How to Automatically Record an Item in the Outlook Journal

In Microsoft Outlook 97, 98, and 2000, you can set up the Journal function to record everything you do in Outlook, plus in other Office programs. You can link your tasks to specific contacts, so that, for example, you have an automatic list of all work and correspondence done for a particular client.

Instructions

Difficulty: Easy

Things You’ll Need:

• Computers
• Microsoft Outlook

1. Select Options from the Tools menu.
2. In Outlook 2000, click the Journal Options button in the Calendar part of the window.
3. In other versions of Outlook, click the Journal tab.
4. Click to record different Outlook functions, such as e-mail messages and meeting acceptances, and to record work in other Microsoft Office functions.
5. Click the contacts you wish to record the functions for.
6. To view all entries for a contact, open the contact file, then click the Activities tab. Choose Journal from the Show menu at the top of the window.

Tips & Warnings

• Click the Journal icon in the left-most pane of the Outlook window to view the journal.
• Uncheck all items to increase the speed of Outlook.
• You can also add items to the journal manually, either for activities that aren't done on the computer, such as phone calls and faxes, or for documents created in non-Office programs. You might also add Office documents to the journal manually, if you don't think you'll want most of your documents recorded.

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