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Outlook 2010 New Features

Outlook 2010 New Features

with Karen Fredricks

 


In Outlook 2010 New Features, Karen Fredricks demonstrates the new and upgraded features in Outlook 2010. This course teaches how to create Quick Steps to automate commonly performed tasks, find email faster with enhanced search, and connect to social networking sites such as LinkedIn directly within Outlook.
Topics include:
  • Customizing the look and feel of the Ribbon in Outlook
  • Creating Quick Steps
  • Using the enhanced search functionality
  • Viewing multiple schedules
  • Reading email via threaded conversations
  • Using the new inbox clean-up tools

show more

author
Karen Fredricks
subject
Business
software
Outlook 2010
level
Intermediate
duration
46m 2s
released
May 21, 2010

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Introduction
Welcome
00:04Hi! My name is Karen Fredricks, and I use Outlook everyday.
00:08Outlook has grown in popularity since Microsoft released the earliest
00:11versions back in 1995, and now has an estimated 241 million users in the
00:17United States alone.
00:19This course assumes that you have been using a prior version of Outlook and just
00:23want a sneak peek at the new 2010 features, including Outlook's new look and feel
00:28with the addition of the Ribbon,
00:30the File tab which allows you to find and set all your preferences in one
00:34easy-to-find location,
00:36the new organizational features including Quick Steps and the Conversation view,
00:42the Outlook's social connector which displays information from social sites such
00:46as LinkedIn, and the Inbox Cleanup tool which helps you reduce the size of your
00:51Inbox and other Outlook components.
00:53I am really excited about the Outlook 2010 New Features course on lynda.com.
00:58So let's get started.
Collapse this transcript
Comparing Outlook 2007 and Outlook 2010
00:00Outlook has always been one of the most popular choices for organizing your business day.
00:05Outlook 2010 has added some powerful new tools, and modified a few of the existing ones.
00:10One of the biggest changes you'll notice right away is that the traditional
00:13Outlook menus have been replaced by the new Outlook Ribbon.
00:16Some of the old features you're familiar with have gotten a little bit of a face lift.
00:21The old traditional colors have been changed, and you can now add
00:24additional ones, as well.
00:26The Folder list and Navigation Bar have been reordered, so that now you'll find the
00:30Inbox easily at the top of the list.
00:34If you're looking for the Distribution list, it's now called the Contact Group.
00:38There are also a number of new features, including Quick Steps, which allow you
00:43to organize your Inbox at the click of a button,
00:46the Mailbox Cleanup tool which helps you keep your storage space under control,
00:50and the Outlook's Social Connector which makes it a snap to keep you updated on
00:55your contacts through social networking sites, such as LinkedIn.
00:59I am really excited about the Outlook 2010 New Features course on lynda.com.
01:04I know once you get started, you'll be as excited about the new features as I am.
Collapse this transcript
1. Interface Changes
Customizing the colors
00:01Overall, Outlook's new look and feel is designed to give Outlook a less cluttered
00:04appearance that makes it easier to see your work at hand.
00:07Now these changes are all fairly minor, but they're nice to be aware of them
00:11going into the program.
00:13First thing you're going to notice is that the Folder list, or the Navigation Bar,
00:17off here on this side has been reordered slightly.
00:19In the older versions of Outlook, you probably used to seen your Deleted
00:22Items folder and your Junk E-Mail folder at the top of the list and then the
00:27Inbox slightly lower.
00:29In the newer versions, the Inbox has been moved to the top, to make it a
00:33little bit easier to find.
00:34Another feature that's been changed is the fact that our fonts are now a little
00:38bit larger and easier to read.
00:42You'll also notice that the bars that surround these other areas of Outlook, on
00:46the Navigation Bar, have now been squared.
00:49They no longer had a rounded effect that we saw in the older versions.
00:53One of the not so earth-shattering changes in the program is the fact that the
00:57plus signs that we used to open and close folders have been replaced by the
01:03more modern triangle.
01:04So if we want to open a folder we simply click on the triangle.
01:07If we want to close it again, we click on the triangle again to close it.
01:11One of the other appearance changes is the ability to change colors in Outlook.
01:16In older versions, we weren't able to change the colors, but in the new version,
01:20we have a couple of choices.
01:22The default is the dilver or gray color that you're seeing here, but if you'd
01:27like to have a little bit more artistry in your Outlook, you can change that
01:30color by going up to the File menu, going down to the Options, and you notice
01:36that we have the Color scheme options right here.
01:38I'm going to change that default silver color to the blue and click on OK.
01:42And I'm now seeing a lovely shade of blue that hopefully matches the decor of my
01:47office a little bit better.
01:48We're pretty set in our ways and don't always relish change.
01:51You'll be having a note that many of the changes in Outlook 2010 are cosmetic
01:56ones that you'll be able to adapt to very quickly.
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Using the Outlook Ribbon
00:01If you've been using Word, Excel and one of the other components of Office
00:042007, you're already familiar with the Ribbon that runs along the top of
00:08Microsoft products.
00:09Now, for the first time, the Ribbon has made its way into Outlook.
00:13Now you'll notice that the Ribbon, and we see it here along the top of Outlook,
00:18is divided into four tabs.
00:20In this case, we have the Home tab, the Send/ Receive tab, the Folder tab and the View tab.
00:26We also have a File tab, which you're going to see in all portions of Outlook,
00:31but we've got another chapter that's going to go into that in a little bit more
00:34detail because that File tab is where we set all the basic Microsoft options.
00:40So for now, we're just going to stick with the other four tabs.
00:43You noticed, for instance, when I look at the Home tab, it's broken up into groups.
00:48So in this case I have the New group, Delete, Respond, Quick Steps, and so on.
00:53But if I move to one of the other elements of Outlook, for example the
00:57Calendar, you'll notice that my groupings are slightly different, and they will
01:01reflect Calendar options.
01:03So I'm going to return back here to the Mail Options.
01:07And you see that each group is divided up into a number of icons.
01:12And if you hover your mouse over any of those icons, you get a little
01:16tooltip that actually tells us, in more detail, what the function is of that particular icon.
01:21Now if you look closely, after some of the items on the Ribbon, you see a small
01:29down-pointing arrow, and that arrow means that if you click that particular
01:33icon, you're going to get more choices.
01:36So, for example, if I want to move something and I click the Move icon, you
01:41notice it's kind of giving me more choices of ways that I can move items.
01:46One of the things that you might want to do, if you don't like the Ribbon, is to minimize it.
01:51We can minimize the Ribbon by hitting this up arrow, and the Ribbon goes away,
01:56or we can hit the down arrow to return the Ribbon back to where it was.
02:01If you're like I am, you like to customize things
02:03and have them just your own way, and the Ribbon's no exception.
02:07So in this case, if I want to customize the Ribbon, one of the easiest way to do
02:11it is to do a right-click on the Ribbon bar and choose Customize the Ribbon.
02:16Now what you're seeing in the left- hand side are all of the commands that
02:20are found in Outlook -
02:22actually, right now looking at the Popular Commands that we would normally
02:25associate with the Inbox. But if you click this down arrow, we can see commands
02:31that are not in the Ribbon, or we can see all commands that we find in the
02:35entirety of the Outlook program.
02:37So sometimes this list is a little bit long and overwhelming.
02:41So I'd like to restrict it to either the Popular Commands, or the commands that
02:46are not currently in the Ribbon.
02:47So I'm going to choose Popular Commands.
02:49Now in the right-hand side, you see all the items that are currently found in the Ribbon.
02:54Now first thing I'm going to do is I have decided I don't like the order, over
02:59here, of the New group and the Delete group.
03:01So what I'm going to do is click on New,
03:03hit the single pointing down arrow, and I've now changed that order.
03:08I'm going to click OK, and you notice that I've now reversed the order of those two groups.
03:15But I've also decided that I don't really use those Quick Steps.
03:19I'm not really familiar with that feature yet.
03:20So I'm going to remove that group from the Ribbon.
03:23What I'm going to do now is do a right-click, customize the Ribbon. Here's my Quick Steps.
03:30I'm going to remove it by clicking Remove one time, and clicking OK.
03:35And you notice that the Quick Steps has now been removed from my Ribbon. But wait a minute.
03:41I'd like to print, and I am not seeing a good Print button here.
03:46Not only put Print up there, I'm going to set it up in my own new grouping.
03:51So I'm going to do a right-click.
03:52I'm going to customize the Ribbon, and I'm going to add a new group.
03:57You can see my new group right here.
03:59I'd like to give it a better name, so I'm going to rename it Karen. I'm clicking OK.
04:06And now I'd like to put that Print icon in the Karen group.
04:12So I click on Print, and I've already got Karen highlighted, and I click Add.
04:16And you can see that Print icon is going to be there.
04:20I click on OK, and now we have that Karen group with our Print icon,
04:26just in case you're not happy with the changes, because you can make as many
04:29changes as you want with the Ribbon, continuing to follow that same process until
04:33you get the Ribbon exactly the way you wanted.
04:37But if you're not happy, do a right-click.
04:40Go back to Customize the Ribbon.
04:42We have this wonderful button down here called the Reset button.
04:46And what that does is it will reset all the changes that you've made back to the
04:51way it was when you first installed Outlook.
04:53So I'm going to click on Reset all customizations.
04:57I'm going to answer Yes to the prompt and click OK.
05:02And now you see that my Ribbon is exactly the way it was when we first started.
05:07I compare the introduction of the Ribbon into Outlook 2010 to purchasing a new car.
05:11At first, it's hard to find all the bells and whistles, but after a short period
05:15of time, you don't know how you ever lived without it.
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Exploring the File tab
00:00In previous versions of Outlook, some of the preference settings were found on
00:04the File menu, others looked in the tools menu, and still others build into the Help menu.
00:10Finally, Outlook 2010 consolidates all of the common user settings in one easy-
00:14to-find area called the File tab.
00:16In fact, Microsoft was so excited about this new feature that they dubbed it
00:21the Backstage view.
00:22Now we find the File tab in the top left-hand corner. It is bright orange.
00:27So when I click on the File tab, the File tab opens.
00:31We notice that the File tab has its very own Navigation Bar.
00:35Now let's discuss first how we get in and how we get out of that File tab.
00:40It's pretty easy to find it because it was orange.
00:42Getting out is a little trickier.
00:44You might think that you should hit the X in the top right corner to get out of the File tab.
00:49Wrong, that will not only get you out of the File tab,
00:52it will actually close the entire Outlook program.
00:55The same thing happens if you hit Exit on the bottom left corner.
01:00Again, it will not only close the File tab, but it will totally close you out of Outlook.
01:05Now when you go into some of the options, Outlook will automatically take you
01:10out of the File tab.
01:11So you don't really have to exit out of it;
01:12you're just going to be removed from it, kind of unceremoniously.
01:16Now if I decided that I got into the File tab, and I want to get out
01:20without making any changes,
01:23the easiest way to do it is just to click on a different tab.
01:26In this case, I clicked on the Home tab,
01:28once again, return to my homepage.
01:31Now before we go back into the File tab, I want you to notice that I am in the
01:36Inbox, and that I have selected a message from my friend Ken Snyder.
01:40Now that doesn't seem that important, but when we go into the File tab, you
01:46notice that the first option on this Navigation bar is Save As.
01:50When I click on Save As, you might not really know what you're saving, unless
01:56you'd only made note of where you were before you went into the File tab. Kind of strange.
02:01So at this point, I can give that e-mail message a name, and choose whatever
02:08folder I want to save it to, and save it.
02:11Of course, once I save it, Outlook puts me back into the homepage, and out of the File tab.
02:17Not to be deterred, I'm going to make a trip, one more time, to that File tab.
02:23This time, I'm on the Info section of the File tab navigation bar.
02:27As one would expect, the Info tab tells me a little bit more information about Outlook.
02:35We start out by seeing the name of the account that I'm currently using.
02:39And if I want to set up another account, this is where I would do it.
02:44We also notice that we have a box that says Account Settings.
02:48You notice that little down-pointing arrow, which means if I click on the
02:51Account Settings, I get even more options.
02:55We continue our tour with Automatic Replies.
02:58Now you might not see that Automatic Replies button if you're not using Outlook
03:03Exchange Server, which is what automates the process of sending out
03:07notifications when you're out of the office.
03:10We also notice that we have Mailbox Cleanup tools, which will help compress
03:15the size of our mailbox, which we'll be covering in the later chapter.
03:19We also have the Rules and Alerts, which is an area where you can set up Outlook Rules.
03:24Now if I go over to the Open area,
03:27this is where I can open a Calendar someone might have sent me, or another
03:31Outlook Data File, or I can import an existing file, such as an Excel spreadsheet,
03:37into my Outlook, or if I'm using Exchange Server, actually open somebody else's
03:43Outlook information.
03:44Now I happen to like this Print feature.
03:46Again, that's why it was important to know what message was currently displayed
03:53in Outlook before I made my trip to the File tab,
03:57because when I go into Print, I'm actually seeing a preview of what message
04:02I would be printing.
04:04The Help menu is very helpful for number of reasons.
04:07First of all, it's going to show you your license number, which you might want
04:12to jot down and put in a safe place, just to make sure that you don't lose it.
04:16We also have Microsoft Office Help, and this is going to take you to the
04:20offline Help screen, where you can search for help that you may need at any of
04:25the Outlook features.
04:26I'm going to return once more to my File tab, and go back down to Help, and continue my tour.
04:34We have a Getting Started area, and Getting Started will help you using Outlook
04:40if you are brand-new user.
04:41We also have Contact Us, which will actually go out to the Internet and provide
04:46you with more options from getting support directly from Microsoft.
04:50Now we're going to go over to the Options area.
04:55The Options area should look vaguely familiar to you if you've been using other
05:00versions of Outlook,
05:01because in the Options area, you notice that we have the options for setting up
05:05our Mail, or setting up our Calendar, setting up our Contacts.
05:08Again, all those options were found in the older versions.
05:12They've now all been consolidated onto the File tab, which makes it a little
05:17bit easier to find.
05:18Again, when I close those options, once again, I'm closed out of the File tab,
05:23but I can return to it at anytime, by giving into a click.
05:25Although it looks just like any other tab on the Ribbon, Outlook's File tab
05:30provides you with one easy place to set up just about any of the Outlook
05:35preferences you can think of.
05:37Older versions of Outlook had most of the same functionality, but it was hard
05:41to get to it because the various features were sprinkled throughout the menu system.
05:45Now they are in one easy-to-find place.
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2. Navigating
Creating Quick Steps
00:01As its name implies, a Quick Step is a quick and easy way to perform a task in Outlook.
00:06You might be a bit confused between an Outlook rule and a Quick Step.
00:09A rule is designed to process incoming items automatically, and a Quick Step is
00:14designed to be used when it's needed.
00:16For example, you might get really excited when you receive a new e-mail that
00:20tells you that you've gotten a sale from a top client, and you want to make
00:25sure that you let your manager know about that sale, so that you can get a nice commission.
00:30You might also want to make sure that you move that message to a special place,
00:34so that you are sure to take action immediately.
00:37Now that's a Quick Step.
00:38We find our Quick Steps by looking at the Home tab on our Ribbon, and we see
00:42our Quick Steps group.
00:44We start with a number of quick steps, but I would rather learn how to modify
00:51some of these existing quick steps, and make them my own.
00:53So I'm going to start by clicking on the More button, which we find down here,
00:58that down pointing arrow, and I'm going to manage my Quick Steps.
01:03You notice that I can make a New Quick Step, which is what I'm going to do.
01:07First quick step, I'm going to make sure that any mail that comes in, that I
01:13mark it as Important.
01:15So I am going to create a New Quick Step.
01:18You notice I have a number of choices.
01:20I can move it to a folder, I can categorize it, I can flag it, I can send a new
01:25e-mail to someone, I can forward it to someone, or I can set up a meeting.
01:29So I'm going to just call this a Move to Folder.
01:31I'm going to call this the Gotta Do, because that means an incoming e-mail is
01:39coming in, and I got to make sure I do something with it right away.
01:43So I am going to be prompted to move it to the folder.
01:46I am going to choose the Gotta Do folder, which I've already created in the past.
01:53I click on Finish, and OK.
01:57You notice I now have a new Gotta Do rule.
02:00So when something comes in from Ken Snyder, and I want to make sure that I
02:03act on it right-away,
02:05I can simply click on Gotta Do.
02:08You notice it disappeared from my Inbox, and it's now in my Gotta Do folder.
02:13Using that technique, I can go, anytime I see an important message, with a
02:18single-click, move it into that Important folder.
02:21Now we're going to take that concept one step further.
02:25We're going to create a new Quick Step.
02:28Now previously, I gone down here, under Manage Quick Steps, and that was a good
02:34way to start on a very basic Quick Step.
02:36When I click on Create New, I'm going to see lots of options.
02:40I am going to call this Quick Step I've Gotta Sale, because there are a number
02:47of things I want to do with these incoming orders.
02:51So the first thing that I'm going to do is I am going to move it to a folder.
02:55Again, the folder I'm going to choose is the I've Got a Sale!
03:00folder, which I had set up previously.
03:02But that's not enough.
03:04Not only do I want to move that to the folder, but I'm going to choose another action.
03:09I am going to categorize it, because I take advantage of Outlook's Categories.
03:13So I'm going to Categorize this as a Red item to mean it's something I really
03:20have to take care of, but that's not enough.
03:22I'm going to add another action.
03:25What I'm going to do this time is scroll all the way down to the bottom of this list.
03:31I'm going to forward this message to my boss.
03:36So here in the To area, I can type in the e-mail address.
03:42What's really nice is normally, when I forward a message to someone, it
03:47starts with the letters FW in the Subject line to indicate that it's a forwarded message.
03:52What I'm going to do here is change that message a little bit.
03:55So when I forward this to my boss, it's not going to include that FW, just
03:59the original subject.
04:01I'm going to add a little spin to it.
04:04Again, I can add as many actions as I want to my Quick Step.
04:08When I'm all done, I click on the Finish button.
04:11You see I've now got my I've Gotta Sale Quick Step.
04:14So one information comes in pertaining to a sale, all I have to do is highlight
04:20the message, click I've Gotta Sale and the fun begins. The message gets
04:24forwarded to my boss.
04:26It gets moved to the I've Got a Sale!
04:28button, and it's categorized in red.
04:31And again this is the way that I can quickly take any of these orders, and process them.
04:37Now you might have liked this system so much that you think, wow, I like it so much, I'd like to do that again.
04:43You can start all over, or you can go down here to your More button, go into
04:48your Manage Quick Steps, and actually take an existing Quick Step and duplicate it.
04:54So I am going to click on Duplicate.
04:56This time, instead of I've Gotta Sale, this one is not quite as important.
05:01So what I'm going to do here is instead of I've Gotta Sale, I'm just going to
05:04change the name slightly to I've Got a Little One.
05:10Maybe this time I'm not going to categorize it in Red, so I can remove that category.
05:15Now I can add another category, which in this case is going to be Blue.
05:25See that I now have my two Quick Steps up here.
05:28If I don't like the order of them, by the way, I can simply click on the More
05:32button, go back to Manage Quick Steps, and change the order.
05:37So I'm going to move that Gotta Do up, and click OK.
05:41Here I have got my Quick Steps.
05:44Outlook 2010's Quick Steps feature provides you with a quick way to organize
05:48that mountain of e-mail that can seem so overwhelming at times.
05:52After all, why spend three or four clicks getting a job done, when you can do
05:55it with one.
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Viewing schedules
00:00Gosh, it seems like there is so much to do and so little time to do it in.
00:04Microsoft must have realized that many of us are pulled in multiple directions
00:08when they added the ability to work with multiple calendars into Outlook 2010.
00:12All right, we are going to start by taking a little trip to the calendar
00:16portion of Outlook, and we do that by clicking on the Calendar icon in the Navigation bar.
00:21And you see that I've cheated a little bit, and I've already set up some new calendars.
00:27I have my main calendar, which of course is called Calendar.
00:30Now if I was working with Microsoft Outlook Exchange, I'd also have some shared
00:35calendars that might be available to me.
00:37But what I did, in my case, I set up a personal calendar to make sure that I get
00:41my kids to soccer practice on time.
00:44I've set up another calendar for office events, such as staff meetings, to make
00:48sure I don't miss anything important.
00:50I've set up another calendar for my clients, so I can keep track of when I've
00:55got client meetings.
00:56And finally, I set up a calendar to hold all the important holidays, to make sure
01:01that I don't miss out on a well-deserved vacation day.
01:04So what I can do, if I want to look at any particular calendar, is simply click on it.
01:10And if I want to look at my personal calendar, for example, and not my regular
01:14calendar, I just deselect the Calendar and make sure that Personal is selected.
01:20Now because we are working with several calendars at one time, it does get
01:24a little confusing.
01:25So I like to stop the confusion by changing the colors of my calendars.
01:30For example, I might decide pink is just not that right color for calendar.
01:36I'd rather they be blue, or yellow, or whatever color I want.
01:40So I can do a right-click and go to Color and simply select a different color.
01:47Now anytime that I see a blue calendar, I'll say I know those are my free days;
01:52those are my holidays.
01:53Very often I like to group several of my calendars together at the same time.
01:59For example, I might need to look at the office calendar in conjunction with my
02:04client calendar and my holidays before I schedule any appointments.
02:08So what I might do, in that case, is to create a new group of calendars.
02:13Now I do that by going up to the My Calendars area, doing a right-click and
02:19creating a New Calendar Group.
02:20I am going to call this calendar group Business.
02:24And now what I am going to do is drag my three business-related calendars into that group.
02:31So I am going to start by taking the Office calendar, dragging it down to Business.
02:36I am going to take the Clients calendar and drag that down to Business.
02:40And finally, I am going to take my Holidays calendar and drag that into
02:44the Business group.
02:46What that will allow me to do is click on Business,
02:49and I can see all three calendars with a single click.
02:53And of course, if I want to advance to another week, I can advance, and now I'm
02:58seeing my schedules all on one calendar.
03:02And of course if I don't want to see the Business calendars, instead when I look
03:05at my Personal calendar,
03:06I could simply click on Personal and remove the Business calendars.
03:11Now in conjunction with these multiple calendars, Outlook has given me a number
03:16of ways to view those calendars at the same time.
03:19So I am going to go back here to the Business calendars and get rid of Personal.
03:24And this time, instead of getting rid of Personal, I can simply click the X to
03:28close that calendar from up top here.
03:31And of course, I can close any of the calendars in the same way.
03:34One of the new views that I have to be viewing all those calendars at the same
03:39time is a Schedule View.
03:41And when I click on the Schedule View, I am now seeing my calendars superimposed
03:47on top of each other, so I can see, at a glance, what's going on in any particular
03:53day, and more importantly, what calendar those activities came from.
03:58Now finally, one of the views that I find really helpful - and I am going to
04:03switch back to the Work Week Calendar - is to be able to overlay the calendars
04:09on top of each other.
04:10And I can do that very easily by hitting the Overlay button, which we see right
04:15here to the left of the calendar name.
04:17So I am going to overlay Holidays with Clients by clicking that arrow.
04:22And we now have the Holidays correction.
04:26I'm going to overlay the Holiday calendar by simply clicking on the Overlay button,
04:32and I am now seeing Holiday overlaid with the Office calendar.
04:36And again, I can see the appointments in different colors, so I can make the
04:41distinction about which calendar those were originally scheduled on.
04:44And if I want to take the Clients calendar and overlay it with the other two, I
04:49simply click on it, and now all three calendars are overlaid.
04:53And if I'd like to make the Office calendar kind of the main calendar that I am
04:57seeing, I can click on it, but they are still all overlaid.
05:01Or if I want to separate one of them, I can hit the Overlay button,
05:05and that calendar is separated out from the other two.
05:08Although Outlook can't do your chores for you, it can keep you a bit more
05:12organized, and you'll never have to worry about scheduling more than one
05:16thing at a time.
Collapse this transcript
Using the improved search options
00:00If you are like most of us, your Outlook holds a whole lot of information, and
00:04when you are trying to find the exact piece of information, it can feel like
00:07trying to find a needle in a haystack.
00:10In previous versions of Outlook, searching for e-mail from a specific person
00:14normally returned a whole lot of information
00:17that included not only that person's name, but anywhere where their name was also
00:21included as part of a distribution list.
00:23Outlook 2010 incorporates several new searching options that make finding what
00:28you are looking for a whole lot easier.
00:30We are going to start by using the Instant Search box.
00:33And you'll find the Instant Search box at the top of your Outlook items.
00:37So in this case, my instant search is going to go through my Inbox.
00:40And my job is to find all the e-mail that's coming from Glenda.
00:45So I am going to click on that Instant Search box.
00:48But before I do I want you to notice that there are currently four main Inbox folders.
00:54But as soon as I click on that Instant Search b,ox a fifth one appears, which
00:59contains all my Search tools.
01:01And we are going to be using those a whole lot in a little while.
01:04So we are going to start by searching for things from Glenda.
01:08And as I type, Outlook automatically finds the appropriate items.
01:12In fact, if I look down at the bottom left corner, you see that it found actually
01:179 items from Glenda.
01:19But I think it gave me a little too many items, because some of the items are
01:25from Ken Snyder, or from Sharon.
01:28And that's only because Glenda's name was included as part of that distribution list.
01:33So at this point, I can call on my Search tools to narrow down my search.
01:38So what I am going to do is look specifically for items that came in from Glenda
01:43that have attachments.
01:44So I am going to click on Has Attachments.
01:47You notice that Outlook instantly, and I guess that's why they call it the
01:51Instant Search box, has narrowed this down to include just things from Glenda
01:56that have attachments.
01:57And if I want to go into that item, I simply double- click it to open it, and then I can close it again.
02:02Now once I am done working with the search I've got a couple of options.
02:07First of all, I can click on the X to close out of that search and return me to
02:13the entire contents of my Inbox.
02:16I also have a button up here to close the Search folder, if I want.
02:20So I am going to start by closing my Instant Search.
02:24And of course, that automatically closes my Search folder.
02:27So this time I'm going to return to the scene of the crime and do another
02:31search, and rely on some of Outlook's shortcuts.
02:36So I am going to click on my Instant Search box, which opens up my Search tools.
02:40This time I'm going to some Recent Searches.
02:43Because even though I didn't save that search, Outlook has my back, and it
02:47remembered it for me.
02:48So I am going to click on my Recent Searches, and there I have my recent
02:54search where I was looking for Glenda, for e-mails that came in from Glenda
02:58that have attachments.
02:59So I click on that, and instantly I am returned to my previous search.
03:04And of course, I can clear it out by hitting the X.
03:07This time what we are going to search for it's going to be a little bit more advanced.
03:10I am going to look for things from Glenda.
03:13And I am thinking, I know I have more than nine things from Glenda.
03:18So what I might want to do is also search for any subfolders.
03:22So I am going to click on Subfolders, and that's going to search through my
03:26subfolders of Gotta Do, and I've Got a Sale!
03:30I am going to click on those subfolders, and this time, when I look down at
03:34the bottom, I actually came up with 11 items, because it was able to find
03:39things in all of my folders.
03:42And now, again, if I wanted to make that search a little bit more specific, I can
03:48go up here and click on Categories.
03:51And now I'm just going to look for things in all those subfolders that came in
03:55from Glenda that have the blue category.
03:57You can see I was able to build a fairly advanced search with just a couple
04:02of clicks of a button.
04:04You'll also notice that I can search for time frames or from e-mail that was
04:10sent to specific people, or even I could find all the e-mail that maybe came in
04:14from Glenda that I haven't read yet, or e-mails that came in from Glenda that
04:18she had coded as very important.
04:20Now one of the other nice things about the search is that we can search through
04:26our entire Outlook file.
04:28For example, I'd like to have RSS Feeds set up so that I can look at my blogs and
04:35see certain articles.
04:37Maybe I don't remember where an article was. Did it come in in October? Did
04:42it come in November?
04:43Maybe I am not even sure if it's a blog article. Maybe I am looking for an
04:47article, or I am looking for some information that might be an e-mail, or it
04:51might be a blog article.
04:52Well again, I am going to search through my Inbox, go into my Instant Search,
04:58and I am looking for - I know it had something to do with Easter eggs,
05:02those hidden little goodies that people incorporate into software programs.
05:09But unfortunately, my search for eggs didn't find anything.
05:13So what I am going to do this time is I am going to click on All Outlook Items.
05:17And what's going to happen is Outlook is going to search not only through my
05:20Inbox, but through my RSS Feeds, as well.
05:23So when I click on All Outlook Items, sure enough, I found that article that I was looking for.
05:29Sending/receiving e-mail is only half the fun.
05:33The other half comes from being able to find your e-mail again.
05:36Outlook's new Search tools make it easier than ever to find exactly what you
05:40are looking for.
Collapse this transcript
Viewing emails as conversations
00:01For most of us, our Inbox is a really long list of all the e-mails that we
00:04need to wade through.
00:06Using the Conversation view, you can actually see all the messages that relate
00:10to one particular subject, and consequently shorten up your Inbox.
00:15I'm going to show you an example of how this works.
00:17If you look at my Inbox, unfortunately, I have a lot of bounce backs because I
00:23sent out a lunch request to the wrong distribution list.
00:27And a lot of these old e-mails bounced back at me.
00:29That's taking up a good portion of my Inbox.
00:32So using the Conversation view, I can actually lump all those e-mails into one,
00:38and thus free up a little real estate in my Inbox.
00:41We get to the Conversation view by clicking the View tab, and then also we have
00:46a Conversations group, and I click on Show as Conversations.
00:50And watch what happens
00:52when I click on that. I'm going to choose to use that Conversation view for all
00:56my folders, not just my Inbox.
00:59And you notice now this "are we having lunch" has now been shortened up into one
01:04item, instead of the multiple ones we saw before.
01:08Now, the way this Conversation view works, I have a little triangle here. I
01:13want to click on the triangle.
01:14It will expand the conversation.
01:16If I click on the triangle again, it will show anybody that I've actually
01:20forwarded these messages to, or that have sent me replies.
01:24If I click on it in a third time, it's going to shorten up that
01:27whole conversation.
01:29Now that can be a nice feature, because I'm at one to get rid of all of those
01:33messages at one time.
01:35So at that point, I could just do a right -click, and I could delete, and it'd
01:40delete not only the main message, but all those other repeated messages with the same subject.
01:46Now down here, I have another conversation from some of my co-workers.
01:51The same principle applies.
01:53I can open it up, or I can expand it even further and get an idea of who has
01:58replied to which of my messages.
01:59And I can also click on, of course, any of their messages and see exactly who sent
02:05it and who they sent it to and what they had to say.
02:07So it makes it really easy when you've got a lot of e-mail going back and
02:11forth to the same people.
02:13Now, you might want to change these views a little bit, and you can do that
02:17from the View menu.
02:19We can change our View settings from the Compact view to the Single view.
02:24Now the difference here is rather than having these messages indented, they now
02:29are pretty much straight line under the other messages.
02:32Finally, I'd like to customize my views a little bit when working in
02:37the Conversation view.
02:38What I'm going to do in order to customize it is I'm going to turn off this Reading Pane,
02:42and I click on the Reading Pane and turn off the Preview. And what I'd like to
02:49see, as part of my conversation, is who these messages actually went to.
02:53So I'm going to do a right-click here, and I'm going to go to my Field Chooser,
02:58and just change this from Frequently-used fields to All Mail fields.
03:03I'd like to know who those messages actually went out to.
03:07Just scroll down here and find the To field. Drag it up.
03:13And now when I look at my conversations - let's just expand this a little bit - I
03:18can actually see who each of these messages went out to.
03:22You may have used the conversation arrangements in previous versions.
03:25Outlook 2010 has taken the conversations to a whole new level by organizing your
03:30e-mail into smart, little groups of related messages.
Collapse this transcript
3. New Functionality
Connecting to social networks
00:01You use Outlook to organize all your e-mail.
00:03Optionally, you store contact information in Outlook, as well.
00:07Now wouldn't it be great if Outlook could automatically set up new contact records
00:11for you based on the contacts that you already have in your social networks, like LinkedIn?
00:16And wouldn't it be nice to see all the updates that your contacts have posted to
00:20the social networks?
00:21Well, now you can using the Outlook Social Connector and the various plug-ins.
00:26We are going to start by taking to look at how this new feature works.
00:30I might receive a message from Greg, and I can tell, by looking down at the lower
00:36half of my Preview pane, that he is not a member of one of my networks.
00:40If I want to invite him to my network, I can simply click on the Add button and
00:45send an invitation to my LinkedIn account.
00:49Now once he joins, he is going to be like my friend Herman.
00:53And any time I receive a message from Herman, I'll be able to see all of the
00:58messages that Herman has sent me.
01:01I can also look at just his latest updates, or I can just look at the e-mail
01:06messages that he has recently sent me.
01:09And of course, I can zoom in to any of those messages with a click.
01:13I'm also seeing not only Herman's picture, and I know this picture came from his
01:18LinkedIn profile because of the letters I-N, but I'm also seeing any other
01:22contacts in my database that Herman has also connected with.
01:27One of the other nice options that I have is for seeing attachments.
01:32Gary might have sent many e-mails to me in the past, but I'd like to just focus
01:37in on those e-mails that contain attachments.
01:40I can click on the Attachments button, and now I'm just seeing the two e-mail
01:44messages that he sent to me that contain attachments.
01:47Finally, one of my favorite features is that I can go down to the Meetings tab
01:54and look at any meetings that I might have scheduled with one of these contacts.
01:58Outlook magically creates an entire new Address Book with your LinkedIn
02:02contact information.
02:04So I'm going to go to my Contacts area by clicking Contacts in the Navigation
02:09pane, and you notice that I now have a brand-new contact folder called LinkedIn.
02:15And when I click it, I notice that all my LinkedIn contacts have appeared there
02:20with all their contact information.
02:23Now, if I decide that would like one of these contacts to be in a main contacts
02:28folder, I can simply drag their information over to the Contacts folder.
02:34And you see, in this case, that Sharon has disappeared from my LinkedIn folder,
02:39but she is now a part of my Contacts folder.
02:43And if I open this up, I can see that all her information is already there, and I
02:47didn't have to bother inputting it.
02:50At the time of this recording, Microsoft is still developing links to traditional
02:54social networking sites, including Facebook.
02:57Integrating Outlook with your social network results in one easy place to see
03:01all your contact data, and I, for one, can't wait for those links to arrive on
03:05the scene.
Collapse this transcript
Cleaning up the mailbox
00:01I like to compare Outlook to my closets.
00:03Just like my closets, Outlook gets filled up with all my stuff and I eventually
00:07need to clean up the clutter.
00:09However, in the case of my closet, I generally need to set aside a day or two to
00:12drag my discarded items out to the garbage pail.
00:15With Outlook, I can do the task with several clicks of the correct button.
00:19Now, it's a bit easy get to those clean up tools in Outlook.
00:23We click on the new File tab, and there we have them, right in the Info section
00:28under Cleanup tools.
00:29So I'm going to go to click the Cleanup tools icon, and I am going to head to
00:32the Mailbox Cleanup, which is a new Outlook feature.
00:36Before I start with my cleanup, I might want to do a little bit of homework.
00:40So I'm going to head up to the View Mailbox Size, which is going to let me view
00:43sizes of all my Outlook items, and not just my Inbox.
00:47So I'm going to click on View Mailbox Size, and just get a feel for what
00:52actually needs to be cleaned up.
00:53When I look over here, I see that my Calendar is getting sort of large.
00:57I've got a lot of contacts.
00:58I don't want to get rid of any of those.
01:00But as I scroll down, I'm also seeing that my Inbox has quite a few things in
01:05it, so I'm going to concentrate on my Inbox and my Calendar.
01:09So, I'm going to close the sizes, and the first items I'm going to look for are
01:14my large e-mail items.
01:17Sometimes it's the large attachments that we have in our Inbox that are
01:22taking up to room of the Inbox and not necessarily a lot of the smaller, little messages.
01:28So I'm going to start by looking for those large e-mails that probably have
01:32attachments and cleaning up some of those.
01:34So I'm going to leave this at Find items larger than 250 kilobytes and click
01:39the Find button, and sure enough, Outlook found a handful of things.
01:43If I want to delete them now, I would select the first one, hold down my Shift
01:48key on my keyboard and select the last one.
01:51Then I could do a right-click and simply hit Delete, and that would get rid of
01:55some of those larger items.
01:58This time I'm going to use the Cleanup tools to clean up my Calendar items.
02:02I'm going to look for items in my Calendar that I've scheduled prior to
02:07the first of this year.
02:08So once again, I'm going to hit the Cleanup Tools icon, and choose Mailbox Cleanup.
02:13Now to get to that Cleanup area, I'm going to start by doing a query, like I've
02:17done before, for items older than 90 days. Then I'm going to click Find.
02:21And that opens up my Advanced Find window.
02:25I'm not looking for messages.
02:27I want to look for Calendar items.
02:29So I'm going hit the Look for dropdown and choose Appointments and Meetings, and
02:35Outlook is going to prompt me and tell me that it's going to clear out my
02:38current Search criteria, and that's okay.
02:40So, I'm going to click on OK.
02:43Now, I'm looking for, specifically, items that we scheduled prior to the first of the year,
02:48so I'm going to go over to the Advanced tab, and I need to add a field
02:53to indicate that date.
02:55So I'm going to choose one of Date and Time fields, because I am looking for appointments.
03:00Then I'm just going to choose the End date of when my calendar
03:04appointments ended.
03:05I'm going to change the criteria because I'm looking for things that happened
03:09prior to the first of the year.
03:11So I'm going to hit the Condition dropdown and choose on or before and type in
03:18the first of the year.
03:19I click Add to List to add that to list and then I hit Find now.
03:26And sure enough, it found lots of calendar appointments that I can remove.
03:30If want to remove them all, I could highlight the first one, scroll to the
03:35bottom of the list, hold down the Shift key on my keyboard, select the bottom
03:39item and then do a right-click and Delete.
03:42Then I'd be clearing out those items for my calendar.
03:45Now, there is one other cleanup tool that I do want to show you, but I want to
03:51give you a little bit of warning about this one.
03:53So again, when I go to the Cleanup Tools, we see that I can empty my Deleted
03:57Items folder, because in Outlook when you delete something, it automatically
04:01goes into the Deleted Items folder.
04:05I could go ahead and click on the choice Empty Deleted Items folder, and if I
04:11click Yes, I will be permanently, and forever, deleting all the items in my
04:15Deleted Items folder.
04:17But unfortunately, I don't know what they are.
04:19So, I don't think I'm going to use this option, and I'm going to click No.
04:22Instead, I'm going to head back to my Home tab, and I'm going to look at my
04:27Deleted Items folder manually, and at that point decide which of these items I want to remove.
04:33And I can do that by simply clicking an item and deleting it.
04:37Although cleaning up your Outlook data file isn't mandatory, it is something
04:41you'll want to do from time to time, especially if you send and receive lots of e-mail.
04:47The Cleanup Tools makes it so easy that you'll have plenty of time left to start
04:50working on those closets.
Collapse this transcript
Understanding mail alerts
00:01I saw a cute sign once.
00:02that said, simply, "And then I hit Reply to All."
00:05We've all been there, and unfortunately, once the message goes out to a group of
00:08people it's almost impossible to get it back again.
00:11Or maybe you've sent out a message but forgot to add a Subject line.
00:15Rest assured that Microsoft has your back and
00:17will try to prevent you from accidentally sending a group e-mail or a message
00:21without a Subject line.
00:22All right, we're going to pretend that I want to send a message out to my friend
00:26Glenda, and I'm really excited about seeing her on Saturday.
00:29You know the drill.
00:30I click the New E-mail message, and I start filling in Glenda's contact
00:35information, and I fill in my message itself.
00:41And in my haste and excitement, I go to send off this message, not realizing I'd
00:46forgotten to include a Subject line.
00:48Microsoft stops me and says, hey wait a minute.
00:51Did do you want to send this message without a Subject?
00:54At this point, I have two options:
00:56I can either send the message anyway, or I can click Don't Send.
01:00In this case, I'd like to add a Subject, so I click Don't Send, and I fill in my Subject.
01:06Now when I go to send this message, off it goes.
01:10Outlook will give you a similar message when you click Reply to All or send to a
01:15large group of contacts.
01:16Sometimes it's actually nice to know that big brother is watching.
Collapse this transcript
Conclusion
Goodbye
00:00By now you should have a good feel for some of the new features in Outlook 2010.
00:05You've had a chance to see, firsthand, Outlook's new look and feel, including the
00:09all new Outlook Ribbon. You've seen the Quick Steps, which will allow you to
00:12organize your e-mail, and your life, quickly.
00:15You've seen the cool, new Scheduling and Conversation views, and you've had a
00:19chance to check out some of the new Search options, and you've also seen the
00:24cool, new Outlook Social Connector.
00:27For me, it was great to realize that although Outlook 2010 was packed with lots
00:31of useful new functionality, all my old favorite features were left intact.
00:36If you're interested in digging a little bit deeper, you'll want to check out my
00:40Outlook 2010 Essential Training course.
00:42Thanks for listening!
Collapse this transcript


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