Outlook 2010 Advanced – Lesson 17 – Notes

This topic explains how to use the Notes feature in Outlook 2010. You’ll learn how to open the Notes folder and create a note. You’ll also learn how to edit a note. This topic also shows you how to color code your notes using Categories. Finally, you’ll learn how to change note views.

Opening the Notes Folder

If the Notes icon is not showing on the Navigation pane, you can show more icons on the Navigation pane so that it is showing.

Use the following procedure to show more or fewer buttons on the Navigation Pane.

  1. Click the arrow at the bottom of the Navigation Pane.
  2. Select Show More Buttons or Show Fewer Buttons.

If you select Show More Buttons, Outlook adds to the display the first button from the minimized buttons on the bottom. If you select Show Fewer Buttons, the last button in the list is minimized to the group on the bottom.

 

Use the following procedure to open the Notes folder.

  1. Select the Notes icon or tab from the Navigation pane.

Use the following procedure to open the Notes folder from the Folder List.

  1. Select the Folder List icon from the Navigation Pane.
  2. Select the Notes icon.

 

Create a Note

Use the following procedure to create a new note.

  1. Select New Note from the Home tab of the Ribbon (with the Notes folder visible).

  1. Begin typing.

  1. You can resize a note by dragging the bottom right hand corner to the new size.
  2. Select the X in the top right hand corner to close. Or you can press the ESC key.

Editing a Note

You can change any note that you have previously added. Just open and correct, delete, or add to the text. Close it to save your changes.

Use the following procedure to edit a note.

  1. Highlight the Note in the Notes view.

  1. Press the Enter key or double-click on the note to open it.

  1. You can add, edit, or delete text in the note as needed.

Color-Coding a Note

Use the following procedure to color code a note. Highlight the Note in the Notes view.

  1. Select Categorize from the Home tab on the Ribbon.
  2. Select the Category you want to use.

Changing Note Views

You can view your notes by thumbnail icons as we have seen or as a notes list. You can also show a list of only the notes from the last seven days. The Manage View dialog box allows you to customize your notes view even further, with tools like sorts and filters.

Use the following procedure to change to a different Notes view.

  1. Select a new view from the Current View area on the Home tab of the Ribbon.

Use the following procedure to utilize the Manage Views dialog box.

  1. Select the small down arrow in the Current View area on the Home tab of the Ribbon.

  1. Select Manage Views.

  1. Select one of the listed views and select Modify.

  1. The Advanced View Settings dialog box allows you to change the sorting options, the filtering options, and other settings. Select OK when you have finished. Select OK or Apply View in the Manage Views dialog box.

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