Getting Started with Office 365:

Get started with Office 365 for business

Applies to: Office for business Office 365 Admin Office 365 Small Business Admin

Your organization recently got Office 365, and now you need to use Office 365 so you can start reading email, sharing documents, and more. Learn how to set up and use Office 365 on your computer, phone, and tablet.

Go to office.com/training

Calendaring-Functions Explained

Office 365 allows you a calendaring function that will allow you to do Task Management - Creating tasks, changing priorities (due date), reporting mechanisms and reminders.

Inserting Pictures into Documents:

How To Insert Images In A Word Document? 


MS office word is generally used for writing text. However, you may like to insert picture as well because it can help in making the document illustrative as well as interesting. This is the reason we shall provide you with the right steps that can help in inserting pictures in your word file.

  • Open the MS office word file in which you want to insert picture.
  • Move over to the cursor to the part where you want to stick the picture.
  • Click the “Insert” tab present in the top row.

As you can see in the above screenshot, you need to move to the insert tab where you find the different options.

  • Move to the “picture” option to insert pictures which are located on the disk.
  • If you want to insert “clip art”, select the “Clip Art” option from the insert tab.
  • After you click the “Picture”, a dialog box opens.

Provided above is the screenshot for the dialog box that pops up after clicking Picture.

  • In the dialog box, you can select the right picture to be inserted by moving over to the right drive in your computer.
  • After you have found the right picture, click the picture and then click “insert” which is present at the bottom right corner.

As you can see, after the right picture has been spotted, you need to click it and then select insert.

  • After you click “Insert”, the picture is inserted in the MS office word file.
  • The image can then be formatted as the picture is provided with tools for rotating and resizing. 

As you can see, the picture can be easily rotated and even resized.

  • The rotating tool is present right in the center of the picture. You can move it right or left to turn the picture.
  • At the corner of the picture, there are arrows provided which can be used for increasing or decreasing the size.

Thus, using the above steps you can insert a picture and format it to make the document illustrative.


How To Insert A Picture That Is Not Present On Your Disk
For inserting files that are not present in your hard disk drive, you can use two different options.

  • First of all, you can simply save the picture on to your disk by right clicking on the image and selecting “Save image”. After you have saved the image on to a location in your computer, you can use the same process as above for inserting the picture.
  • Secondly, you can simply copy the image by right clicking on the image and selecting the option “Copy Image” or simply use the keyboards shortcut Control + C. After you have copied the image, move to the MS office word file and scroll to the part where you want to insert the image. Right click on the position where you want to insert and then click “paste” or simply use the keyboard shortcut Control + V.

After you have done this, the image gets pasted on the word file and you can format it for your use with the help of formatting tools like rotating tool or resizing tool.
Thus, this is the main way you can paste the pictures in the word file. Try and paste random pictures to get a hang of things. Using pictures and incorporating them in your MS office word file may help in making impressive documents. So, follow these steps to learn the use of some of the basic tools of MS office word.

Task Management in Office:

Get started quickly with Microsoft Planner

Create a plan, build a team, assign tasks, and update status—in a few easy steps.

Step 1: Sign in and create a plan

Step 2: Add tasks and give them dates

Step 3: Sort tasks into buckets

Step 4: Add people and assign them to tasks

Got feedback or need more help? We'd love to hear from you! Click Settings > Send Planner feedback.

Step 1: Sign into Microsoft Planner

To sign in to Planner, go to tasks.office.com and sign in with your work or school account. If you're already signed into Office 365, you can choose Planner on the Office 365 app launcher.

How do I create an account?

To be able to sign in to Planner, your organization needs to be signed up for an eligible Office 365 plan, and your administrator needs to give you an account.

If you know your other people in your organization are using Planner, but you aren't able to sign in, check with your Help Desk to see what might be going on.

Step 1: Create a plan in Microsoft Planner

Sign in to Planner, and you'll see a plan for each of your Office 365 Groups.

To get started, you can:

1. Select a plan under Favorite plans or All plans.

OR

2. Start a new plan by choosing New plan.

If you choose to start a new plan:

  1. Name your plan.

  2. Choose who can see it.

  3. Add a description.

  4. Select Create Plan.

Creating a plan also creates a new Office 365 Group, making it easy for you and the people you're working with to collaborate not only in Planner, but also in OneNote, Outlook, OneDrive, and more.

Note: What's the difference between "public" and "private"? Public plans are visible by everyone in your organization. Private plans are only visible by people you've added to the plan. When people in your organization search for plans, only public plans come up in search results. Remember that when you make a plan public or private, you also make the Office 365 Group public or private. Learn more.

Step 2: Add tasks to a plan

Once you've started a plan, you can add tasks to list what needs to get done.

Enter a task name in the box under To do, and then choose Add task.

Tip: To list several tasks quickly, type a task name in the box under To do, press Enter, and then keep typing to add the next task.

Don't see a box? Click the plus sign (+) to show the box and add a task.

Add details to a task

Tasks can have a lot of different details in Planner. You can decide what you want to include or leave out, and how you want your tasks to appear on the Board.

Step 2: Add task start and due dates

Start and due dates help give your plan some structure, so that your team knows what needs to happen when.

Select a task to get to its details, and then add a Start date and a Due date.

You can also add a due date when you create a task. Add a task name, and then select Set due date to choose a date from a calendar.

Why is my date red?

Due dates are shown in red if the task is overdue.

In this example, the symbol next to the date shows that the task is In progress , but its due date has passed. If no symbol is shown, the task has not yet started. Learn more about task progress.

Step 3: Create buckets to sort your tasks

After adding tasks, you can sort them into buckets to help break things up into phases, types of work, departments, or whatever makes the most sense for your plan.

Set up buckets

To set up buckets for your plan’s tasks, on the Board, select Add new bucket, enter a name for the bucket.

Don't see Add new bucket? You might have the Board grouped by something else. Select Group by near the top right, and choose Buckets.

Tip: Want to change a bucket name? Select a bucket name to make changes. You can even rename the To Do bucket to something that you might find more useful!

Move tasks into buckets

Once you've created a bucket, you can drag tasks into the bucket to start getting organized.

You can also select the plus sign (+) below the bucket name to add a new task to that bucket. Enter the name of the task and choose Add task.

More ways to get organized

If you need more ways to organize your work, you might find labels helpful.

Step 4: Add people to your plan

In Planner, select Add Members, and then enter the name of the person you want to add.

Note: Want to add people outside of your organization? This is in development and not yet available in Planner. For more information on features currently in development, please see the Office 365 Roadmap.

After you've added people to your plan, you can assign them to tasks.

Need to remove someone?

If you no longer need someone on your plan, select the arrow next to the plan members, point to the person you're removing, select the three dots, and then choose Remove from plan.

Step 4: Assign people to tasks

When you're ready to decide who's doing what, there are several ways you can assign tasks to people in Planner.

Drag member photos onto tasks

A quick way to assign someone is to drag the person's photo from the plan members area down to their task.

A task can only be assigned to one person. If you need to assign something to more than one person, consider making another task with a similar name, and assigning that task to the other person.

You can also assign someone when you create a task. Add a task name, and then select Assign to choose a plan member from the list. If the right person isn't listed, select Add someone new.

Select names to change assignments

If you need to change who a task is assigned to, select the name of the currently-assigned person on the task, and then choose a new person from the list.

Need to remove someone?

If you no longer need someone on your plan, select the arrow next to the plan members, point to the person you're removing, select the three dots, and then choose Remove from plan.

Word Training:

Word Training Road Map. Download PDF file.

Get started

What is word?

Your best work begins with an idea.

And we’ll show you how Word brings your ideas to life with collaboration, editing tools, and design.

Start composing in your own words, and then format text with Themes.

If you’d like to collaborate, share your document on OneDrive with a click.

Then chat, comment, and co-author documents to work with others at the same time.

You can even make Skype calls from your document to brainstorm on the spot,

while review and Track Changes keep everyone on the same page.

Polish your words with powerful proofing tools and style suggestions from Editor.

And with a web browser or the Word Mobile app, you can view and edit docs from wherever—and whenever a thought strikes.

Learn how to bring out your best writing with Word.

Let's get started.

User Word on a Mobile device

Just because you’re not in front of your computer doesn’t mean you can’t get things done in Word.

Wherever you are, reach for your iPhone, iPad, Android, or Windows device, and use the Word app to work with documents.

To get started, go to the App Store, Google Play, or the Microsoft Store and download the Word app to your phone or tablet.

Here you see Word on my Android tablet. If you’re using a different device, the icons will look a little different but you can do many of the same things.

For specifics, search at Support.Office.com for your device, like “Word for iPhone,” “Word for Android tablet,” and so on.

The first time you open the Word app, sign in with the account you use for Office 365. To use Word’s basic editing features on devices smaller than 10.1 inches, you don’t need an Office 365 subscription. However, with my Office 365 for Business subscription, I can use Word on a tablet and I get the full set of features on my phone.

Now I’m ready whenever inspiration strikes.

I can flesh out a great idea on the spot without waiting to get back to my computer.

Start a new document and create it in OneDrive.

Select Blank document and I’m off and running.

To format text, I show the ribbon and select Home.

Here’s a heading. I select Styles and then Heading 1.

To make sure I can easily find this document later, I’m giving it a descriptive name. Select File, Save, and then Rename this file.

I change the name here.

Or, to save the file to a different location, select Save As.

As I work, Word saves changes automatically.

When I’m ready for others on the team to chime in, I share the document with them by tapping Share.

For many of us, our phones transform what used to be downtime into productive time. If an important document comes in after I’ve left the office, I can take a quick look on my phone.

Open the attachment in the email.

Make some changes.

Format some text.

Add a note to a coworker.

Like before, I don’t need to worry about saving changes. Word does that automatically.

So you see that wherever I am, I can use the Word app on almost any mobile device to quickly capture ideas and get going on documents.

Create documents: Create a document, use templates, and save

And we're going to go up to the File tab to access backstage view, and select New.

We can create a new, blank document. Believe it or not, that uses a template.

A template that has nothing on it, but does set up things like your margins, your paper size, and so on.

So, by default you'd be working with an 8 1/2 by 11 sheet of paper with one inch margins.

Now, if you wanted to create a new document, but get some help, there are a number of different templates to choose from.

You're going to see featured templates selected by default, which includes our new, blank document.

As you scroll down you'll see blog posts, resumes.

You can see some cool formatting like for a business flyer, or a student report, event planners.

All kinds of cool featured templates. But you'll also notice you have categories across the top.

Now, featured is different from personal.

Let's click Personal to see there's really only one option showing up for me here. Certificate of completion.

But under the categories of Business, Personal, you can get access to templates online, and you can even search for them.

For example, if I wanted to do a fancy memo instead of that new, blank document, I could type in memo right here.

And when I press return I'll be searching for all the templates online with regards to memos, or memorandums.

And as you can see, there are a number to choose from.

We also get to see the categories over here on the right-hand side.

If we go to memos we'll see just the memos category for creating memos, but if you want business related ones you can click business to see the business related memos.

We could go to this template here. Interoffice memo, professional design. Give it a click.

Gives us a little bit of information about it so we can see in the thumbnail here what it's going to look like.

And you can see the definition.

Let's click Create to create this new document. And that's much fancier than what we started on our own.

All you do with template is fill in the blanks like Company Name, for example.

When you click there it's not actually text. It's a placeholder.

So, you could type in Landon hotel, for example.

And then down below, recipients, CCs, dates.

You might see your own name in there if you're logged in.

It's going to use your own information.

So, that the benefit of using a template.

Now, when you create these documents, obviously, you need to save them.

As you continue to create your new documents, as you look to the title bar, you'll probably just see the word document and a number after it.

And the number appearing after it just depends on how many new documents you've been creating.

I'm looking at document five, for example. And that tells me I have not saved my document to this point.

So, I could be in danger of losing it if I closed it up without saving.

Now, when you go to close a file you have not saved you'll be prompted to save it, but it's best to do it yourself.

When you go to the File tab you'll see Save, and Save As.

Save is going to update your changes if you've already saved it.

If you haven't, clicking save is going to take you directly to save as.

And, in fact, if we click the Back button here, and just go to the Save button, which also uses the keyboard shortcut control + S, because we haven't saved this initially, clicking the save button here is going to take us to save as.

Give it a click.

You can see how it takes us to backstage view, same as clicking the File tab, and Save As is selected.

Now we have a number of options to choose from starting with where we're going to save this.

You can see the default location, and this is something that Microsoft is pushing, saving to the Cloud.

You'll probably see your own personal OneDrive selected or if you have multiple OneDrives, like a company OneDrive, you could select it as well.

But Microsoft wants you to start using the Cloud, and every Microsoft account, even your free Hotmail or Windows Live accounts, come with some free storage space.

Other options include selecting your own PC, navigating the PC.

That's similar to choosing browse, but browse let's us browse our own PC, network drives, maybe you have a share point access.

You might see that on the list here as well.

Or, what I really like about Word 2016 now is we can go to recently used folders.

You can see there's my OneDrive, my documents folder on OneDrive.

And there's my other OneDrive as well.

So, I can select these folders if I wanted to go back to them quickly.

Older folders that I've been working with also appear on this list so I can go back into them quickly.

That's a nice feature.

Saves me from clicking browse.

But if I don't see the location I want to use on that list I can go to the Browse button, and that opens up the Save As dialogue box.

I'd like to go right to my desktop where it's easy to locate.

There's nothing there yet. No actual files, just folders.

So, the name is going to appear, by default, as Landon Hotel.

Whatever you typed in that company field in the template.

That doesn't make sense.

So, we can click anywhere in there to type over that. I'm going to type in something like elevator maintenance memo.

That's more descriptive.

Down below you can see the author is my name, and that's why my name appeared in the from field as coming from me.

I want to leave that there, but I can click in here if I want to add additional authors, and their names would appear in there as well.

I'm going to leave it as just my name, though.

Click anywhere outside.

The Save as type drop down allows us to choose formats.

Click the drop down, you'll see the default is a Word document.

And that means it has the extension of docx.

That's the newest format. And as you can see, older formats.

Let's leave it at Word document and click Save.

And once you've saved your document you'll know it's been saved because the name now appears up top on the title bar.

Creating Tasks:

You probably keep a list of things to do on paper, in a spreadsheet, or maybe both. In Outlook, you can create tasks, get reminders, and track your progress all in one place.

To access your tasks pane, click the icon shown below.

Create a task

1. Click Tasks > New Task or press Ctrl+Shift+K.

2. In the Subject box, type a name for the task. If you’ve got a lot to enter, keep the subject short, and then add the details in the task body.

3. If there’s a fixed start or end date, set the Start date or Due date.

4. Set the task’s priority by using Priority.

5. If you want a pop-up reminder, check Reminder, and set the date and time.

6. Click Task > Save & Close.

Create a task from a message

There’s a fast way to create a task based on an email message you received. For more information, see Create a task from a message.

Edit a task

  1. Click Tasks.
  2. Find the task you want to edit and double-click the task to open it.
  3. Make the desired changes and click Task > Save & Close.

Delete a task

1. Click Tasks > Delete.

2. Click Yes to confirm the delete action.

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