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My Favorite General Outlook Tips

Here's a set of general Outlook tips that I think you will find useful. About the only thing they have in common is that each helps you use the program better or faster, so please take the time to read about each one and try out any that look interesting to you.



Check out these general Outlook tips to simplify your life:

If you would prefer to have the top tips for your version of Outlook served up for you in a convenient eBook format, check out my Top Tips for Living with Outlook eBooks.

Not only do you get my pick of the top tips available, you also get step-by-step instructions for connecting Outlook to popular web-based email services like Gmail.

Each eBook is easy to read online, or you can print it and keep it next to your computer for easy reference.

Save yourself time and energy with my Top Tips for Living with Outlook eBooks.


Hide or Show the Ribbon Instantly

The Ribbon is a great addition to Outlook 2007. However, it does take up a chunk of screen space and sometimes it is in the way. You can make the Ribbon disappear and reappear with a simple keyboard shortcut. Press CTRL-F1 (the CTRL key and the F1 key) to hide the Ribbon or make it reappear. Of course this won't work in places where you don't normally see the Ribbon, but you wouldn't really expect it to!

Remember, CTRL-F1 to make the Ribbon disappear and reappear.


Control Whether Outlook 2007 Searches for Deleted Messages

Vista and Outlook 2007 both have powerful search capabilities. Unfortunately, they don't work exactly the same, so running a search in Vista doesn't always return the same Outlook items as running the same search in Outlook 2007.

In particular, Vista automatically searches the Deleted Items folder in Outlook, while Outlook 2007 doesn't. To reduce the confusion, I suggest you set Outlook 2007 to also search the Deleted Items folder. It only takes a few seconds to do.

  1. In Outlook 2007, click Tools, then Instant Search, then Search Options to see the Search Options dialog box.

  2. In the Deleted Items section of the dialog box, set the Include messages... checkbox.

  3. Click OK to return and that's it. I told you it would take only a few seconds!

NOTE: This tip came from a larger article on getting the searches in Vista and Outlook 2007 to work the same way. The article is in the paid version of the Windows Secrets newsletter which is a great source of information for Windows XP, Vista, Internet Explorer and more. Check it out if you want to learn how to keep Windows running at its best.


Multiple Windows for Fast Switching

If you're like me, you do a lot of switching between Outlook folders, in particular between Mail and Calendar and Tasks. Clicking the appropriate one in the Navigation pane gets the job done. But there's an easier, faster way. You can open multiple Outlook windows at the same time.

With a Mail window, a Calendar window, and a Task window all open on the desktop at once, you can jump back and forth almost instantly using the ALT-TAB keyboard shortcut. Plus, you can set each window up exactly the way you want it. I only keep the Navigation pane open in the Mail window. I also adjust the width of the various panes in the other windows for my convenience.

NOTE: This general Outlook tip becomes even more useful when you want to change an item from one form to another. Things like turning a mail message into a task become a drag-and-drop cinch. See Magical Transformations for more information.

Opening Multiple Outlook Windows

To open multiple Outlook windows at the same time, do this:
  1. In the Navigation pane, right-click the folder you want to open in its own window. A shortcut menu appears.


  2. Click Open in New Window. The new window appears.


  3. Adjust the new window to suit your preferences.


  4. Repeat for any other windows you want to open.


Magical Transformations

Do you ever need to create a task based on a message you receive? Or turn a task (Set up physical) into an appointment (Dr. Appointment, Thursday at 9AM)? You can do it by manually creating the new item, copying information from the old into the new, then perhaps deleting the old item. Or you can use Outlook's drag-and-drop abilities to save a bunch of work.

NOTE: Like many procedures in this complex program, there are actually several ways to get this job done. This general Outlook tip is a way that will work in all cases, but isn't always the fastest way to go.

Transforming Items from Type to Type

Follow these steps to 'magically' transform an Outlook item from one type to another:
  1. Right-click and drag the item you want to transform.


  2. If the correct window is visible, drop the item on it. If it isn't, drop the item on the correct button in the Navigation pane. A menu appears.


  3. In the menu, select the option you want to use. You can copy the item to the new location or move it there. Once you select an option, a dialog box appears containing the information from the original item.


  4. Fill in any additional information needed, then save the item.
Mission accomplished!


Playing with the Reading Pane

The Reading pane is a fine tool for looking at messages without having to open them. To make it even more useful, you can move it around, resize it, or turn it off altogether. Doing exactly that is the subject of this tip.

You may be wondering why I'm talking about the Reading pane on the General Outlook tips page. The answer is simple: you can use the Reading pane in other views than just Mail. The Reading pane isn't just for viewing the contents of a message. It is actually a general-purpose way to view at least some of the contents of any selected Outlook item without opening it.

Exactly what you see in the Reading pane depends on the type of item you have selected. It won't necessarily show you the entire item either. It will show you some useful information, whatever type of item you select.

For example, the Reading pane view of a distribution list shows the name of the list along with some of the individual contacts within the list.

Contacts2Distribute

Now that we're square on why this is a general Outlook tip, I suppose you want to see the actual tip. Here it is:

Positioning or Disabling the Reading Pane

You can position the Reading pane on the right side or the bottom of the Outlook window, or you can turn it off. You do this individually for each folder, so you can have the Reading pane on the right in Mail, the bottom for Contacts, and off for the others. Or any other arrangement that makes sense to you. Follow these steps:
  1. Open the Outlook folder (Mail, Calendar, Contacts, etc.) you want to work with.

  2. In the main menu, select View, then Reading Pane. A Reading Pane menu appears.

  3. Select Right, Bottom, or Off. The Reading pane changes to match your selection.

  4. If the Reading pane is now visible, resize it to suit your taste by dragging its edge.




That's it for general Outlook tips. From here you can:



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