Microsoft Outlook Tutorial: All You Need to Know

00:12:56
https://www.youtube.com/watch?v=rnnDyU9hgRM

Resumo

TLDRThis video provides a comprehensive introduction to Microsoft Outlook, highlighting both common and lesser-known functionalities. It guides users through setting up their Outlook accounts, including adding multiple email accounts and customizing themes for improved visibility. The tutorial covers essential features like sending and receiving emails, sorting and organizing emails using folders and flags, and the focused inbox feature. In addition to email, the video delves into Outlook's calendar functionalities, demonstrating how to create meetings and categorize them for better organization. Contact management is addressed, showing how to add contacts from emails or manually. The task view in Outlook is also explained to handle emails or meeting-based tasks efficiently. Overall, the tutorial emphasizes improving productivity by mastering Outlook's powerful features, presenting insider tips to become proficient and even surpass most typical users.

Conclusões

  • 📧 Master Outlook beyond just emails to gain a competitive edge.
  • 🖥️ Learn to set up and customize your Outlook interface efficiently.
  • 📂 Use folders and flags for effective email organization.
  • 📅 Discover powerful calendar features to manage meetings.
  • 👥 Manage contacts directly from emails smoothly.
  • 🛠️ Utilize task view for better task management.
  • ✨ Insider tips can boost your productivity significantly.
  • 🎨 Change themes to improve visual comfort in dark settings.
  • 🔍 Use sorting and search to find emails quickly.
  • 📬 Understand the 'Focused Inbox' for prioritizing urgent mails.

Linha do tempo

  • 00:00:00 - 00:05:00

    The introduction promises to help viewers master Microsoft's Outlook by going beyond email to discover hidden but beneficial functionalities. The speaker, with over 10 years of experience with Outlook, guides through setting up Outlook accounts, including adding multiple accounts, and also offers a tip to enhance user experience using the dark theme. Users start their journey by exploring Outlook's main interface, encompassing tabs for managing emails, a navigation bar, and keyboard shortcuts to improve workflow efficiency. Essential tips include email receiving/sending practices, responding to meeting invites, and utilizing shortcuts like Control + N for new emails to enhance productivity.

  • 00:05:00 - 00:12:56

    The second section continues to delve deeper into Outlook's features, focusing on managing emails efficiently through sorting by various criteria like date or sender and utilizing flags for follow-up reminders. It also explains focused vs. other email views, adjusting pane layouts for an improved interface, and organizing emails using folders. The tutorial shifts to cover Outlook's calendar function, detailing how to schedule meetings or appointments and categorize them for better organization. Additionally, it touches on building and managing a contact list, and finally reviews task management within Outlook using tasks and reminders to optimize workflow. The video closes by encouraging viewers to discover more advanced tips for greater mastery of Outlook.

Mapa mental

Vídeo de perguntas e respostas

  • How can I add a second email account in Outlook?

    You can add a second email account by opening the desktop app, going to 'File', selecting 'Add Account', and following the guided process.

  • What is the purpose of the navigation bar in Outlook?

    The navigation bar helps you quickly switch between emails, the calendar, contacts, and tasks.

  • How can I change the appearance of my Outlook interface?

    You can change the interface theme by going to 'File', selecting 'Office Account', and choosing a theme such as dark gray or black for better visibility.

  • What is the 'Focused Inbox' feature in Outlook?

    The 'Focused Inbox' separates your important emails from others, helping you focus on urgent communications.

  • How can I organize emails into folders?

    You can create additional folders by right-clicking the Inbox and selecting 'New Folder', then dragging and dropping emails into these folders.

  • How can I change the sorting of my emails?

    You can change email sorting by clicking on 'By Date' and selecting options like sender, attachments, or flags.

  • How do flags work in Outlook emails?

    Flags are used to add reminders to individual emails. You can set a follow-up reminder by left or right-clicking on the flag symbol next to the email.

  • How can I make emails appear as conversations in Outlook?

    You can show emails as conversations by checking the 'Show as Conversations' box, which organizes emails from the same chain into one line item.

  • How do I set up a meeting in Outlook's calendar?

    Click on 'New Appointment' or 'New Meeting', enter the details including participants and time, and send the invite.

  • What are some ways to manage my tasks in Outlook?

    Tasks originating from emails or meetings are shown in the task view, where you can monitor, categorize and manage them effectively.

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Rolagem automática:
  • 00:00:00
    this is the only introduction you'll
  • 00:00:02
    ever need to master Microsoft outlooks
  • 00:00:04
    key functionalities which is by the way
  • 00:00:06
    a lot more than just emails so by the
  • 00:00:09
    end of the video you know more about
  • 00:00:11
    Outlook than probably 90% of your
  • 00:00:14
    colleagues or friends I've been using
  • 00:00:16
    outlook for more than 10 years and can
  • 00:00:18
    tell it's easier than you might think
  • 00:00:20
    but at the same time there are so many
  • 00:00:22
    hidden but super useful and convenient
  • 00:00:25
    functionalities that very few even
  • 00:00:28
    Advanced users know but every one
  • 00:00:30
    including you can highly benefit from so
  • 00:00:33
    let's discover outlooks Essentials and
  • 00:00:35
    some Insider tips and start off with
  • 00:00:37
    setting up Outlook in most cases you
  • 00:00:40
    will already have an active Outlook
  • 00:00:42
    account and can start working with it
  • 00:00:44
    right away but in case you would like to
  • 00:00:46
    connect your account to your outlook
  • 00:00:48
    desktop app for the first time or in
  • 00:00:50
    case you would like to add a second or a
  • 00:00:52
    third account to your Outlook app you
  • 00:00:55
    need to open the desktop app on your
  • 00:00:57
    computer to add a second or third email
  • 00:01:00
    account to Outlook you need to go to
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    file and add account this will open
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    another window that guides you through
  • 00:01:07
    the process in case it's your first
  • 00:01:09
    account you're adding this window will
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    pop up right after having opened the
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    Outlook app in the first place now you
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    just need the respective email address
  • 00:01:18
    and let Outlook automatically set up
  • 00:01:21
    your account I recommend not choosing
  • 00:01:24
    the manual setup since this is lot more
  • 00:01:26
    complex Technical and tedious during the
  • 00:01:29
    process you might be required to enter
  • 00:01:31
    your password if it's the first time
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    you're setting up this account and I
  • 00:01:34
    would recommend remembering the
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    credentials so you don't have to type
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    them in every time you open Outlook
  • 00:01:40
    finally you asked if you would like to
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    add another account if not you can just
  • 00:01:44
    finish and click done and potentially
  • 00:01:46
    add another account anytime in the
  • 00:01:48
    future to finish your setup I have a
  • 00:01:51
    little bonus tip that lets you come
  • 00:01:53
    across like a real power user right from
  • 00:01:55
    the beginning if you're not yet using
  • 00:01:57
    the dark Microsoft offer theme you you
  • 00:01:59
    can change this by going to file down to
  • 00:02:02
    office account and to office Theme by
  • 00:02:05
    choosing the dark gray or Black theme
  • 00:02:08
    your outlook and all other office apps
  • 00:02:10
    will change their look which makes it
  • 00:02:12
    easier to read especially in the morning
  • 00:02:15
    and evening hours when your surroundings
  • 00:02:17
    are a bit darker than your screen once
  • 00:02:20
    you have set up your account you will
  • 00:02:22
    see the default Outlook interface with
  • 00:02:24
    five main areas at the top you have
  • 00:02:27
    different tabs that help you to manage
  • 00:02:28
    your emails or organize and customize
  • 00:02:31
    your inbox we are going to cover the
  • 00:02:32
    essential tabs being the home folder and
  • 00:02:35
    view tab later on the second key area is
  • 00:02:38
    the inbox view on the left hand side
  • 00:02:40
    which shows different folders of the
  • 00:02:43
    account you're currently using next to
  • 00:02:45
    this you can see the list of emails in
  • 00:02:47
    your inbox sorted by date as well as the
  • 00:02:49
    biggest area the reading pane that shows
  • 00:02:52
    the email that you have selected from
  • 00:02:54
    your list finally there is the fifth
  • 00:02:56
    main area which is the navigation bar at
  • 00:02:58
    the very left or at at the bottom of
  • 00:03:00
    Outlook if you currently have it on the
  • 00:03:03
    left but would like to move it back to
  • 00:03:04
    the bottom or vice versa just go to file
  • 00:03:08
    options Advanced and check or uncheck
  • 00:03:11
    the Box saying show apps and Outlook
  • 00:03:13
    underneath the very top section Outlook
  • 00:03:15
    Paints the navigation bar is super
  • 00:03:17
    helpful to quickly chump between
  • 00:03:19
    outlooks key functionalities which are
  • 00:03:20
    emails the calendar your contacts and
  • 00:03:24
    tasks you can either just click on the
  • 00:03:26
    respective icon or jump from Outlook to
  • 00:03:29
    the calendar by clicking control+ 2 to
  • 00:03:32
    the contact list by clicking Control
  • 00:03:34
    Plus 3 and to the to-dos with control+ 4
  • 00:03:37
    and back to emails with control
  • 00:03:40
    one starting with emails the most
  • 00:03:43
    important feature are obviously sending
  • 00:03:45
    and receiving emails as long as you are
  • 00:03:48
    connected with the internet and have set
  • 00:03:50
    up your account properly you should
  • 00:03:52
    automatically be receiving emails since
  • 00:03:55
    Outlook regularly checks in the
  • 00:03:57
    background if something has arrived for
  • 00:03:59
    you in case you would like to check
  • 00:04:01
    manually you can either just press F9 or
  • 00:04:04
    go to the send and receive Tab and click
  • 00:04:06
    send and receive all folders in case you
  • 00:04:09
    receive an email with a meeting invite
  • 00:04:11
    you should always send an answer to the
  • 00:04:14
    sender you do that by using the four
  • 00:04:16
    buttons at the top right to either
  • 00:04:18
    accept the meeting accept it tentatively
  • 00:04:21
    decline it or suggest an alternative
  • 00:04:24
    timing you always have the option to
  • 00:04:26
    edit and add a response to the sender
  • 00:04:28
    just send your response without text or
  • 00:04:31
    just accept tentatively accept or
  • 00:04:33
    decline without sending a response I
  • 00:04:36
    would never recommend doing the letter
  • 00:04:38
    since this leaves a sender in the dark
  • 00:04:40
    as to whether you're participating or
  • 00:04:42
    not to send an email you just need to
  • 00:04:45
    click on new email the very first icon
  • 00:04:48
    on the top left under the home tep or
  • 00:04:50
    use the shortcut control+ n then a new
  • 00:04:54
    window pops up first you can choose from
  • 00:04:56
    which email account you would like to
  • 00:04:58
    send the email to in case you have set
  • 00:05:01
    up several ones in your Outlook app and
  • 00:05:04
    second you can insert one or more
  • 00:05:06
    recipients and people in CC which means
  • 00:05:09
    those are being copied onto the email
  • 00:05:12
    but are not directly addressed when
  • 00:05:14
    adding several people you separate the
  • 00:05:16
    email addresses with a semicolon having
  • 00:05:18
    entered the subject of the email and the
  • 00:05:20
    message below you can click Send in case
  • 00:05:23
    you would like to increase the
  • 00:05:24
    importance of your email and make it pop
  • 00:05:27
    in the recipient inbox you can set it to
  • 00:05:29
    high importance by clicking on the red
  • 00:05:31
    exclamation mark to attach one or
  • 00:05:33
    several files to your email you need to
  • 00:05:36
    click on attach file in the middle of
  • 00:05:38
    the message tip it will show you a list
  • 00:05:40
    of your recently used files but most
  • 00:05:43
    commonly you will need to browse your
  • 00:05:45
    computer and use the file explorer to
  • 00:05:47
    choose the file you want to send
  • 00:05:50
    alternatively you can also just drag and
  • 00:05:52
    drop it from its location to your email
  • 00:05:55
    going back to your email inbox you might
  • 00:05:57
    have noticed that all your emails are
  • 00:05:59
    sort by date it is as it says on top
  • 00:06:02
    right of your messages preview bar to
  • 00:06:04
    get a better overview you can fold in or
  • 00:06:07
    out your emails by day or week but you
  • 00:06:09
    can also use a different sorting method
  • 00:06:11
    by clicking on the button that currently
  • 00:06:13
    says by date for example you could
  • 00:06:16
    choose to sort the emails by sender
  • 00:06:18
    attachment or flag flags are a way to
  • 00:06:21
    add reminders to your individual emails
  • 00:06:23
    so whenever you hover above an email in
  • 00:06:25
    the preview pane a small flag will
  • 00:06:28
    appear on the right Side by left
  • 00:06:31
    clicking a follow-up reminder with today
  • 00:06:33
    as a due date will be set by right
  • 00:06:36
    clicking on the flag you will be able to
  • 00:06:38
    choose the due date or customize the
  • 00:06:40
    flag its purpose start and end date as
  • 00:06:42
    well as when you will receive a reminder
  • 00:06:45
    you might have seen already that the
  • 00:06:46
    preview pane has two tabs or views
  • 00:06:49
    itself being focused and other having
  • 00:06:52
    the focus view you will see all of your
  • 00:06:54
    important emails from known contexts or
  • 00:06:56
    that have exchanged emails in the past
  • 00:06:59
    already whilst in the other tab you will
  • 00:07:01
    receive emails from less known or almost
  • 00:07:04
    spammy contacts but if you would like to
  • 00:07:06
    get rid of those two tips you can go to
  • 00:07:08
    the overall view Tab and then uncheck
  • 00:07:11
    show focused inbox instead of focus and
  • 00:07:14
    other you will now have the all and the
  • 00:07:16
    unread view of your inbox staying on The
  • 00:07:19
    View tab for a moment you can also
  • 00:07:20
    change the message preview so the length
  • 00:07:23
    of each message that will be shown in
  • 00:07:25
    the preview pane the default is one line
  • 00:07:28
    but you can change change it to two or
  • 00:07:30
    three or turn it off this might be
  • 00:07:33
    useful if you also want to change the
  • 00:07:34
    layout of some of the other panes which
  • 00:07:37
    you can also do Under The View tab under
  • 00:07:40
    layout first you can decide if you want
  • 00:07:43
    to minimize the folder pane or keep it
  • 00:07:45
    open second you can choose to show the
  • 00:07:47
    reading pan at the right as per default
  • 00:07:50
    at the bottom or turn it off completely
  • 00:07:53
    and third you can add other useful bars
  • 00:07:56
    to the right hand side of Outlook namely
  • 00:07:58
    the calendar contacts or your tasks one
  • 00:08:02
    final very useful setting that I love is
  • 00:08:04
    to make your emails and Outlook appear
  • 00:08:06
    as conversations which can be done by
  • 00:08:09
    checking the box that says show as
  • 00:08:11
    conversations I recommend choosing all
  • 00:08:13
    inboxes so all emails from the same
  • 00:08:16
    email chain will be shown as one line
  • 00:08:19
    item that you can unfold to view all
  • 00:08:21
    emails from the chain I believe this
  • 00:08:23
    helps to keep an overview and have all
  • 00:08:25
    emails on the same topic at one place
  • 00:08:27
    instead of scrolling up or down to find
  • 00:08:30
    the related ones you're looking for
  • 00:08:32
    what's also important is to know how to
  • 00:08:34
    handle folders and Outlook there are
  • 00:08:36
    quite a few on the left side in the
  • 00:08:38
    default Outlook setup for example the
  • 00:08:40
    inbox drafts or send items but you can
  • 00:08:43
    also create additional folders to
  • 00:08:45
    organize your emails by topic project or
  • 00:08:48
    sender just do right click on the Inbox
  • 00:08:50
    and choose new folder that you can name
  • 00:08:53
    now you can pull individual emails into
  • 00:08:55
    that folder and sort them bya drag and
  • 00:08:57
    drop or by right clicking on the
  • 00:08:59
    overarching folder and choose to sort
  • 00:09:02
    the subfolders from A to Z in case
  • 00:09:04
    you're not sure anymore where to find an
  • 00:09:06
    email you can use the search bar on top
  • 00:09:09
    very basic you can just type in anything
  • 00:09:12
    related to the email such as title or
  • 00:09:14
    content or you can use specific prompts
  • 00:09:17
    such as from and then mention a specific
  • 00:09:20
    sender or has attachment yes or no
  • 00:09:24
    taking a quick break here let me know in
  • 00:09:26
    the comments if you like this tutorial
  • 00:09:28
    so far and if you would like to see part
  • 00:09:30
    two on my channel also don't forget to
  • 00:09:33
    subscribe to my newsletter by the link
  • 00:09:35
    in the description to receive regular
  • 00:09:37
    quick tips and advice on Microsoft tools
  • 00:09:40
    and how to become more productive at
  • 00:09:43
    workor the calendar is Outlook second
  • 00:09:45
    essential functionality that has four
  • 00:09:48
    main areas on top very similar tabs to
  • 00:09:51
    the inbox view on the top left is a two
  • 00:09:54
    or more month mini calendar overview
  • 00:09:56
    below your own calendars from the email
  • 00:09:59
    accounts you have added to Outlook as
  • 00:10:01
    well as the ones of your team in case um
  • 00:10:04
    you work in an organization that has
  • 00:10:06
    enabled this View and on the right your
  • 00:10:09
    calendar
  • 00:10:10
    overview by default usually a whole week
  • 00:10:13
    is shown but you can change this by
  • 00:10:15
    choosing a different time frame at the
  • 00:10:17
    top either to show a single day a work
  • 00:10:19
    week only or an entire month usually I
  • 00:10:23
    prefer to show a work week so I know at
  • 00:10:25
    one glance what's going on in that week
  • 00:10:27
    to set up a meeting you can e e click on
  • 00:10:29
    the button for new appointment or
  • 00:10:32
    meeting on the top left an appointment
  • 00:10:35
    does not include any other participants
  • 00:10:37
    whilst a new meeting has line items for
  • 00:10:40
    required and optional participants but
  • 00:10:43
    in case you click on a new appointment
  • 00:10:44
    you can always add others by clicking on
  • 00:10:47
    the button to invite attendees once you
  • 00:10:49
    have entered the title participants and
  • 00:10:52
    location and set the start and end time
  • 00:10:55
    you send the invite by clicking save and
  • 00:10:58
    close now the invite will appear in your
  • 00:11:00
    calendar overview and in the inbox of
  • 00:11:03
    the attendees you have added a very
  • 00:11:05
    useful feature I'm using in particular
  • 00:11:08
    to organize my calendar is outlook's
  • 00:11:10
    ability to categorize meetings or emails
  • 00:11:13
    I prefer to have a nice overview that
  • 00:11:16
    helps me spot meetings with different
  • 00:11:18
    importance or participants at one glance
  • 00:11:21
    so you can set different categories when
  • 00:11:23
    having an invite open by clicking on
  • 00:11:25
    categorize outlooks default categories
  • 00:11:28
    look bit different but you can tailor
  • 00:11:30
    them to your needs by clicking on all
  • 00:11:33
    categories your outlook contact list
  • 00:11:36
    might be pre-filled by your company's
  • 00:11:37
    contacts so your colleagues or it's
  • 00:11:40
    empty and you can add contacts from
  • 00:11:42
    emails or from scratch to add a contact
  • 00:11:45
    from an email you need to open an email
  • 00:11:47
    where the person is shown in the from to
  • 00:11:50
    CC or BCC line then right click on the
  • 00:11:53
    name of the person and select add to
  • 00:11:56
    Outlook contacts you might want to add a
  • 00:11:58
    few addition additional details and
  • 00:11:59
    click save and close to add a contact
  • 00:12:02
    from scratch you can click on new
  • 00:12:04
    contact in the contacts tab fill the
  • 00:12:06
    contact details and save and close again
  • 00:12:10
    and finally there is the task View and
  • 00:12:12
    Outlook that shows an overview of your
  • 00:12:15
    tasks reminders and other flags that you
  • 00:12:17
    have set based on your emails or
  • 00:12:20
    meetings like the email preview pane
  • 00:12:22
    there is a task preview pin that lists
  • 00:12:25
    all of your tasks and once you select
  • 00:12:27
    one the respective email or meeting that
  • 00:12:29
    you have taged or flagged will be shown
  • 00:12:32
    on the right hand side in the beginning
  • 00:12:34
    I mentioned that by watching this video
  • 00:12:37
    you will know more about Outlook than
  • 00:12:38
    90% of your colleagues but there's even
  • 00:12:41
    more tips and tricks that will get you
  • 00:12:43
    to
  • 00:12:44
    99% so check out this video where I'll
  • 00:12:47
    share some of the most useful Outlook
  • 00:12:50
    productivity tips for you to make your
  • 00:12:52
    life even more easier and efficient
Etiquetas
  • Microsoft Outlook
  • emails
  • calendar
  • task management
  • productivity
  • insider tips
  • email organization
  • focused inbox
  • Outlook setup