Locked lesson.
About this lesson
Notes are short and sweet little nuggets of info, stored within Outlook... or elsewhere!
Quick reference
Using Notes
An area to store notes that don’t need to be filed into email folders.
When to use
Notes are a very handy, but often overlooked area of Outlook. You can store information tidbits that don’t need to be filed into email folders or lost in the inbox.
Instructions
Create a note
- On the Navigation pane, click the "More Apps" icon, choose the Notes button, then right-click and choose "Pin"
- In the Notes view, right-click Notes and choose New Folder. This allows you to keep sets of notes.
- Create a new note.
- Enter the information and be aware of these attributes:
- The right corner is to re-size the note.
- The bottom is the Created date and time stamp.
- The top right corner is the Close button (there is NO Save button.)
- The first line of the note is also the title of the note.
If no first line, then no title appears.
- The right corner is to re-size the note.
Create a note from an email with drag-and-drop
- Click and drag any email to the Note icon at the bottom of the Folder pane.
- A copy of the email is made into a note; the original email is intact and can be deleted.
Change the view layout of your notes
- In the Notes view, in Current View make a selection:
- Color-code your notes with Categorize.
Move a note to the desktop
- Click, hold, and drag a note onto your desktop for quick reference.
- 00:04 We're going to talk about notes, how to find them, and how to use them, and
- 00:09 how great they are, notes are awesome.
- 00:11 Over on the left-hand navigation pane, we're looking for
- 00:14 the notes icon and we don't even see it.
- 00:16 So we're going to click on the More Apps right down here.
- 00:19 And this is the first time we've seen notes.
- 00:21 When I activate that, the notes icon shows up, the screen shows up.
- 00:26 But watch what happens when I go back to my email, the notes icon disappear.
- 00:31 How am I going to remember to use it if it keeps vanishing?
- 00:34 We're going to pin it.
- 00:36 So click on More Apps again, click on Notes.
- 00:39 Now while it's on my screen, on my nav pane, I'm going to right-click and Pin.
- 00:45 Okay, it's going to stick this time.
- 00:48 Now let's go ahead and create a brand new note.
- 00:50 I have one right here.
- 00:52 I'm going to double-click to open it and look how large this thing is.
- 00:55 So I'm going to go to the right-hand corner, I'm going to resize this,
- 01:00 and I'm going to move it onto my screen, and I'm just going to enter some text.
- 01:04 Now you need to know that the first line,
- 01:07 the heading line of the note, is going to be the title of the note.
- 01:12 There's no save button, I just close this.
- 01:16 And there it is.
- 01:17 Okay, let's do another new note.
- 01:21 What I'm going to do here is hit Enter to leave that first line blank,
- 01:25 going to paste in the same text as I did before, and I'm going to close this.
- 01:30 There's the note with no title on it.
- 01:33 Okay, so I'm going to double-click this, type a first line title.
- 01:40 When I close this, there it is.
- 01:43 All right, let's do something else.
- 01:44 I'm going to go back to my email.
- 01:45 I'm going to take this very email about notes, and I'm going to click and
- 01:50 drag it onto my notes icon with the lasso.
- 01:53 When I let go, there I have a brand new note, and then I can just clean this up.
- 02:00 Close it, go back to my notes.
- 02:05 There it is, subject.
- 02:08 Okay, you can also take a note and drag it to the desktop in the background.
- 02:14 So I'll click and drag this note right out here, let go, and there it is.
- 02:17 It looks like a little envelope, but that's okay.
- 02:20 Sometimes it's nice to keep a note handy on your desktop.
- 02:25 One more thing we can do is categorize or color code your notes.
- 02:29 So click any note, hit Categorize, and apply colors to it.
- 02:34 I can right-click, Categorize, and apply a color.
- 02:37 I love to color things.
- 02:41 All right, so that's it for notes.
- 02:43 They're very handy and sometimes I get an email.
- 02:47 I don't really need to keep it, but it's good information, so
- 02:52 I just make it into a note.
Lesson notes are only available for subscribers.