Office 365 Executive Training Manual

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2019 Executive Training Manual


Cheat Sheet - Outlook Mail for Windows Organize your Inbox Switch between Focused and Other inbox view.*

Find and perform actions with Tell Me.

Inbox – MollyD@contoso.com

Quickly find messages with Search. See only your Unread mail. Arrange mail by Date, From, Categories, Flags, Subject and more… Turn on Focused Inbox to see mail that matters most to you.

Group messages by conversation. Messages are grouped by subject.

*Focused inbox is only available with an Exchange, Outlook.com, or Office 365 account.

Flag messages to set a reminder Select

by a message

to add it to your to-do list.

Train your Focused Inbox Select the Focused or Other tab and right-click the message you want to move.

To set a reminder, rightclick and select Add Reminder... Then choose a date and time.

© 2018 Microsoft Corporation. All rights reserved.

From Focused, choose Move to Other or Always Move to Other.

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Cheat sheet - Outlook Mail Windows Find & perform actions with Tell Me

Attach a link to share a file While composing a message, select Attach File.

If it's an online file, select the arrow next to the file name to set file permissions. Enter what you want to do, then select the action, or select Get Help to find out more.

Create a signature

To share as an online file, select Upload, and then select your cloud location.

Set an Out of Office notification Select New Email >

Select File > Automatic

Signature > Signatures...

Replies (Out of Office)*

*Automatic Replies is only available with an

Exchange, Outlook.com, or Office 365 account.

Keyboard shortcuts Go to Calendar

Ctrl + 2

Flag for followup

Ctrl + Shift + G

Go to Mail

Ctrl + 1

Insert file

Alt + N A, F

Reply

Ctrl + R

Search

Ctrl + E

Reply All

Ctrl + Shift + R

Send/Receive

F9

See keyboard shortcuts for Outlook at: https://go.microsoft.com/fwlink/?linkid=864503

More info Outlook Training, https://go.microsoft.com/fwlink/?linkid=864509 Differences between desktop, online, and mobile, https://go.microsoft.com/fwlink/?linkid=864504 Š 2018 Microsoft Corporation. All rights reserved.

Outlook Quick Start Guide, https://go.microsoft.com/fwlink/?linkid=864510 Differences between Windows and Mac version of Outlook, https://go.microsoft.com/fwlink/?linkid=864506 Page 2 of 2


Yammer Quick Start Guide Connect and engage across your organization and tap into the knowledge of others.. Sign in to your Office 365 subscription and select Yammer from the App launcher.

Tabs Home, messages, notifications

Personalize your profile Edit your profile and notification settings

Discover conversations Select Discovery (selected relevant conversations), All, or Following.

Start a new conversation Post an Update, Poll, or Praise. Use Hashtags (#) for relevant topics.

Search for answers Find files, conversations, and people.

Create a new group You can make a group open to members from outside your organization..

Find an existing group Keep up with a topic or project,. Some groups require approval to join.

Have a private conversation Send a private message directly to someone’s inbox.

Join a conversation You can Like, Reply, or Share a post. Use @mention to include a specific person.

Recent activity See what’s been happening in your network.


Yammer Edit your Yammer profile

Discover conversations

Select > Edit Settings > Profile to update your profile picture and information. The more complete your profile, the easier it is for others on the network to find you.

After selecting the Yammer home tab on the left rail, select a feed tab (Discovery, All, or Following) to the see the newest info available. Discovery suggests relevant conversations based your Yammer subscriptions and interactions.

Set notifications

Search for answers

Select > Edit Settings > Notifications to receive a daily or weekly email summarizing when specific activities happened in your network.

Type keywords into the search bar to find files, conversations, groups, and people. Select See All Search Results to see more detail and to filter the results.


Yammer Join a group

Like and reply to a post

Select Discover more groups, then browse or select Search to find groups. Select + Join to join the group. If the group is private, the group administrator will need to approve your join request.

Select Like to quickly agree with or acknowledge a post. Select Reply to compose a response. Use #mentions or Notify more people to bring others into the conversation.

Create a group

Post an update

Select + in in the left navigation pane. Your group can allow members from outside your organization, and can be made private so new members will need to be granted access.

Select Update and enter a message into the What are you working on box to start a new conversation or ask a question. You can use Hashtags (“#�) for relevant topics, attach files, and @mention specific people.


Yammer New Yammer user checklist Use this checklist to mark off these recommended actions for getting started on Yammer.  Read and understand your company’s Yammer Usage Policy  Upload your profile picture

Use a real photo of yourself! Keep your O365 profile picture up-to-date, so people can put a face to a name. Keep it professional, but let your personality show.

 Complete at least 3 profile fields

We recommend Department, Location, and Expertise. If your department, location and photo haven't been pre-populated, please make sure to update! Your profile helps your colleagues seek you out by searching keywords associated with your role and expertise.

 Reply to a coworker’s message with a comment, question or suggestion

Look for a conversation that you’d like to contribute to. Reply to add your response and keep the discussion going.

 Say hello and post a message about what you do here at the company

Find a Group to introduce yourself. Try typing a colleague’s name to bring them into the conversation.

 Set your preferred email notifications

Under your Profile you can adjust what type of email notifications Yammer will send you.

 Download Yammer mobile apps

If you use a smartphone or tablet, you can use Yammer on the go! Visit your app store and search for Yammer to install.

 Follow at least 3 coworkers you work with directly

Next steps with Yammer

 Join at least 3 groups based on your work or interests

Find help Explore the help and training for Yammer and other Office apps. Visit https://go.microsoft.com/fwlink/?linkid=871135 for more information.

Connecting with your colleagues through Following helps personalize what groups and discussions you see. Use Search to find relevant groups, and select Join to see conversations and become a member of that group.

 Join the [New to Yammer/Yammer 101/Yammer Help] group

Ask questions and learn more about using Yammer to get work done.

 ‘Like’ a message post that appeals to you

It’s a simple but powerful way of connecting with a colleague and the ideas they are sharing. Don’t be shy!

Get free Office training, tutorials, and videos Ready to dig in the capabilities that Yammer has to offer? Visit https://go.microsoft.com/fwlink/?linkid=871133 to explore our free training. Send us your feedback Love Yammer? Got an idea for improvement to share with us? Select ? > Feedback and then follow the prompts to send your suggestions directly to the Yammer product team. Thank you!


Word Quick Start Guide New to Word? Use this guide to learn the basics.

Quick Access Toolbar Keep favorite commands permanently visible.

Explore the ribbon See what Word can do by selecting the ribbon tabs and exploring available tools.

Discover contextual commands Select tables, pictures, or other objects in a document to reveal additional tabs.

Navigate with ease Use the optional, resizable sidebar to manage long or complex documents.

Find whatever you need Look up Word commands, get Help, or search the Web.

Share your work with others Invite other people to view and edit cloud-based documents.

Show or hide the ribbon Select the pin icon to keep the ribbon displayed, or hide it again by selecting the arrow.

Format with the Mini Toolbar Select or right-click text and objects to quickly format them in place.

Status bar shortcuts Select any status bar indicator to navigate your document, view word count statistics, or check your spelling.

Change your view Select the status bar buttons to switch between view options, or use the zoom slider to magnify the page display to your liking.


Word Create something

Find recent files

Begin with a Blank document to get right to work. Or start with a template to save yourself time and steps. Just select File > New, and then select or search for the template you want.

Whether you only work with files stored on your PC’s local hard drive or you roam across various cloud services, selecting File > Open takes you to your recently used documents and any files that you may have pinned to your list.

Stay connected

Discover contextual tools

Need to work on the go and across different devices? Click File > Account to sign in and access your recently used files anywhere, on any device, through seamless integration between Office, OneDrive, OneDrive for Business, and SharePoint.

You can make contextual ribbon commands available by selecting relevant objects in your document. For example, selecting within a table displays the Table Tools tab, which offers additional options for the Design and Layout of your tables.


Word Share your work with others

See who else is typing

To invite others to view or edit your documents in the cloud, select the Share button in the top right corner of the app window. In the Share pane that opens, you can get a sharing link or send invitations to the people you select.

Co-authoring Word documents that are shared on OneDrive or on a SharePoint site happens in real-time, which means you can easily see where other authors are making changes in the same document that you’re currently working in.

Review and track changes

Format with styles

Whether you just want to check spelling, keep your word count in check, or fully collaborate with other people, the Review tab unveils essential commands to track, discuss, and manage all of the changes made to your documents.

The Styles pane lets you visually create, apply, and review the formatting styles in your current document. To open it, select the Home tab, and then select the small arrow in the lower right corner of the Styles gallery.


Word Find whatever you need

Look up relevant information

Type a keyword or phrase into the Tell me what you want to do search box on the ribbon to quickly find the Word features and commands you’re looking for, to discover Help content, or to get more information online.

With Smart Lookup, Word searches the Internet for relevant information to define words, phrases, and concepts. Search results shown on the task pane can provide useful context for the data and information in your documents.

Get other Quick Start Guides

Next steps with Word

To download our free Quick Start Guides for your other favorite apps, go to https://go.microsoft.com/fwlink/?linkid=2008317.

See what’s new in Office Explore the new and improved features in Word and the other Office apps. Visit https://go.microsoft.com/fwlink/?linkid=871117 for more information. Get free training, tutorials, and videos for Office Ready to dig deeper into the capabilities that Word has to offer? Visit https://go.microsoft.com/fwlink/?linkid=871123 to explore our free training options. Send us your feedback Love Word? Got an idea for improvement to share with us? On the File menu, select Feedback and then follow the prompts to send your suggestions directly to the Word product team. Thank you!


Microsoft Teams Quick Start Guide New to Microsoft Teams? Use this guide to learn the basics.

Every team has channels Click one to see the files and conversations about that topic, department, or project.

Start a new chat Launch a one-on-one or small group conversation.

Use the command box Search for specific items or people, take quick actions, and launch apps.

Add tabs Highlight apps, services, and files at the top of a channel.

Manage profile settings Change app settings, change your pic, or download the mobile app.

Move around Teams Use these buttons to switch between Activity Feed, Chat, your Teams, Meetings & Files.

View and organize teams Click to see your teams. In the teams list, drag a team name to reorder it.

Manage your team Add or remove members, create a new channel, or get a link to the team.

Find personal apps Click to find and manage your personal apps.

Add files Let people view a file or work on it together.

Reply Your message is attached to a specific conversation.

Add apps Launch the Store to browse or search apps you can add to Teams.

Join or create a team Find the team you’re looking for, join with a code, or make one of your own.

Compose a message Type and format it here. Add a file, emoji, GIF, or sticker to liven it up!


Microsoft PowerPointTeams 2016 Sign in

Pick a team and channel

In Windows, click Start > Microsoft Corporation > Microsoft Teams. On Mac, go to the Applications folder and click Microsoft Teams. On mobile, tap the Teams icon. Then sign in with your Office 365 username and password. (If you’re using Teams free, sign in with that username and password.)

A team is a collection of people, conversations, files, and tools—all in one place. A channel is a discussion in a team, dedicated to a department, project, or topic. Click Teams and select a team. Pick a channel to explore the Conversations, Files, and other tabs.

Start a conversation

Start a meeting

With the whole team... Click Teams message, and click Send .

, pick a team and channel, write your

With a person or group... Click New chat , type the name of the person or group in the To field, write your message, and click Send .

Click Meet now under the area where you type a message to start a meeting in a channel. (If you click Reply, then Meet now , the meeting is based on that conversation.) Enter a name for the meeting, then start inviting people.


Microsoft PowerPointTeams 2016 Make video and audio calls

@mention someone

Click Video call or Audio call to call someone from a chat. To dial a number, click Calls on the left and enter a phone number. View your call history and voicemail in the same area.

To get someone’s attention, type @, then their name (or pick them from the list that appears). Type @team to message everyone in a team or @channel to notify everyone who favorited that channel.

Reply to a conversation

Add an emoji, meme, or GIF

Channel conversations are organized by date and then threaded. Find the thread you want to reply to, then click Reply. Add your thoughts and click Send .

Click Sticker under the box where you type your message, then pick a meme or sticker from one of the categories. There are also buttons for adding an emoji or GIF.


Microsoft PowerPointTeams 2016 Stay on top of things

Share a file

Click Activity on the left. The Feed shows you all your notifications and everything that's happened lately in the channels you follow.

Click Attach under the box where you type messages, select the file location and then the file you want. Depending on the location of the file, you’ll get options for uploading a copy, sharing a link, or other ways to share.

Add a tab in a channel

Work with files

Click by the tabs at the top of the channel, click the app you want, and then follow the prompts. Use Search if you don’t see the app you want.

Click Files on the left to see all files shared across all of your teams. Click Files at the top of a channel to see all files shared in that channel. Click More options ... next to a file to see what you can do with it. In a channel, you can instantly turn a file into a tab at the top!


Microsoft Teams Search for stuff

Add apps

Type a phrase in the command box at the top of the app and press Enter. Then select the Messages, People, or Files tab. Select an item or click Filter to refine your search results.

Click Store on the left. Here, you can select apps you want to use in Teams, choose the appropriate settings, and Install.

Next steps with Microsoft Teams

Find your personal apps Click More apps to see your personal apps. You can open or uninstall them here. Add more apps in the Store .

See what’s new in Office Explore the new and improved features in Microsoft Teams and the other Office apps. Visit https://go.microsoft.com/fwlink/?linkid=871117 for more information. Get free training, tutorials, and videos for Microsoft Teams Ready to dig deeper into the capabilities that Microsoft Teams has to offer? Visit https://go.microsoft.com/fwlink/?linkid=2008318 to explore our free training options. Send us your feedback Love Microsoft Teams? Got an idea for improvement to share with us? On the left side of the app, click Help > Provide feedback. Thank you!

Get other Quick Start Guides To download our free Quick Start Guides for your other favorite apps, go to https://go.microsoft.com/fwlink/?linkid=2008317.


PowerPoint Quick Start Guide New to PowerPoint? Use this guide to learn the basics.

Quick Access Toolbar Keep favorite commands permanently visible.

Explore the ribbon See what PowerPoint can do by selecting the ribbon tabs and exploring available tools.

Discover contextual commands Select text, pictures, or other objects in a presentation to reveal additional tabs.

Find whatever you need Look up PowePoint commands, get Help, or search the Web.

Share your work with others Invite other people to view and edit cloud-based presentations.

Show or hide the ribbon Select the pin icon to keep the ribbon displayed, or hide it again by selecting the arrow. Rotate objects in place Freely control the placement and orientationof text boxes, pictures, and other selected objects. Navigate and organize Select a slide thumbnail to switch to it or drag a slide to move it up or down in the list.

Add notes and comments Track feedback while drafting your deck and keep important facts handy while presenting.

Start the show Select to present from the current slide, or select the Slide Show tab on the ribbon.

Change your view Select the status bar buttons to switch between views, or use the zoom slider to magnify the slide display to your liking.


PowerPoint Create something

Find recent files

Begin with a Blank Presentation to get right to work. Or save yourself time by selecting and then customizing a theme or template that resembles what you need. Click File > New, and then select or search for the theme or template you want.

Whether you only work with files stored on your PC’s local hard drive or you roam across various cloud services, selecting File > Open takes you to your recently used documents and any files that you may have pinned to your list.

Stay connected

Share your work with others

Need to work on the go and across different devices? Click File > Account to sign in and access your recently used files anywhere, on any device, through seamless integration between Office, OneDrive, OneDrive for Business, and SharePoint.

To invite others to view or edit your presentations in the cloud, select the Share button in the top right corner of the app window. In the Share pane that opens, you can get a sharing link or send invitations to the people you select.


PowerPoint Get inspired while you work

Morph images and objects

Pressed for time or feeling uninspired? If you’re an Office 365 subscriber, let PowerPoint create great-looking slides for you based on the content you’ve added. Select Design > Design Ideas and then select your preferred layout in the Design Ideas task pane.

PowerPoint 2016 introduces Morph, a new cinematic effect for Office 365 subscribers that creates smooth, animated transitions by tracking and moving images and other objects across multiple slides in your presentation.

Create a new slide and then add any text and pictures or objects that you want. This first slide indicates the placement of objects at the beginning of the transition.

Format shapes with precision Precisely format a selected picture, shape, or object with the comprehensive tools available in the Format Shape task pane. To display it, right-click the picture, shape, or object, and select Format Shape.

Next, right-click the slide thumbnail and select Duplicate Slide.

On the copied slide, move and resize any of the text, pictures, or objects as needed. For example, you can make an item stand out by increasing its size, or you can line things up and add descriptions. This second slide indicates the placement of objects at the end of the transition. To apply the effect, select the second slide thumbnail, select the Transitions tab, and then select Morph. PowerPoint tracks the objects found on both slides and then animates their size and position when the effect is viewed. To preview the effect, select Preview on the Transitions tab. If you want to customize the effect, select the Effect Options button on the Transitions tab.


PowerPoint Find whatever you need

Look up relevant information

Type a keyword or phrase into the Tell me what you want to do search box on the ribbon to quickly find the PowerPoint features and commands you’re looking for, to discover Help content, or to get more information online.

With Smart Lookup, PowerPoint searches the Internet for relevant information to define words, phrases, and concepts. Search results shown on the task pane can provide useful context for the ideas you’re sharing in your presentations.

Get other Quick Start Guides

Next steps with PowerPoint

To download our free Quick Start Guides for your other favorite apps, go to https://go.microsoft.com/fwlink/?linkid=2008317.

See what’s new in Office Explore the new and improved features in PowerPoint and the other Office apps. Visit https://go.microsoft.com/fwlink/?linkid=871117 for more information. Get free training, tutorials, and videos for Office Ready to dig deeper into the capabilities that PowerPoint has to offer? Visit https://go.microsoft.com/fwlink/?linkid=871123 to explore our free training options. Send us your feedback Love PowerPoint? Got an idea for improvement to share with us? On the File menu, select Feedback and then follow the prompts to send your suggestions directly to the PowerPoint product team. Thank you!


Outlook Quick Start Guide New to Outlook? Use this guide to learn the basics.

Quick Access Toolbar Keep favorite commands permanently visible.

Explore the ribbon See what Outlook can do by selecting the ribbon tabs and exploring available tools.

Find whatever you need Enter a keyword or phrase to look up Outlook commands, get Help, or search the Web.

Your inbox, your way Sort and filter messages, and group messages by subject in conversation view Navigate your mail folders Select a folder to see its contents. To turn this pane on or off, select View > Folder Pane.

Manage Outlook Groups Communicate with teams and share conversations, messages, calendars, and events.

Customize the ribbon display Choose whether Outlook should auto-hide the ribbon.

Show or hide the ribbon Select the pin icon to keep the ribbon displayed, or hide it again by selecting the arrow.

Read emails faster Dock the reading pane on the side or at the bottom to view messages where you want to.

Display what you need Switch between the different Outlook features like Mail, Calendar, and People views.

View connection status See your folder sync status and server connection status here.


Outlook Set up your account

Set up an Outlook group

You can use Outlook 2016 as soon as you enter your account info. On the ribbon, select File > Info and then select the Add Account button. Next, sign in with your preferred email address, or use an account provided by your company or school.

If you’re running Outlook as part of an eligible Office 365 subscription, you can use Groups instead of distribution lists to more effectively communicate and collaborate with members of a team or an organization.

To create a new group in Outlook 2016, On the ribbon, select Home, and then select New Items > Group.

If you don’t see this as an option on this menu, contact the administrator of your Microsoft Office 365 subscription for more information.

Attach files without searching Need to attach a picture or a document? Outlook saves you time by keeping a list of your recently used files. Select the Attach File button while composing a new message or meeting invitation, and then select the file you want to attach.

From the Inbox of any of your Groups, you and the other members can start or join a conversation, create or confirm team events, see a list of members, and get notifications about interactions on any of your shared posts.

To join an existing group, start by searching for its name. On the ribbon, select Home, enter a keyword or phrase into the Search People box, and then select the group you want to join.


Outlook Outlook is more than just email Easily switch between Mail, Calendar, People, and more. Easy to use Calendar tools and commands In Calendar view, the ribbon displays everything you need to manage every day, week, month, and year.

Switch your point of view Select to see how busy your days, weeks, and months are.

Look back — or way ahead Need to look up a past event or want to schedule something in the distant future? Select the small arrows to the left and right of the current month to skip to the day you want.

Change your point of view Select to switch between Mail, Calendar, People, and more.

Look someone up before scheduling Type a name and search to verify someone’s contact info before setting up a meeting.

Navigate your schedule While looking at the current day, week, or month, select the Back or Forward arrows to switch the current view.

View shared Calendars Focus on your own schedule or display any additional Calendars that have been shared with you by other people or Groups.

Sunshine required? Glance at the weather forecast to make sure your meeting or event won’t be rained out.

Search your calendar Start typing in the Search box to instantly find meetings and appointments.

Create new items in place Right-click anywhere to create a new meeting, appointment, or other event.


Outlook Find whatever you need

Look up relevant information

Type a keyword or phrase into the Tell me what you want to do search box on the ribbon to quickly find the Outlook features and commands you’re looking for, to discover Help content, or to get more information online.

With Smart Lookup, Outlook searches the Internet for relevant information to define words, phrases, and concepts. Search results shown on the task pane can provide useful context to information you need to share with other people.

Get other Quick Start Guides

Next steps with Outlook

To download our free Quick Start Guides for your other favorite apps, go to https://go.microsoft.com/fwlink/?linkid=2008317.

See what’s new in Office Explore the new and improved features in Outlook and the other apps in Office 2016. Visit https://go.microsoft.com/fwlink/?linkid=871117 for more information. Get free training, tutorials, and videos for Office Ready to dig deeper into the capabilities that Outlook has to offer? Visit https://go.microsoft.com/fwlink/?linkid=871123 to explore our free training options. Send us your feedback Love Outlook? Got an idea for improvement to share with us? On the File menu, select Feedback and then follow the prompts to send your suggestions directly to the Outlook product team. Thank you!


OneNote Quick Start Guide New to OneNote? Use this guide to learn the basics.

Quick Access Toolbar Keep favorite commands permanently visible.

Notebooks List Select the notebook name to switch between notebooks or select the pin icon to keep the Notebooks pane open.

Explore the ribbon See what OneNote can do by selecting the ribbon tabs and exploring available tools.

Discover contextual commands Select any part of a table or an inserted recording to reveal additional tabs.

Get help with OneNote Select the question mark icon to learn how to use OneNote.

Notebook Sections Select these tabs to switch between sections in the current notebook.

Type anywhere on a page OneNote’s flexible canvas isn’t constrained in the ways that other apps are.

Select or move paragraphs Select or drag the gripper to the left of a note to select or move it, or right-click it for more options.

Resize Note Containers Drag the edge to make notes fit the page or drag the entire frame to move it elsewhere.

Share your notes with others Give other people permission to view or edit your notebooks.

Control the ribbon Select the pin icon to keep the ribbon displayed, or hide it again by selecting the arrow.

Instantly find everything Search the current page or all notebooks at once and navigate the results with ease.

Notebook Pages Select these tabs to switch between pages in the current notebook section.


OneNote Access your notes anywhere

Never run out of paper

What good are notes, plans, and ideas if they’re trapped on a hard drive? Keep your notebooks available to you by signing in with your free Microsoft account when you first start OneNote on your PC. There’s even a free OneNote app for all of your preferred devices to stay in sync wherever you go.

OneNote doesn’t have any of the limitations of a traditional paper notebook. When you run out of room, you can just make more. To create a new page in the current section, select the (+) Add Page button at the top of the page tabs column. You can also right-click any page tab and then select New Page, or press Ctrl+N on your keyboard. To create a new section in the current notebook, select the small tab with the plus sign [+] to the right of the section tab bar, or right-click any section tab and then select New Section. When you first launch OneNote, a default notebook with a Quick Notes section is created for you, but you can easily create any number of additional notebooks for the subjects and projects you want by selecting File > New.

Don’t worry about saving OneNote automatically saves all of your changes as you work — so you never have to. Even when you close the app or your PC goes to sleep, your notes are always saved, so you can continue right where you left off. To see when OneNote last synced your changes, select File > Info > View Sync Status.

You can create new notebooks on your local hard drive, or you can store them on your free OneDrive account so your notes are always accessible on all your devices. The choice is yours!


OneNote Tag important notes

Organize information in tables

The Tags gallery on the Home tab lets you visually prioritize or categorize selected notes. Tagged notes are marked with icons that prompt you to follow up on your important action items or to check off completed tasks on your to-do lists.

Whenever a spreadsheet is overkill, use simple OneNote tables to make sense of information. Start on a new line of text by typing a word, phrase, or number, and then press the Tab key to create the next column. Press Enter to create a new row. Alternately, you can select Insert > Table on the ribbon to draw a table. Once your table is created and selected, use the commands on the Table Tools tab on the ribbon, or right-click any part of your table for the same Table options.

Create wiki-style hyperlinks

Copy text from pictures

Turn your notebook into a functional wiki by creating links to specific sections or pages. Right-click the tab of the section or page that the link should point to. Next, select Copy Link to Section or Copy Link to Page, and then paste the link wherever you want it.

OneNote can recognize text in pictures. On any page, insert a picture containing legible text (for example, a cell phone photo of a receipt), right-click the picture, select Copy Text from Picture, and then paste the copied text where you want it.


OneNote Share notes with other people

Get help with OneNote

In OneNote, your cloud-based notebooks remain private unless you choose to invite other people to view or edit information in the current notebook. To begin collaborating with others, select File > Share, and then choose what you want to do.

Near the top right of the ribbon, select the ? icon to open the OneNote 2016 Help window, where you can enter keywords or phrases to look for assistance with OneNote features, commands, and tasks.

Get other Quick Start Guides

Next steps with OneNote

To download our free Quick Start Guides for your other favorite apps, go to https://go.microsoft.com/fwlink/?linkid=2008317.

See what’s new in Office Explore the new and improved features in OneNote and the other apps in Office. Visit https://go.microsoft.com/fwlink/?linkid=871117 for more information. Get free training, tutorials, and videos for Office Ready to dig deeper into the capabilities that OneNote has to offer? Visit https://go.microsoft.com/fwlink/?linkid=871123 to explore our free training options. Send us your feedback Love OneNote? Got an idea for improvement to share with us? On the File menu, select Feedback and then follow the prompts to send your suggestions directly to the Word product team. Thank you!


OneDrive Quick Start Guide Do more wherever you are with secure access, sharing, and file storage. Sign in to your Office 365 subscription and select OneDrive from the app launcher.

Open Open and edit a file online or in a desktop app.

Share Share files directly from OneDrive. Files are private until shared.

Copy link Get a link to the selected file to insert into an IM, email, or site.

Move to/Copy to Move or copy to another destination in your OneDrive or any SharePoint site.

Information pane See file information, recent activity, and manage access to the file.

Shared View and sort files by date shared, activity, or who they are shared with. Sharing status See which files are being shared and who they’re shared with.

Discover* View trending content in your organization and content relevant to your work. Recycle bin Recover files you’ve accidentally deleted up to 93 days.

Download Download a copy of a file or work offline on a device.

Shared libraries Navigate to shared libraries on Microsoft Teams, SharePoint sites, or Office 365 Groups.

*Powered by Microsoft Graph. Discover view does not change any permissions. Your private documents are not visible to others and you can view only those documents that you have been given access to.

Flow Create and manage automated workflows.

Version history View a file’s version history and restore a file to a previous version.

Manage access See who can access a file, and manage what people can do with it.

Activity See the sharing, viewing, and editing activity for a file.


OneDrive OneDrive mobile The OneDrive app supports both OneDrive personal and organization accounts across iOS, Android, and Windows. It can be downloaded from the app stores. See and manage all your accounts.

Share a file internally or externally with access controls.

Capture whiteboards & scan single or multiple page documents.

Edit a file on the web or in client view.

See and manage multiple accounts.

See trends views and an activity chart.

Personal

Save photos or videos directly to your device.

Access your files and folders on OneDrive.

Access your SharePoint sites.

See your most recently active files.

See files shared with you and discover content trending around you.

meganb@contoso.com

Send a copy of the file instead of sharing.

Copy the sharing link, email it in Outlook, or choose an app to send it with.

See details such as who the file is shared with.

Make files and folders available offline.*

Recover deleted files.

See all the files you have taken offline.

The above screens represent OneDrive for business accounts in iOS. Android users will have a similar experience except for file activity functionality. *Files and folders need to be taken from offline to online before they are synced to the cloud.


OneDrive Create or upload files & folders

Copy link

You can create new files and folders and upload existing files and folders from your device. In OneDrive, select Upload > Files. Or select a location in OneDrive and drag and drop files or folders from your device.

You can also share a file by copying the link and pasting it in email, IM, a webpage, or a OneNote page. In OneDrive, select a file and then select Copy link. Copy the link and then paste it in the destination.

Share files

Save and open files in Office apps

The files and folders you store in OneDrive are private until you decide to share them. You can stop sharing at any time. You can grant Edit or View permissions for recipients and set time limitations on a file to specify when it will no longer be accessible. In OneDrive, select a file and then select Share.

Based on admin settings, sharing levels are: Anyone – people inside and outside your org can access. Links can be forwarded. People in <organization> – everyone in your org can access. People with existing access – create a link to be used by people who already have access. Specific people – specify email addresses of the people you want to give access to.

(Requires Office 365, 2019, or 2016)

You can save or open Office documents in OneDrive from the Office apps. In any Office document, select File > Save As, choose your OneDrive, and then pick the folder where you want to save the file. To open a file stored on OneDrive, select File > Open, choose your OneDrive, and then select the file.


OneDrive Sync files and folders

OneDrive Files On-Demand

Sync your files and folders in OneDrive to your computer, so you can access them even when you’re offline. When you’re back online, changes you or anyone else make will sync automatically. In Windows 10, select Start, type OneDrive, and sign in to OneDrive on your PC. In other versions of Windows or Mac, get the OneDrive sync app from onedrive.com/download.

With OneDrive Files On-Demand, you can set files and folders to always be available locally on your device or save space by making files online only. In the taskbar, select the OneDrive icon, and select More > Settings. Then, on the Settings tab select Save space and download files as you use them.

Files you open are downloaded to your device and available offline. Online only files/folders do not use space on your device.

Mark files/folders to be always available, even offline.

View sync activity

Change file/folders back to online only.

Next steps with OneDrive

You can view sync activity from the OneDrive activity center. Click the OneDrive icon in the Windows taskbar. If you click the folder icon, you can go directly to the OneDrive web view. Users on Mac will have a similar experience.

Find help Explore help and training for OneDrive and other Office apps. Visit https://go.microsoft.com/fwlink/?linkid=871124 for more information. Learn about OneDrive Files On-Demand Access all your files in the cloud without having to download them. Visit https://go.microsoft.com/fwlink/?linkid=871126.

Check the status of the synced files in File Explorer.

Manage accounts, synced folders and network limitation settings.

Get free Office training, tutorials, and videos Ready to dig into the capabilities OneDrive has to offer? Visit https://go.microsoft.com/fwlink/?linkid=871128 to explore free training.


Excel Quick Start Guide New to Excel? Use this guide to learn the basics.

Quick Access Toolbar Keep favorite commands permanently visible.

Explore the ribbon See what Excel can do by selecting the ribbon tabs and exploring available tools.

Discover contextual commands Select tables, charts, or other objects in a workbook to reveal additional tabs.

Insert and edit functions Use the formula bar to view or edit the selected cell or to insert functions into your formulas.

Switch or create sheets Select the + next to thee sheet tabs to switch between workbook sheets or to create new ones.

Find whatever you need Look up Excel commands, get Help, or search the Web.

Customize charts Select a chart to quickly add, change, or remove any existing chart elements and formatting.

Share your work with others Invite other people to view and edit cloud-based workbooks.

Show or hide the ribbon Select the pin icon to keep the ribbon displayed, or hide it again by selecting the arrow.

Change your view Select the status bar buttons to switch between view options, or use the zoom slider to magnify the sheet display to your liking.


Excel Create something

Find recent files

Select File > New, and then select or search for the template you want. Begin with a Blank workbook to get right to work. Or save yourself time by selecting and then customizing a template that resembles what you need.

Whether you only work with files stored on your PC’s local hard drive or you roam across various cloud services, selecting File > Open takes you to your recently used workbooks and any files that you may have pinned to your list.

Stay connected

Discover contextual tools

Need to work on the go and across different devices? Select File > Account to sign in and access your recently used files anywhere, on any device, through seamless integration between Office, OneDrive, OneDrive for Business, and SharePoint.

Select relevant objects in your workbook to make contextual commands available. For example, selecting a chart element displays the Chart Tools tab with options for the Design and Format of a selected chart.


Excel Share your work with others

Insert functions

To invite others to view or edit your workbooks in the cloud, select the Share button in the top right corner of the app window. In the Share pane that opens, you can copy a sharing link or send invitations to the people you select.

On the Formulas tab, select Insert Function to search for and insert functions, look up the correct syntax, and even get in-depth Help about how your selected functions work.

Manage data with Excel tables You can choose to format any range of cells in your current workbook as an Excel table. Excel tables let you analyze and easily manage a group of related data independently from the other rows and columns in your workbook.


Excel Find whatever you need

Look up relevant information

Type a keyword or phrase into the Tell me what you want to do search box on the ribbon to quickly find the Excel features and commands you’re looking for, to discover Help content, or to get more information online.

With Smart Lookup, Excel searches the Internet for relevant information to define words, phrases, and concepts. Search results shown on the task pane can provide useful context for the data and information in your workbooks.

Get other Quick Start Guides

Next steps with Excel

To download our free Quick Start Guides for your other favorite apps, go to https://go.microsoft.com/fwlink/?linkid=2008317.

See what’s new in Office Explore the new and improved features in Excel and the other Office apps. Visit https://go.microsoft.com/fwlink/?linkid=871117 for more information. Get free training, tutorials, and videos for Office Ready to dig deeper into the capabilities that Excel has to offer? Visit https://go.microsoft.com/fwlink/?linkid=871123 to explore our free training options. Send us your feedback Love Excel? Got an idea for improvement to share with us? On the File menu, select Feedback and then follow the prompts to send your suggestions directly to the Excel product team. Thank you!


Word for Mac Quick Start Guide New to Word for Mac? Use this guide to learn the basics.

Get quick access to tools and commands See what Word for Mac can do by clicking the ribbon tabs and exploring new and familiar tools.

Quick Access Toolbar Keep popular commands right at your fingertips.

Discover contextual commands Select tables, pictures, or other objects in your documents to reveal additional tools.

Search your documents Start typing in the Search box to instantly find what you’re looking for.

Navigate with ease Use the optional sidebar for quick navigation through page thumbnails, headings, to review comments, or to use the find and replace functions.

Show or hide the ribbon Need more room on your screen? Click the arrow to hide or redisplay the ribbon.

Status bar shortcuts Click any status bar indicator for quick access to the pages in your document, detailed word count statistics, and more.

Change your view Click the status bar buttons to switch between view options, or use the zoom slider to magnify the page display to your liking.


Word for Mac Create something

Find recent files

Begin with a Blank Document to get right to work. Or save yourself a bunch of time by selecting and then customizing a template that resembles what you need. To return to these options at any time, click File > New from Template.

Whether you only work with files stored on your Mac’s hard drive or you roam across various cloud services, clicking File > Open Recent takes you to your recently used documents and any files that you may have pinned to your list.

Stay connected

Set your preferences

Need to work on the go and across different devices? Sign in to easily access your recently used files anywhere, on any device, through seamless integration between Office for Mac, OneDrive, OneDrive for Business, and SharePoint.

Something not working quite as expected? It’s easy to change and customize options at any time. On the Word menu, click Preferences, and then set up Word the way you want.


Word for Mac Discover contextual tools

Format documents with style

You can display additional ribbon commands by selecting relevant objects in your document. For example, when you click within a table the Table Design and Layout tabs appear, and when you click on any inserted picture the Picture Format tab appears.

On the Home tab, click the Styles Pane button to visually create, apply, and review formatting styles in your current document. You can filter which styles to show, and you can turn the optional style and formatting guides on and off.

Review and track changes Whether you want to check spelling, keep your word count in check, or collaborate with other people, the Review tab unveils essential commands that help you track, discuss, and manage all of the changes made to your documents.


Word for Mac Share your work with others

Get help with Word

Click the Share button in the top right corner to invite others to edit your current document, to copy a link to the file’s cloud location, or to send a copy as a file attachment from your preferred email service.

On the menu bar, click Help to search for the Word features and commands that you need help with, or click Word Help to browse through popular content. To let us know if the information we’ve provided has been useful to you, use the feedback form at the bottom of each of our Help articles.

Get other Quick Start Guides

Send us your feedback

Visit http://aka.ms/office-mac-guides to download our free Quick Start Guides for Mac versions of Excel, PowerPoint, Outlook, and OneNote.

Love Word for Mac? Have an idea for improvement? Click the smiley face icon in the upper right corner of the app window to send your feedback directly to the Word development team.

If you have any feedback about our guides, please submit your comments at the bottom of the download page. Thank you!


PowerPoint for Mac Quick Start Guide

New to PowerPoint for Mac? Use this guide to learn the basics.

Get quick access to tools and commands See what PowerPoint for Mac can do by clicking the ribbon tabs and exploring new and familiar tools.

Quick Access Toolbar Keep popular commands right at your fingertips.

Discover contextual commands Select shapes, pictures, or other objects in your presentation to reveal additional tabs.

Search your presentations Start typing in the Search box to instantly find what you’re looking for.

Show or hide the ribbon Need more room on your screen? Click the arrow to turn the ribbon on or off.

Navigate and organize Click a slide thumbnail to switch to it or drag a slide to move it up or down in the list.

Add notes and comments Track your team’s feedback in the Comments pane while drafting the perfect deck. When it’s showtime, use the Notes pane to keep important facts handy.

Start the show Click here to present from the current slide, or click the Slide Show tab on the ribbon.

Change your view Click the status bar buttons to switch between view options, or use the zoom slider to magnify the slide display to your liking.


PowerPoint for Mac Create something

Find recent files

Begin with a Blank Presentation to get right to work. Or save yourself a bunch of time by selecting and then customizing a template that resembles what you need. To return to these options at any time, click File > New from Template.

Whether you only work with files stored on your Mac’s hard drive or you roam across various cloud services, clicking File > Open Recent takes you to your recently used presentations and any files that you may have pinned to your list.

Stay connected

Set your preferences

Need to work on the go and across different devices? Sign in to easily access your recently used files anywhere, on any device, through seamless integration between Office for Mac, OneDrive, OneDrive for Business, and SharePoint.

Something not working quite as expected? It’s easy to change and customize options at any time. On the PowerPoint menu, click Preferences, and then set up PowerPoint the way you want.


PowerPoint for Mac Change your layout

Format shapes with precision

Good presentations adapt their structure to the points that are being presented. Switch things around on the fly to make them fit — literally or figuratively. On the Home tab, click Layout, and then browse through the available options. New slides will adopt your current choice, which you can just as easily replace with a new one.

Achieve precise picture, shape, and object formatting with the comprehensive tools available in the Format task panes. Start by making a selection on your current slide, then click Format > Format Object on the menu bar.

Keep slide notes handy The cornerstone of any good factual presentation is the data that backs up your points. Avoid overwhelming your audience by front-loading every detail in your deck; instead, keep important facts and figures in the Notes pane for easy lookup — either while you rehearse, or in the heat of the moment.


PowerPoint for Mac Share your work with others

Get help with PowerPoint

Click the Share button in the top right corner to invite others to edit your current presentation, to copy a link to the file’s cloud location, or to send a copy as a file attachment from your preferred email service.

On the menu bar, click Help to search for the PowerPoint features and commands that you need help with, or click PowerPoint Help to browse through popular content. To let us know if the information we’ve provided has been useful to you, use the feedback form at the bottom of each of our Help articles.

Get other Quick Start Guides

Send us your feedback

Visit http://aka.ms/office-mac-guides to download our free Quick Start Guides for Mac versions of Word, Excel, Outlook, and OneNote.

Love PowerPoint for Mac? Have an idea for improvement? Click the smiley face icon in the upper right corner of the app window to send your feedback directly to the PowerPoint development team.

If you have any feedback about our guides, please submit your comments at the bottom of the download page. Thank you!


Outlook for Mac Quick Start Guide New to Outlook for Mac? Use this guide to learn the basics.

Get quick access to tools and commands See what Outlook for Mac can do by clicking the ribbon tabs and exploring new and familiar tools.

Quick Access Toolbar Keep popular commands right at your fingertips.

Check for new messages Click Send & Receive to refresh the currently selected mail folder immediately.

Search your Inbox or mail folders Start typing in the Search box to instantly find what you’re looking for.

Show or hide the ribbon Need more room on your screen? Click the arrow to hide or redisplay the ribbon.

Navigate your mail folders Click a folder to display its contents. To turn this pane on or off, click View > Sidebar.

Click to switch views Outlook is five apps in one.

Read emails faster Dock the reading pane on the side or at the bottom to view messages where you want to.

View connection status Outlook continuously displays your folder sync status and server connection status here.


Outlook for Mac Set up your account

Organize mail with rules

You can use Outlook as soon as you enter your account info. On the ribbon, click the Tools tab, and then click Accounts. Sign in with your preferred email address, or use the account information provided by your organization or school.

If you regularly receive large amounts of email from different sources, consider setting up rules that automatically file messages into mail folders you’ve created. On the menu bar, select Tools, and then select Rules and select the + sign to add a new rule.

Create new items

Switch between views

In Mail view, on the Home tab, click New Email to compose a new email message, or click New Items and choose the type of item you want to create.

There’s much more to Outlook than email. At the bottom of the app window, you can easily switch between the Mail, Calendar, People, Tasks, and Notes views to manage all aspects of your busy life. Commands on the ribbon switch to match the view you’ve selected, as will the information shown on the Outlook status bar at the bottom of the app window.


Outlook for Mac There’s more to Outlook than email Switch to Calendar view to manage all aspects of your busy life.

Easy to use Calendar tools and commands In Calendar view, the ribbon displays everything you need to manage every day, week, month, and year.

Switch your point of view Click to see how busy your days, weeks, and months are.

Look someone up before scheduling Type a name and search to verify someone’s contact info before setting up a meeting.

Navigate your schedule While looking at the current day, week, or month, click the Back or Forward arrows to switch the current view.

See the forest for the trees Too many events crowding your view? Easily select which items you want to see at any one time. Categories can be customized on the Organize tab on the ribbon.

Search for meetings and appointments Start typing in the Search box to instantly find what you’re looking for.

Weather at a glance Check your weather forecast to make sure your meeting or event won’t be rained out.

Create new items in place Hold the Control key while clicking anywhere in your calendar to create a new item.


Outlook for Mac Set your preferences

Get help with Outlook

Something not working quite as expected? It’s easy to change and customize options at any time. On the Outlook menu, click Preferences, and then set up Outlook the way you want.

On the menu bar, click Help to search for the Outlook features and commands that you need help with, or click Outlook Help to browse through popular content. To let us know if the information we’ve provided has been useful to you, use the feedback form at the bottom of each of our Help articles.

Get other Quick Start Guides Visit http://aka.ms/office-mac-guides to download our free Quick Start Guides for Mac versions of Word, Excel, PowerPoint, and OneNote. If you have any feedback about our guides, please submit your comments at the bottom of the download page. Thank you!

Or, click the ? to open the in-app support.


OneNote for Mac Quick Start Guide

New to OneNote for Mac? Use this guide to learn the basics.

Get quick access to tools and commands See what OneNote for Mac can do by clicking the ribbon tabs and exploring new and familiar tools.

Quick Access Toolbar Keep popular commands right at your fingertips.

Tag important information Categorize or prioritize important details by applying tags to selected notes.

Share your notes Share your notebooks or invite others to edit.

Resize note containers Drag the edge to make notes fit the page or drag the entire frame to move it.

Select a paragraph Click to select notes or Control-click for more options.

Notebook sections Click these tabs to switch between sections in the current notebook.

Notebook pages Click the page titles to switch between pages in the current notebook section.

Type anywhere on the page OneNote’s flexible canvas isn’t limited to the constraints that many other apps have.

Capture your ideas freely Type, create tables, insert shapes and photos, or write and draw freehand.


OneNote for Mac Access your notes anywhere

Never run out of paper

What good are notes, plans, and ideas if they’re trapped on a hard drive? Always keep your notebooks available by signing in with your free Microsoft account when you first start OneNote on your Mac. There’s even a free OneNote app for your iPhone and iPad or Android devices to help you stay in sync on the go.

Want to create a new notebook? Click + Notebook or File > New Notebook on the menu bar. To create a new section in the notebook, click + Section, or File > New Section. You can also create section groups. Click File > New Section Group. To create a new page in the current section of your notebook, click + Page, or File > New Page.

When you first launch OneNote, a default notebook with the Quick Notes section is created for you. Select a color, and then enter a name and where to create it.

Save your work automatically OneNote automatically saves all your changes as you work — so you never have to. Even when you close the app, or your Mac goes to sleep, your notes are always saved so you can continue right where you left off. A syncing icon appears over each notebook icon when an automatic sync is in progress. You can also sync notebooks at will. Control-click a notebook’s title to initiate a manual sync.


OneNote for Mac Tag selected notes

Organize information in tables

The Tags gallery on the Home tab lets you visually prioritize or categorize selected notes. Tagged notes are marked with icons that prompt you to follow up on important action items or to check off completed tasks on your to-do lists.

When you don’t need a full spreadsheet, use simple OneNote tables to make sense of information. Start on a new line of text by typing a word, phrase, or number, and then press the Tab key to create the next column. Press Return to create a new row. Or, you can click Insert > Table on the menu bar. Once your table is created and selected, the Table tab on the ribbon shows additional commands.

Create wiki-style hyperlinks

Copy text from pictures

Turn your notebook into a functional wiki by creating links to specific sections, pages or paragraphs.

OneNote can recognize text in pictures. On any page, insert a picture containing legible text (a receipt, for example), hold the Control key while clicking the picture, click Copy Text from Picture, and then paste the copied text where you want it.

Hold the Control key while clicking the tab of the section or page, or clicking a paragraph that you would like to link to. Next, click Copy Link to Section or Copy Link to Page or Copy Link to Paragraph, and then paste the link wherever you want it.


OneNote for Mac Share notes with others

Get help with OneNote

Click the Share icon in the top right corner to invite others to edit your current notebook, to copy a link to its cloud location, or to send the current page as a message or PDF attachment from your preferred email service.

On the menu bar, click Help to search for the OneNote features and commands that you need help with, or click OneNote Help to browse through popular content. To let us know if the information we’ve provided has been useful to you, use the feedback form at the bottom of each of our Help articles.

Get other Quick Start Guides

Send us your feedback

Visit http://aka.ms/office-mac-guides to download our free Quick Start Guides for Mac versions of Word, Excel, PowerPoint, and Outlook.

Love OneNote for Mac? Have an idea for improvement? Click the smiley face icon in the upper right corner of the app window to send your feedback directly to the OneNote development team.

If you have any feedback about our guides, please submit your comments at the bottom of the download page. Thank you!


Excel for Mac Quick Start Guide

New to Excel for Mac? Use this guide to learn the basics.

Get quick access to tools and commands See what Excel for Mac can do by selecting the ribbon tabs and exploring new and familiar tools.

Quick Access Toolbar Keep popular commands right at your fingertips.

Discover contextual commands Select charts, sparklines, and other elements in your workbooks to reveal additional tabs.

Insert and edit functions Use the formula bar to view or edit the selected cell or to insert functions into your formulas.

Switch or create sheets Select the sheet tabs to navigate in your workbook and add additional sheets.

Search your workbooks Start typing in the Search box to instantly find what you’re looking for.

Show or hide the ribbon Need more room on your screen? Select the arrow to hide or redisplay the ribbon.

Change your view Select the status bar buttons to switch between view options, or use the zoom slider to magnify the page display to your liking.


Excel for Mac Create something

Find recent files

Select File > New to get right to work. Or select File > New from Template to save time by starting with a template that gives you a head start on structure and formatting.

Whether you work with files stored on your Mac’s hard drive or you roam across various cloud services, select File > Open Recent to see your recently used workbooks and any files that you may have pinned to your list.

Stay connected

Set your preferences

Need to work on the go and across different devices? Sign in to easily access your recently used files anywhere, on any device, through seamless integration between Office for Mac, OneDrive, OneDrive for Business, and SharePoint.

Something not working quite as expected? It’s easy to change and customize options at any time. On the menu bar, select Excel > Preferences, and then set up Excel the way you want.


Excel for Mac Discover contextual tools

Insert functions, build formulas

You can display additional ribbon commands by selecting specific items in your workbook. For example, select a chart to reveal the Chart Design and Format ribbon tabs, or select a sparkline to reveal the Design tab.

On the Formulas tab, select Insert Function to display the Formula Builder pane. Here, you can search for and insert functions, look up the correct syntax, and even get additional, in-depth help about your selected functions.

Enable optional add-ins Get all of the statistical functions you need to conduct in-depth analyses of your data with the included Analysis ToolPak and Solver add-ins. On the menu bar, select Tools > Excel Add-Ins, and then select the add-ins you want to enable.


Excel for Mac Share your work with others

Get help with Excel

Select the Share button in the top right corner to invite others to edit your current workbook, to copy a link to the file’s cloud location, or to send a copy as a file attachment from your preferred email service.

On the menu bar, select Help > Search to search for the Excel features and commands that you need help with, or select Help > Excel Help to browse through popular content. To let us know if the information we’ve provided has been useful to you, use the feedback buttons at the bottom of each Help article.

Get other Quick Start Guides

Send us your feedback

Visit http://aka.ms/office-mac-guides to download our free Quick Start Guides for versions of Word, PowerPoint, Outlook, and OneNote.

Love Excel for Mac? Have an idea for improvement? Select the smiley face icon in the upper right corner of the app window to send your feedback directly to the Excel development team.

If you have any feedback about our guides, please submit your comments at the bottom of the download page. Thank you!


Sheet -- Outlook Outlook for for Android Android Cheat sheet Connect. Organize. Get things done.

If you don’t have it already, you can download Outlook for Android from the Google Play Store.

Tap Menu to see a list of Folders and Settings Tap Filters to only show messages that are Unread, Flagged, or have Attachments

Tap to switch between Focused and Other messages

Items arranged by conversation thread indicate number of items in the conversation Swipe right or left to take action Tap Search once to find recent contacts and files. Tap twice for a search box to find email contents and more

To flag a message, tap to open, tap the three dots More > Flag

In Settings

In the Menu

Tap Settings > Swipe Options > Swipe Right or Swipe Left and select an action Tap the Settings > Focused Inbox to turn Focused Inbox on or off

Tap Menu > Edit icon and tap the star to Favorite a folder. Favorite folders rise to the top

Tap Menu > Bell icon to set Do not disturb options

Focused Inbox intelligently presorts your email so you can focus on what matters.

Š 2018 Microsoft Corporation. All rights reserved.

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Outlook Sheet for Android Outlook for for Android Android Cheat sheet -- Outlook Attach a file from OneDrive

Cheat Sheet

Contact Card In an email, tap a contact name to see their phone number, email address, and more

Tap New Message > Attach > Choose from files and select a file

Manage your calendar, schedule meetings, and get reminders Tap Menu to view or add a calendar including shared calendars

Switch to Calendar view

Swipe down to show more of the calendar

Tap a day to see events for that day

Create a new calendar event

Tap Meeting to see the details

RSVP to an invitation

Change calendar view

Tap RSVP in a meeting invitation in your Inbox, and then tap Accept, Tentative, or Decline

Š 2018 Microsoft Corporation. All rights reserved.

In Calendar, tap View and select Agenda, Day, or 3-Day view

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Cheat sheet - Outlook for iOS Connect. Organize. Get things done.

Tap Menu to see Folders or Settings for: • Focused Inbox • Swipe Options • Organize By Thread

Cheat Sheet If you don't have Outlook for iOS, download it from the Apple Store.

Tap Filter to only show messages that are Unread, Flagged or have Attachments.

Tap to switch between Focused and Other messages. Focused shows important emails while the rest are found on the Other tab.

Items arranged by conversation thread indicate number of items in the conversation.

Swipe right or left to take action on a message.

Tap Search to show contacts, files, and upcoming reservations and deliveries. Double tap for the Search box.

Change settings

Add a favorite folder Tap Swipe Options > Swipe Right or Swipe Left and select an action.

Tap Focused Inbox to turn Focused Inbox on or off.

From the menu, tap the pencil icon for Edit settings. Tap the star icon to favorite a folder.

Tap Organize by Thread to arrange messages as conversation threads.

© 2018 Microsoft Corporation. All rights reserved.

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Cheat sheet - Outlook for iOS Find Folders

Cheat Sheet

Mark and flag messages

In a message, tap … More, and then tap Mark Unread or Flag.

Tap Menu, and then press and hold an account icon to see a list of folders for that account.

Attach a file from OneDrive

View contact cards In an email, tap a contact name to see their phone number, email address, and more.

Tap Compose > Attach

and select a file.

Tap Show Organization to see a contact’s organization tree.

RSVP to an invitation

Change calendar view

Tap RSVP in a meeting invitation, and then tap Accept, Tentative, or Decline. You can also choose to not send a reply to the sender.

© 2018 Microsoft Corporation. All rights reserved.

In Calendar, tap View and select Agenda, Day, or 3-Day view.

Page 2 of 2


Outlook on the web Calendar Cheat sheet - Outlook on the web Calendar Schedule meetings and track responses Step 1 – Schedule a meeting

Step 2 – Get free/busy times for attendees

Select New event, and then enter attendee names in the Invite attendees box.

Select Scheduling Assistant to see free/busy times.

Step 3 – Add a room

Step 4 – Make it a Teams Meeting

In Scheduling Assistant, select the Add a location or room box, and select a room under Suggested locations, or select

Select the Teams meeting toggle to make the meeting an online meeting.

Add Room and then choose a room.

Step 5 – Attach a File

Step 6 – Track invite responses

Select Attach and choose if you want to upload a file from your computer or a cloud storage account like OneDrive.

On your calendar, select the meeting to view the responses.

© 2018 Microsoft Corporation. All rights reserved.

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Outlook on the web Calendar Cheat sheet - Outlook on the web Calendar Apply categories to sort your events

Switch calendar views

Right-click an event, select Categorize, and then select the

In Calendar, select the current view option like Work Week

category.

and choose another view option.

Add another calendar to your calendar view

Share a calendar

To add another calendar to your calendar view, such as

To share your calendar with someone, select Share at the top

holidays, select Discover calendars in the navigation pane.

of the page, enter the person’s name or email address, and select Share.

Keyboard shortcuts Go to Calendar

Ctrl + Shift + 2

Go to Mail

Ctrl + Shift + 1

Switch to day (1), work week (2), week (3), or month (4) Shift + Alt + [1,2,3,4] More keyboard shortcuts: https://go.microsoft.com/fwlink/?linkid=2025075

More info Outlook for Web Help https://go.microsoft.com/fwlink/?linkid=864505

Š 2018 Microsoft Corporation. All rights reserved.

Differences between desktop, online, and mobile https://go.microsoft.com/fwlink/?linkid=864504

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Outlook on the web Mail

Cheat Sheet

Organize your Inbox Switch between Focused and Other inbox.

Filter, sort, and turn on Conversations and Focused Inbox.

See only your Unread messages.

Sort mail by Date, From, Subject, Attachments, and more‌. Turn on Focused Inbox to see mail that matters most to you. Group messages by conversation. Messages are grouped by subject.

Flag messages

Train your Focused Inbox Select the Focused or Other tab, and then right-click the message you want to move.

Set a reminder. Right-click to choose a date.

Pin message to top of inbox.

For instance, from Other, choose Move to Focused or Always Move to Focused.

Š 2017 Microsoft Corporation. All rights reserved.

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Outlook on the web Mail Find and perform actions with Tell Me

Cheat Sheet

Upload a file and attach a link to a message

Select Attach, and then select a file. Select Upload and share as a OneDrive link to upload a file.

Select ? and enter what you want to do. Then select the Action to perform or Help to find out more.

Select the arrow next to the file name to set file permissions.

Create a signature

Set an Out of Office notification

Select

Select

> Mail > Layout > Email signature

> Automatic replies

Choose your keyboard shortcuts Select

> General >

Keyboard shortcuts, and choose which version of shortcuts to use

Outlook shortcuts include: New message

Ctrl + N

Reply

Ctrl + R

Reply All

Ctrl + Shift + R

Forward

Ctrl + F

Previous/Next Up/Down keys More Keyboard Shortcut: https://go.microsoft.com/fwlink/?linkid=864503

More info Outlook on the Web Help, https://go.microsoft.com/fwlink/?linkid=864505

Š 2017 Microsoft Corporation. All rights reserved.

Differences between desktop, online, and mobile, https://go.microsoft.com/fwlink/?linkid=864504

Page 2 of 2


Cheat sheet - Outlook Calendar for Mac Schedule meetings and track responses Step 1 Select Home > Meeting.

Step 2

Step 3

Step 4

Select Room Finder, select a location from the room list, and then choose a room.

Select Organizer Meeting > Online Meeting to include an online meeting link.

Step 5

Step 6

Click Format Text > Attach File > Online Locations to attach a link to a file you’ve stored on OneDrive or SharePoint.

After you send the invite, open it and select Organizer Meeting > Scheduling to see responses.

Š 2018 Microsoft Corporation. All rights reserved.

Select Scheduling, then add attendee names in the Add New box to see free/busy times.

Page 1 of 2


Cheat sheet - Outlook Calendar for Mac Apply categories to sort your events

Use event cards

Right-click an event, select Categorize, and then select a category.

See everything you want to know about a meeting at a glance.

Switch calendar views

Add a calendar to your calendar view

Select Home and then a view option like Day or Work Week.

Select Home > Open Shared Calendar and enter a name to see available calendars from people in your organization.

Share a calendar Select Organize > Calendar Permissions, and then select the Permissions tab. Select Add Use and choose the permissions.

Keyboard shortcuts Go to Calendar

⌘+2

Create appointment

⌘+N (in Calendar view)

Go to Mail

⌘+1

Switch view to today

⌘+T

More keyboard shortcuts: https://go.microsoft.com/fwlink/?linkid=864503

Learn more Outlook for Mac Help, https://go.microsoft.com/fwlink/?linkid=864508 © 2018 Microsoft Corporation. All rights reserved.

Differences between Windows and Mac version of Outlook, https://go.microsoft.com/fwlink/?linkid=864506 Page 2 of 2


Cheat Sheet Outlook Calendar for Windows Cheat sheet - Outlook Calendar for Windows

Schedule meetings and track responses Step 1

Step 2

Select Home > New Meeting.

Select Scheduling Assistant, and then add attendee names to get free/busy times.

Step 3

Step 4

In Room Finder, select a location from the room list, and then choose a room.

Select Teams Meeting to make an online meeting. (Your organization may be using Skype for Business.)

Step 5 – Attach a File

Step 6 – Track invite responses

Select Insert > Attach File > select a file, and then Share link.

Select your meeting and then Tracking to see responses.

© 2018 Microsoft Corporation. All rights reserved.

Page 1 of 2


Cheat Sheet Outlook Calendar for Windows Cheat sheet - Outlook Calendar for Windows Apply categories to sort your events

Switch calendar views

Right-click an event, select Categorize, and then select the

From your Calendar, select View, and then select a view option

category. You can use multiple categories.

like Day, Work Week, Week, or Month.

Add a calendar to your view

Create a meeting from an email

From your Calendar, select Add Calendar > From Address

In an open message, select Meeting. A request is made

Book and enter a contact to see calendars from people in your organization. Or From Internet to view online calendars.

inviting everyone on the To line as Required Attendees. Title and message body is copied over and can be edited.

Keyboard shortcuts Go to Calendar

Ctrl + 2

Go to Mail

Ctrl + 1

Switch view to include today

Ctrl + T

Create new meeting request

Ctrl + Shift + Q

Open selected calendar event

Ctrl + O

Create Appointment

Ctrl + Shift + A

See keyboard shortcuts for Outlook at: https://go.microsoft.com/fwlink/?linkid=864503

More info Outlook Training https://go.microsoft.com/fwlink/?linkid=864509

Outlook Quick Start Guide https://go.microsoft.com/fwlink/?linkid=864510

Differences between desktop, online, and mobile https://go.microsoft.com/fwlink/?linkid=864504

Differences between Windows and Mac version of Outlook https://go.microsoft.com/fwlink/?linkid=864506

Š 2018 Microsoft Corporation. All rights reserved.

Page 2 of 2


Cheat Sheet - Outlook Mac Mail Organize your Inbox Switch between Focused and Other inbox.

Sort and Group messages. Turn on Conversations.

Set a Reminder on a message. Tag messages with Categories.

See only your Unread messages.

Find specific messages

Train your Focused Inbox

Enter a word or words to search for in the Search box. Select a

Select the Focused or Other tab, and then right-click the

keyword or press Enter.

message you want to move.

Select Close Search to close the search results.

For instance, from Focused, choose Move to Other or Always Move to Other.

Š 2018 Microsoft Corporation. All rights reserved.

Page 1 of 2


Cheat Sheet - Outlook Mac Mail Automate actions with Rules

Attach a link or file in a message

Select Attach File to include a link to a file you’ve stored in OneDrive or SharePoint.

Select Organize > Rules to create and edit Rules to perform actions automatically on incoming or outgoing messages.

Select the arrow next to the file name to set file permissions.

Create an AutoSignature

Set an Out of Office notification

Select Outlook > Preferences > Signatures

Select Tools > Out of Office.

Keyboard shortcuts Go to Calendar

⌘+2

Attach file to message

⌘+E

Go to Mail

⌘+1

Previous/next message

Up / Down keys

Reply

⌘+R

Move to folder

⌘+Shift + M

Reply All

⌘+Shift + R

Search current folder

⌘+Option + F

Flag for follow up

⌘+=

Send/Receive

⌘+K

More keyboard shortcuts, https://go.microsoft.com/fwlink/?linkid=864503

Learn more Outlook for Mac Help, https://go.microsoft.com/fwlink/?linkid=864508

© 2018 Microsoft Corporation. All rights reserved.

Differences between Windows and Mac version of Outlook, https://go.microsoft.com/fwlink/?linkid=864506

Page 2 of 2


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