Outlook 2013 Fundamentals for Business Professionals

Learn how to send and receive emails, create appointments, invite others to attend meetings, keep track of people and contacts, manage your to-do lists with tasks, and more in the Outlook 2013 Desktop application and the Outlook Web App.
Course info
Rating
(72)
Level
Beginner
Updated
Nov 6, 2013
Duration
3h 1m
Table of contents
The Basics of Outlook 2013
Working With Email
Managing Mail
Working With the Calendar
Working With Contacts
Working With Tasks
Customizing Outlook and Backing Up Files
Tips and Tricks for Email Management
Description
Course info
Rating
(72)
Level
Beginner
Updated
Nov 6, 2013
Duration
3h 1m
Description

Learn how to send and receive emails, create appointments, invite others to attend meetings, keep track of people and contacts, manage your to-do lists with tasks, and more in the Outlook 2013 Desktop application and the Outlook Web App.

About the author
About the author

Patricia Ciszek, Microsoft Office Instructor, has worked with the ONLC for over 15 years and has been creating video courseware with ClipTraining since 2011. She teaches expert level course content on Microsoft Office solutions.

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Section Introduction Transcripts
Section Introduction Transcripts

Working With Email
In this clip let's take a look at creating a new email. On the ribbon on the Home tab you'll see here this button for New Email and if I click it, it'll take me to creating a new email. The first thing it wants to know is who I'd like to send the message to. So I'm going to type in this first recipient that I have (Typing) and if I'd like to add somebody else I just need to type a semicolon. Then once I have all the recipients I'd like to send the email to I'm going to press Tab and that'll take me to the Cc or carbon copy. In this case I don't need one so I'm going to press Tab to move to the Subject. The Subject should be short and sweet so that when the recipient receives it, looking at the subject line they'll know if it's important to them or not. So I'm just going to type in here Meeting Follow Up and then I'm going to press Tab to get into the body. Once I get to the body I'm going to type in my text, (Typing) and let's say that's I need. Notice here it also has my signature. In another lesson I'm going to teach you how to create and use signatures. Once I have everything in the way I'd like it, all I need to do is click on the button here that says Send and then when I hit Send it'll send my message to the recipient. Thanks for watching and I'll see you in the next clip.

Working With the Calendar
In this lesson let's take a look at using the calendar. To get the Calendar from Mail, down here at the bottom I'm going to point to Calendar. When I point to Calendar I get a peek so I can see what's on my calendar for today. I'm going to click on that calendar to actually get into it and then here I can see my calendar. Right now, if you look across the top, I'm only looking at one day. But I could choose to look at a work week, for instance, to see 5 days, my Monday through Friday. Or if I'd like to see even Saturday and Sunday I could choose a week view. A couple of things to notice here, notice the Saturdays and Sundays are gray, nonworking time. Also, notice these little items here, my different appointments I have, when I point to one you'll see additional information. This one here is blue indicating it's an all day event and I'm busy so I'm busy for the day teaching a class. Now if I take a look at another day, let me use the calendar over here on the left to move to another day, look at this one on Friday, I have a vacation day. I'm actually out of the office for the day, that's why it's all purple. Again here's another day that I'm busy for the day. So in Outlook on the calendar we can add appointments, all day events, and we can also create meetings and invite others to attend. And again at the top here, we can change to the different views, depending on what you'd like to see on the calendar. And again, if I choose a different date on the little calendar, or if I move to a different month, previous month, over on the right side here I can go to the next month, and then I could get back to today. So in the next lessons I'm going to show you how to create these items to get them on your calendar. Thanks for watching and I'll see you in the next clip.

Working With Contacts
In this lesson let's take a look at understanding the people card. If I'm in Mail and I want to go take a look at my Contacts, the first thing I could do is point down here to People. When I point I get a list of my favorites and I could add anybody I'd like to this list, but then when I click on People I actually get into my Contacts. The new view in Outlook 2013 is the People view. So what I see here is the information for my contact, so right now I'm looking at Mary Boyko. I can see she works for Chubb. Here's her address, her work phone. So I have information about here. I can also, right from here, schedule a meeting. And if I click on that, notice it creates a new meeting with myself and Mary. I'm going to close that. I can also send her an email. So when I point here to send an email, it then creates a new email message with Mary's name in the To box. I'm just going to cancel that for now. I can come here to where it says View Source, Outlook Contacts and when I click on that, that shows me additional information about Mary. So if I need to see something else I can. I'm just going to do a Save and Close there and I'll get back to her People card. If I need to link her to someone else or additional cards, maybe I have a home card and a business card, I could link my contacts and then you can see over here I can edit if I need to, so if I have additional information, as well as see any notes or write any notes, and then what's new. So, again, if there's any social networks that I have her information for I could take a look there. So in Outlook 2013, using the People card you'll be able to see a lot of information about a contact as soon as you open your contacts. Thanks for watching and I'll see you in the next clip.

Working With Tasks
In this lesson let's take a look at understanding Tasks. In Outlook another item we have it Tasks. Tasks are two things, one, something you need to do and you need to do something from an email message or you need to create a task yourself and create detailed information about what you need to do in that task. Right down at the bottom to get to Tasks, I have Tasks down there and then if I point to it I can see the tasks that I currently have on my Task list. So again, I get a quick glance and if I point to any I can see more detailed information about them. If I want to get into my Tasks, I'm going to just click here, and then it's going to take me to my Task list. So these are the things that I need to do. Notice, the difference, this one here, this little item, I assigned it to somebody. When you see a task that has that little green icon that looks like a person next to it, that indicates you assigned a task. I assigned this task to Peter, so he received an email on his Task list indicating that I assigned it. And then here, I have another one, another email message that I have for myself, and this one was an email message that I flagged because I need to go back and do something with. Same here with this one and then this one here is a task that I created myself. So I can create tasks myself, I could flag messages in email, and I can also take tasks and assign them to others. So in future lesson I'm going to show you how to create a task and then take a look at where they reside on your calendar and on your To-Do Bar. Thanks for watching and I'll see you in the next clip.