1. with a few tips and tools for managing mail
Microsoft Outlook 2007
Intermediate Outlook
with a few tips and tools for managing mail

2. Topics that will be covered:
Views
Personal Folders
Calendar
Categories

3. Presentation Format For each topic, there will be a section header
At this point in the presentation, we will pause…
Make sure everyone understands the material
Go to real-time Outlook to play
There are 4 topics covered in 90 minutes, this is about 22 minutes per topic

4. Views
The first section header. There are many changes in this new version, including a more visual user interface than in previous versions. 

5. Outlook Panes Dissected
Starting at the right, the To-Do Bar can be a very handy tool in your busy schedule.
Outlook is divided into three sections. The Navigation Pane, your Inbox with or without the Preview Pane, and your To-Do Bar or Task List.

6. The To-Do Bar The To-Do Bar can be viewed minimized.
The easiest way to do this, is to click the double arrow >> to toggle the minimized view.
To-Do Bar minimized.

7. If you see that an item is checked, it is turned on.
Toggling Views 1
Go to View 2
To-Do Bar 3
Click to put a checkmark on Minimized, to turn this view off, click to put a checkmark on Normal (the default view) 4
To turn the To-Do Bar off, click to put a checkmark on Off, or use the keyboard shortcut Alt + F2
The To-Do Bar can be a valuable visual in your active workweek. From the View menu you can customize this feature.
If you see that an item is checked, it is turned on.

8. To-Do Bar Views
By clicking the following items – the view is toggled off or on:
Date Navigator
Appointments
Task List

9. To-Do Bar Options View >> To-Do Bar >> Options
Date Navigator - you can change the number of months you see. Four is about as many months that will fit into the screen.
Appointments - this can be useful to show more than the default of three, depending on how many appointments you have.
Task List – simply, show it or don’t show it.

10. Outlook Panes Dissected
In the middle (left of the To-Do Bar), the Reading Pane can give you a quick look at an message; although it takes up real estate space.

11. The Reading Pane
This view is showing the Reading Pane to the right of the Inbox and left of the To-Do Bar
Now you may notice that Outlook is now a different color, blue. Before it was black. You can change the color of your office applications

12. The Reading Pane
This view is showing the Reading Pane at the bottom, underneath the Inbox

13. The Reading Pane
From the View menu, follow the Reading Pane arrow over to Off

14. Outlook Panes Dissected
To the left of the Outlook window is the Navigation Pane, which provides centralized navigation and easy access to sharing features. This pane also toggles to be minimized.

15. The Navigation Pane
This shows the Navigation Pane minimized.

16. The Navigation Pane
The Navigation Pane can be toggled off/on in the same manner as the To-Do Bar; use the double arrow >> to minimize or expand your Navigation Pane.

17. This is a larger look at what the series of dots look like.
The Navigation Pane
This is a larger look at what the series of dots look like.
In the Navigation Pane where you see a series of dots, by hovering with your mouse, wait for the double arrow to click and drag up. This will expand the available shortcuts, which can be customized.

18. Navigation Pane Options Arrow click >> Navigation Pane Options
This is where you can change how the buttons are displayed in the Navigation Pane

19. Using Search Folders
Search Folders can come in handy when you need to find something fast. This tool can help you look for s with attachments or it can put unread mail all in one place.

20. Search Folders & Categories
With Search Folders, you can create a virtual folder that searches all your Outlook folders and presents a comprehensive view of each message that has an attachment.

21. Outlook as a browser…
You can set Outlook to use its’ browser capabilities! It will search the web or your folders, or just remember the different places you have clicked on by using the Forward and Back buttons.

22. Organizing Messages Using Folders
From the Tools menu, choose Organize.
Using Folders
With a group of messages that have the same Subject, use Folders to organize your mail.

23. Personal Folders

24. Folder List - Tools Double Arrow click (to right of All Folders) >> Folder Sizes
To check your Folder sizes that are stored on the Exchange Server, follow the steps above. You will see a similar dialog box.

25. Folder List Data Files Double Arrow click >> (to right of All Folders)
Data File Management
To check your Folder sizes for Personal Folders (.pst), follow the steps above. You will see a similar dialog box.
For reasons unknown to me, the Mailbox – username, displays

26. Data Files – Tools Data Files tab
By selecting a data file in the list, you can then click Settings for more details or Open Folder to view the contents.
Note: the Filename is different from the Name – this is what is displayed in the Folder List

27. Personal Folders - Archives
Tools >> Account Settings… >> Data Files tab Add…
By clicking on Add, the dialog box to the right will come up. Choose the default Type of storage; as it provides a larger storage capacity – although it is not compatible with pervious versions of Outlook.
To create

28. Personal Folders - Archives Create or Open Outlook Data File Where it says Save in: use the drop-down arrow to select your I:\ drive and name your file something meaningful – the default is Personal Folders.pst

29. Name Personal Folder Name:
Once you have named the file, you will be prompted to name the Folder.
It may seem as though you have already named this Personal Folder, but what you were naming was the file itself.
Note: It is not advisable to apply a password to this Folder, unless you are very good at managing your passwords.

30. Tools >> Options >> Other
AutoArchive…
In the past this function was turned on by default. As a result, some folks may have .pst files and not know it.
To find out if you have archived files from Outlook, you can do a Search for *.pst

31. Tools >> Options >> Other
AutoArchive…
If you see a checkmark where it says, Run AutoArchive every you will want to uncheck this; unless you change the Default folder settings for archiving. I find it easier to control this myself by creating my own Personal Folder and choosing when and what I want to put inside it.

32. Personal Folders AutoArchive…
The example to the left shows a Personal Folder in action with several folders and nested folders within it.

33. Calendar

34. Outlook Calendar
Outlook 2007 has many ways to view yours and other calendars. The new version makes it easier to prioritize and control your time.

35. Make an Appointment on the fly!
Select – Hold – Drag
Left-single-click to select an
Hold and drag the to your Calendar
This opens a new Appointment
Accept the default name ( subject line) then, Save & Close
Editing is optional

36. Calendar View by Month
What you see in gold is Outlook’s way of showing you where you are visually. Notice that there is a red box around today’s date. Also note, that Details are on High.

37. Calendar View by Week
In this view, you can see where applying Categories could be a useful tool. Notice that there is a red box around today’s date.

38. Calendar View by Day
If you have a very busy day, this view could be useful in helping you stay on track.

39. Categories

40. Categories
In the Calendar View

41. Categories
To the right, is an edited Category List, displaying many more choices then the default list. You can change a Category Name as well as assign a new color, or shortcut key combination.
By right-clicking an message in the Category field, you can quickly assign a Color Category .
Default List

42. Color Categories Easily add a Category by clicking on New…
Easily rename a Category by clicking on Rename
Create a Shortcut Key for frequently used Categories
Default Categories with colors as names. Blue, green, orange, purple, red, & yellow. New > Rename > Shortcut Key

43. Add New Category Name your Category Choose a color
Apply a Shortcut Key combination for a frequently used Category and click OK when finished

44. Changing Category Colors
In the Add New Category dialog box, Name: your Category
For Color:, choose any color that seems suitable for your new Category
Default Categories with colors as names. Blue, green, orange, purple, red, & yellow. New > Rename > Shortcut Key. It’s easy to add Categories , with a range of 30 colors to choose from, this is a good way to organize your .

45. Categories Under Inbox, e-mail is Arranged By: Categories
You can Sort by A on top or Z on top
Under the To-Do Bar section, upcoming dates show Category colors
Outlook view showing Arranged By: Categories, also Sort option from A to Z or Z to A. To-Do Bar showing Category colors.

46. Thank you for coming and for your attention.
If anyone has any suggestions or comments about this or future workshops, please contact me at the following address: