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About this lesson
This is an advanced lesson on creating little notes directly in your Inbox to provide at-a-glance details about important messages.
Exercise files
Download this lesson’s exercise file.
3.04, Inbox Sticky Notes - Exercise.docx107.5 KB
Quick reference
View Ribbon, Inbox Sticky Notes
Allows you to write short notes beside the email within the Inbox view.
When to use
You will use this to keep track of email topics when you want to call out important details, or even when multiple Subject lines match.
Instructions
In Outlook Email view:
- Click the View Ribbon, then Add Columns
- Click New Column (shown below), type a name for the field, click OK.
- Click Move up or Move down to organize how you prefer, then OK.
- Click View ribbon, View Settings, then Other Settings
- Check the box “Allow in-cell editing” and Change fonts if desired.
- Also, since this changes your entire view, make sure to un-check “Show items in Groups”
- Click OK, then OK again
- Your new field should appear on your email headers.
To edit your new field, click into any cell in the email and type what you want.
Login to download- 00:04 This lesson is about an inbox sticky note,
- 00:07 basically putting a little two-word note on each singular line item.
- 00:12 Of course, not all our emails need notes.
- 00:15 The assumption is that you have already set up your inbox to show in table view,
- 00:19 which we covered in the previous lesson.
- 00:22 So now, we're just going to up it one more level, level three,
- 00:26 and add a little note's column.
- 00:28 That's all this is, a little note's column.
- 00:30 Got the instructions on the right-hand side for your convenience.
- 00:33 So in the Outlook Emails view, we want to be on the View Ribbon, which we are,
- 00:38 and we have a cute little button right here called Add Columns.
- 00:42 When I click the Add Columns button, this shows up, and
- 00:46 you saw this in the previous lesson, we added the two line to our list.
- 00:51 But now, we're going to add one that doesn't even exist,
- 00:55 we're going to create our own.
- 00:56 When I click the New Column button,
- 00:59 it wants to know the name of the column, so I'm going to type My Notes.
- 01:04 Yes, this will be a text column, and the format will be a text format.
- 01:08 I'll click OK.
- 01:09 Now, the My Notes lands at the bottom.
- 01:11 I prefer to have mine further up on the screen, so I'll click the Move Up button.
- 01:16 Now, when I click OK, you're going to see a brand new column on my screen.
- 01:19 There it is, My Notes.
- 01:21 Now, I can make my folder list skinnier to give
- 01:26 me more room to widen up My Notes column.
- 01:30 Now, how do I use My Notes?
- 01:32 You simply click into the line of that cell, think of an Excel spreadsheet,
- 01:36 we have an active cell.
- 01:38 Notice my mouse turned into an I-beam, that always means I can type text there.
- 01:46 Now, maybe you're going on a trip or traveling,
- 01:48 let's just pretend that these are travel emails.
- 01:51 One is about my airfare, one is about the car rental, one is about the hotel.
- 01:56 But I keep clicking through which one and which one was it, which one was it,
- 01:59 which one was it?
- 02:00 My goodness, we've all done this.
- 02:03 Well, now to the right, in this box, I can type Air reservation.
- 02:09 Now, this one I can type car rental.
- 02:12 Maybe on this one, Hotel Confirmation number.
- 02:16 As you can see, we can put little notes along here.
- 02:19 We can also sort by My Notes.
- 02:21 So you remember typing one in there, you just can't find it,
- 02:24 just click on the My Notes tab.
- 02:26 They sort nothing to something, reverse it, something to nothing, and
- 02:31 there'll be at the top, then you can find the one you need.
- 02:34 At any point after you've highlighted the one you need,
- 02:37 just reset your sort by chronological, and it will still remain highlighted.
- 02:42 Now, in the off chance, just in case you're not able to click into that and
- 02:49 type, go into View Settings on the top left > Other Settings,
- 02:55 and make sure the Allow in-cell editing is activated.
- 03:00 That's not activated, you don't get to type in the cell of the line item email.
- 03:08 Now, this generally works well, but
- 03:10 depending on the Microsoft version you are using,
- 03:14 sometimes you have to sort by the My Notes column before it allows you to type.
- 03:18 It's a little bug,
- 03:20 a little glitch that is in one of the Microsoft versions, not all of them.
- 03:25 I do not know which version you are using, but in case it's not allowing you to type,
- 03:30 simply sort by that field and everything should be fine.
- 03:34 Make sure to check the reference document for
- 03:37 full instructions on how to do this step by step.
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