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Helpful Microsoft Outlook Tips February 24, 2010

Filed under: Organization Tips,Virtual Office Tools,Work at Home — Jennifer Gallaher - VAbyJen @ 5:32 pm
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So, I am loving Microsoft Outlook again.  Since things are getting pretty booked up around my house, I thought it best to start utilizing this wonderful program again.  Only this time, I am determined to use more of the features Outlook has to offer.  This way, I can coordinate both my home life appointments along with my professional appointments.  And….I can add all the love to-do tasks that need accomplishing.  😉

For now, I thought I would share a few tips I found, and have actually used, on how to make life easier when using Outlook.

Creating/Using Email Template in Outlook

  • To save an email message as a template in Outlook:
    • Create a new message and enter the subject and content as usual.
    • In Outlook 2007, click the Office button and select Save As.
    • In Outlook 2003, select File | Save As from the menu.
    • Select Outlook Template under Save as type, in the Save As dialog.
    • Type the desired template name under File name.
    • Click Save.
  • To compose a message using the new template:
    • In the Outlook Inbox, select Tools | Forms | Choose Form from the menu.
    • Select User Templates in the File System under Look In.
    • Double-click the desired message template.
    • Address, edit or change verbiage if needed, then send.

Importing Contacts from Excel or a CSV File into Outlook

  • To import contacts from a CSV file or from Excel into Outlook:
    • Select File | Import and Export from the menu in Outlook.
    • Make sure Import from another program or file is highlighted.
    • Click Next.
    • Now make sure Comma Separated Values (.CSV) is selected.
    • Click Next.
    • Use the Browse button then select the desired file.
    • Choose Do not import duplicate items.
    • Click Next.
    • Select the Outlook folder you want to import the contacts to. Normally, this will be your Contacts folder.
    • Click Next.
    • Click Map Custom Field.
    • Make sure all columns from the .CSV file are mapped to the desired Outlook address book fields.
    • You can also create new mappings by dragging the column title to the desired field.
    • Click OK.
    • Then, Finish.

Creating an Email Signature in Outlook

  • Create an Email Signature in Outlook:
    • Select Tools | Options from the menu in Outlook.
    • Go to the Mail Format tab.
    • Click Signatures under Signatures.
    • Click New.
    • Create a name for this signature.
    • You can also set up different signatures for different purposes, like a specific one for work emails and one for personal emails.  Just make sure you name them accordingly so you can choose the correct signature when creating the email.
    • Click Next.
    • Then type the text you would like to see for your email signature.
    • This is also where you would format the font itself, the font size and color of text.
    • You can also select your business card to add under vCard options.
    • Click Finish.
    • Then, OK.

As I continue to re-learn Outlook and find more useful tips, I will share them with all of you.  I encourage you to try these tips for yourself and share any new ones that you may have found.  Let’s help each other become more organized!

Helpful Microsoft Outlook Tips

One Response to “Helpful Microsoft Outlook Tips”

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