Campus Connectors
Salli Jenks Training Session – 04/18/13
Union College | 3800 S. 48th Street | Lincoln, NE 68506
1. Outlook: Using QuickSteps
2. Outlook: Tasks
3. Excel: AutoFill
4. Word/Excel: Merge (Field Codes)
5. Microsoft Office Certification
Outlook: Using QuickSteps
QuickSteps are somewhat like macros, and are great at automating a number of
manual steps in Outlook. The way I use it the most is for marking a message read,
categorizing it and filing it. Some email messages you may not need to see, and
so you can automatically have those messages go to a specific folder for later
reference – however, with these messages I want to look at them first but don’t
want to have to go through the manual steps then of categorizing and filing.
 http://office.microsoft.com/en-us/outlook-help/automate-commonor-repetitive-tasks-with-quick-steps-HA010370689.aspx
 http://lis.dickinson.edu/technology/training/tutorials/2010/outlook/q
uicksteps_various.pdf
Video
1. http://office.microsoft.com/en-us/outlook-help/video-simplifyrepetitive-actions-with-quick-steps-VA101822262.aspx
Outlook: Tasks
I seriously do not think I could do my job if I didn’t have Outlook Tasks – it seriously
runs my work world. It allows me to keep everything I have to do in one place,
and allows me to not worry that I’m missing something. Setting up recurring tasks
is a lifesaver for being prepared for tasks that repeat once a week, once a month,
once a year. It’s very helpful to just click and drag emails to tasks to remind
yourself to follow up on something later.
 http://office.microsoft.com/en-us/outlook-help/create-tasks-and-todo-items-HA010354415.aspx?CTT=5&origin=HA101829999
 http://www.techrepublic.com/blog/five-apps/five-tips-for-organizingyour-outlook-2010-tasks/948
Video
1. http://youtu.be/BOKpCitEfow
2. http://www.youtube.com/watch?v=c4D8U4iPbfc&sns=em
Excel: AutoFill
The series feature of AutoFill is so helpful! I use it a lot when making calendars for
repeat meetings to make sure I’m looking at the correct dates, etc. Excel is pretty
smart and can usually pick up your series.
 http://support.microsoft.com/kb/291359
Video
1. http://www.youtube.com/watch?v=l24ZjX1m3Y8
Excel: CustomFormat
A lot of times I want to see my dates in this format … “Thu 04/18/13” It is very
easy to format your data in Excel with CustomFormat.
 http://office.microsoft.com/en-us/excel-help/create-a-customnumber-format-HP010342372.aspx
Mail Merge
Mail Merge in Word/Excel is very helpful for sending out emails, documents, etc.
with a lot of the same information to a lot of people. I use it a lot with the rentals.
I export out emails, etc. from Access to Excel and then merge into Word which
automatically emails it to all tenants. It sounds complicated, but it is just a few
key strokes and can be done in a matter of minutes. Saves a ton of time!!
 http://office.microsoft.com/en-us/word-help/use-mail-merge-tocreate-and-print-letters-and-other-documents-HA101857701.aspx
Insert and format field codes in Word 2010
http://office.microsoft.com/en-us/word-help/insert-and-format-fieldcodes-in-word-2010-HA101830917.aspx
Videos
1. Mail Merge in Microsoft Office Word 2010 – Part 1
http://www.youtube.com/watch?v=cx6Ve-kwLxU
2. Mail Merge in Microsoft Office Word 2010 – Part 2
http://www.youtube.com/watch?v=N8mO5ZU2zL4
Microsoft Office Specialist Certification
 http://www.microsoft.com/learning/en/us/certificationoverview.aspx#fbid=ZsSHRmySklE
 http://office.microsoft.com/en-us/word-help/should-you-become-amicrosoft-office-specialist-HA001211101.aspx
Video
1.
http://www.youtube.com/watch?v=eaUOlES5P-8 (shows older
versions of the software, but still a good video on the core concepts)