Creating Journal Items Manually

Although automatic journaling is the easiest and most reliable way to create journal entries, you can create new journal entries yourself. Because the journal supports only the automatic creation of entries from the other Office programs, you might need to create a lot of entries manually:

  1. Select New, Journal Entry to open a new journal form.

  2. Enter a Subject and select an Entry type for your new journal entry.

  3. Enter the Start time and date.

  4. Press the Start Timer button if you need to record the duration.

  5. Enter notes in the Notes field, insert links to attachments, and associate Contacts or Categories with the journal item (see Figure 15.10).

    Figure 15.10. The journal form fields include subject, time and date, company, and entry type.

    graphics/15fig10.gif

  6. When finished, click Save and Close. The timer stops and the duration field updates to the elapsed time.

Manually Journaling Phone Calls

Even when you don't use Outlook's dialer to place your calls, you can still journal your incoming and outgoing phone calls. Open a new journal form using the File, New, Journal Entry menu or Ctrl+Shift+J, and complete the form with information about your phone call. If you need to differentiate between incoming and outgoing calls, create custom entry types or use categories.

To learn how to create your own entry types, see "Creating Custom Journal Entry Types," p. 375.


Manually Journaling Appointments and Tasks

Appointments and tasks aren't automatically journaled. However, you can create journal entries for these items, with very little typing, by dragging and dropping the calendar or task items to the Journal folder. This creates a new journal entry with the fields already filled in with information taken from the calendar or task item.

For example, when you drag an appointment from your calendar to the journal, you create a new journal entry with the subject of the appointment used for the journal. The start time, duration, contacts, and categories are also the same as on the appointment. A shortcut to the appointment is added to the Notes field of the journal entry. After adding notes about the meeting, you need only save and close the journal entry.

You can also create new journal entries and insert calendar or task items using the Insert, Item menu, but you must complete the journal fields yourself.



Special Edition Using Microsoft Office Outlook 2003
Special Edition Using Microsoft Office Outlook 2003
ISBN: 0789729563
EAN: 2147483647
Year: 2003
Pages: 426

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