Adding Journal Items Manually
by Doug Sheresh, Beth Sheresh, Jim Boyce
Microsoft® Office Outlook® 2007 Inside Out
- Microsoft® Office Outlook® 2007 Inside Out
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
- A Note Regarding Supplemental Files
- Acknowledgments
- We’d Like to Hear from You!
- Introduction
- Who This Book Is For
- How This Book Is Organized
- Part 1—Working with Outlook
- Part 2—E-Mail and Other Messaging
- Part 3—Working with Contacts
- Part 4—Managing Your Time and Tasks
- Part 5—Customizing Outlook
- Part 6—Managing and Securing Outlook
- Part 7—Collaboration
- Part 8—Working with Office Server and SharePoint Services
- Part 9—Using Outlook with Exchange Server
- Part 10—Mobility
- Companion CD
- About the CD
- Conventions and Features Used in This Book
- 1. Working with Outlook
- 1. What’s New in Outlook 2007
- 2. Outlook Overview and Startup
- 3. Configuring Outlook Profiles and Accounts
- 4. Working in and Configuring Outlook
- Understanding the Outlook Folders
- Working with the Standard Outlook Views
- Using Other Outlook Features
- Configuring Outlook Options
- Using Outlook on the Web
- Accessing Your Mail Through a Browser
- Configuring Windows Settings for Outlook
- Using Add-Ins
- Using Outlook Effectively
- 5. Creating and Using Categories
- 2. E-Mail and Other Messaging
- 6. Managing Address Books and Distribution Lists
- Understanding Address Books
- Configuring Address Books and Addressing Options
- Finding People in the Address Book
- Using AutoComplete for Addresses
- Using Distribution Lists
- Automatically Adding Addresses to the Address Book
- Using the Mobile Address Book
- 7. Using Internet Mail Accounts
- 8. Sending and Receiving Messages
- Working with Messages
- Opening a Standard Message Form
- Addressing Messages
- Including Carbon Copies and Blind Carbon Copies
- Copying Someone on All Messages
- Using Templates and Custom Forms for Addressing
- Specifying Message Priority and Sensitivity
- Saving a Message to Send Later
- Setting Sending Options
- Controlling When Messages Are Sent
- Requesting Delivery and Read Receipts
- Using Message Tracking and Receipts Options
- Sending a Message for Review
- Replying to Messages
- Forwarding Messages
- Using Other Reply and Forwarding Options
- Deleting Messages
- Controlling Synchronization and Send/Receive Times
- Configuring Other Messaging Options
- Managing Messages and Attachments
- Working with Messages
- 9. Beyond Simple Text Messages
- 10. Finding and Organizing Messages
- 11. Processing Messages Automatically
- 12. Managing Junk E-Mail
- 13. Automatically Responding to Messages
- 14. Securing Your System, Messages, and Identity
- Configuring HTML Message Handling
- Protecting Messages with Digital Signatures
- Signing Messages
- Understanding S/MIME and Clear-Text Options
- Adding Your Digital Signature
- Setting Global Security Options
- Creating and Using Security Profiles
- Reading Signed Messages
- Changing Certificate Trust Relationships
- Configuring CA Trust
- Configuring CA Trust for Multiple Computers
- Viewing and Validating a Digital Signature
- Encrypting Messages
- Protecting Data with Information Rights Management
- 15. Receiving Messages Selectively
- 16. Using RSS Feeds
- 17. Using LDAP Directory Services
- 6. Managing Address Books and Distribution Lists
- 3. Working with Contacts
- 18. Creating and Managing Your Contacts
- Working with the Contacts Folder
- Creating a Contact Entry
- Creating Other Contacts Folders
- Working with Contacts
- Associating a Contact with Other Items and Documents
- Assigning Categories to Contacts
- Resolving Duplicate Contacts
- Phoning a Contact
- Sending an E-Mail Message to a Contact
- Connecting to a Contact’s Web Site
- Scheduling Appointments and Meetings with Contacts
- Assigning a Task to a Contact
- Flagging a Contact for Follow-Up
- Finding Contacts
- Making a Common Change to Multiple Contacts
- Viewing Contacts
- Printing Contacts
- Working with Distribution Lists
- Sharing Contacts
- Setting Contact Options
- Using Contacts Effectively
- 19. Using Microsoft Business Contact Manager
- Understanding What Business Contact Manager Can Do
- Using the Business Contact Manager Interface
- Working with Business Contacts
- Creating and Using Accounts
- Creating and Using Business Projects
- Working with Project Tasks
- Creating and Using Opportunities
- Creating Marketing Campaigns
- Tracking Item History
- Attaching Items
- Creating Reports
- Importing and Exporting Information
- Managing Your Business Contact Manager Data
- 18. Creating and Managing Your Contacts
- 4. Managing Your Time and Tasks
- 20. Scheduling Appointments
- Calendar Basics
- Working with One-Time Appointments
- Working with One-Time Events
- Creating a Recurring Appointment or Event
- Modifying an Appointment or Event
- Using Categories and Colors
- Printing Calendar Items
- Customizing the Current Calendar View
- Creating a Custom View
- Backing Up Your Schedule
- Managing Time Zones
- Managing Your Calendar Effectively
- 21. Scheduling Meetings and Resources
- 22. Managing Your Tasks
- 23. Tracking Documents and Activities with the Journal
- Understanding the Outlook Journal
- Using Automatic Journaling
- Adding Journal Items Manually
- Creating and Using Custom Entry Types
- Changing Journal Entries
- Connecting Journal Activities to Individual Contacts
- Viewing the Journal
- Printing Journal Items
- Sharing Journal Information
- Using the Journal Effectively
- 24. Making Notes
- Understanding Outlook Notes
- Configuring Note Options
- Working with Notes
- Viewing Notes
- Creating New Notes Folders
- 20. Scheduling Appointments
- 5. Customizing Outlook
- 25. Using Templates
- 26. Customizing the Outlook Interface
- Customizing the Navigation Pane
- A Quick Tour of the Navigation Pane
- Showing and Hiding the Navigation Pane
- Changing the Number of Buttons on the Navigation Pane
- Adding a Shortcut to an Outlook Folder or a Public Folder
- Adding a File Folder or Document to the Navigation Pane
- Adding a Web Site to the Navigation Pane
- Removing a Shortcut from the Navigation Pane
- Renaming a Shortcut in the Navigation Pane
- Working with Groups in the Navigation Pane
- Customizing the To-Do Bar
- Customizing Toolbars
- Working with Toolbars
- Creating Custom Toolbars
- Adding Items
- Removing Items
- Reorganizing Items
- Modifying Toolbar Items
- Changing the Width of the Drop-Down List
- Changing the Button Size
- Resetting Individual Toolbars
- Renaming a Custom Toolbar
- Deleting a Custom Toolbar
- Sharing a Custom Toolbar
- Recovering the Default Toolbars
- Controlling Toolbar Appearance and Behavior
- Customizing Outlook Today View
- Customizing the Navigation Pane
- 27. Creating Custom Views and Print Styles
- 28. Designing and Using Forms
- Overview of Standard Forms, Item Types, and Message Classes
- Creating Custom Forms from Standard Forms
- Creating Custom Forms from Scratch
- Creating Multipage Forms
- Adding and Arranging Controls
- Adding Graphics to Forms
- Adding User-Defined Fields
- Using Office Documents to Create Outlook Forms
- Publishing and Sharing Forms
- Using Forms Effectively
- 29. Automating Common Tasks
- 6. Managing and Securing Outlook
- 30. Managing Outlook Folders and Data
- Understanding Outlook Folders
- Working with the Folder List
- Using and Managing Folders
- Using a Folder
- Creating a Folder
- Adding a Folder Shortcut to the Navigation Pane
- Working with Favorite Folders
- Renaming a Folder
- Copying and Moving a Folder
- Deleting a Folder
- Setting Folder Properties
- Configuring General Folder Properties
- Configuring Home Page Properties for a Folder
- Configuring AutoArchive Properties for a Folder
- Configuring Administration Properties for a Folder
- Configuring Form Properties for a Folder
- Configuring Permissions for a Folder
- Configuring Synchronization Properties for a Folder
- Configuring Properties for a Contacts Folder
- Using Web Views with Folders
- Using Multiple Personal Folders
- Managing Data
- 31. Archiving, Backing Up, and Restoring Outlook Data
- 32. Moving Data in and out of Outlook with Import/Export
- 33. Finding and Organizing Outlook Data
- 34. Security and Virus Protection
- Providing Virus Protection
- Protecting Against Viruses in Attachments
- Configuring Blocked Attachments
- Opening Blocked Attachments
- Protecting Against Office Macro Viruses
- Enabling Applications to Send E-Mail with Outlook
- Tips for Securing Your System
- 30. Managing Outlook Folders and Data
- 7. Collaboration
- 35. Delegating Responsibilities to an Assistant
- 36. Sharing Calendars
- Sharing Your Calendar
- Managing Your Shared Calendar Information
- Working with Group Schedules
- Creating Your Own Free/Busy Server
- Publishing Your Calendar as a Web Page
- 37. Integrating Outlook with Other Office Applications
- 38. Integrating Microsoft Outlook and Microsoft Project
- 39. Collaborating Online with Office
- New Collaboration Features: Beyond Microsoft Office Outlook 2007
- Using the Correct Collaboration Tools
- Using Microsoft Office Live Communications Server
- Using Microsoft Office Communicator
- Using Microsoft Office Live Meeting
- The Microsoft Office Live Services
- 8. Working with Office Server and SharePoint Services
- 40. Collaboration with Outlook and Windows SharePoint Services
- Understanding Windows SharePoint Services Collaboration
- Setting Up Alerts
- Working with Shared Documents
- Working with Shared Contacts
- Linking a Team Calendar to Outlook
- Configuring Alerts in Outlook
- Using Outlook to Work with SharePoint Libraries and Files
- Connecting a SharePoint Library to Outlook
- Downloading Files from a SharePoint Library to Outlook
- Opening Files from a SharePoint Site in Outlook
- Editing Files from a SharePoint Site in Outlook
- Removing SharePoint Files in Outlook
- Removing SharePoint Folders in Outlook
- Using E-Mail to Add a File to a SharePoint Library
- 40. Collaboration with Outlook and Windows SharePoint Services
- 9. Using Outlook with Exchange Server
- 41. Configuring the Exchange Server Client
- 42. Using Outlook with Exchange Server
- 43. Working Offline and Remotely
- 10. Mobility
- 44. Accessing Your Outlook Items Through a Web Browser
- Overview of Outlook Web Access
- Using Outlook Web Access
- Connecting to the Server
- Sending and Receiving Messages
- Sorting Messages
- Copying and Moving Messages
- Deleting Messages
- Working with Other Folders
- Working with Calendar, Contacts, and Other Items
- Configuring the Out Of Office Assistant in Outlook Web Access
- Configuring Other Options for Outlook Web Access
- 45. Making Outlook Mobile
- Why Mobility Is Important
- Overview of Mobility Features in Exchange Server
- Using Outlook Anywhere for Remote Access to Exchange Server
- Using Outlook Mobile Service Accounts
- 44. Accessing Your Outlook Items Through a Web Browser
- A. Index to Troubleshooting Topics
- B. About the Authors
- C. Choose the Right Book for You
- Index
- SPECIAL OFFER: Upgrade this ebook with O’Reilly
Automatic journaling can be tremendously useful, but what if some of the work you need to track is done in applications other than Microsoft Office system applications? You can’t record the files automatically in your journal, but you can record them manually. Or what if you want to track your work only in a specific Word 2007 file rather than in every Word 2007 document? Instead of turning on automatic recording for all Word 2007 files, you can manually record your work in only specified files.
Likewise, if you want to record a nonelectronic event in your journal—a chat at the water cooler, a box of chocolates sent to a client, or your approval of a printed proposal—you can add a journal entry manually. You can also use this method if you’d prefer to pick and choose which documents, messages, meetings, and task requests are entered in the journal rather than having Outlook 2007 routinely record all such items.
To keep a record of when and how long you worked in a file (along with any extraneous notes to yourself), follow these steps:
Locate the file you want to work in. You can browse to the folder that contains the file using any technique you like, such as browsing My Computer or My Documents.
Drag the file icon in the folder window to the Journal icon in the Navigation Pane. It’s easiest to drag the file if you resize both the Outlook 2007 window and the folder window so that you can clearly see both.
Click Start Timer to begin recording your working hours, as shown in Figure 23-6, and then double-click the file shortcut icon to open the file. At any time, you can enter notes to yourself in the area where the shortcut icon is located.
When you finish working in the file, remember to stop the journal timer by clicking Pause Timer and then clicking Save & Close.
Recording an Outlook 2007 item such as a task in the journal is even easier than recording a file: open the Outlook 2007 window where the item is listed, and then drag the item to the Journal icon in the Navigation Pane. For example, suppose that you want to record how much time you spend cleaning out your filing cabinets, a task you’ve entered in the Tasks folder. Open the Tasks folder, and then drag the task item to the Journal icon in the Navigation Pane. Click Start Timer and go to work. Then click Pause Timer to take a break. When you finish, click Save & Close.
Any activity you want to record can be entered in your journal. For example, you can monitor the time you spend on the Internet (which can be considerable) as well as recording any Web page addresses you want to save and other notes you need to jot down.
To do so, follow these steps:
Double-click a blank area in your Journal folder. A new journal entry form opens.
In the Subject box, type a description of your activity.
In the Entry Type box, select an appropriate entry type for the activity. You can’t create your own entry type on this screen, but you can choose among several available types. For example, you could classify an Internet search as Remote Session. Type any notes, including hyperlinks, in the body of the journal item.
Note
For information about custom entry types, see "Creating and Using Custom Entry Types" later in this chapter.
Click Start Timer to begin recording your activity.
When you’ve finished with your activity, click Pause Timer to stop the timer, and then click Save & Close to close the journal entry.
When you use automatic dialing to call a contact, you can time the phone call, type notes in Outlook 2007 while you talk, and create a journal entry for the call. This feature can come in handy if, for example, you bill clients for your time spent on phone conversations.
Follow these steps to keep a record of an outgoing call in the journal:
Open the Contacts folder, and select the contact entry for the person you want to call.
Click the Dial button on the Standard toolbar, or if the Contact window is open for the contact, click the Call button in the Communicate group on the Contact tab to open the New Call dialog box, as shown in Figure 23-7.
Select the Create New Journal Entry When Starting New Call check box, and then click Start Call. A journal entry opens with the timer running. You can type notes in the body of the journal entry while you talk.
When you’ve finished with the call, click Pause Timer to stop the clock, and then click Save & Close.
You also can create journal entries for incoming calls, although Outlook 2007 currently offers no means of automatically creating the journal entries when you pick up the phone and start talking. Instead, when you answer the call and realize that you want to track it, you can open the journal as you begin the conversation, start a new journal item, and click Start Timer. Make notes as needed, and click Pause Timer when you hang up. Add any necessary details to the journal entry form, and then click Save & Close to create the item.
Inside Out: Use the journal as an inexpensive stopwatch
You can start a new journal item and use the timer to time any activity, assuming that you don’t need to-the-second timing. Just stop the timer and close the form without saving it unless you actually want to save the information in the journal.
Note
For information about setting up automatic phone dialing and making calls from the Contacts folder, see "Working with Contacts" in Chapter 18.
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