Outlook Training Manual
Outlook Training Manual
Table of Contents
Introduction ......................................................................................................................................3
Logging In ..........................................................................................................................................3
Navigation Bar ...................................................................................................................................3
Mail ...................................................................................................................................................4
Creating Messages.................................................................................................................................. 5
Reading Messages .................................................................................................................................. 6
Replying to Messages ............................................................................................................................. 8
Forwarding Messages ............................................................................................................................. 8
Pinning Messages ................................................................................................................................... 9
Flagging Messages .................................................................................................................................. 9
Printing Messages ................................................................................................................................ 10
Deleting Messages................................................................................................................................ 10
Moving Messages ................................................................................................................................. 11
Filtering and Sorting Messages ............................................................................................................ 11
Managing Folders ................................................................................................................................. 12
Creating Folders ............................................................................................................................. 12
Renaming Folders .......................................................................................................................... 13
Deleting Folders ............................................................................................................................. 13
Emptying the Deleted Items Folder...................................................................................................... 13
Creating Signatures .............................................................................................................................. 14
Turning on Automatic Replies .............................................................................................................. 15
Calendar .......................................................................................................................................... 15
Creating Appointments ........................................................................................................................ 16
Editing or Deleting Appointments ........................................................................................................ 17
Creating Meetings ................................................................................................................................ 18
Rescheduling or Canceling Meetings ................................................................................................... 19
Responding to Meeting Invitations ...................................................................................................... 20
People ............................................................................................................................................. 20
Creating Contacts ................................................................................................................................. 21
Editing Contacts .................................................................................................................................... 22
Deleting Contacts ................................................................................................................................. 22
Creating and Editing Contact Lists ........................................................................................................ 23
Logging In
You can log in to Office 365 OWA using your myCSULA Identity account.
Navigation Bar
The Navigation bar is located at the top of the Office 365 OWA user interface and provides quick access
to the main components of OWA (see Figure 3). Click the Notifications icon to access your
notifications, the Settings icon to access and customize your OWA settings, or the Help icon to
access online help. To launch other Office 365 apps or services (such as Calendar, People, or OneDrive),
click the App launcher on the left side of the Navigation bar, and then click the desired tile (see
Figure 4).
Mail
The Mail app of Office 365 OWA provides all the tools you need to send, respond to, organize, filter,
sort, and otherwise manage email messages (see Figure 5 and Table 1). When you log in to Office 365
OWA, the Mail app launches by default. If you launch another app, you can switch back to the Mail app
by clicking Mail on the App launcher .
Creating Messages
Creating an email message is a relatively simple process. Every message must have at least one
recipient. You can direct a single message to multiple recipients by including multiple email addresses in
the To field or by using the Cc or Bcc fields.
• The To field is for primary message recipients. Usually, these are the people that you want to
respond to the message.
• The Cc field is for carbon copy recipients. These are usually people that you want to keep
informed about the subject of the message, but from whom you do not require a response.
• The Bcc field is for blind carbon copy recipients. These are people that you want to keep
informed, but whom you want to keep hidden from other message recipients.
To create a message:
1. In the Mail app, click New on the Action toolbar (see Figure 6). A blank Message form displays in
the Reading pane (see Figure 7).
NOTE: You can remove the attachment by clicking the Delete button to the right of the file
name.
Reading Messages
All new messages are automatically delivered to your Inbox folder. The number of unread messages in a
folder appears next to the folder name in the Folder pane (see Figure 10). Also, a blue bar appears to the
left of unread messages in the Content pane (see Figure 11).
The message list in the Content pane displays the header of each message (see Figure 11). The message
header provides basic information about a message such as the sender’s name or email address, the
subject of the message, and the date or time the message was received. Icons displayed in the message
header provide additional information about a message.
• A Reply icon indicates that the message has been replied to.
• A Forward icon indicates that the message has been forwarded.
• A Paper Clip icon indicates that the message includes one or more attachments.
• A Flag icon indicates that the message has been flagged for follow up.
• A Pin icon indicates that the message has been pinned.
To read a message:
1. In the Content pane, select the message that you want to read. The message is displayed in the
Reading pane (see Figure 12).
NOTE: You can open the message in a separate window by double-clicking it in the Content
pane.
2. If the message includes an attachment, do one of the following (see Figure 13):
• To preview the attachment, click the down arrow on the attachment, and then click View on
the menu. The file opens in the web browser window. When done previewing, click the
Close button to close the attachment and return to the email.
• To download the attachment, click the down arrow on the attachment, and then click
Download on the menu. The file is saved in the Downloads folder on your computer.
• To save the attachment to your OneDrive, click the down arrow on the attachment, and
then click Save to OneDrive - Cal State LA on the menu.
NOTE: It is not recommended to open or save an attachment unless you trust the content and
the person who sent it to you. Attachments are a common method for spreading computer
viruses.
Replying to Messages
When replying to a message, you can reply to the individual sender, or you can reply to the sender of
the message and all other recipients. When you reply to a message, the subject is automatically copied
from the original message and the Re: prefix is added to indicate that the message is a reply. Also, the
text of the original message is automatically copied into the new message.
Forwarding Messages
When you receive a message, you can forward it to one or more recipients. When you forward a
message, the subject is automatically copied from the original message and the Fw: prefix is added to
indicate that the message is a forward. Also, the text of the original message is automatically copied into
the new message.
Pinning Messages
Pins are a great way to keep important messages handy and prevent them from getting buried in a
folder. Pinned messages are kept at the top of a folder and are highlighted in yellow (see Figure 15).
To pin a message:
1. In the Content pane, select the message that you want to pin.
2. On the Action toolbar, click the More commands icon , and then click Pin on the menu
(see Figure 16).
NOTE: You can quickly pin a message by pointing to the message in the Content pane, and then
clicking the Pin icon that appears. You can unpin a message by clicking the Pin icon again.
Flagging Messages
You can flag a message to remind yourself to follow up on it later. When you flag a message, Today is
automatically assigned as the follow-up date. Office 365 OWA includes five preconfigured flags (Today,
Tomorrow, This week, Next week, and No date) that you can use. Flagged messages include a Flag icon
and are highlighted in yellow (see Figure 17). When you no longer need the flag, you can either mark the
message as complete or clear the flag.
To unflag a message:
1. In the Content pane, right-click the Flag icon on the message, and then click Clear flag on the
menu (see Figure 18).
Printing Messages
You can print a copy of a message for reference or to store in hard copy format.
To print a message:
1. In the Content pane, select the message that you want to print.
2. On the Action toolbar, click the More commands icon , and then click Print on the menu.
3. A printer-friendly version of the message opens in a new window and the Print dialog box
opens. Select the desired print options, and then click the Print button.
4. Click the Close button in the upper-right corner of the Message window.
Deleting Messages
Over time, your mailbox can fill with hundreds of messages. You should delete messages that you no
longer need. When you delete a message, it is moved to the Deleted Items folder.
To delete a message:
1. In the Content pane, select the message that you want to delete.
2. Click Delete on the Action toolbar (see Figure 19).
NOTE: You can quickly delete a message by pointing to the message in the Content pane, and
then clicking the Delete icon that appears. If you want to restore a deleted message, move
the message from the Deleted Items folder to the desired folder.
Moving Messages
You can organize your messages by moving them from your
Inbox folder to other folders.
To move a message:
1. In the Content pane, select the message that you
want to move.
2. On the Action toolbar, click Move to, and then click
the desired folder (see Figure 20).
NOTE: You can also move a message by dragging it to
a different folder.
To filter messages:
1. At the top of the Content pane, click the down arrow
, and then click the desired filter in the Filter
section of the menu (see Figure 21). Only those
messages that meet the selected criteria are displayed
in the Content pane.
To sort messages:
1. At the top of the Content pane, click the down arrow
, and then click the field by which you want to sort
the messages in the Sort by section of the menu (see
Figure 21).
Right-clicking a folder in the Folder pane displays a menu of actions you can take (see Figure 23). These
actions include creating, renaming, deleting, emptying, or moving a folder; adding a folder to your
Favorites; and marking all items in a folder as read.
NOTE: The default folders cannot be renamed, deleted, or moved. When you right-click a default folder,
those options appear dimmed on the menu.
Creating Folders
In addition to the default folders, you can create your own folders to help you organize your messages in
a way that makes the most sense to you. For example, you can create a folder for a specific project or
for all messages sent by a particular person.
To create a folder:
1. In the Folder pane, right-click the folder in which you want to create the new folder (e.g.,
Inbox), and then click Create new subfolder on the shortcut menu.
2. Type a name for the new folder in the box that appears, and then press the Enter key (see
Figure 24).
Renaming Folders
You can rename any folder that you create.
To rename a folder:
1. In the Folder pane, right-click the folder that you want to rename, and then click Rename on the
shortcut menu.
2. Type a new name for the folder, and then press the Enter key.
Deleting Folders
You can delete any folder that you create. When you delete a folder, it is moved to the Deleted Items
folder.
To delete a folder:
1. In the Folder pane, right-click the folder that you want to delete, and then click Delete on the
shortcut menu.
2. The Delete folder dialog box opens asking you to confirm. Click the OK button (see Figure 25).
Creating Signatures
You can create a signature and have it automatically added to outgoing messages. Signatures can
include text and graphics. Business signatures commonly include the signer’s name, job title, company
name, address, phone number, and email address.
To create a signature:
1. Click the Settings icon on the right side of the Navigation bar, and then click Options on the
menu (see Figure 27).
2. The Mail options page displays. In the left pane, under Mail, under Layout, click Email signature
(see Figure 28).
3. On the Email signature page, select the check boxes that apply.
4. In the Signature field, type your signature in the space below the toolbar.
5. Click Save at the top of the page.
Calendar
The Calendar app allows you to create and track appointments and meetings. You can view your
calendar in four different ways by clicking Day, Work week, Week, or Month in the upper-right corner
of the page (see Figure 30). The small calendar in the left pane can be used to navigate from one date to
another. The current date is highlighted with a dark blue background. The left and right arrows next to
the month name can be used to scroll to another month. You can switch to the Calendar app by clicking
Calendar on the App launcher .
Creating Appointments
An appointment is a block of time you mark on your calendar for a specific activity. Appointments can
be a single occurrence or can be scheduled to repeat. Appointments appear only on your calendar.
To create an appointment:
1. In the Calendar app, click New on the Action toolbar. A blank Calendar event form displays (see
Figure 31).
To edit an appointment:
1. On the calendar, click the appointment that you want to edit.
2. In the appointment callout box, click Edit (see Figure 32).
NOTE: If you are editing a repeating appointment, when prompted, click Edit occurrence to have
your changes affect only that occurrence or Edit series to edit every event in the series.
3. On the Calendar event form, make the desired changes.
4. When you are done, click Save on the Action toolbar.
To delete an appointment:
1. On the calendar, click the appointment that you want to delete.
2. In the appointment callout box, click Delete (see Figure 32).
NOTE: If you are deleting a repeating appointment, when prompted, click Delete occurrence to
delete only that occurrence or Delete series to delete every event in the series.
3. The Delete event dialog box opens asking you to confirm. Click the Delete button (see Figure
33).
Creating Meetings
A meeting is an appointment to which you invite other people. Responses to your meeting invitation
appear in your Inbox folder. Like appointments, meetings can be a single occurrence or can be
scheduled to repeat. You create a meeting the same way you do an appointment, but you invite
attendees.
To create a meeting:
1. In the Calendar app, click New on the Action toolbar. A blank Calendar event form displays (see
Figure 31).
2. In the Title field, type the meeting topic.
3. In the Location field, type the location where the meeting will be held.
4. In the Add people field, type the email address of the person that you want to invite to the
meeting, and then press the Enter key (see Figure 34).
5. Repeat step 4 to add additional attendees.
NOTE: After you add all the attendees, you can use the Scheduling assistant to check their
availability.
To reschedule a meeting:
1. On the calendar, click the meeting that you want to reschedule.
2. In the meeting callout box, click Edit (see Figure 35).
NOTE: If you are editing a repeating meeting, when prompted, click Edit occurrence to have
your changes affect only that occurrence or Edit series to edit every event in the series.
3. On the Calendar event form, make the desired changes.
4. When you are done, click Send on the Action toolbar to send an update to the attendees.
To cancel a meeting:
1. On the calendar, click the meeting that you want to cancel.
2. In the meeting callout box, click Cancel, and then click Send the cancellation now on the menu
that appears. A cancellation notice is sent to the attendees.
NOTE: If you want to include a message with the cancellation notice (e.g., the reason you are
cancelling the meeting), click the Edit the cancellation before sending option on the menu, type
your message in the text box that appears, and then click the Send button.
People
The People app provides access to your personal contacts and the campus directory (see Table 2 and
Figure 37). You can switch to the People app by clicking People on the App launcher .
Creating Contacts
You can create contacts to store information about the
people you regularly communicate with, including their
name, email address, street address, and phone
number.
To create a contact:
1. In the People app, in the Folder pane, select the
folder in which you want to create the contact.
2. Click New on the Action toolbar. The Add
contact form displays (see Figure 38).
3. Enter a name and any other information that
you want to include for the contact.
NOTE: Click the Add icon next to the desired
field to see more options for that field.
4. When you are done, click Save on the Action
toolbar.
To edit a contact:
1. In the People app, in the Content pane, select the contact that you want to edit. The contact
card for the selected person is displayed in the Reading pane (see Figure 39).
2. Click Edit on the Action toolbar.
3. On the Edit contact form, make the desired changes.
4. When you are done, click Save on the Action toolbar.
Deleting Contacts
When you delete a contact, it is moved to the Deleted Items folder.
To delete a contact:
1. In the People app, in the Content pane, select the contact that you want to delete. The contact
card for the selected person is displayed in the Reading pane.
2. Click Delete on the Action toolbar.
3. The Delete contact dialog box opens asking you to confirm. Click the Delete button (see Figure
40).
3. In the List name field, type a name for the contact list.
4. In the Add members field, type the email address of the person that you want to add to the
contact list, and then press the Enter key.
5. Repeat step 4 to add additional members.
6. In the Notes field, type any additional information.
7. When you are done, click Save on the Action toolbar.
NOTE: You can remove a member from a contact list by clicking the Delete button to the
right of the member’s name (see Figure 43).
4. When you are done, click Save on the Action toolbar.
Logging Out
Logging out helps prevent someone else from accessing your mailbox. When you are done using Office
365 OWA, you should log out and close the web browser window.