Outlook Search Folders

Learn how to create Outlook Search Folders – Default and Custom.

An Outlook Search Folder is a folder you create to store the search criteria to view specific emails.  Once you click on a search folder, Outlook runs the search to show you the most current results.  There are two types of search folders – Predefined (set up by Microsoft) and Custom.  Outlook Search Folders come in handy if there are specific searches you run on a regular basis.  Below are the step by step instructions on how to Create Outlook Search Folders – Predefined and Custom. Continue reading “Outlook Search Folders”

Outlook 2016 Rules

Learn to create and utilize Outlook 2016 Rules.

The Outlook Rules feature allows you to automatically organize your e-mail messages based upon rules you have defined for incoming or outgoing messages.  This feature helps reduce the amount of manual filing you will have to perform. Below are the step by step instructions to utilize and create Outlook 2016 Rules. Continue reading “Outlook 2016 Rules”

Managing Outlook Meeting Details within OneNote

Learn about Managing Outlook Meeting Details within OneNote.

You can keep your Outlook meeting notes easily (and consistently) within OneNote.  Using this feature also allows you to include all the details pertaining to the Outlook meeting.  Using this feature will give you links to the meeting within Outlook as well as email links to the meeting attendees for quick and easy follow up.  Below are the step by step instructions for managing Outlook meeting details within OneNote. Continue reading “Managing Outlook Meeting Details within OneNote”

Creating Custom Outlook Search Folders

Learn how to create custom Outlook search folders to easily find frequently accessed information.

Outlook gives you the capability to create custom search folders, allowing you to quickly find specific information on a regular basis.  Search folders can be set up to find all high importance emails, emails containing specific words, from specific recipients, etc.  Below are the step-by-step instructions for creating custom Outlook search folders. Continue reading “Creating Custom Outlook Search Folders”

Sharing Outlook Contacts as vCards

Learn how to share your Outlook contacts easily using vCards..

Outlook’s vCards makes it very easy to share your contact information as well as that of individuals within your contact list.  The vCards can be sent to both internal and external recipients.  A vCard is an electronic business card that contains the individual’s contact information.  When the recipient receives the email with the vCard, all they need to do is open it and save it to their contacts. Below are the step-by-step instructions for sharing Outlook contacts as vCards.
Continue reading “Sharing Outlook Contacts as vCards”

Using Outlook Out of Office Assistant (Automatic Replies)

Learn how to utilize the Outlook Out of Office Assistant to keep people informed while you are out of the office or away from your test for extended periods or time. Also, learn how to add rules to your Out of Office Assistant to stay on top of incoming message while you are away.

The Outlook Out of office Assistant is a great way to keep your clients and teams in the loop when you are out of the office or away from your desk for extended periods of time.  Using rules with the Out of Office Assistant can also help you stay organized while out. It can be used to respond to emails you received (internal and external) as well as take additional actions such as forwarding, tagging and moved to folders.  Below are the step-by-step instructions for using the Outlook Out of Office Assistant. Continue reading “Using Outlook Out of Office Assistant (Automatic Replies)”

Creating Outlook Groups

In this entry, you will learn the process for creating Outlook groups, allowing for easy collaboration with team members.

Groups come in handy when you need to collaborate with individuals within your organization on projects.  They give you an extra layer of cohesiveness that just sending emails and documents do not.  But before we get started, let’s make sure you understand what a group is compared to a contact group.  Please remember, groups are not the same as contact groups.  Contact groups were previously known as distribution lists and are used for distributing information to lists of recipients.  Whereas, groups have a shared workspace for e-mail, conversations, files and calendar events where group members can collaborate and access information.  Below are the step-by-step instructions for creating Outlook groups. Continue reading “Creating Outlook Groups”

Integrating OneNote To-Do List with Outlook Tasks

Learn how to create tasks within OneNote and integrate them with Outlook for easy tracking.

The integration of Outlook’s OneNote with Outlook gives you many great collaboration features, one of which is the ability to view and track your OneNote to-do list tasks within Outlook.  This gives you the best of both worlds.  You can set up individual to-do lists for all your projects within OneNote.  Then, you can use the reminder and task progress features to stay on top of the tasks within Outlook.  Below are the step-by-step instructions for integrating OneNote to-do list with Outlook tasks. Continue reading “Integrating OneNote To-Do List with Outlook Tasks”

Working with Outlook Notes

Learn how to work with Outlook Notes – Create, Edit, Save and Print.

Outlook Notes are great for taking quick notes or reminders and “posting” them to your screen.  The look like and work very similar to a physical post-it, except they won’t fall off your screen. Below are the step-by-step instructions for working with Outlook Notes. Continue reading “Working with Outlook Notes”

Add Outlook Meeting Details to OneNote

Learn how to add your Outlook meeting details to OneNote for note taking.

In order to give your notes a consistent look and to also include all the details pertaining to the meeting, you can add your Outlook meeting details to OneNote.  Using this feature will give you links to the meeting within Outlook as well as email links to the meeting attendees for quick and easy follow up.  Below are the step-by-step instructions for adding your Outlook meeting details to OneNote. Continue reading “Add Outlook Meeting Details to OneNote”