If you’re like most people, there’s at least one note stuck to your monitor, lying on your desk, or tucked in a drawer, keeping some critical piece of information relatively safe until you need it again—safe, that is, until you lose the note. If you’re looking for a better way to keep track of all the small bits of information you receive every day, you can use Microsoft® Office Outlook® 2007 to create electronic notes for quick to-do lists, phone numbers, shopping lists—you name it. Notes reside in the Notes folder by default, but you can copy or move notes to other Office Outlook 2007 folders, use them in documents, place them on the desktop, or place them in your other file system folders. This chapter examines notes and explores how to use them effectively in Outlook 2007 as well as how to integrate them in your other applications.
You can use Outlook 2007 notes to keep track of any kind of text-based information. For example, you might make a note as a reminder to call someone, to pick up a few things from the store on the way home, or to jot down a phone number. Outlook 2007 notes are really just simple text files, which you can create and view in the Outlook 2007 Notes folder, as shown in Figure 24-1.
When you create a new note, Outlook 2007 opens a window similar to the one shown in Figure 24-2. The Note window is essentially a text box. As you type, the text wraps, and the window scrolls to accommodate the text. At the bottom of the Note window, Outlook 2007 displays the date and time you created the note.
You don’t have to save the note explicitly—just close the Note window, and Outlook 2007 adds the note you’ve created to the Notes folder. You can copy or move a note to another Outlook 2007 folder or to a file system folder (such as your desktop), copy the text to the Clipboard for inclusion in another document, or save the note to a text file. The following sections explain not only how to perform these actions, but also how to use notes in other ways.
Inside Out: Choose the best feature for the job
Although you can use notes in Outlook 2007 to keep track of just about any kind of information, a note is not always the best approach. Be sure you’re not using the note in place of a more effective Outlook 2007 feature. For example, if you need to remind yourself to make a casual phone call at some time during the day, a note might suffice. However, if you need to set up an important conference call, it’s better to create an appointment or a task and have Outlook 2007 provide a reminder at the appropriate time. Likewise, the Contacts folder is the best place to keep track of contact information rather than recording it on scattered notes. Notes are great when you need speed and convenience, but when another Outlook 2007 feature is suitable, you should view a note as a stopgap. For example, you might create a note for a quick to-do list now and then add each item as a task in your Tasks folder later when you have the time. As you become more familiar with notes, take a look at how you use them to make sure you’re working effectively.