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Microsoft Outlook 2016/2019/365 User Guide
Microsoft Outlook 2016/2019/365 User Guide
Microsoft Outlook 2016/2019/365 User Guide
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Microsoft Outlook 2016/2019/365 User Guide

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About this ebook

This is a book that can be used in a classroom or by an individual working at home or at their workstation. You require Microsoft Outlook 2016 or 2019 or 365 in order to work with this book.

Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite. Often used mainly as an email application, it also includes a calendar, task manager, contact manager, note taking, journal, and web browsing.

Some of the topics covered will include Favorites, Recurrence, Folders & Subfolders, Rules, Quick Parts, Search Folders, Meetings, Categories, Sharing, Signature, Quick Steps Templates, Flag, Contact Group/Distribution List, Assign a Task and Message Options.

Outlook can be used as a stand-alone application, or can work with Microsoft Exchange Server and Microsoft SharePoint Server for multiple users in an organization, such as shared mailboxes and/or calendars, Exchange public folders, SharePoint lists, and meeting schedules. Also, Microsoft has mobile applications for most mobile platforms, including iOS (Apple) and Android.

You can use this book if you have earlier versions of Outlook including versions 2013 and 2010. There will be a few differences but most features will be found in the book.

LanguageEnglish
PublisherDave Tosh
Release dateAug 9, 2019
ISBN9780463938461
Microsoft Outlook 2016/2019/365 User Guide
Author

Dave Tosh

Dave has been teaching for about 28 years now and has been teaching online for about 23. (his first online course was teaching Windows 3.1 on a DOS based system; how primitive)He mostly works out of Loyalist College in Belleville.He is a certified MOS instructor. This is where you are certified by Microsoft to teach Word, Excel, Access, PowerPoint and Outlook. He also does consultation work and belongs to the local Chamber of Commerce. As well he is certified to teach ICDL (International Computer Driving License) and IC3 courseware (Digital Literacy suite of products).He is a course developer (for Ontario Learn which is the collective for all the colleges in Ontario) for the following; Word Specialist, Access Specialist, Windows (10), Office 365 for Business and Microsoft Office (2013 and 2016)He has experience in developing and evaluating training programs for the classroom and online.

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    Book preview

    Microsoft Outlook 2016/2019/365 User Guide - Dave Tosh

    Microsoft Outlook 2016/2019/365 User Guide

    By Dave Tosh

    Copyright 2019

    Thank you for downloading this eBook. This book remains the copyrighted property of the author and may not be redistributed to others for commercial or non-commercial purposes. If you enjoyed this book, please encourage your friends to download their own copy from their favorite authorized retailer. Thank you for your support.

    Overview

    This is a book that can be used in a classroom or by an individual working at home or at their workstation. You require Microsoft Outlook 2016 or 2019 or 365 in order to work with this book.

    Microsoft Outlook is a personal information manager from Microsoft, available as a part of the Microsoft Office suite. Often used mainly as an email application, it also includes a calendar, task manager, contact manager, note taking, journal, and web browsing.

    It can be used as a stand-alone application or can work with Microsoft Exchange Server and Microsoft SharePoint Server for multiple users in an organization, such as shared mailboxes and calendars, Exchange public folders, SharePoint lists, and meeting schedules.

    Microsoft has also released mobile applications for most mobile platforms, including iOS and Android.

    You can use this book if you use earlier versions of Outlook including versions 2013 and 2010. There will be a few differences, but most features will be found in the book.

    Note: This book is best viewed on a computer or laptop or larger screen tablet. There are images that won’t work easily on a small screen.

    Contact the author at: toshdave@gmail.com

    Published: December 2019

    Table of Contents

    Lesson 1 - Acquiring the Basics

    Getting Started

    Ribbon

    Inbox

    Display Options

    Getting Help

    Lesson 2 - Communicating with Mail

    Reading, Replying, And Forwarding A Message

    Creating A Message

    Received Attachments

    Reply and Forward

    Formatting the Message

    Creating Stationery

    Auto Spell Check

    Selecting A Message Format

    Deleting Messages

    Using the Address Book

    Creating A Signature

    Out of Office Assistant

    Mail Folders

    Creating A Subfolder

    Layout

    Sorting and Grouping Mail

    Finding A Message

    Filter

    Lesson 3 – Managing Contacts

    Navigate the Information Viewer

    Change View

    Favorites

    Adding New Contacts

    Creating New Contacts from Existing Contacts

    Link Contacts

    Locating Contacts

    Sending Messages to Contacts

    Editing Contacts

    Forward A Contact

    Lesson 4 – Working with The Calendar

    Calendar Environment

    New Appointment

    Peak View

    Scheduling Events

    Editing Appointments

    Printing Your Calendar

    Create A New Calendar

    Lesson 5 – Utilizing Tasks

    Ribbon Bar for Tasks

    Creating and Updating Tasks

    Lesson 6 – Notes and Journal

    Notes

    Journal

    Lesson 7 – Mail Level 2

    Desktop Alerts

    Creating A Personal Contact Group/Distribution List

    Voting Buttons How to Track

    Quick Parts

    OneDrive

    Quick Steps

    Advanced Find

    Search Folders

    Change Views

    Flagging A Message

    Categorize

    Conditional Formatting

    Cleaning Up Your Mailbox

    Junk or Spam

    Tracking A Message

    Message Handling Options

    Creating Mail Templates

    Rules

    Recalling Sent Messages

    Creating Personal Folders

    Add Email Accounts

    Close A Data File

    Lesson 8 –Contacts Level 2

    Grouping Contacts into Categories

    Flagging A Contact for Follow-Up

    Make A Contact Private

    Create Folders to Organize Contacts

    Share Contacts

    Customizing the Contact Environment

    Lesson 9 –Calendar Level 2

    Recurring Appointments

    Planning A Meeting

    Changing Calendar Options

    Share Calendar

    Lesson 10 –Tasks Level 2

    Adding A Recurring Task

    Assigning A Task to Someone Else

    Sharing Your Tasks Folder and Granting Permissions

    Lesson 11 – Customizing Outlook and Backup Level 2

    Change Your Preferred Font for Mail

    Data Files

    Back Up or Export Folders

    Delegate Access

    Giving Others Access to Your Mailbox

    Turn on The AutoArchive Feature

    Level 1 – Introduction

    Lesson 1 - Acquiring the Basics

    Getting Started

    Microsoft Outlook is a Desktop Information Management (DIM) program. DIMs provide the tools needed to send and receive e-mail, organize schedules, and maintain contact lists, to-do lists and notes. With Outlook you can share information with other users and integrate data to and from the other applications in the Microsoft Office suite.

    Ribbon

    The Ribbon in Outlook is a bit different from what you see in most every other Office program where on the Home tab you would have things like a Font group. You initially are in your Inbox and that is the Home ribbon you see below. The Inbox, Calendar, Contacts and other folders all have their own Tabs and Groups with specific commands which allow you to carry out actions based on that folder.

    Inbox

    When you start Outlook, you will be in the Inbox. Below is an example of a Mailbox. At the top of the folder list on the left-hand side is Favorites and in that area are any folders you have chosen to add. Below that will be any email accounts you have, and you can have more than one such as your internet provider or work account or Gmail, etc. The Active Mailbox folder is in the middle Pane (called the Information Viewer) and will be initially sorted by Date and this is where you will see the list of messages you have received. The Reading Pane is in the right Pane and from there you can read an email and you see options such as Reply and Forward.

    Display Options

    Status Bar

    At the bottom of the Screen you see a Status bar which shows how many items are in a folder, if the folder is up to date, what connection type you a have and a zoom option:

    You can customize this bar by Right clicking an empty area of the bar.

    Folder Pane

    You can hide the Folder pane by clicking the Minimize Folder Pane button and to bring it back you click on the Expand icon, and then Pin to Folder Pane button

    You can also use the Reading View button which will hide the Folder Pane and then Normal View to bring it back

    Zoom

    When viewing a Message, you can zoom in and out to see the text at different resolutions,

    Navigation Area

    You can control the Navigation area to access Mail, Calendar, People etc. by right clicking More button , and then choosing . Here you can control how many items appear in Navigation and the order they appear in. One other thing you can change is switching off Compact view which means you see the words for each item and takes up more space.

    Peak Feature

    Using the Peak feature allows you to get a quick look at items on Navigation (except for Mail). If you use it on People for instance you can point at a Favorite and then click on the Mail icon This allows you quickly generate an email with that person’s address filled in. See the section called Favorites in the next chapter on how to add Contacts to

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