Chapter 10. Notes

The Notes component of Outlook is a simple but effective tool for organizing all those Post-it notes that adorn your monitor casing. There are several advantages to storing your notes electronically: you can sort and group these notes under individual folders, associate them with a contact, categorize for fast search and retrieval, and edit freely. High-tech functionality aside, probably the best reason for using electronic notes is that they are less likely to fall off your monitor than paper ones.

Like their paper counterpart, the best way to use Outlook Notes is as a place to jot down reminders, ideas, or transitory bits of information. By this we mean lists that will be deleted when complete (daily to-dos or a grocery list), a snippet of information you don’t know whether to keep or not (a potentially interesting URL), or the name and phone number of a contact you want to create a permanent record for later.

This chapter describes the two menus used to create and manipulate Notes:

  • Actions contains the commands to create or forward a note to an email recipient. In addition to Outlook’s system menus, the note form itself contains a menu with commands for creating, forwarding, cut and paste operations, saving the text to another format, categorizing, and linking to a contact.

  • View lets you choose how notes are displayed (in icon or table layouts), as well as the sort order and filters applied to the view selected. Views are also available that group a notes folder ...

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