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Outlook Introduction

Understand how to use Outlook for email, calendar, and task management.

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25 Lessons (80m)

Show lesson playlist
  • Description & Objectives

  • 1. How to Create and Add an Outlook Email Address to Your Profile

    04:21
  • 2. Adding Gmail

    06:08
  • 3. Moving Between Accounts

    03:03
  • 4. Understanding Data Files

    04:22
  • 5. Removing an Email Address from Your Profile

    01:21
  • 6. Navigation

    02:49
  • 7. Creating a New Email

    02:39
  • 8. Email Message Options

    03:50
  • 9. Adding Attachments

    01:11
  • 10. Saving and Editing a Draft Email

    03:59
  • 11. Delay Sending

    02:07
  • 12. Recall

    02:13
  • 13. Folders and Sorting

    05:44
  • 14. Reply Forward and Resend

    02:40
  • 15. Rules

    03:43
  • 16. Using Search

    01:44
  • 17. Out of Office Assistant

    01:36
  • 18. Signature

    02:59
  • 19. Calendar View Intro

    01:57
  • 20. Adding Appointments to Cal

    05:00
  • 21. Contacts

    03:22
  • 22. Adding Google Calendar

    01:46
  • 23. Timezones

    04:29
  • 24. Tasks

    05:25
  • 25. Assigning Tasks

    01:31

Saving and Editing a Draft Email

  • Notes
  • Questions
  • Transcript
  • 03:59

Saving and Editing a Draft Email

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Topics
Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity
Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets
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Transcript

Let's say that for whatever reason you want to write an email, but you're not going to finish it off yet because you haven't got all the information available. So, you're going to come back to it later on. So, you're going to create a draft. Okay, so I'm just going to copy something off another document here. So, this subject is all about saving, editing a draft message before sending. Now, the reason I want to spend some time on this is because there's a bit of an issue with IMAP messages. On an exchange, as you'll see, no problem at all. So, let's say this is the message that I want to save in my drafts. You'll see I've got a drafts folder there. And by the way, if I wait long enough, it'll just automatically save in there anyway. But let's say I want to force it to go into the drafts folder. I can just hit the save button up here on the left-hand side. You get a one in the drafts. That means I can close it down, and it'll come back later. And if I just hit the cross, it would have asked me if I wanted to save it anyway. So, you're pretty well protected. Then when I'm going to come back to it, all I need to do is click on the drafts folder. And if I want to delete it, all I have to do is hit the dustbin. Otherwise, I can double-click the email message. Now if I want to, I can edit it, and I can send it. So to send, of course, I just hit send. Oh, we need to know who to send it to. Okay, so I'll send it to my Gmail account. Hit send. There you go. Very, very straightforward. And you're probably thinking, well, what's the big deal, right? Well, let's go through that entire process again, but this time I'm going to save the draft in my Gmail as opposed to my Outlook. So again, I'm gonna create a new email. This time it's going to be from my Gmail account to my Outlook account.

Saving drafts. I'm going to put IMAP in here. There we go. What's the issue? Well, okay, let's repeat. Let's try and repeat the steps in identical fashion to what we just did with the outlook.com email. Okay, so what's the issue? I'm going to save it. Whoops, hit save up here. In fact, as I said before, you hit the cross on the right-hand side just to close it. You will get the pop-up saying, do you want to save your changes? If I click on yes, there we go. That's better. There's my drafts. Okay, so here's the email there. It's sitting in the drafts. You'll notice it's synchronizing drafts now, because obviously it's got to talk to the Gmail server. So, it does take a little bit longer if you're not working on Outlook or on Exchange server. Anyway, right? So, that's all that's all synchronized and saved. And you probably think, well, just a matter of double-clicking and editing. So, I'll try that. Double click.

Can I send? And hit send. Uh, oh! The operation cannot be performed because the message has been changed. Well, that's really not very helpful, is it? Because the whole point of a draft is that it's not a complete document. However, rather than get overly stressed about this and try and fix it, because sometimes you waste loads of time just trying to fix something, there's a quicker way. Okay, and I think in this case, there is a quicker way. Just grab the contents of your email. CTRL + C, create a new one, paste it, go back to your other email, grab the subject header.

Okay, oops. I don't want to send it from that to there. I'll just send it in the to box, and then grab any attachments you might need, et cetera, and then just hit send, okay? Don't beat yourself up about the fact that you cannot send this draft email. Obviously, that now means that you're left in the situation where you've got a draft you don't want. So, don't try and save your changes. Just delete it. Okay, and it's gone.

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