Introduction to Microsoft Outlook 2019
Get oriented in the Outlook 2019 interface, set up a professional email signature, configure your inbox view, and understand how all of Outlook's modules connect to manage your professional communications.
Video
Watch the lesson video, then complete the reading and challenge.
Presentation Slides
Review the slides below, then complete the reading and challenge.

Lesson Notes
Read through the key concepts before you try the challenge.
Real-World Scenario
The Outlook 2019 Interface
Outlook 2019's interface is organized as a communication hub with distinct modules for each type of professional communication — email, calendar, contacts, tasks, and notes. Understanding how each module connects to the others is what makes Outlook powerful rather than just a basic email client:
- The Navigation Pane is the narrow left column that switches between Outlook's main modules — click the Mail icon (envelope), Calendar icon, People icon (contacts), Tasks icon (checkmark), or Notes icon to switch modules. Each module has its own Folder Pane and content view. You can collapse the Navigation Pane icons to text labels for more screen space (View > Folder Pane > Normal vs Minimized). The Navigation Pane is your primary tool for moving between the different communication functions in Outlook.
- The Folder Pane shows the folder hierarchy within the current module — in Mail, it shows your Inbox, Sent Items, Drafts, Deleted Items, and any custom folders you have created. In Calendar, it shows your calendar list. In People, it shows contact folders and groups. Hover over the Folder Pane divider to resize it, or click the arrow icon to collapse it for a cleaner view of your message list.
- The Message List (center panel in Mail view) shows the emails in the currently selected folder — by default, sorted by date with the newest on top. Each entry shows the sender name, subject line, the first line of the email body, a timestamp, and any flags or category markers. Right-click any message in the list for a context menu with common actions (reply, forward, flag, move, delete). The Message List is where you make the initial decision about every incoming email.
- The Reading Pane (right side or bottom of the screen by default) shows the full content of the selected email without opening it in a separate window — this is how professional email managers read the vast majority of their email. Place the Reading Pane on the right for wide screens (View > Reading Pane > Right) or on the bottom for narrow screens. Turn it off if you want a full-width message list view. Reading messages in the Reading Pane without opening them into separate windows keeps your workspace clean and makes you faster.
Setting Up a Professional Email Signature
Your email signature is an automatic professional footer appended to every message you send — it is the digital equivalent of a business card. A correctly configured signature at Lakeside Medical Associates communicates professionalism, provides the recipient with all necessary contact information, and ensures consistent branding across all communications:
- To create a signature: go to File > Options > Mail > Signatures, or in a new email, click Message > Signature > Signatures. Click 'New,' give the signature a name (e.g., 'Lakeside Medical – Full Signature'), and type your signature content in the editor below. Format it with font choices that match the practice's professional standards.
- A complete professional signature for Lakeside Medical Associates includes: your full name (bold, 11pt), your title (normal, 11pt), the practice name ('Lakeside Medical Associates,' normal or bold, 11pt), the practice address (123 Lakeview Drive, Suite 200, Lakeside, CA 90210), main phone number (555-234-5678), direct phone number if applicable, fax number if applicable, and the practice website or email. Optionally include a HIPAA confidentiality notice as one or two small-font sentences below the contact block.
- Set the signature to append automatically: in the Signatures dialog, under 'Choose default signature,' select your email account, choose your created signature from the 'New messages' dropdown, and optionally from the 'Replies/forwards' dropdown. Setting both ensures every outgoing message carries the signature without needing to insert it manually. For patient communications, use the full signature. For internal staff emails, a shorter version with just name and title is more appropriate — create two signature variations.
- The confidentiality notice (optional but common in medical offices) is a legal disclaimer appended below the contact block: 'This email and any attachments are confidential and intended solely for the addressee. If you have received this email in error, please notify the sender immediately and permanently delete all copies. Unauthorized use, disclosure, or distribution of this information may violate applicable laws.' Many medical offices include this notice on all outgoing emails as a standard HIPAA best practice.
Focused Inbox and Outlook Today
Two Outlook features that help manage high email volume are the Focused Inbox and the Outlook Today view — both designed to help you prioritize and stay oriented in a busy day:
- Focused Inbox separates high-priority messages (in the Focused tab) from lower-priority messages (in the Other tab) using machine learning to predict which emails are most important based on your behavior. In a busy medical office inbox, Focused Inbox can be helpful for surfacing urgent patient and provider messages while routing newsletters, automated notifications, and low-priority vendor emails to Other. Configure Focused Inbox in View > Show Focused Inbox. Click the Other tab to review and manually move any misclassified messages to teach the algorithm what belongs in Focused.
- Outlook Today view gives you a one-screen overview of your day's email, calendar appointments, and tasks — click on your mailbox name at the top of the Folder Pane (not a specific folder) to open Outlook Today. Customize it by clicking 'Customize Outlook Today' in the top right — choose how many days of calendar to show, how many tasks to display, and whether to have Outlook Today display automatically when Outlook opens. For a medical office assistant who needs to assess the day's priorities quickly each morning, Outlook Today is a 10-second daily briefing before diving into individual emails and appointments.
Quick Reference: Outlook 2019 Interface

Outlook 2019 Interface Quick Reference — getting oriented in your professional communications hub
Responsible Use
AI Assist
Knowledge Check
Where in Outlook do you set up an automatic email signature that appends to every new message you send?
Challenge
Apply what you've learned in this lesson.
Configure your Outlook 2019 interface professionally and create two signature variations for Lakeside Medical Associates — a full external signature and a short internal signature.
- Configure the Reading Pane to display on the right side (View > Reading Pane > Right). Enable Focused Inbox (View > Show Focused Inbox). Open Outlook Today by clicking on your mailbox name in the Folder Pane and take a screenshot showing the three-panel layout (email, calendar, tasks).
- Create a full external email signature named 'Lakeside Medical – External.' Include: your name (bold), 'Office Assistant,' 'Lakeside Medical Associates,' the address, phone, fax, and a 2-sentence HIPAA confidentiality notice. Format using Calibri 11pt black for name and title, Calibri 10pt gray for address and notice.
- Create a shorter internal email signature named 'Lakeside Medical – Internal.' Include only: your name, 'Office Assistant,' and your direct phone number. No address, no confidentiality notice.
- Set the External signature as the default for New Messages and the Internal signature as the default for Replies/Forwards. Open a new blank email and confirm the External signature appears automatically. Then reply to a sent message (or test email) and confirm the Internal signature appears.
- Take screenshots of both signatures as they appear in the Outlook signature editor and submit with your challenge confirmation.