (Signatures and Stationery dialog box)


New Appointment button (Home New All Day Event
CTRL+SHI+A

Event, Create

OUT B4

tab I New group), cl;ck All day


event check box

Event, Delete

OUT 87

Delete button (Calendar Tools

Appointment tab I Actions


group)

Event, Save
Event, Set Recurrence

OUT 86
OUT 88

Save & Clse button (Fvent

tab

Actions group)
Recurrence button (Event tab Options g'oup)
I

Options for Export Calendar Subfolde


Fields, Show or Hide in List View

ouT 104

lmport button (File tab I Open tab), Export to file (lmpor"c and
Exoort W'zard)

APP 1O

Add Columns button (View tab Arrangement group), column name, Add button (Show Columns dialog box)
Double-cl ick contact, click

File Attached

to Contat,

our
ouT

135

Remov
File, Attach

attachmeni, press

DELETE

to Contact

131

Attach File button (lnsert tab lnclude group), select file, click
I

lnsert

QR

10

i:r;ri..1i'.r .;ll.jlil: Quick Reference Summary

,d
Fils, Attach

to ['mail'

OUT 30
i

Mersage
File, Attach to Task

i.

Attach:File button {Message tab lnclude group)

ouT 203
:

Attach File button (lnsert tab


Include group)

FilesiRecord''
Automatically

APP 2?

Options button (File tab), Notes


and Journal, Journal OPtions

11s (Outlook Options dialag


box)

Find Contact bY Searching for E-Mail Address lFind Contact frorn

our

139

Click Search All Contact Items text box, tYPe


search text

AnY

uT 142
'

Iick:folder, in Navigation
Pan, typeliq.ich text in Find a {anlaet seaKh box {Hometabil lind $roup)'
:

outlook Folder

Flag E-Mail Message

for

ouT

'198

Follow-UP

Follow Up button (Home tab Tags group)

Right-click e-mail's flag

column, click option

ftag' E:Mail Message with , Custom Dqte r, ' ' :

our'199

Follow Up button (Home tab Tags group), click Custom

Right:cliqk

' '

e'mail,3 {lag Custom,

colum, {ick
New Folder button (Folder tab New group) New Folder

Folder, Create in lnbox


r

OUT 36

I clndar '

folder; Create Peronal


'

ouf

54
Drag e-mail message to

New Calendar button (Folder tab I New group) folder


Move button (Home tab I Move qroup) Move, click folder name

Folder, Move E-mail Message to

OUT 37

forrnat t-Mail,3i gnature


l:.: ', . 'l':.

our

2:53

Mil iatgory rsrming


,

optin5' {Signatures.and Stationwr dialog bqx) Forward button (Home tab Respond group) Forward bufion (Task 1ab Actions group)
I

Forward E-mail Message

OUT 19

forwrd.TaskI.i
Go

.I

,i

'i

ouT ?08
OUT 57

to Date

Go To Dialog Box Launcher (Home tab I Go To grouP) Selert graphic, formatting tool (Format tab) High lmportance button (Message tab I Tags grouP) Add Hotldays button {Outlook 0ptions dialcA box)
r

Graphical Element, Format High lmportance, set for


E-mail Message

'APF'1'7

OUT 32

Holidays, Add to Calendar lmage. Add to E-Mail Signature

iour

2'64.

ouT 256

lnsert Picture button (Signatures and Stationery

dialog box)

lmport Personal Subfolder

our

10&

lmport button (File tab I OPen tab), lmport from another program or file (lmPort and
Export Wizard)

Quick Reference SummarY

QR"

j:::+i1:iit:',iit:j:-::t::ii::i!jl:i1:1i:,:t

-;,,i#ii.l.,ri*:i.,;,';:',.

i+ti't

lmportance. Set to High

OUT 32

for E-mail Message lnvite People to Meting

High lmportance button (Message tab I Tags grouP) New Meeting button (Home tab I .* groupi type e-mail address uno

OUT 94

,un.i

. cick

lend
I

Item, Attach to Task

ouT 205
APP 21

Outlook ltem button (lnsert tab


lnclude grouP)

Journal ntriee, View

Configure buttons arrow tn Navlgation Pane, Add or


Remove
B

ufions,

Jou rnl

Journal Entry, Edit

APP 23

Journal button in Navigation pane, double-click journal

entry Junk E-Mail optons,


OUT

2M

Configure
Language OPtions' Set
APP 8

Junk button {Home tab I Delete grouP)

Options button (File tab), Language (Outlook OPttons dia,og box)


Change View button (View tab Curren{ View grouP), click List

Lst View, DisPlaY

for

orJT 102
APP 18

Calendar Mailbox Size, View

Folder Properties button (Folder tab I Properties grouP), Folder Size button (rnailbox ProPertres

dialog box)

Manage Quick Steps

ouT 280

More button (Home tab 1 Quick


Steps grouP), click Manage Quick StePs

Mark Task as ComPlete

ouT 21

Mark ComPlete button (Home tab I Manage Task grouP)


Send Cancellation button in message header Double-click meeting, change time Cancel Meeting bu{ton (Calendar Tools Meeting tab lActions group), Send Cancellation bution

Right-click task, click Mark Complete

Meeting Cancellation Notice. Send Meeting Time, Change

or
Drag meeting to new time

Meeting Time, Propose Naw Meeting, Cancel Meeting, Create

0T 98

Propose New Time buttn (Clendr Tools Meeting

Occurrence tab I ResPond grouP)


OUT 98 Cancel Meeting button (Calendar Tools Meeting tab lActions grouP)

OUT 94

New Meeting button (Home tab


New grouP)

CfRL+5H!F:+:

Meeting, lnvite PeoPle to

OUT 94

New Meeting button (Home tab

New grouP), tYPe e-mail address and subject, click Send

Membel Add to Contact 6rouP


Message DeliverY

our

149

Add Vlembers button (Contact


Group tab I Members grouP)
l\4ore Options Dialog Box

APP 13

Options, 5et

Launcher (Options tab I More Options grouP), select deliverY options (ProPerties dialog box)

ll|ii: Quick Reference

SummarY

Mssage Frmat,

{hange

21 I OUT

Plin Text

button (Format Text

to Plan Text
Message Format,

tab I Format grouP) Options button (File tab), Mail


category, ComPose messages in this format box arrow Click Arra*ge bY: Date Date Show in GrouPs

Set
bY

OUf z+S

Default
Mssage List, Arrange

I OUT 8
I oUT 8

Date
Message List, show Groups

iolumn

heading

'
Show ln GrouPs button (View tab Arrangement group I More
I

in

button) I OUT 60 I Ouf

Month View, DisPlaY in


Calendar

Month button (Home tab


Arrange grouP)
Drag e-mail message to

l_ '-7--\
I

-r

Move E-mail Message


Folder

to

:z

Move button (Home tab I Move


group)
Select tasks, click Categorize button (Home tab I Tags grouP)

Move, click folder name


Sleet tasks,

folder

Multiple Tasks, Categorize I OUT 190

right-click one

taskt category
column, click A:i
Categories

Name, Add GrouP

to

Contact

I OUr t+S

Add Members button (Contact Group tab I Members grouP)


Remove Member button (Contact Group tab I Memberr grouP New Note (Home tab I New group) Delete button (Home tab I Deiete group) Notes List (Home tab I Current View grouP)
Doubl'c,lcK messge

Name, Remove

from

I oUT 150
218 I OUT

Contact Group Note, Note,

Create

Dlete
Change

I OUT221

Notes View,

I oUT 220

open E-mail

Message I ouf ta
E-Mail, I OUI
I
244

hader ' '''

Options for Junk Configure

Junk button (Home tab I Delete group)

options for

Spell
oPen

oUT 249

Options button (File tab), Mail


category, AlwaYs checkrspelling before sending check box Open Outlook Data File button (File tab I OPen tab), select file, Open button

Checking, Set

Outlook Data File,

I oUT

Outlook ltem, Attach to


Task

OUT ?05

Outloqk ltem buton {lnsert tab


lnclude grouP)

Outlook ltems'
AutomaticallY Record

APP 22

Options button (File tab), Notes and Journal, Journal OPtions button (Outlook OPtions dialog box)

Outlook Options, DisPlaY


Paste Special, Use

oul

247

tile lab I OPtions buon


Paste

APP 17

button arrow (Message

tab I Clipboard grouP), Paste Special, select oPtion (Paste


Special dralog box)

Er

Quick Reference Summary

ffi

kople:Fa*i:;Ug.9:
II.':::t, :,-.:I,ri.:
i:,I

A.P.ir:$1
:,ir::.':.t.,:i-, :

i{.es,r]gejiairii'liq?_geli5-t;

I:i.",;::':-

l..come!!jPAi;i,,,.,:
OUT
1OB
,.:. :.,,i:.r..:.r,. r'r.r.,e...,:i:r:;:...:,rrii.i
lr';1,,ir;,,;,i::;:::1, t,;:t::,,:::::::t:::,::rri:'::
:_!.
.

Personal Calendari Delete


Personf ,,f ldi;:rCf 'gtp.t:':,

Delete Calendar button (Folder tab I Actions grouP)


Jr"ei,!rr.,r:i.tj;: ;t'.r,,ir ;:-.,i:.
r:.

Delete Calendar

DELETE

syr1 l

New
.

alenda'

button (Folder

CTRL+5HT:+:

;ai:rll;riri,!t'ji,iir,;iit:r;i.:,r::.'
r.r..r:.i,r:.:i',:r:.,rr::::rl:i.r:r

r::i:rr,i,r.i,,.

tab I New EouP)

Personal Folder; DisPlaY

Click check box in MY Calendars Pane


'r..,:,i;,rr:.rr,:.1!:
.

personal'9ubfolde' .:
..r. 1.:,..,1,: r..r,.r,.,r,:i

-:..r".

lmFart'.l'.;..l|.,..,
Message Format

.ir,.: .,-i:t..:

:':'''''l'r:

r:

:i;tii:l:l:,::ii:lt:'::t',,li:i:",::

:i

lmport button (File tab I OPen


'

,'

:airllila::i.:;1lr:]r:. : l-.: :....,j,. -.:..:-i,.i r.:.- ,.

t, ll:#.1rt!$:i.*$,i
Export Wizaid)'

r r::il,,:':t;,'u::;::rt:iiir'tr'll:]i:":':.i:1.,:.ii,".t:j.ti I

Plan Text, Change

Plain Text button (Format Text

to
r,':.

previett,Attafh
Preview ontact List

g,ql3,ii'i:
,

l:

l r: i i

l:

t:

i, I I

" r:

..:l: ]]. , l:

ouT
.

52

File tab I Print tab

pr*:ea!

i,fi&'bt

Styts,.g{ilyl$-},ill;:.:::l,irt:

?Lfrr'J83.il ouT 100

*re.' .*.rlfJJ*j
Weekly Calendar stYle (File tab Print tab)
I

Print Calendar in WeeklY


Stvle
Print;Ccritactrhirf,,,,,:r,"tr,.'rr::ii
:;'

6'1.'tsrj:.;:,
OUT 15 ,OUfr,frs5j,:i:;
Lr-'

*.!*itr:A**lt
Print button (File tab I Print tab) Print QPtidns (ile tab'I Print

Print E-mail Message


P{ntO,..lt'!yisile1ed:.1t9.ryli

in es.ntaatL

lsJ:"r.::tii'r::,t:ii:iirr;,:r,

: : f ,::,..r::11.,,:,.

::l

r:it.iri.:rlltlli:.i:.:ri:i:il

Print Tasks

our
rrr; r... .1r,.r 1j:1.1...r

217

e*!-itr;,$1*te.brk,wj$
'-.. r..r.:i:a ..i. r......j 1r ..j.:..,..,:: rir. ..:;...r.1..: i....,.rr - . .r..i..:... l

,QUi:,.!r!9:,::,,;
,.rl:i:,l:
t,l::::t.ilr i::;;,:

Propose Meeting Time

OUT 98

Propose New Time button (Calendar Tools Meeting Occurrence tab I ResPond

group)

aur*, ,,ti l*,..:,i


,':;lii:::l:i.::';i'i;:i::,r
,:t,

t.
:

'UIjl|e$i:i;
::,r:.::.,.j!.r:.t.::ir:.i.i'i r'::r':t:,:rlitlll:lr::::l:l:,';l
:::::.::iil:il:::r:r:.i, :i:itr:;

,R

iqhtlEtqq .:,ir,::,:iri

:'

.tf::;ij

:;i rl,l

r.l,1451,e$!$0es:rr
,;

, i ]':tl r:r.;,.;'l:tr:',:.i':t.;i,ti,.;,tll,i..l.:
til:i:,:,: i:::,t.:.,tt]::t:i;:::::: ::,;t:,:,:t,:

*lg:n$eliek!9i
Q:ig|i..figk.::rir,

Quick Click, Use to Categorize E-Mail Message


r..rt.nir-r,.,:rrr.r,...l.r,i:..rrir1.

ouT'198

a[i,qilp,i

ll:, _r.'r:,..:

:,

.More button (Honre.tab I Quick


Steps

grouPt click Create l"lew


I

Quick Step, Use

Quick Step button (Home tab Quick Steps group)

eif*,:fte
.

"rMlas.',,

.:,,i,:t:t:j::lt:,i:i.ii,:;t:,t::,:l.., :i,i:i,,i,.:i,ilt:i::i.:i:i
i .a..;r:r;:il:ti::l:..:i1,.';:,:'::il.:'li:.:.rlr':r';l'::':::::r

More buttb'n (Hone tb I Quick Stepi group), clck Manage

iiii'k$$,lpFlil;illii
Exit button (File tab)

Quit Outlook

QR

14

i}*1t"**'i .F*'T# Quick Reference Summary

r*es::ii*lill:,Me.rye1e,..ri.,,
l.
r,i, r:,,t':,.,,

OUT,',1+,1
I

Messae: hqadet, in, msiagq:


.':.li.t:.r'r I

].'','.

-."

r..rli.

i.:

l.:i I :t

tt::l:i

r:

r.., 1

'.

:r:rri.r:,

1.. I

r.'..

Recurrence Options, Set

our

72

for Appointment

Recurrence button (APPointment tab I OPtions grouP)

,,nXmn*,otlal1rl,sct
.,.:f*;,:lEV :,' t''" : :'' r':: r ::':].':-:':
Recurring Task, Create
l

OU{:8&'

neiireiiiabuit {vnt
Options grouP)

tatl:

'

ouT 183

New Task button (Home tab I New grouP), Recurrence button (rask tab Reu1r1nce Oloun) I Conkct ltelTE text: bqx;

rr"..:ir]i

:tfihiti5ea41ii
.-.:..t :.:. .......'.... .......:,: ...,:.,

r'j

rr'

:lr:,;:

"

:'''

9rch, Ail:
,

i ;tickiMreution {Seaieh,lbots:
l

: a '.1 ..:r:;l:, r':.:: ..r':.... :. ..:r'::. .....:: :.:. ..:. :' ..:a: : . a. .: .'' ::',ll :,i::t:il:t:.il,t r:r:.t:i:t.t.::,,.:: : ..:.:..:::.a

searah,iab]'Refine group). click


property

Reminder, Create Task

with

New Task button (Home tab I New grouP), click Reminder check box, click Reminder date box arrow Rmirder boxaiow (ApPointment tab lOPtions grouP) Follow UP button (Message tab
Tags grouP), Custom, Flag

amiietlet

ld',.',': r:
r ':::'r ':
:

0U:f .68
APP 12

tlr$iFqitttdlntr:::

Reminder, Set for Message Recipients

for

Recipients (Custom dialog box)


.:.']:.;:r:l
i.,tir'lr:,'t.,'rtt ti,t.,] ': ],,.11.,1:,,.,....t:

:g

ndislti{ott*,,:,.,,1
"";,",:,:
::,::'.

Reminders Window button (View tab lWindow grouP)


DELETE

..,OispFyl.r,rl:i,:,,,,,,','.,

;:',,

Remove Attachment

to

our

135

Double-click contact, click

Contact

attachment, Press

DELETE

r;iiiir*,.r'uleli, etbrrt
.: :taL.,:, ::. lt :
::,:

:A[f?9!
::,.,:,

Right:click',, 'aiount, cljck


,

: ::

:...

: : :t:: :, :

:...:

..,.r:::
:,..

l:r:::,il

l, r,, l
-',::
..:::a.::.:
.

Rmov {conf

:l

l:'l f :i::

:,:1,....1.::..ii:.:','

:,.,:::..:.:.,'

:.,

:'

:: ..,",:

Remove Name from

our
].,,..irr.r.

50

Contact Group ,hAniO:iet,t*k


::i..',:rir,:rrrii

Remove Member button (Contact Group tab I Members grouP)

:atli::l1i:2

Remove from List button (Home tab I Manage Task grouP) or Delete button (Home tab ] Delete grouP) Categorize button (Home tab I Tags grouP), click All Categories, click category click Rename

Right'click tEk,
I

EIETI

JiakDelta a :::
'

':

Rename CategorY

ouT 193

Right-click task's categorY column, click

button

All Categories,
select categorY, click Rename

button
''.:..'...]'.'i:..'.':':'.:..:.1:i'i.]].,.:|......::...:.:|...

,o,uf,,,],7'..
.:.::.:.....::',:

Reply,:
,

.::.,::::: ' :,

.:.:,:;.':,:::..:,: ..

.: :.::a' .,

,
aa

::,:::::....:.:'

. .I

::r

l'

,:

. r:

'i

t:

.;

,.:

:l

.:

..:: ..:.::::....: :.

::...: ::a. ...

....

.,..:

.'

.: .- ...

:nePnd'gtoup)' :':'

buttn 'lorne,Hb

'r.RgFJY,,,.'...',.,::, : .t,

CTfrL+R

ouf

272

Customize Ribbon category (Outlook OPtions dialog box)

Bight'cli,*
'

IRSS
:':

{ed,

.li.k,

iDelete Folder

Quick Reference Summary

QR

RSS Feed, Subscribe

to

our

292

Right-click

RSS

Feeds folder,

click Add a New


RSS Feed

Rule, Create Rule, Delete

OUT 282

Rules button (Home tab Move group)

OUT 2BB

Rules button (Home tab I Move

group), click Manage Rules and Alerts, click Delete button (Rules and Alerts dialog box)

Rule, Run

ouT 286

Rules

button (Home tab I Move group, click Manage Rules and

Alerts, click Run Rules Now

button (Rules and Alerts dialog


box)

Run Rule

ouT 286

Rules button (Home tab I Move

group), click Manage Rules and Alerts, click Run Rules Now

button (Rules and Alerts dialog


box)

Save

Appointment

Save & Close button

(Appointment tab I Actions


group) Save

Attachment

Save As button (Attachment Tools Attachments tab I Actions qroup), Save button (Save

Attachment dialog box) Save F-Mail Message in

ouT 27
OUT 86

Drafts Folder
Save Event Schedule View, Display

Save button on Quick Access Toolbar

Save option {File tab I Save tab) Save & Close

button (Event tab

Actions group)

in

| UT 60

Schedule View button lHome

fTRL+ALT+5

Calendar
Search Options, Set Search, Refine

tab I Arrange group)

our
ouT

270

Search category (Outlook

Options dialog box)


141

Search Afi Contact llems text box, click More button (Search Tools Search tb I Refine group), click property

Select Style for Contact List Send

ouT

152

File

tab I Print tab

l-mail Meilage

OUT 8

Send button (message

window) Send Meeting


OUT 99

Send Cancellation button in messaqe header

Cancel Meeting button (Calendar


Tools Meeting tab lActions group), Send Cancellation button

Cancellation Notice
Send Stat{5 Report

ouT 209
APP 9

Send Status Report button flask tab I Manage Task group)

Sensitivity Level, Set for New Messages

Options button (File tab), Mail (Options dialog box), Default


Sensitivity level list box

QR

16

r3*'t3*+i{

?*1*

Quick Reference Summary

Sensitivlty.rLevel' get

fof
i

APPl1

'lingle.Metsag

'

More Options Dialog Box Launcher (Optiom tab I More Options group), SensitivitY button (Properties dialog box)
Save Sent ltem To button

Sent ltems Folder, SPecifY

(Options tab I More OPtions group), Other Folder, select folder (Select Folder dialog box)
GIJT

getCalendarcpiions:
Set Default Message

264

alendalr'eategory {Outlook

rOptioni dialog
OUT 248

box)

',

Format
Set, Junft E-ttail

Options button (File tab), Mail category, ComPose messages in this format box arrow Junk bLtton (Home tab I Delete group) Categorize button (Home tab Tags group), click Set Quick Click
I

".

option

Our 244 ouT 195

Set Quick Click

Right-click task's category

column, click Set


Quick Click

set Sea(h Optiont

ou:r'270

feareh categor) {OullOOk,, ' Options dialog box)

',

set Signature OPtions


Set Spcll Chegkig

oul

257

Select settings (Signatures and Stationery dialog box)

rJT 249
r

Optlon button {File tab), Mail


category, AlwaYs check sPelling before sending check box

Optiqns

Signature Options, Set sigature,: Crete

our
:1

257

Select settings (Signatures

and Stationery dialog box)

i,E;Mail r-r,.
Sort Contacts

fdr r. . .,,

ouT,252
OUT ,I38

0plion| btton'{File tab),,Mai!.'


category Signatures button
Reverse Sort

button (View tab

Arrangement group)

$p!l cheeking OFtisns. ....: : . .:' Set' r :,

...

0u1249

Options button (File tab), Mail :itegoy,, *1way9 chck petling


before sending check box Spelling & Grammar button (Review tab I Proofing grouP) Right-click error, click correct

..':.: ..: a: : ..:.-

.,

Spelling, heck as You


Type :$ttinelyr,Asiigi:!. rrr.iltm..tb'rr'
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