Table of Contents

Introduction

What’s in This Book?

1 Introduction to Outlook

Welcome to Your New Outlook

Outlook Then and Now

What’s New?

Things to Know Before You Get Started

Starting and Exiting Outlook

Familiarizing Yourself with the Program Window

Finding Help with Outlook Issues and Topics

2 Basic Outlook Operations

Working with the Ribbon

How to Use Ribbon Elements

Hiding and Displaying the Ribbon

Working with the Quick Access Toolbar

Using Context Menus and Toolbars

Dealing with Dialog Boxes

Working with the Navigation Bar

Working with Panes

Working with the Folder Pane

Working with the Reading Pane

Working with the To-Do Bar and Peeks

3 Setting Up Accounts and Personalizing Outlook

Understanding Email Services and Internet Access

Using Backstage View

Adding Email Accounts to Outlook

Automatically Configure an Account

Manually Configure an Account

Editing Your Email Accounts

Personalizing Your User Account

Changing the Background and Theme

Adding and Switching User Accounts

Changing Your Account Photo

4 Basic Email Tasks

Composing and Sending Messages

Reading and Replying to Messages

Checking for New Messages

Replying to a Message

Forwarding a Message

Deleting a Message

Saving Messages

Saving a Draft Message

Saving a Message File

Working with File Attachments

Attach a File

Open an Attachment

Using Simple Message Tools

Marking Messages as Read or Unread

Flagging Messages

Categorizing Messages

5 Managing Email

Organizing Messages with Folders

Making a New Email Folder

Moving a Message to Your New Folder

Working with Folder Contents

Routing Messages with Quick Steps

Managing Incoming Messages with Rules

Controlling Junk Email

Archiving Messages

Manually Archive Messages

Setting Up Automatic Archiving

Searching for Messages

Conducting a Quick Search

Making Search Folders

6 Advanced Email Features

Formatting Your Messages

Setting Priority and Sensitivity Options

Using Quick Parts

Adding Signatures

Controlling Replies, Forwarding, and Receipts

Inserting Other Items into Messages

Inserting a Picture

Inserting Online Pictures

Inserting Shapes

The Wonderful World of RSS Feeds

7 Using the Calendar

Displaying Your Calendar

Navigating Your Calendar

Navigating to a Date

Changing the Weather Display

Recording Events and Appointments

Recording Events

Recording Appointments

Setting Reminders

Setting Up Meetings

Sending Out an Invite

Tracking Invites

Sharing Your Calendar

8 Contacts

People Hub

Editing Contact Cards in the People Hub

Linking Contacts

Creating Contacts

Creating a Contact

Create New Contacts from the Same Company

Customizing Contacts and Business Cards

Using Contact Groups

Auto-Complete List

Using the Contact Data

Using the Address Book

Changing Contact Options

Searching for Contacts

Using the People Pane

Using Views

The People Peek

9 Using Tasks and To-Do’s

Creating Tasks

How to Create a Task

More Ways to Create Tasks

Completing Tasks

Entering Task Details

Recurring Tasks

Using Task Requests

Viewing Tasks

Configuring Task Options

Creating To-Dos

Sending tasks to and linking with OneNote

10 Social Connector

Meet the Social Connector

Configuring the Social Connector

Setting Up Social Networking Accounts

Turning Off Contact Photos

Showing or Hiding the Social Connector Pane

Social Connector Security

Facebook

Who Sees Your Photo and Your People Pane Content?

11 Notes and Journal

Using Outlook’s “Sticky Notes”

Creating Notes

Assigning Categories to Notes

Saving Notes

Emailing Notes

Organizing Your Notes

Keyboard Shortcuts

Outlook’s Hidden Journal

Creating Journal Entries

Journal Views

12 Sync and Share Outlook Data

Sharing Calendar and Contacts

Syncing with Smartphones and Tablets

Sharing with a Second Computer

Using Outlook.com to Share Calendar and Contacts

Using Contacts in Other Programs

Using Contacts in Word

13 Using Exchange Server and SharePoint

Sharing Folders with Other Users

Sharing Mailbox Folders

Using Delegates

Using Public Folders and Shared Mailboxes

Connecting SharePoint and Outlook

14 Using Color Categories

Assigning Color Categories to Outlook Items

Using the Quick Click Category

Creating Color Categories

Upgrading to Color Categories

How to Upgrade to Color Categories

Using Color Categories to Create Contact Groups

Sharing Color Categories

Discovering tips for using categories

15 Using Folders

Creating New Folders

Managing Folders

Managing Data Using Folders

Conversation View

Adding More Data Files

16 Using Search

Instant Search

Instant Search Queries

Partial Word Searches

Finding Mail Sent to or from Specific People

Find Related

People Pane

Search Folders

Advanced Find

Search Troubleshooting

17 Working with Views

Changing Views

Email Views

Calendar Views

People Views

Task Views

Notes Views

Journal Views

Applying Views to Folders

Creating Custom Views

Resetting Views

Copying Views

Using Conditional Formatting

18 Printing

Printing Basics

Printing Email

Print Styles

Configuring Printing Options

Removing Your Name from the Printout

Printing Calendars

Printing Contacts

Phone Directory

19 Data File Management

Understanding Outlook Data File Types

Moving Data Files

Importing and Exporting Data Files

Backing Up Your Data

Archiving Email

Mailbox Cleanup

Storing Data Files in the Cloud

Repairing the .pst Using Scanpst

20 Using Mail Merge

Using Contacts for Mail Merge

How Mail Merge Works

Using Mail Merge

Starting the Merge from Outlook

Mail Merge Using Categories

Starting the Merge in Word

Create Envelopes and Labels

Index