Join Jess Stratton for an in-depth discussion in this video Navigate the interface, part of Learn Outlook 2016: The Basics.
- Let's go over how to navigate Microsoft Outlook so that you can become more familiar with it throughout this course. At the very top of the screen is the ribbon. The ribbon is a tabbed interface that contains groups of actionable items that you would want to do for every module that you're in, in Outlook. These tabs will change according to what you're in. For example, we're in the Mail right now, but if we switch to the Calendar, we'll have different tabs here with completely different options here. If I click File, this is where I can get into my Options, such as how to customize Outlook.
I can view my accounts and I can even add a new e-mail account. I'll click the arrow at the top left-hand side of the screen to go back to Outlook. At the bottom right-hand side of the screen, this is the status bar. This tells us what mail server we're connected to, and I can also click the plus sign and the minus sign on the bottom right-hand side of the screen to make the text larger or smaller in the preview pane. To the left-hand side above that is the task switcher. I can see that I'm in Mail right now because the Mail icon is blue.
I can also navigate back and forth between Contacts, which Outlook calls People, the Calendar, the Tasks, and I can click the three dots to access options to change this view and to use my Notes. Above this is the navigation pane. This is how I can go back and forth between multiple e-mail accounts that I have set up on this computer. I can also access sub-folders. Anytime I see this little black triangle, and you'll see it all throughout Outlook, you can click it to expand or collapse for more options and menu items.
Directly above that is my list of Favorites. These are favorite folders that I can access quickly. I can set any folder as a favorite folder by right-clicking with my mouse and choosing Show in Favorites. In the middle of the screen is the summary review for all my e-mail that's in my Inbox. I can see who the email was from, I can see the subject line and I can see a little sentence about it. I can also see the date it was sent to me. If I need to make this wider, I can expand it by hovering my mouse over the vertical line and sliding to the right to make it wider or to the left to make it a little smaller.
On the right-hand side is the preview pane. This is going to change from whichever e-mail I have selected in the view. I'm going to switch to the Calendar now and I'll do that by clicking the Calendar icon on the bottom left-hand side of the screen. In the Calendar view, you'll see that we still have the ribbon view. However, the tabs are different and so are the action items. I can see the dates that I have here, any appointments and I can double-click to make a new appointment. I also have a date picker. Here, I can click the black triangles to navigate through the dates and see what's on my day for any particular day that I click on.
At any time, I can always go back to today's date by clicking Today from the Home ribbon tab. Finally, I'm going to click the People icon on the bottom left-hand side of the screen to switch into my Contacts. I can click on each contact and see their details on the right-hand side. I can click Edit to change contact details and I can create a new contact at any time by clicking New Contact on the top left-hand side of the screen. We'll be going over all of these in just a little bit later, but I did want to give you an overview of how to navigate Outlook and what these buttons mean.
To go back to your Mail, click the Mail icon on the bottom left-hand side of the screen. Up next, let's go over how to read your mail, organize it, search it and create new messages.