Utilizing Color Categories to Organize Outlook

Learn the steps for utilizing color categories to organize Outlook – creating, assigning, renaming, deleting, setting a color category as a quick click and assigning a quick click color category to an item.

Color categories are used to group like items for quick viewing.  Color category organization can be used across all Outlook applications – Email, Calendar, Contacts, Notes and tasks.  NOTE:  Outlook allows the assignment of more than one color category to an item for additional levels of organization.  For example, you can assign one color category to all Acme Projects and assign color categories to each subproject of Acme.  This will allow you to quickly see everything for Acme as a whole, plus delve down to the subproject level.  Below are the step by step instructions for utilizing color categories to organize Outlook – creating, assigning, renaming, deleting, setting a color category as a quick click and assigning a quick click color category to an item. Continue reading “Utilizing Color Categories to Organize Outlook”

Word Create PDF

Learn how to utilize the Word Create PDF feature to create a PDF from any Word document, keeping the table of contents, bookmarks and any hyperlinks intact.

Word’s create PDF feature allows you to take a Word document, that contains a table of contents and hyperlinks, and convert it cleanly to a PDF document, keeping the TOC and Hyperlinks intact.  If the document contains Word’s styles, it can also use those to create bookmarks if you wish.  This is a great feature for converting large documents without having to recreate integral pieces such as the hyperlinks.  Below are the step by step instructions for utilizing the Word Create PDF feature and its options. Continue reading “Word Create PDF”

Creating a Contact from an Email Sender

Learn a quick way to add contacts by creating contacts from email senders.

Outlook gives you the ability to quickly create contacts from the senders of emails you receive, enabling you to efficiently set up new contacts.  Below are the step by step instructions for creating a contact from an email sender. Continue reading “Creating a Contact from an Email Sender”

Excel Custom Lists

Learn about Excel Custom Lists — 1) Creating Custom Lists using the Options Feature; 2) Creating Custom Lists Using a Range of Cells; 3) Deleting Custom Lists; 4) Using Custom Lists within Spreadsheets

Excel custom lists can be used to fill or sort data within the defined order.  By default, Excel provides s few built-in lists – Day of the Week and Day of the Month.  You can also create your own custom lists. Excel Custom Lists

Below are the step by step instructions for working with Excel Custom Lists, including Creating. Deleting and Using Custom Lists. Continue reading “Excel Custom Lists”

OneNote Pages and Subpages

Learn how to work with OneNote Pages and Subpages.

In OneNote 2016, you can add as much content as you want to a page.  However, to stay more organized and for easier reviewing, you can create additional OneNote Pages and Subpages.  Below are the step by step instructions for Adding, Deleting and Moving Pages, Creating Subpages as well as Expanding and Collapsing Subpages. Continue reading “OneNote Pages and Subpages”

Outlook Quick Steps

Learn how to utilize Outlook Quick Steps to become more efficient in Outlook. You’ll learn how to customize the default Outlook Quick Steps as well as create your own Outlook Quick Steps.

Outlook Quick Steps allows you to create One Click Quick Steps for actions you repeat frequently.  For example, if you move messages to a certain folder, you can create a Quick Step to accomplish it in one click.  Below are the step by step instructions for working with Outlook Quick Steps. Continue reading “Outlook Quick Steps”

Creating Word Templates from Documents

Learn the process for creating Word templates from existing documents.

Word templates allow you to create professional looking documents to be used over and over for new documents.  Templates allow you to keep your documents looking consistent while saving you time.  When creating templates, you set up the styles, formatting, and any necessary wording you need so you don’t have to do these steps each time you create a certain type of document.  For example, if you send out business letters on a regular basis, you can set up a template containing all the necessary information and formatting so all you need to do is access it when needed and type in your details.  Below are the step by step instructions for creating Word Templates from existing documents. Continue reading “Creating Word Templates from Documents”

Creating a Task from an Outlook E-Mail Message

Learn how to create an Outlook 2016 task from an e-mail message.

You can quickly and easily create an Outlook task from an e-mail message you have received, without having to retype the information and leaving the original message intact. Below are the step-by-step instructions for the creating the task. Continue reading “Creating a Task from an Outlook E-Mail Message”

Creating and Updating a Table of Contents in Word

Learn how to create and update a Table of Contents in Word.

Many Word documents require a table of contents be added to them. Word allows you to add a table of contents (TOC) by either using the Heading Styles or by marking selected text to be added to the TOC. The easiest way to create a TOC is to use the heading styles.  This feature allows you to quickly update the TOC anytime with just a few key strokes.  Below are the step-by-step instructions for creating and updating a TOC using the Heading Styles. Continue reading “Creating and Updating a Table of Contents in Word”