Working with Items and Forms
This guide shows you how to enter, edit and categorize information in Outlook's forms.
With Outlook it is possible to enter or edit individual items of information in two ways either by typing directly or using forms. With Outlook you can enter or edit data directly into the information viewer or create a new record in any of the modules to enter data. To enter data directly (add task in the task list view) click at the top of the list where it says "Click here to add a new task".
Type the text into the text box and press enter to add the task to the list.
Similarly you can edit data directly by clicking once in the field you want to edit. If an insertion point appears you can edit the data else you can edit the data in the items form.
Using Forms to Enter data select the module where you want to create a record. Click the new button on the toolbar.
The default form for a module contains field available in that module.
To open the form for an existing record double click the item in the information viewer. OR right click on the item and choose open.
Each form has its own special toolbar with options available only in that module.
To Navigate in a Form use the tab key to move from field to field. To move from record to record without closing the form and opening the next one click the previous item or next item button.
Auto date feature is one of the exciting features of Outlook. Enters text in English and converts it into data that Outlook can understand and store. For example a schedule meeting date around three weeks from today can be found by just typing 3 weeks from today into the Date field and Auto date will convert the text to the actual date.
Click the Save and close button to save the data.Assign categories to items Categories are keywords that help organize information in Outlook. You can find, sort, filter or group items in any folder using the categories.
