Outlook Tips and Tricks

Transcription

1 Outlook Tips and Tricks 1

2 Great to know! 1. Booking a conference room in Outlook 2. Sending s to a distribution list 3. Resetting rules in Outlook 4. Accessing from a shared computer 5. Creating an signature in OWA 6. Setting out-of-office assistant in OWA 7. Updating profile information 8. Adding a picture to your profile 9. Setting spell-check 10. Creating folders to organize your inbox 11. Creating a frequently used group distribution list 12. Setting SPAM Filters 2

3 1) Booking a conference room in Outlook Follow these simple steps to book rooms and add them into the calendar when scheduling meetings Open Outlook and click the Calendar tab at the bottom right to enter your calendar mode. 2. To schedule a new meeting, click the icon on the top that reads New Meeting>Scheduling Assistant>Add Rooms> find the room you are looking for by scrolling or entering the name 3. If you would like to check multiple rooms, you can enter them in as well. 3

4 1) Booking a conference room in Outlook con t Conference rooms bookable by all employees Accounting Sales Operations Conference rooms requiring approval (through Outlook) Executive Main HR Training Room Human Resources SAP Project Site Rooms Fresh & Wave Note: To book a conference room requiring approval, add it to the invite as you would any other conference room. You will receive a confirmation when your request is approved. 4

5 2) Sending s to a distribution list In order to effectively merge the distribution lists between Earthbound and WhiteWave, naming had to be adjusted. The following will show you how to find frequently used distribution lists. 1. Begin by creating a new Click the To. Box 3. The Offline Global Address List will appear. To find a distribution list that would have been used prior to March 23 rd, simply type EBF (space) > name of list 5

6 3) Resetting rules in Outlook Unfortunately as part of the merging of s, all previously assigned rules will be deleted. Follow these steps to recreate a rule in Outlook 1. From the main screen, select rules. 2. Follow the prompts to create the individual required. In the example below, we are creating a rule that anytime an comes from Rosie Pendygraft and contains the words Conference Room Tips and Tricks it will be sent to me only. 6

7 4) Accessing from a shared computer To access from a shared computer visit: mail.ebfarm.com Click Outlook Web Access Once selected, you will be routed to the Microsoft Office 365 site OR To access from a computer away from the network visit: portal.microsoftonline.com Note: Once you enter your username (firstname.lastname@whitewave.com) and either click tab or on the password box, the system will pause and Redirect you to the WhiteWave account. 7

8 4) Accessing from a shared computer con t The main screen will have the same functionality you are accustomed to, the look will be a little different though. Once you have logged onto OWA, your main screen will appear. To generate a new , simply click 8

9 5) Create an signature in OWA Would you like to set an automatic signature for your ? If so, follow these simple steps 1. From your inbox, click on the gear icon in top right corner of the main screen > Automatic replies 2. Check the box that reads Options 3. Select Mail> signature 9

10 6) Setting out-of-office assistant in OWA Planning to be out of the office for a period of time? Want to notify only internal employees, only external contacts (or both)? Follow these steps to set your outof-office assistant 1. From your inbox, click on the gear icon in top right corner of the main screen > Automatic replies 2. Check the box that reads Send automatic replies and input text below. When complete, click 10

11 7) Updating profile information Information has been pre-loaded into your Outlook account. If you would like to make any changes, simply update the About me. Click the Avatar or picture icon in the topright corner. A drop down box will appear. Click >About me On the next screen, you can click >edit your profile 11

12 8) Adding a picture to your profile Adding a picture to your profile is a fun way to personalize your account! To add a picture of yourself to the account: 1. From your inbox click on the avatar image on the top right corner of the screen. 2. A drop-down box will appear. Click Change underneath the avatar 3. From the next screen, click the document icon to browse the directory for the image you would like to upload. 4. Click When selecting an image, keep in mind the image used represents WhiteWave Foods and YOU. Please choose accordingly. 12

13 9) Setting spell-check Note: Outlook 2013 is not automatically configured to check the spelling of messages. To set the spell-check option in Outlook 2013 follow these steps: 1. From your inbox, right the FILE tab on the top ribbon>options>mail 2. Check the box that reads Always check spelling before sending Note: Outlook s spell-check feature will wait until you click send to notify the user of any spelling errors (i.e. words will not be underlined and identified while typing) 13

14 10) Creating folders to organize your inbox If you would like to create folders to organize your inbox in Outlook 2013, the steps are super easy. To set-up folders within the inbox: 1. Right-click on Inbox>NewFolder 2. Type the name of the new folder and click enter 14

15 11) Creating a frequently used group distribution list Do you have a need to send multiple s to the same distribution list? Follow these steps to create a personalized group distribution list 1. From your inbox, click the icon to the right of Quick Steps. 2. A pop-up box will appear. Click Team >New 3. Enter the name of the distribution list and click on the To 4. Enter the names of individuals to be included in the group >ok>finish 5. When you are done, the name of the distribution list will appear in the top ribbon. When you click on that icon, an box will open with all of the recipients attached. 15

16 12) Setting Spam Filters Do you want to set your spam filters to clean up you inbox? If so, follow these steps: 1. From your inbox, right click on any >junk>junk Options. 2. The system is set up with No Automatic Filtering. We recommend clicking High. 16

17 12) Setting Spam Filters (con t) While in the spam filters box, you can add rules for spam. For example, if you click on the tabs at the top, you can allow for s to be received from certain senders. It is recommended to click the Safe Senders tab and check the box that reads Also trust from my Contacts. *As a reminder, don t forget to check your Junk folder periodically to ensure that you need/want is not being categorized as junk. 17