Outlook For Dummies Cheat Sheet

Ten tips for using the Mail module

1. Adjust columns and panes. The columns in the Inbox and other mail locations are adjustable. To widen a column, position the mouse pointer between two column headings and drag to change the width of the one on the left. You can also adjust the relative sizes of the navigation pane, mail list, and reading panes; just position the mouse pointer over a divider between the panes and drag.
2. Choose which columns appear. You can customize the columns that appear in your mail folders. On the View tab, click Add Columns to access the Show Columns dialog box, and add or remove columns from there. If you’re using the Simplified Ribbon, you might need to click More Commands (…) to access the Add Columns command.
3. Open a message in its own window. Reading a message in the Reading pane is good sometimes, but other times you might want to see the message in a larger space. Double-click a message to open it in a new window, or select it and then on the View tab, click Open in New Window. If you’re using the Simplified Ribbon, you might need to click More Commands (…) to access the Open in New Window command.
4. Close all open items. Here’s a shortcut when you have a lot of different messages or other items open at once. To close them all in one swoop, on the View tab click Close All Items. If you’re using the simplified ribbon, you might need to click More Commands (…) to access the Close All Items command.
5. Group messages by conversation. If there have been a lot of back-and-forth messages on a topic, you can easily see all the related messages at once. On the View tab, click Current View (if using the simplified ribbon) and then select the Show as Conversations check box. When prompted whether you want the setting to apply to This Folder or All Mailboxes, click This Folder. Then use the Conversations Settings button’s drop-down menu to fine-tune how the conversation threads appear.
6. Access advanced viewing settings. There are more ways to adjust the Mail module’s view than you have probably imagined. To access them, if you’re using the simplified ribbon, from the View tab, open the Arrangement group’s gallery and click the Current View button, and choose View Settings on its menu. Or, if you’re using the classic ribbon, open the Arrangement group’s gallery and choose View Settings. The Advanced View Settings dialog box opens. From here you can access columns, groups, sorting, filtering, conditional formatting, and more.
7. Select favorite folders. To make a folder shortcut appear in the Favorites area at the top of the navigation pane in the Mail module, drag and drop it there from the bottom portion of the navigation pane. You can also right-click a folder and choose Add to Favorites.
8. Filter email. Have you ever tried to browse your Inbox looking for messages of a certain flag or category, or that have attachments? On the Home tab you can click Filter Email and then choose a criterion by which to quickly filter. For example, choosing Attachments shows only messages that contain attachments. You can also filter by typing a search word or phrase in the Search Current Mailbox box above the mail list.
9. Respond to requests for delivery or read receipts. Some messages come with a request for an acknowledgement that you have received or read them. Some people find this useful; others think it’s intrusive or rude. You can set your preferences as to what will happen when you get such a request. Choose File, Options, click Mail, and scroll down to the Tracking section. In the For Any Message Received That Includes a Read Receipt Request section, choose your preference: Always Send a Read Receipt, Never Send One, or Ask Each Time.
10. Use stationery. The Stationery feature in Outlook isn’t great for business because it adds unnecessary graphics to the message, and most business people consider it unprofessional. But for personal use it can add a fun, whimsical touch. Choose File, Options, and click Mail. Click Stationery & Fonts, and then set up your stationery in the Signatures and Stationery dialog box. Try clicking the Theme button to start out with a theme. After setting up your theme, when composing a new message, make sure that HTML is selected on the Format Text tab, because stationery works only with HTML-formatted messages.

Ten tips for using the Calendar module

1. Change the default reminder sound. When a reminder appears, you hear a sound (if your sound is turned on, of course). By default, it’s a sound called reminder.wav that comes with Outlook. You can change to some other sound. Choose File, Options, click Advanced, and in the Reminders section, click the Browse button and select a different sound file.
2. Replay reminders. If you accidentally close the Reminders window, you can reopen it. On the View tab, in the Window group, click Reminders Window. If you’re using the Simplified Ribbon, you might need to click the More Commands button (…) to access the Reminders Window command.
3. Add holidays to the calendar. When is Easter next year? Thanksgiving? Outlook knows. But it won’t tell you unless you ask. Outlook doesn’t show holidays on calendars by default because they are locality-dependent. You can add them if you want them, though. Choose File, Options, and click Calendar, and then in the Calendar Options section, click Add Holidays. Choose the country you are in, and then click OK.
4. Make a copy of a calendar. To copy a calendar, on the Folder tab click the Copy Calendar button. Then choose the location for the copy. You might do this to start a new calendar that contains all the items of your main calendar as a starting point, and then add or remove items on it and share it with others.
5. Work with multiple time zones. You can set up additional time zones and assign meaningful labels to them that can help you with scheduling. Choose File, Options, click Calendar, and in the Time Zones section, enter a label for your main time zone and choose the zone. You can select the Show a Second Time Zone and Show a Third Time Zone check boxes and label them, too.
6. Change the calendar color. Each calendar uses a different color for its tab, headings, and items, so you can tell them apart if you are viewing more than one calendar at once. To change a calendar’s color, right-click its tab and then choose Color and select a color. You can also just display the calendar and then on the View tab, click the Color button. If you’re using the Simplified Ribbon, you might need to click the More Commands button (…) to access the Color command.
7. Adjust the time scale. In calendar views where you see individual times, like Day and Week, you can change the time scale to collapse or expand the calendar. On the View tab, click Time Scale and then choose an interval that each line on the calendar should represent. If you’re using the Simplified Ribbon, you might need to click the More Commands button (…) to access the Time Scale command.
8. Set work hours. By default, Outlook considers “work hours” to be 9:00 a.m. to 6:00 p.m. Monday through Friday, and Sunday to be the first day of the week. You can change that to accommodate different shifts and schedules. Choose File, Options, and click Calendar, and then change the settings in the Work Time section.
9. Show the weather or not. Have you noticed that Outlook shows you your local weather at the top of the calendar? If you don’t like that, you can turn it off. (You can also change it between Fahrenheit and Celsius.) Choose File, Options, click Calendar, and in the Weather section, select or deselect Show Weather on the Calendar and choose the temperature scale. To change the location, click the current location to open an Add Location box, type your ZIP code into that box, and then press Enter. Select your town from the menu that appears, and you’re all set.
10. Start Outlook in the Calendar. By default, Outlook starts up in the Inbox. To start up in the Calendar module instead, choose File, Options, and click Advanced. In the Outlook Start and Exit section, click Browse and then click Calendar.

Ten tips for using the People module

1. Specify the parts of a person’s name. When you create a new contact, whatever name you enter in the Full Name box is automatically parsed into separate fields for the Title, First, Middle, Last, and Suffix. Outlook doesn’t always do a perfect job of this. You can access a dialog box for entering each of those pieces of information by clicking the Full Name button as you are creating a new contact.
2. Set the File As order. The File As setting for a contact determines its order in the alphabetical arrangement of contacts. By default, it’s Last Name, First Name, but you can change that. For example, you might want a company to appear by the company name, not the last name of your contact there. Set the File As setting for an individual contact in its record by double-clicking it from the People app and then changing its File As setting in the window that appears.
3. Design the business card layout. The default card design shown in Business Card view can be modified. Open a contact in its own window, and then on the Contact tab, click the Business Card button and then work in the Edit Business Card dialog box to modify the card design and the fields it includes. If you’re using the Simplified Ribbon, you might need to click the More Commands (…) button to access the Business Card command.
4. Use more fields. The fields that appear by default for a contact when you open it in its own window are just a subset of the available fields. To see more fields, open the contact and then on the Contact tab, click Details. Some of the additional fields include Nickname, Manager’s Name, Spouse/Partner, Birthday, and Anniversary.
5. Start a new contact based on an existing one. If you have multiple contacts who all work for the same company, a lot of the fields will likely be the same for them, such as mailing address and webpage address. To save time, you can start a new contact based on an existing one. Open the existing contact in its own window, and then on the Contact tab, click the arrow on the Save & New button, so that a menu appears. From that menu, select Contact from the Same Company.
6. Add non-text content to contact notes. Open a contact in its own window and then click in the Notes area. On the Insert tab you’ll find many choices for content you can insert in the Notes area, including pictures, shapes, icon, charts, SmartArt, equations, symbols, and WordArt. If you’re using the Simplified Ribbon, click More Commands (…) to see the full list of content choices.
7. Mark a contact as private. Perhaps you have some contacts on your Contacts list you would rather not share. To exclude a particular contact from being shared, open the contact in its own window, and on the Contact tab, click Private. If you’re using the simplified ribbon, you might need to click the More Commands (…) button to access the Private command.
8. View someone else’s shared contacts. You can share your contacts with the Home tab’s Share Contacts button. To view someone else’s shared contacts from the simplified ribbon, click Share Contacts, Open Shared Contacts, and then click the Name button and select the person whose contacts you want to see. If that person has shared their Contacts folder, you’ll be able to browse it (minus any they have marked as Private). Obviously, this works best in a business environment where everyone is on the same mail or SharePoint server.
9. Check for duplicate contacts. Wouldn’t it be nice if Outlook would tell you if you try to create a new contact for someone who is already on your list? You can make that happen. Choose File, Options, and then click People. In the Names and Filing section, select the Check for Duplicates When Saving New Contacts check box.
10. Create a new view. Using the Simplified Ribbon, on the View tab, click Change View and choose Manage Views. From there you can create your own custom view. Start by selecting an existing view and clicking Copy. Then select the copy and click Modify. Your new view will appear in the current View gallery alongside standard views like Business Card, Phone, and List.

Five tips for using the Notes module

1. Change note colors. Sticky notes don’t have to be yellow. To change a note color, change its category. Select it, and then on the Home tab, click Categorize and choose a different color. This changes the note color in Icon view and any other views that show it as a colored sticky note.
2. Forward a note. To send a note to someone else via email, select the note and on the Home tab, click Forward. (If you’re using the simplified ribbon, click More Commands for access to the Forward command.) Then address and send the email as you normally would. If the recipient has Outlook, they can open and view the note.
3. Sort and filter the current Notes view. To change the way notes appear, you can modify the view, the same as in other modules. Using the simplified ribbon, on the View tab, open the Change View button’s menu and choose Manage Views. Select Current View Settings, and then click Modify. Click Sort to change the sort order, or Filter to filter the list. Click Reset Current View if you change your mind about the changes.
4. Make the notes larger or smaller. When viewing the notes in Icon view, using the simplified ribbon, click View, More Commands, Large Icons or Small Icons. Or, if using the Classic Ribbon, on the View tab, click Large Icons or Small Icons to switch between the two options. (But be warned: You are not going to like Small Icons view. It’s messy, and you lose the icon colors.) List view, also available, shows the notes as a single-column list.
5. Resize an open note. When you double-click a note, it opens in its own separate sticky-note window. You can drag the corner of this window to change its size so you can see more of the note without scrolling (if it’s a long note).

Three tips for managing your data files

1. Archive old information. Data files can quickly grow to gigabytes in size. Over time, a large data file can become unwieldy, causing Outlook to be slower to start up and shut down. You might want to archive old messages and items into a separate file that you can access as needed. To archive files, click File, Info, Tools. Click Clean Up Old Items. Select which folder(s) to archive, and then set a date threshold in the Archive Items Older Than box. Choose an archive file location, or accept the default (which is the same location as your main Outlook data file, but named Archive).
2. Clean up your mailbox. Mailbox Cleanup is more advanced and involved than a simple archive operation. With Mailbox Cleanup you can find items that are older than a certain number of days or larger than a certain number of kilobytes. You can use AutoArchive to automate the archive process, and you can empty the Deleted Items folder. To get started, click File, Info, Tools, and then click Mailbox Cleanup.
3. Share Outlook with other users. When you share a computer and each person has their own Windows sign-in, you don’t have to worry about Outlook crossover; when each of you runs Outlook, you get your own private mailbox and data file. But if two or more people share the same sign-in, they don’t necessarily have to share a single Outlook data set. The key to privacy in this case is to create additional profiles in Outlook. (You might need to be signed into Windows with an Administrator account to do this.)

Click File, Info, Account Settings, and then click Manage Profiles. Click the Show Profiles button. Create a new profile in the Mail dialog box by clicking Add and filling in the requested information. Then in the Mail dialog box, you can choose Prompt for a Profile to Be Used if you want Outlook to ask which user to load each time it opens. Alternatively, you can choose Always Use This Profile and then select the one to use. To switch profiles if you haven’t asked Outlook to prompt you at startup, choose File, Info, Account Settings, Change Profile. Outlook will restart and ask which profile to load.

Outlook keyboard shortcuts

You can accomplish some tasks a lot faster by using keyboard shortcuts. The following tables offer some handy shortcuts to help you be more efficient.