Outlook - Using categories Tutorial
In this video, you will learn about using categories in Microsoft 365. The video covers how to categorize and organize your documents, emails, and other information in Microsoft 365 using categories.
This will help you easily find and access your files and information when needed, improving your productivity and efficiency.
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Outlook - Insert elements into the mails (table, graphic, images)
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Outlook - The Bcc field in detail
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Outlook - Using categories
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Outlook - Using conversation mode
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Outlook - Organizing in folders
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Outlook - Manage attachments
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Outlook - Saving a message
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Outlook - Creating an e-mail template
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How do I prevent the transfer of an email?
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Change the default font for your emails
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Answering a scheduling poll
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Create a scheduling poll
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Create and modify a group
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Saving a message
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Use the scheduling poll dashboard
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How do I block a sender?
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Tell me what you want to do
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Delay or schedule e-mail sending
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Join a group
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Discovering the Outlook 2016 interface
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Accessing applications from a group
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Organizing your messages using rules
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How do I share a document securely with Outlook?
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Attach a message, a contact, a file, or a task
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Creating a group
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Request a read receipt or confirmation of delivery
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Presentation of the task module
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Automatically mark deleted emails as read
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Recall or replace an e-mail you sent
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Recover deleted items
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Sending automatic replies
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Create a task and create a recurring task
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Process a received message
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Create a task from a message
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Introducing Outlook
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Translate your emails into Outlook
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Create an e-mail message
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Insert elements into the mails (table, graphic, images)
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Let Outlook read your emails out loud
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Presentation and discovery of contacts
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How to launch a New Teams Meeting in Outlook
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Respond to a meeting
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Manage Your Working Time in MyAnalytics
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Creating a draft
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Schedule sending emails in Outlook
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Organizing in folders
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Schedule a meeting
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Calendar delegation
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Using conversation mode
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Discover the new simplified ribbon
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Export contacts from Outlook
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Import contacts into Outlook
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Create a contact & add and use contacts
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Temporarily turn off notifications
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Getting Started with Outlook Mobile App
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The Bcc field in detail
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Dictate email messages in Outlook
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Manage recurring appointments
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Sharing the calendar
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Create a contact group & Communicate through contact groups (distribution list)
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Fill in your work schedules in Outlook
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Publish the calendar
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Quickly sort emails
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Creating an e-mail template
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Manage displays
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Display 3 time zones
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Ribbon preview
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Prevent forwarding of a meeting
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Sorting & searching your mails
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Junk email
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Cleaning your inbox
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Set or remove reminders
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Prevent recipients from forwarding emails
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Introducing Office 365 Groups
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Assigning a task
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Clutter
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Printing messages
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Identify meeting members
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Using the Scheduling Assistant
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Conduct surveys
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How do I recognize a fraudulent email?
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Open a shared calendar
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Custom your personal reminders and notifications
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Show other people's calendar
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Make your Outlook signature accessible
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Having a conversation within a group
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Edit and customize views
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Remove a member from a group
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Create and add a signature to messages
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Create an appointment
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How to protect an email by encryption?
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Manage attachments
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Create a meeting in the group calendar
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Manage new message notifications
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Go further with Outlook Mobile
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Presentation and discovery of the calendar
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Expand your LinkedIn network via Outlook
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General security practices in Outlook
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Outlook Mobile for Daily Use
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Improving email accessibility
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Improve the accessibility of your images in emails
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Add accessible tables and lists
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Edit or delete an appointment, meeting or event
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Reply to and react to a Teams conversation in an e-mail
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Draft an Email with Copilot
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Summarize Email Threads with Copilot
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Improve Email Writing with Copilot Coaching
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Search from emails with Copilot
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Task Module Overview
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Recover deleted items
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Organize Your Messages with Rules
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The Bcc Field in Detail
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Grant delegate access in Microsoft 365 administration
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Create your reservation page for appointment booking (Bookings)
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Create a reminder for yourself
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Request a Read Receipt or Delivery Confirmation
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Edit or delete an appointment, meeting or event
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Send an Email and Create a Draft in Outlook
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Insert Elements in Emails (Tables, Charts, Images)
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Recall or replace an e-mail message
- 01:45
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Send a survey or questionnaire by email
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Create and add a signature to messages
- 01:26
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Add and manage multiple accounts on Outlook
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Manage new message notifications
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Block a sender
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Set Your Work Hours in Outlook
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Create an appointment or meeting
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Create different types of events
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Create a Meeting Poll
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Process an incoming message
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Use the Meeting Dashboard
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Send Emails on Behalf of Someone Else
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Explore the Interface
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Edit and customize views
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Sort and filter emails
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Respond to a meeting
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Presentation and introduction to the calendar
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Share a task list
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Manage Teams online meeting options
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Create a task or reminder
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Add a third-party application
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Collaborate directly during an event with Microsoft Loop and Outlook
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Create an Email Template
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Add Accessible Tables and Lists
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Attach files efficiently in Outlook
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Save and Print a Message
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Change the default font of your emails
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Send Automatic Out-of-Office Replies
- 02:22
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Organize into Folders
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Respond to a Meeting Poll
- 01:30
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Create a collaborative email with Microsoft Loop and Outlook
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Manage Views
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Create a task from a message
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Prevent transfer for a meeting
- 01:19
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Use the Scheduling Assistant
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Open a Shared Calendar
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Introduce the new version of Outlook
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Calendar Delegation Setup
- 01:21
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Share a document securely with Outlook
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Delay Email Delivery
- 01:10
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Make Your Outlook Signature Accessible
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Share Your Calendar
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Identify a fraudulent email
- 02:06
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Improve Email Accessibility
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Use a Shared Mailbox
- 01:18
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Mailbox Delegation Setup
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Prepare for Time Out of Office (Viva Insights)
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Prevent the forwarding of an email
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Search options
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Translate Emails in Outlook
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Automate Routine Actions
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Improve the Accessibility of Images in Emails
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Create and Manage Appointments in Delegated Calendars
- 02:04
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View Other Calendars
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Streamline Note-Taking with OneNote and Outlook
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Respond to invitations as a delegate
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Use Categories
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Use Conversation View
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Clean Up Your Inbox
- 01:18
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Display Three Time Zones
- 01:52
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Use the Immersive Reader Feature
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Protect an email by encrypting
- 01:10
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Easily Sort Your Mails
- 01:38
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Provide an overview of best security practices in Outlook
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Introduction to Microsoft Outlook
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Respect Your Colleagues' Off Hours (Viva Insights)
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Dictate Your Email to Outlook
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Reply to an Email with Copilot
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Plan with Copilot
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Instant alerts tailored to your activities
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Seamless collaboration inside Microsoft Teams
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Easy sharing with your team or organization
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Relevant views to highlight your information
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Clear insights through filters and sorting
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A well-structured form for easy entry
- 01:17
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The right column type for each data set
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Custom columns to match your needs
- 02:09
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Smooth updates and management for any list
- 01:06
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Simple ways to add data to your list
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Excel data turned into a dynamic list
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A fully custom list built from scratch
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A quick setup with ready-made templates
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Mobile access to your lists made simple
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The essentials of the Lists interface
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The key reasons to use Microsoft Lists
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Personality and tone for a believable rendering
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Format and example for optimal results
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The Importance of Context in Your Applications
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Task Accuracy in Prompting
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
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Extract Text from an Image
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Reply to an Email with Copilot
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Query an Attached Meeting
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Plan with Copilot
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Share Requests with Your Team
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Translate a presentation
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Generate a Video
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Add Speaker Notes
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Structure and optimize team collaboration with Copilot
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Initiate a tracking table with ChatGPT
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Distribute tasks within a team with ChatGPT
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Generate a meeting summary with ChatGPT
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Project mode
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Create an agent for a team
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Install and access Copilot Studio in Teams
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Analyze the Copilot Studio agent
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Publish the agent and make it accessible
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Copilot Studio agent settings
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Add new actions
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Create a first action
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Manage topics
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Manage knowledge sources
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Create an agent with Copilot Studio
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Access Copilot Studio
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Get started with Copilot Studio
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Introduction to PowerBI
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Introduction to Microsoft Outlook
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Introduction to Microsoft Insights
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Introduction to Microsoft Viva
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Introduction to Planner
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Introduction to Microsoft Visio
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Introduction to Microsoft Forms
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Introducing to Microsoft Designer
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Introduction to Sway
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Introducing to Word
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Introducing to SharePoint Premium
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Create a call group
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Use call delegation
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Assign a delegate for your calls
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Ring multiple devices simultaneously
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Use the "Do Not Disturb" function for calls
- 01:28
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Manage advanced call notifications
- 01:29
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Configure audio settings for better sound quality
- 02:08
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Block unwanted calls
- 01:24
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Disable all call forwarding
- 01:09
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Manage a call group in Teams
- 02:01
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Update voicemail forwarding settings
- 01:21
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Configure call forwarding to internal numbers
- 01:02
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Set call forwarding to external numbers
- 01:03
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Manage voicemail messages
- 01:55
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Access voicemail via mobile and PC
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Customize your voicemail greeting
- 02:17
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Transfer calls with or without an announcement
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Manage simultaneous calls
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Support third-party apps during calls
- 01:53
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Add participants quickly and securely
- 01:37
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Configure call privacy and security settings
- 02:51
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Manage calls on hold
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Live transcription and generate summaries via AI
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Other Coaches
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Rewrite with Copilot
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Process text
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Interact with a web page with Copilot
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Create an image with Copilot
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Summarize a PDF with Copilot
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Analyze your documents with Copilot
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Chat with Copilot
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Edit in Pages
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Generate and manipulate an image in Word
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Categories of Functions in Power FX
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Sections
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Customizing Views
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Objectifs :
This video aims to teach users how to effectively use color categories in Outlook to organize their emails, appointments, and contacts. It covers creating, assigning, and managing categories to enhance productivity and streamline workflow.
Chapitres :
-
Introduction to Color Categories in Outlook
Color categories are an effective way to organize your Outlook items, allowing you to easily identify and group your messages, appointments, and contacts. This feature helps improve your productivity by providing a visual method to manage your tasks. -
Creating a New Category
To create a new category, follow these steps: 1. Navigate to the Home tab in Outlook. 2. Click on the 'Categorize' icon. 3. Select 'All Categories' from the dropdown menu. 4. In the window that opens, you will see the existing categories. 5. Click on 'New' to add a new category. 6. Assign a name and choose a color for your category. Optionally, you can assign a shortcut key. 7. Click 'OK' to create your new category. Your new category is now ready for use. -
Assigning Categories to Outlook Items
To assign a category to an email: - Select the message you want to categorize. - Click the 'Categorize' button on the ribbon and choose the category you just created. Alternatively, you can right-click on the message and select the category from the context menu. You can assign multiple color categories to a single item, allowing for more nuanced organization. This same process applies to calendar items, contacts, and tasks. -
Removing and Managing Categories
If you wish to remove a category from an item, return to the 'Categorize' menu and either deselect the category or choose 'Clear All Categories.' To edit or delete a category, go back to the 'All Categories' menu. Here, you can check or uncheck the desired boxes to manage your categories. Note that the last 10 colors used will appear in the 'Categorize' menu, which may help you quickly find the categories you need. -
Conclusion
Utilizing color categories in Outlook can significantly enhance your organizational skills. By following the steps outlined in this guide, you can create, assign, and manage categories effectively, leading to a more streamlined workflow and improved productivity.
FAQ :
How do I create a new color category in Outlook?
To create a new color category in Outlook, go to the Home tab, click on the Categorize icon, and select 'All Categories.' In the window that opens, click 'New,' give your category a name, choose a color, and assign a shortcut if desired. Click 'OK' to create the category.
Can I assign multiple categories to a single Outlook item?
Yes, you can assign multiple color categories to a single Outlook item. Simply select the item, click the Categorize button, and choose the desired categories.
How do I remove a category from an Outlook item?
To remove a category from an Outlook item, go back to the Categorize menu, deselect the category you want to remove, or choose 'Clear All Categories' to remove all assigned categories.
What should I do if I can't find a category in the Categorize menu?
If you can't find a category in the Categorize menu, check the 'All Categories' menu where the last 10 colors used will appear. You may need to create a new category if it is not listed.
Can I edit or delete an existing category in Outlook?
Yes, you can edit or delete an existing category by going to the All Categories menu, selecting the category you want to modify, and choosing the appropriate option.
Quelques cas d'usages :
Organizing Emails by Project
A project manager can use color categories to organize emails related to different projects. By assigning a unique color to each project, they can quickly identify and group messages, improving their workflow and response time.
Scheduling Appointments with Color Codes
A personal assistant can categorize calendar appointments by color to differentiate between meetings, deadlines, and personal events. This visual organization helps in managing time effectively and avoiding scheduling conflicts.
Tracking Tasks with Categories
A team leader can assign color categories to tasks in Outlook to indicate their priority level. For example, red for urgent tasks, yellow for medium priority, and green for low priority, allowing for better task management and delegation.
Managing Contacts by Relationship
A sales representative can categorize contacts based on their relationship status, such as clients, prospects, and partners. This categorization helps in targeting communication strategies effectively.
Streamlining Workflow with Color Categories
An office administrator can use color categories to streamline workflow by categorizing items based on their status, such as 'Pending,' 'In Progress,' and 'Completed.' This helps in tracking the progress of various tasks and projects.
Glossaire :
Color Categories
A feature in Outlook that allows users to organize and group messages, appointments, and contacts by assigning different colors to them for easy identification.
Categorize Icon
An icon located in the Home tab of Outlook that provides access to the color categorization features.
Shortcut
A key combination that allows users to quickly access a function or feature in software applications, such as assigning a category in Outlook.
All Categories Menu
A window in Outlook that displays all the categories that have been created, allowing users to add, edit, or delete categories.
Deselect
To remove the selection from an item, such as a category in Outlook, effectively unassigning it from the selected item.
Clear All Categories
An option in Outlook that allows users to remove all assigned categories from a selected item.
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