Feb 24, 2025
Outlook Tips and Tricks - Part 1
Includes:
Outlook Today
Reading Pane
Sort
Advanced Sort
Filter
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welcome to the course
25 must know outlook tips and tricks my
name is tom fergalli and i'm a microsoft
certified trainer so
in this course i want to show you many
ways to use outlook
to be more efficient with your email and
your calendar and different aspects of
microsoft outlook
so this powerpoint presentation should
be available with the course i'm going
to go ahead and close at a powerpoint
and i'm going to go into outlook by the
way i try to make the mouse bigger for
you so you can find my mouse and
sometimes i'll make a mouse do that so
you can find my mouse that way
so i'm going to minimize powerpoint
and
we'll go into outlook
so my my outlook icon is down at the
bottom here i'll pick on outlook
now notice when i go into outlook
i see some shortcuts over here and my
calendar my messages and my tasks
so this is called outlook today it just
kind of gives me an overview of
everything i have in outlook so let me
show you how you can make it so outlook
today is the first thing that you see
when you go into outlook
on the bottom of my window i'm going to
pick in the three dots over here
and i'll pick in the word shortcuts
and then you get this window
over here i'm going to click on outlook
today
so this is called outlook today
then i'm going to come way over here to
the right and i'll click on the three
dots over here customize outlook today
okay good
and then i'm gonna make sure this is
checked
when starting good directly to outlook
today so that's the first thing that
you'll see when you go into outlook
you can decide which messages that
you're going to see
you you you can decide how many days of
your calendar you're going to see
you can see what tasks
you can list what tasks you're going to
say and then you can change your style
of
outlook today
so i'm going to come over here and pick
on save my changes
and now once again let me close out of
outlook
let me go back into outlook now
and notice the first thing you see is
outlook today so you're picking the
three dots at the bottom
you pick on shortcuts
and then outlook today over here
and you're picking the three dots over
here where it says customize outlook
today and you make sure it is checked
right there and then you're going to
save your changes
now i'm going to go into my inbox now
all right
the next tip i'd like to show you is
something that's called the reading
paint
the reading pane helps me read the
emails a little bit quicker so i'm going
to pick on my inbox
and then
if i check on an email
notice how the email shows up down at
the bottom this is called the reading
pane
let me turn the reading pane off
i'll click on view and i'll pick on the
three dots over here and
so actually uh let me turn the reading
pane off
i'm going to pick on the home menu
and then i'm going to pick in the three
dots over here
so i'm gonna pick on the home menu
then i'm gonna
so i'd like to turn the reading ping off
for a second i'm going to pick on the
view menu i'll pick in the word layout
i'll pick the word reading pane and i
want to turn it off
so right now to read an email i have to
double click on the email double click
and it opens it up
in a separate window as you can see
i'll close that email
so every time i have to
read the email i have to double click on
it let me turn the reading pane back on
again so i'll pick on the view menu
and then layout
and then reading pane
and i'll pick on the word right
notice how the reading pane is now on
the right hand side so now i can just
click on the email and see it over here
so i'm saving a lot of time right helps
me get through my emails a lot quicker
when i have the reading pane on
if you notice my mouse i can
move this back and forth to adjust the
size of the reading paint
personally i like it on the bottom so
i'll pick on the word layout on the view
menu and i'm picking the word reading
pain
i'll pick on the word bottom
and now here it is down here so again i
can quickly go through the emails
without having to double click on the
emails it allows me to go through the
emails a lot quicker
so that's the reading pane if you notice
my mouse right now i can move this up or
down to resize
the reading pane
[Music]
next i'd like to talk about how to sort
the emails
so
on outlook whenever you have this kind
of list where the column headings are up
at the top
you can just click on one of those
headings so i'll pick up the word from
and now sort it by who
sent me the email
if i pick on the word from a second time
it'll be sorted in reverse order so i
can click on any of these headers
and then it'll sort by that column if i
click on that header a second time it'll
sort in reverse order so that's the
normal sort
now let me show you an advanced sort
so this will help you go further with
your sort in this case i'm going to pick
on the view menu
and i'll pick in the word current view
and then i'll pick in the review
settings
and we're going to see this window a
couple times during this class so i'll
pick in the word sort here
and now i can sort by up to four fields
all right so i want to store it first by
the from
and then within from maybe i want to
sort it by the receive date
now there's many fields in outlook but
most of them have common sense names so
i'll pick another received
and then each one of these can be
ascending or descending independently
and you have up to four sort fields so
i'll click okay
and click okay again
so now it's sorted by who sent me the
email so notice within microsoft it
that's sorted by the receive date
so to do a more advanced sort
i can pick on the view menu and say
current view
pick in the word view settings
and then you get this window i'll pick
on the word sort there
and you can pick up the four fields and
each one could be sort of independently
either ace thing or descending
in this case i'm going to pick in the
word clear all
and now it's back to the normal sort
which will be by the received date
i'll click ok
and then click ok again and you can see
it's back to being by the receive date
so now
the next thing i want to show you
so now the next thing i want to show you
is uh the filter
i can search up here
so i'll type in the word microsoft there
and then hit the enter kit
it'll then show me all the emails that
have their microsoft either in the from
or in the subject or in the body
so that's a quick search right
now here's something relatively new
uh if you follow my mouse i can click on
this arrow
and then you have some more choices
even here i could say add more options
so in this case
you can do a little bit more of an
advanced filter all right so did you see
what we did we could type in an area
right there or i can click on this pull
down and then you know you have other
ways to search the emails
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thank you again
you