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Touring the Outlook interface

From: Outlook 2013 Essential Training

Video: Touring the Outlook interface

It can be a bit overwhelming to see all the features of Outlook all at once. So right now, I'm going to break it down clockwise into all the individual pieces that make up the application. It's also great to know what the right terminology is for each piece, so if you need more help, you can look it up in the Help file quickly, because you will know what you are looking for. So let's start right at the very top, up here we have what's called the Quick Access toolbar and it's called that because it's always visible and it never changes. So if you have items that you need to get to quickly, you can put them up here and they'll always be there.

Touring the Outlook interface

It can be a bit overwhelming to see all the features of Outlook all at once. So right now, I'm going to break it down clockwise into all the individual pieces that make up the application. It's also great to know what the right terminology is for each piece, so if you need more help, you can look it up in the Help file quickly, because you will know what you are looking for. So let's start right at the very top, up here we have what's called the Quick Access toolbar and it's called that because it's always visible and it never changes. So if you have items that you need to get to quickly, you can put them up here and they'll always be there.

Immediately under that we have what's called the Ribbon; now this feature is located in all the Microsoft Office products. What this is, is a tabbed list of menu options that changes according to what you are in, so that you can find the right tool for the right job. For example, if you're in your mail, you're going to have a different list of menu options, when you are in your calendar, and again, when you're in your contacts. Now if we keep going over here on the right we have what's called the to-do bar, this contains a calendar date picker and a list of to-do items and action items that you have on your calendar.

Don't worry if you don't see this pane on the right here, there's actually a toggle button and a ribbon to turn it on or off. So your Outlook client may have a toggle differently than mine. Since this is just a tour, I'm not going to show you where it is yet, but don't worry, we'll go over it in a later video. Continuing, way down at the bottom we have what's called the Status bar. This contains all sorts of information about where you currently are, such as, how many items are in your inbox, whether your folders are syncing, what mail server you are connected to and it even contains a zoom bar, so that you can make text bigger or smaller.

We'll actually go over all of this later, but this is just a quick overview. Immediately above that we have what's called the navigation bar, this is how you move back and forth between your mail, calendar and contacts, which is actually now called People. Something else that's neat about this is I can do what's called a peek, which is hover my mouse bar over things like the Calendar and the People to get the list of Contacts and a date picker. I'm going to go back into my mail for now. Over here on the left we have what's called the Folder bar.

Now this is going to change according to what I'm in, but right now, because I'm in my mail file, I can see a list of things like my Inbox, my Drafts, Sent Items and other Mail Folders. Now also because I'm in my Inbox I can see my inbox contents over here in the middle of the screen, and depending on what email I've actually clicked on, I can see the body of that email way over here in the middle. Something else that's neat about Outlook 2013 is something called the People pane.

If I've connected my social networks, such as Facebook or LinkedIn, I can actually click down here and see some status updates of all the people that were involved in whatever particular email I'm looking at. There are a couple more things I want to show you. The first thing is, wherever you are in Outlook, whenever you see a triangle that probably contains something that you can do with it. For example, over here in the Folder pane, I see a triangle, I can click on it to expand or collapse my Folder list.

Over here on the Ribbon I see another triangle, I can click on it and that actually brings up a pull down menu. Another one I can see in the ribbon is this arrow here. If I click on that, it actually brings up a dialog box. So be on the lookout for these arrows. That tells you that you can do more with those items. So that's a quick overview of the basic navigation in Microsoft Outlook.

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This video is part of

Image for Outlook 2013 Essential Training
Outlook 2013 Essential Training

58 video lessons · 21924 viewers

Jess Stratton
Author

 
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  1. 43s
    1. Welcome
      43s
  2. 14m 45s
    1. Getting started
      2m 16s
    2. Touring the Outlook interface
      3m 54s
    3. Exploring the Ribbon
      4m 50s
    4. Exploring the Navigation and Status bars
      3m 45s
  3. 19m 40s
    1. An overview of adding accounts
      55s
    2. Adding an IMAP, Exchange, or POP account automatically
      1m 55s
    3. Adding an IMAP, Exchange, or POP account manually
      3m 22s
    4. Adding a Facebook and LinkedIn account using the Social Connector
      3m 18s
    5. Adding an RSS feed
      3m 28s
    6. Connecting to an iCloud account
      2m 57s
    7. Connecting with SkyDrive
      3m 45s
  4. 23m 14s
    1. Reading mail
      4m 54s
    2. Customizing the inbox
      5m 45s
    3. Saving attachments from a message
      3m 25s
    4. Searching mail
      3m 23s
    5. Flagging messages as junk mail
      3m 4s
    6. Finding messages quickly
      2m 43s
  5. 27m 22s
    1. Using conditional formatting to change font and color
      3m 43s
    2. Creating follow-up flags and color categories
      5m 49s
    3. Organizing mail into folders
      3m 42s
    4. Using Quick Steps to process messages
      4m 26s
    5. Using mail rules to process messages
      4m 40s
    6. Cleaning up your mailbox
      5m 2s
  6. 26m 32s
    1. Creating a new message
      3m 17s
    2. Replying to and forwarding a message
      3m 12s
    3. Formatting a message
      3m 43s
    4. Creating voting buttons in a message
      1m 57s
    5. Adding signatures
      2m 27s
    6. Sending an out-of-office or autoreply email
      4m 11s
    7. Exploring delivery options
      2m 39s
    8. Creating personal stationery
      4m 5s
    9. Exploring other mail settings
      1m 1s
  7. 22m 15s
    1. Introducing the Address Book
      51s
    2. Creating a new contact
      5m 17s
    3. Creating a new contact group
      2m 48s
    4. Assigning a category to a contact
      2m 38s
    5. Searching for contacts quickly
      3m 23s
    6. Moving and copying contacts into folders
      2m 1s
    7. Sharing contact data with others
      3m 38s
    8. Getting driving directions to a contact's address
      1m 39s
  8. 31m 22s
    1. Introducing the calendar
      4m 59s
    2. Creating an appointment and a reminder
      5m 44s
    3. Creating a meeting
      5m 5s
    4. Chairing a meeting
      2m 50s
    5. Responding to a meeting invitation
      3m 6s
    6. Opening other calendars
      3m 58s
    7. Printing, emailing, and sharing the calendar
      4m 7s
    8. Setting calendar preferences
      1m 33s
  9. 6m 24s
    1. Introducing tasks
      2m 6s
    2. Creating and assigning tasks
      2m 17s
    3. Creating notes
      2m 1s
  10. 13m 35s
    1. Exporting PST and OST data files
      3m 12s
    2. Reusing text by creating Quick Parts
      3m 14s
    3. Inserting pictures, charts, and screenshots into messages and calendar entries
      3m 24s
    4. Setting language preferences
      2m 19s
    5. Setting advanced general Outlook options
      1m 26s
  11. 27s
    1. Next steps
      27s

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