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Windows Handy shortcuts and file handling

Lunch 'n Learn - Outlook: Miscellaneous

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Windows

Handy shortcuts and file handling

Outlook

Miscellaneous

Introduction

• Exercises• Please use your own MS Outlook client

• Open the VMWare View Client to log on to your own personal virtual machine

• Separate page with exercises

Search (1)

• Instant search• Available on most panes (Mail, Calendar,

Contacts, Tasks, …)

• <CTRL + E>

• Fastest way to find items

• Search in the selected folder

• More options: Search Ribbon (on top) is automatically shown

Search (2)

• Search Ribbon• Scope: where do you want to search?

• Current folder• All Mail Items• All Outlook Items

• Refine: what do you want to search• Select filters

• Options• Recent searches• Advanced search

• Look for other items (e.g; appointments, tasks …)

• Possible to add direct filters in the search bar

• Examples:• from: [email protected]• received: 20/11/2014 .. 27/11/2014• received:last week• read:yes/no

• (Ex. 1.1 & 1.2)

Out of Office: introduction

• Autoreply message to contacts inside or outsideyour organisation.

• File > Info > Out of Office > Automatic Replies

Out of Office: configuration

• Auto reply in a given timespan

• Possible to create different messages forpersons inside or outside yourorganisation

• Always check the ‘Outside My Organisation’ Tab

• Previous setting is used by default (sometimes forgotten)

• Outside My Organisation• Auto reply checkbox: activate/deactivate• Sent emails to your contacts only or to

anyone

Out of Office: rules

• Automatic Replies > Rules

• Rules > Add rule• Define criteria

• Define actions

• Set-up specific rules for incoming messages• E,g. All e-mails should be forwarded to my

colleague during my absence

• Rules are only active when Out of Office is turned on

• More options -> Rules wizard (next topic)

• (Ex. 2)

Automate e-mail flow: rules

• Home > Move > Rules

• Define criteria and actions when a mail is received or sent:

• E.g. always move messages from [email protected] to your supplier folder

• Select message• Quick rule: always move messages

from/to

• Create rule: e-mail parameters are automatically filled in

Manage rules

• Activate, change or delete existing rules

• Create new rules: rules wizard

• = Query builder• Select a template or blank rule• Select condition(s) (e.g, received in a

specific date span)• Select actions (e.g. move it / delete it)• Select exceptions (rule is not applied

if…)

• (Ex. 3)

Tasks

• Tasks > My Tasks > Tasks

• Create new:• Button ‘New Task’ or click in the

first row

New Tasks

• Tasks > My Tasks > Tasks

• Create new:• Button ‘New Task’ or click in the

first row• Possible to categorize tasks (see

next topic)• Sent a Status Report to someone

e.g. after you modified or updated a task

• Assign a task• e.g. delegate a task to someone

else

• Mail to task• Drag and drop e-mail to your task

pane

• (Ex. 4.1)

View Tasks

• Tasks > Home > Current View

• Select a specific view for your tasks

• Add other columns to view• Right click existing column >

Select ‘Field Chooser’ and drag and drop the new column

Edit Tasks

• Double click existing task

• = same dialog windows as new task

• Possible to add details to task• Tasks > Show > Details

Show task pane in mail view

• View > To-Do Bar > Task List

Categories

• Organize your items• mails, calendar items, tasks, …

• Tag items with a specific category• E.g. academic, course, invoice, rooms

• Home > Tags > Categorize

• New category• Categorize > All categories > New• Possible to add shortcut

• Apply category• Right click item > Categorize or use defined

shortcut

• (Ex. 5)

Categories & views

• Group items by category

• View > Arrangement > Categories

• Sort A-Z• View > Arrangement > Reverse Sort

Recover deleted items

• Mail > Folder > Cleanup > Recover deleted items

• Items: messages, appointments, contacts, tasks

• Select mail > Recover Selected Items

• Be aware• retention time: 1 month

• (Ex. 6)

Add folders to favourites

• Select folder > right click, select ‘Show in Favourites’

• Select folder > Tab ‘Folder’ > ‘Show in Favourites’

Q&A

Future questions?

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