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A Beginners guide to Outlook Email

Sydney's Seminar

In our last edition of Sydney’s Seminarwe talked about using the Calendar feature of Outlook, and today we will complete the lesson by presenting a Beginners Guide to Outlook Email. The two features also go hand in hand, so we will discuss how to combine Outlook Email and Calendar to maximize organization.

FIRST STEPS

Once you open the Outlook application, the program will typically auto-select email for you. If you open the program and notice you are looking at anything other than email, you will want to toggle to the mail icon in the lower-left corner of the app.

A Beginners Guide To Outlook Email | Sydney's Seminar | A Beginners Guide To Outlook Email | Sydney's Seminar | Sydney's Seminar Outlook Calendar a Beginners Guide

WHAT ARE WE LOOKING AT?

Now that you have the email up, you will notice that the application has several parts. The leftmost side shows the mail categories you have and can be collapsed by pressing the small arrow button in the corner. The feed in the middle of the page includes all your mail. This will typically show you who each email is from, the subject, and the first few words of the email. Once you click on the email you want to view, the right side of the page will display that message.

HELPFUL ACTIONS

Once you select the email you want to view, there are several actions you can take. Click the garbage can icon in the top ribbon to delete the message. Should you wish to reply to the message, there are three different options.

If you click the Reply button, you will respond only to the person who sent the message. By clicking Reply All, your response will go to all members included in the received email. To send the email to someone not included in the original email, you can Forward the message. You will also notice a purple Teams icon on the email. If you click this, it will give you the option to send the email to a team member through Teams.

A Beginners Guide To Outlook Email | Sydney's Seminar | A Beginners Guide To Outlook Email | Sydney's Seminar | Sydney’s Seminar – A Beginners Guide to Outlook Email organizing email

ORGANIZING YOUR EMAILS

On the left side of the screen, you will see the folders available to organize your emails. In order to add a new folder, right-click on your username and select New Folder from the drop-down menu. The folder will then immediately jump to alphabetical order.

There are a few different ways to move an email to a particular folder. My favorite is to click and drag the email from the center column to the folder name. You can also right-click on the email, select Move, and choose the appropriate folder. You can also copy the email to the folder by selecting the Copy to Folder option.

Task FEATURE

One of my favorite features of Outlook is the Task feature that can be used side by side with email. In the toggle section in the lower-left corner that we showed earlier, you will see an icon of a clipboard with a check. This is a great feature to keep a list of emails that require you to act. For example, if you get an email asking you to follow up with a bank and want to add this to your To-Do list, click and drag the email to the Task icon.

Once you’re in the Task feature, you will see the list of tasks you have created. You can also create any new task by clicking the New Task button in the ribbon. This is a great way to keep an organized list of to-do items.

Please let us know if you have any questions or would like additional training by emailing us at [email protected] or by giving us a call at 301-456-6931.

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