Creating an Outlook Template: A Step-by-Step Guide

Are you tired of typing the same email message over and over again? Well, creating an Outlook template might be the solution for you! An Outlook template is a pre-built email that you can use over and over again. By creating an Outlook template, you can save time, reduce errors, and ensure consistency.

Making an Outlook template is an easy process and can be done in just a few simple steps. Whether you’re sending out a weekly report or just a simple thank you message, an Outlook template can help you streamline your email communication and increase your productivity. In this article, we’ll show you how to create an Outlook template in relaxed English language, so you can start saving time on your email correspondence today!

Creating an Outlook template is a fantastic way to save time and streamline your email communication processes. This guide will provide you with step-by-step instructions on how to create an Outlook template successfully. The following are ten subheadings that will guide you through the process;

1. Open Microsoft Outlook

The first step is to open Microsoft Outlook on your desktop. If you don’t have it installed yet, you will need to download the software from the Microsoft website and install it before proceeding.

2. Click on File and select New

Once you have launched the application, the next step is to click on the File menu and select New from the drop-down options. This will display another set of options that you will use to create your template.

3. Choose Mail Message

From the New menu options list, select Mail Message. It will open up a new email message window.

4. Customize your email template

At this stage, you can add any specific formatting or information that you want your email to contain. You can add your personalized signature, logo, or use email templates that come with Outlook.

5. Click on File and then select Save As

Once you have completed customizing your email, click on the File menu and select Save As from the drop-down options.

6. Save as type Outlook Template (.oft)

After selecting Save As, a dialogue box will pop up where you’ll be asked to save your file and choose the file type you want to save your template. Choose Outlook Template (.oft) and save.

7. Enter a filename for the template

As a requirement, you will have to give your template a filename. Choose a filename that is unique to you and easily recognizable, then click Save.

8. Use the Template

You can now use this template whenever you need to send an email. Open a new email message, click on the three dots in the upper-right corner of the message window, and under the “Choose Form” option, select the “User Templates in File System” option.

9. Select the Template to Use

When you click on “User Templates in File System” option, a dialogue box will appear that will prompt you to choose the template you want to use. It will show the templates you’ve created, select one and then click on Open.

10. Automatically Generate an Email with Your Template

You will now have an automatically generated email draft that is pre-filled with the email template you created in Outlook. Review it and make any necessary edits before sending.

In conclusion, creating an Outlook template is a straightforward process that will save you a lot of time when sending emails. By following these ten steps, you’ll be able to streamline your email communication and have more time to do other productive tasks.

10 Simple Steps to Create an Outlook Email Template

Creating an Outlook email template can save you a lot of time and effort, especially if you regularly send the same type of message. With just a few clicks, you can have a custom template to use for all your future emails. Follow these 10 simple steps to create your own Outlook email template:

Step 1: Open Outlook

The first step in creating an Outlook email template is to open the Outlook software on your computer. Once the program is open, click on the “New Email” button to create a new email message.

Step 2: Compose Your Message

Before you can create a template, you need to have a message to use as the basis. Compose an email message that you want to use as the template. This could be a message you send frequently or a one-time message that you want to save to use again later.

Step 3: Format Your Message

Once you have the text of your message, format it to your liking. You may want to include a signature, images, or other formatting elements. Take the time to make the message look professional and visually appealing.

Step 4: Save Your Message as a Template

When your message is ready, click on the “File” menu and select “Save As.” In the “Save As” dialog box, select “Outlook Template” (.oft) from the “Save as type” dropdown menu. Name your template and save it to a location on your computer where you can easily find it.

Step 5: Find Your Template

To use your new template, click on the “New Items” button in the “Home” tab of the Outlook ribbon. From the dropdown menu, select “More Items” and then “Choose Form…” In the “Choose Form” dialog box, click on the “Look in” dropdown menu and select “User Templates in File System.” Find your saved template and click “Open.”

Step 6: Edit Your Template

Once you have opened your template, you can edit it as needed. You can change the text, add or remove formatting elements, or even change the subject line. When you are done editing, click “Save” to save the changes.

Step 7: Create a Shortcut for Your Template

To make it even easier to use your new template, you can create a shortcut for it on the Outlook ribbon. Right-click on the template in the “Choose Form” dialog box and select “Add to Quick Access Toolbar” to create a shortcut.

Step 8: Test Your Template

Before you start using your new template regularly, test it out to make sure it looks and works the way you want it to. Send a test email to yourself or a colleague to make sure the formatting and text look correct.

Step 9: Use Your Template

Now that your template is ready to go, you can start using it for all the emails you send that require the same type of message. Simply open the template, make any necessary edits, and send the email.

Step 10: Keep Your Template Updated

As your business or organization changes, you may need to update your email template to reflect those changes. Make sure to periodically review and update your template to ensure that it continues to meet your needs.

Creating a Custom Outlook Template from Scratch

Outlook provides users with the ability to create custom email templates from scratch, using HTML and CSS coding or a third-party editor. Below are five simple steps to help you create a custom Outlook template:

Step 1: Open a New Message Window

To create a custom Outlook template, you need to have a new message window open. Navigate to the Home tab on the Outlook ribbon and click on “New Email” to open a new message window.

Step 2: Customize your Message with HTML and CSS

To create a custom template, you need to have basic knowledge of HTML and CSS. This includes coding for various elements such as text, images, links, and formatting. You can either write code directly into the message window or use a third-party editor, such as Dreamweaver or Sublime Text.

Step 3: Save your Template

Once you have customized the message to your liking, you can save the template by clicking on “File” from the Outlook ribbon and then “Save As”. In the “Save As” dialog box, select “Outlook Template” under the “Save as type” and give your template a name. The template will be saved with a .oft extension.

Step 4: Use your Custom Template

To use your custom template, simply open a new message window and select “New Items” from the Outlook ribbon. Then, click on “More Items” and select “Choose Form”. In the “Choose Form” dialogue box, select the “User Templates in File System” option and browse to locate your custom template.

Step 5: Edit your Custom Template

Over time, you may need to make changes or updates to your custom template. To do so, locate the template in the “User Templates in File System” folder and open it. Make your desired changes and save it again.

Creating a custom Outlook template can save you a lot of time in composing emails while projecting a professional image. Once you’ve created your template, you can add it to your list of Outlook templates for easy access to use them whenever you need them.

Time to start making your own templates in Outlook!

I hope this step-by-step guide on how to make an Outlook template has been helpful and informative for you. Remember, don’t be afraid to get creative and experiment with different designs. Making an Outlook template can save you time and effort in the long run, allowing you to focus on what really matters. Thanks for reading, and be sure to check back for more helpful tips and tricks later. Bye for now!