Market leading Microsoft Outlook training courses

Manage your emails, calendars & contacts more efficiently with the Microsoft Outlook level 1 and online courses.

Our experienced trainers have delivered thousands of Microsoft Office courses over the years.

The set course topics are listed below, but we're also happy to tailor course content specifically for your requirements.

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Our Microsoft Outlook courses

Our Microsoft Outlook courses are broken down into two flexible online and offline options, as outlined in the tabs below. These courses are offered on a closed-basis for your employees only, enabling us to tailor the content to your requirements.

They're held at a time and date to suit your needs, in any location of your choice.

This is for new Outlook users.

Overview

New users of Outlook who want to make the most of scheduling, tracking and communication features. This course is also of benefit to existing users who need to consolidate and optimise their skills.

Duration

1 Day

Requirements

Although there are no prerequisites for this course, it would be helpful if you can use a mouse and basic Windows techniques such as opening and closing items, navigating and resizing windows.

Objectives

  • Send, receive and store e-mail messages, including forwarding and replying
  • Attach files to messages, and describe the implications of doing so
  • Organise messages and describe the importance of good housekeeping
  • Store names, addresses, and other information about your business and personal contacts
  • Maintain and use a personal calendar of appointments, events and meetings
  • Create appointments and schedule meetings
  • Create to-do lists and manage personal or group projects.

Content

Overview of Outlook:
Email, calendar, task list, contacts, integration with Office.

The role of email:
When to use email; email etiquette.

Maintaining a contacts list:
Using Contacts to address e-mail; adding details of a message sender to Contacts; defining new contacts and distribution lists; viewing contacts’ information in different ways.

Organising information:
Working with Outlook folders; creating folders; moving messages to folders; setting up rules for filing and filtering messages; automatically colour-coding messages according to rules; different views of messages; storing miscellaneous items in the Notes folder.

Making the most of your Calendar:
Creating appointments; repeating appointments; viewing or printing your calendar in different ways; categorising appointments; turning messages into appointments.

Sharing Calendars:
Setting up meetings with other users; viewing another user’s calendar; booking resources; inviting people to meetings and responding to invitations.

Using Outlook to explore the Web:
Accessing Web sites; displaying the Address Bar; browsing the Internet, your intranet or network.

Keeping track of tasks:
Defining new tasks; setting detailed task information; recurring tasks, viewing the task list in different ways; marking tasks as completed; turning messages into tasks; delegating tasks.

Best practices – 9 points in 90 minutes

Overview

Attendees will be regular users of Outlook who need to manage their activities and workflow more effectively. The course focuses on techniques for managing commitments and increasing personal effectiveness using Outlook tools.

Duration

90 Minutes

Content

Creating a system:
Finding the optimum screen layout; creating a system for incoming emails; housekeeping techniques; folder structures; managing mailbox rules.

Keeping track of follow-up activities:
Flagging and categorising items to action; knowing where to find saved information quickly and reliably.

Email Etiquette:
Take one last look; when to use Reply All; email subjects and content; tips to consider when forwarding emails; signatures.

Responding to emails:
The two minute rule; keyboard shortcuts; Reply or Reply All; email notifications; attachments; Out of Office notifications.

Processing emails in blocks:
The DANF system – Delete, Act Now or File; converting a message to an appointment/task; creating an appointment from individual parts of an email; assigning a task to a colleague; filing and flagging.

Finding emails:
Using the search tools tab; refining your search criteria; changing the scope; creating and saving a search folder; adding folders to your favourites area.

Maintaining contacts list:
Using contacts to address an e-mail; using email contacts to create a contact; setting up a contact group; creating a public contacts folder; viewing contacts by category.

Scheduling a convenient meeting:
Calendar permissions; private items; multiple time zones; calendar preferences; using the scheduling assistant; replying to meeting invitations; tracking responses and contacting attendees.

Working with the To Do Bar:
Using the date navigator; flagging emails to action; modifying the view settings of the To Do Bar.

 

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