New Outlook for Windows: A guide for Delegates – part 1
The new Outlook for Windows brings a new, powerful email experience that can help executive administrators and delegates become more productive in their everyday work. This blog captures some tips to help delegates get started in the new Outlook.
1. Toggling into new Outlook
If your organization has enabled access to new Outlook, you will see a ‘Try the new Outlook’ toggle on the top right of your classic Outlook app. Turn this toggle on to try the new Outlook experience. You can toggle off to classic Outlook any time. Learn more about getting started in the new Outlook here.
We recommend that you select the option to ‘Import Settings’ from classic Outlook to make the new Outlook experience more familiar. You can learn more about the settings that are imported, here.
Note: You can use classic Outlook and new Outlook side-by-side by toggling off and launching both apps independently.
2. Customize the Outlook ribbon
In the new Outlook, simplified ribbon is enabled by default to offer a clean and simple experience. However, if you prefer the classic Outlook ribbon layout, you can change it from the ribbon drop down and select ‘classic ribbon’.
3. Manage your settings
You can navigate to the new Outlook Settings from the gear icon in the upper right corner. Changes you make to settings in the new Outlook for Windows will also be reflected in Outlook on the web.
4. View shared calendars
We sometimes hear feedback that shared/delegate calendars are missing in new Outlook because these are not visible by default.
To view shared calendars, click ‘Show all’ in the calendar list and view shared calendars under “People’s calendars”. Then, select the calendar you are interested in and then select ‘split view’ in the ribbon to view multiple calendars side by side.
We plan to automatically select the same calendars and view, including shared calendars, when users switch to new Outlook.
5. Add new shared/ delegate calendars
You can add a new shared/ delegate calendar either from the email you receive to manage the invite, or directly from the calendar.
To add directly from your calendar, click on ‘Add calendar’. Then choose ‘Add from directory’ and select the executive or team member whose calendar you would like to add.
Tip – you can add any team member’s calendar and see their default calendar sharing details (for most organizations, this is usually free/busy sharing).
6. Add and view shared/ delegate mailboxes and folders
To add shared or delegate mailboxes and folders, click on the three dots next to the ‘shared with me’ folder under your account and select ‘Add shared folder or mailbox’. Then select the shared/ delegate account you want to add. You can then view the shared mailbox or folders under ‘shared with me’
Share feedback
We encourage you to try the new Outlook and share your feedback. You can submit feedback on the new Outlook experience from Help > Feedback
Please mention – “I am an EA” Or “I am a delegate” when adding comments.
To stay updated with the latest features in new Outlook, follow the roadmap.
This guide will also be published as a support article that will be linked here once available.
Thanks!
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