Outlook FAQ - Tools
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Contents
SUMMARY
Basic information on Microsoft Outlook (Office).
BIBLIOGRAPHIC INFO
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- 2024/12/02
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TAGS & CATEGORIES
Outlook FAQ
This short article offers basic information on Outlook and some basic and advanced functionalities like QuickSteps, Filters and Rules.
Categories
Adding a New Category in Microsoft Outlook
- Open Outlook: Launch Microsoft Outlook on your computer.
- Go to the Home tab: Make sure you are on the Home tab in the ribbon at the top.
- Find the Categorize option: In the Tags group, click on the Categorize button.
- Select All Categories: From the dropdown menu, select All Categories.
- Create a New Category: In the Color Categories dialog box, click on New.
- Name Your Category: Enter a name for your new category in the Name field.
- Choose a Color: Select a color for your category from the Color dropdown.
- Save: Click OK to save your new category.
Search folders
Using Advanced Search in Microsoft Outlook
- Open Outlook: Launch Microsoft Outlook on your computer.
- Go to the Search tab: Click on the Search tab in the ribbon at the top.
- Advanced Find: In the Options group, click on Search Tools, then select Advanced Find.
- Define Your Criteria: In the Advanced Find dialog box, you can define your search criteria:
- Messages: Search for specific words in the subject, body, or other fields.
- More Choices: Filter by categories, read/unread status, importance, etc.
- Advanced: Add multiple criteria by clicking on Field, selecting the field you want to search, and specifying the condition and value.
- Select the Folder to Search: Choose the folder you want to search in, such as your Inbox or another folder.
- Start the Search: Click Find Now to start the search.
Adding a New Search Folder in Microsoft Outlook
- Open Outlook: Launch Microsoft Outlook on your computer.
- Navigate to the Folder tab: Click on the Folder tab in the ribbon at the top.
- New Search Folder: In the New group, click on New Search Folder.
- Choose a Search Folder: In the New Search Folder dialog box, select the type of search folder you want to create. You can choose from options like "Mail flagged for follow-up," "Mail from specific people," or "Mail with specific words."
- Customize the Search Folder: If you want to create a custom search folder, scroll down and select Create a custom Search Folder, then click Choose. Define your criteria in the Custom Search Folder dialog box.
- Select the Mail Folder to Search: Choose the mail folder you want to search in, such as your Inbox or another folder.
- Finish: Click OK to create your new search folder.
QuickSteps
Using Quick Steps in Microsoft Outlook
- Open Outlook: Launch Microsoft Outlook on your computer.
- Go to the Home tab: Make sure you are on the Home tab in the ribbon at the top.
- Find the Quick Steps group: In the middle of the ribbon, you’ll see the Quick Steps group.
- Use a Default Quick Step: Outlook comes with several default Quick Steps like Move to, To Manager, Team Email, etc. Click on any of these to use them.
- Create a New Quick Step:
- Click on the Create New button in the Quick Steps group.
- In the Edit Quick Step dialog box, name your Quick Step.
- Choose an action from the dropdown menu (e.g., Move to Folder, Categorize, Flag, etc.).
- Add any additional actions if needed by clicking on Add Action.
- Click Finish to save your new Quick Step.
- Manage Quick Steps: Click on the Manage Quick Steps option to edit, delete, or reorder your Quick Steps.
Rules
Using Advanced Rules in Microsoft Outlook
- Open Outlook: Launch Microsoft Outlook on your computer.
- Go to the Home tab: Make sure you are on the Home tab in the ribbon at the top.
- Manage Rules & Alerts: In the Move group, click on Rules, then select Manage Rules & Alerts.
- New Rule: In the Rules and Alerts dialog box, click on New Rule.
- Start from a Blank Rule: Choose Apply rule on messages I receive or Apply rule on messages I send under Start from a blank rule, then click Next.
- Select Conditions: Choose the conditions for your rule. For example, you can select "from people or public group" or "with specific words in the subject." Click Next after selecting your conditions.
- Specify Actions: Choose the actions you want to take when the conditions are met. For example, you can move the email to a specific folder, mark it as read, or forward it to someone. Click Next after selecting your actions.
- Set Exceptions: If there are any exceptions to your rule, specify them here. For example, you might want to exclude emails from a certain person. Click Next after setting your exceptions.
- Finish Rule Setup: Give your rule a name, review the rule description, and choose if you want to run the rule on messages already in your inbox. Click Finish to save your rule.
- Apply and OK: Click Apply and then OK to activate your rule.
The advanced rule is now set up and will automatically filter emails.
Further Links and Endnotes
- Link to external source - [ Archivkopie via Archive.org ]
- Outlook help & learning (DE-Version)
- Add an email account to Outlook for Windows
- Introduction to the Outlook Calendar - (DE)
- About shared mailboxes, shared folders, and shared calendars in Outlook - (DE)
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