Outlook 2010 Quick Reference CREATE AND ADD A SIGNATURE MAIL CREATE A NEW MESSAGE 1. 2. 3. 4. 5. 6. On the Home tab, click New E-mail (in the New group). Address the message. Enter a Subject for the message. Type the message. To add an attachment, click Attach File (on the Message tab). Click Send. 1. 2. 3. 4. 5. 6. Select the File tab and select Options. Select Mail. Within the settings area, click the Signatures button. Click New to add a new signature, type the name of the signature and enter the necessary information within the Edit Signatures section. Repeat step 4 to create additional signatures. Specify the default signature to use for new messages and replies under the “Choose default signature” heading. 8. OUT OF OFFICE ASSISTANT 1. 2. 3. INSERT A SCREENSHOT 1. 2. 3. Create a new email message. Address and add text to the body of the message. Click the Insert tab and click the Screenshot button. All open windows display. Click on the window you wish to paste into the email message. click Signatures (on the Messages tab) and select the desired signature. Note: Signatures are not maintained across clients. Therefore, you must create a signature when using another email client (i.e. Outlook Web App). 4. 5. 6. Select the File tab and select Automatic Replies. Select Send Automatic Replies. Option: Select Only Send During this time range checkbox to schedule your out of office replies. If a start and end date are not specified, auto replies are sent until the Do Not Send Autoreplies checkbox is selected. Messages can be specified for Inside my Organization (University of Akron) and Outside my Organization. Enter the message to be used. Click OK. OPEN OR SAVE AN ATTACHMENT 1. 2. INSERT A SCREEN CLIPPING 1. 2. 3. 4. Create a new email message. Address and add text to the body of the message. If multiple windows are open, click the window you wish to clip. Click the Insert tab and click the Screenshot button. Select the option for Screen Clipping. The window opened in Step 2 will display and will be opaque. Drag select the part of the window you want pasted in the email. 3. 4. 5. 7. To change the signature (from the default) for a specific message, when creating a new message or replying to a message, Select the email with the attachment. Right-click on the attachment icon in the Reading Pane. Select Save All Attachments and click OK. Specify the location to save the file. Note: To remove an attachment, use the same right-click menu but select Remove Attachment. 1|Page Outlook 2010 Quick Reference MAIL TO DO BAR ADD SENDER TO CONTACTS 1. CREATE A FOLDER 1. 2. 3. 4. 5. Click the Folder tab. In the New group, click New Folder. Enter a name for the folder. In the Select where to place folder list, click the location for the new folder. Click OK. 2. 3. 4. 1. 2. From the open message, click the Move button and select the folder from the list or select Other Folder if the folder is not listed and then select the folder from the display. You can also move a message from the Inbox by clicking and dragging the message into the Navigation pane and the folder you desire. 2. 1. 2. 3. Open the message. Click Meeting (on the Messages tab). A meeting request opens. Specify the meeting details and click Send. ADD A FOLLOW-UP 1. 2. 3. From the open message, click Follow-up. Select, from the list, the time frame for follow-up. To create a custom flag, select Custom. Select the View tab. Click the To Do drop-down and select Calendar. This will display a calendar and list of upcoming appointments in the right navigation frame. For an open message: • Click Categorize and select, from the list, the Category to assign the message. For a message in the Inbox or any message list: • Right-click the message, point to Categorize, and click the color category. RENAME A CATEGORY 1. CREATE A MEETING FROM A MESSAGE 1. 2. ASSIGN A COLOR CATEGORY TO A MESSAGE MOVE A MESSAGE TO A FOLDER 1. From the open message, right-click over the name that appears in the From field. Select Add to Outlook Contacts. Verify and fill in information for the contact. Click Save. 2. 3. 4. 5. 6. On the Home tab, click Categorize (in the Tags group). Click All Categories. The Color Categories dialog box displays. Select the checkbox next to the color category you wish to assign. Click Rename to rename the category. Click OK. DESKTOP ALERT SETTINGS 1. 2. 3. 4. Select the File tab and select Options. Select Mail. Within the settings area, click the Desktop Alert Settings button. Set the options you wish to use. READING PANE OPTIONS 1. 2. Select the View tab. Click the Reading Pane drop-down and select either Right, Bottom or Off to specify the location of the reading pane. 2|Page Outlook 2010 Quick Reference CALENDAR 3. 4. CREATE A NEW APPOINTMENT • On the Home tab, click New Appointment (in the New group). OR • 6. Right-click a time block in your calendar grid and click New Appointment. 7. OR • 5. Press CTRL + N Click the Scheduling Assistant button on the Meeting tab. Enter the names of the people you wish to invite or click Add Attendees and search for the individuals to invite. View the availability of the meeting attendees. To schedule a room, click the Add rooms button and locate the room and its availability. When finished, click Send. UPDATE A MEETING 1. 2. 3. 4. Double click the meeting to open it. Make the necessary changes. Click Send Update. A notice will be sent to the attendees with the changes highlighted. EMAIL ATTENDEES 1. 2. Double click the meeting to open. Click the down arrow of the Contact Attendees button (on the Meeting tab) and select New Email to Attendees. MAKE A MEETING RECURRING 1. 2. With the meeting already opened, click the Recurrence button on the Meeting tab. In the Recurrence pattern time frame, make your selections for when this meeting should occur. TRACK MEETING RESPONSES 1. 2. 3. Double click on the meeting to open. Click the Tracking button on the Meeting tab. Select the option View Tracking Status. DELETE A MEETING 1. 2. 3. 4. Double click the meeting to open. Click Cancel Meeting. Click on the Send Cancellation button. The attendees will receive a notice, via email. CREATE A NEW MEETING 1. 2. Use one of the following methods to enter a new meeting: • Click New Meeting (on the Home tab) • Right-click a time block and select New Meeting Request • Press CTRL + SHIFT + Q • Initiate an appointment and click Invite Attendees on the ribbon Enter the information for the meeting. 3. Click OK. 3|Page Outlook 2010 Quick Reference CONTACTS CREATE A NEW CONTACT 1. 2. 3. 4. Click the Contact icon in the Navigation bar. Click New Contact on the Home tab (in the New group). Enter the contact details. Click Save & Close. USING A CONTACT GROUP 1. 2. 3. 4. Create a new email message. Click the To button. Click the drop down below Address Book and select Contacts. Your Contacts will be listed. Contact Groups are identified by an icon with two people’s heads and the entry is bold. EDIT A CONTACT 1. 2. 3. Double click the contact name you wish to edit. Edit and make changes. Click Save & Close. 5. 6. 7. Select the Contact Group. Click OK. To omit a member of the Contact Group from a particular message, click the plus sign to the left of the distribution name. 8. 9. A warning message displays. Click OK. Continue with the message and send as normal. CONTACT GROUPS 1. 2. 3. 4. 5. 6. Click the Contact icon in the Navigation bar. Click New Contact Group on the Home tab (in the New group). Enter a name for the contact in the Name box. On the Contact Group tab, click Add Members (in the Members group), and select From Outlook Contacts, From Address Book or New Email Contact. Find the individual you wish to add. Note: select Global Address List from the Address book drop down to search for U of A employees. When finished, click Save & Close. TRAINING MANUALS Visit the Training Services website to obtain complete Outlook 2013 Mail and Calendar training manuals. http://www.uakron.edu/training/ ONLINE TRAINING COURSES Atomic Learning offers online training courses in Microsoft Office. To access these courses: 1. Log in to My Akron. 2. Click the Technology Support tab. 3. Click the Atomic Learning link under the “Computer Software Help” heading. 4|Page
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