This course is designed for those delegates who wish to improve how they currently prioritise and manage their workload by utilising Outlook’s Tasks and Calendar features effectively. It offers a simplified approach to consciously scheduling a “To Do” list and helps the delegate to take back control of their time and therefore get tasks completed. This course also offers fantastic hints and tips about using Outlook in general.


On completion of this course, attendees will be able to identify their current time management strategies and apply relevant techniques, assisted by the tools offered by Microsoft Outlook, to make significant improvements on how they manage their time, efficiency and productivity.


Attendees need a basic understanding of Microsoft Outlook.


Courses are delivered in 2010, 2013, 2016, 2019 & O365.

What will I learn?

Time Management Theory

  • Insight into major time management principles
  • Eisenhower Matrix principle
  • Use a time-log to identify the types of demands on your time
  • Deal with Distractions

Customise Microsoft Outlook

  • Change Outlook’s start up in order to focus on your Calendar and Tasks
  • Customise the Outlook screen
  • Navigation tips

Take Control of your Emails...

  • Customise Inbox View
  • Eisenhower Matrix principle – the 4 D’s
  • Create Tasks and Appointments from email
  • Automate emails with Quick Steps
  • Create AutoText standard paragraphs
  • Turn off notifications / distractions
  • Conditional formatting emails
  • Use Categories to identify To Dos
  • Set up Rules and Junk Email
  • Optimise Searches and Search folders
  • Edit messages, recall and resend
  • Recover Deleted Items
  • Email Options
  • Inbox Hints and Tips
  • Use Contacts
  • Create Notes and email them
  • Email etiquette tips

Work with your Tasks

  • Customise Task / To Do List views
  • Make lists to effectively prioritise
  • Insert files / items into tasks
  • Delegate a Task
  • Complete or Delete Tasks
  • Print Task / To Do lists
  • Add tasks into your Calendar

Manage your Time in Calendar

  •  Use the calendar to plan, schedule and share
  • Defend your time and conscious scheduling
  • Customise the Calendar View
  • View non-contiguous dates
  • Use keywords to enter dates
  • Use Categories to colour appointments
  • Conditional formatting colours of appointments
  • How to schedule a meeting with others
  • Copy appointments created by others
  • Open a Shared Calendar
  • Side by Side Calendars and Overlay
  • Use Group Schedules
  • Set up Delegates Access to Inbox, Calendar and Tasks
  • Send on behalf permissions
  • Add another person’s mailbox to your Outlook profile
  • Print Calendar views
  • Add Time Zones

Deal with Interruptions

  • Deal with Paperwork / Phone calls / Others
  • Funnell all tasks into Outlook

How we deliver

Training can be delivered in either of the following ways:

  • Online

    Online training is ideal if you have staff in different geographical locations who have the same Microsoft or Adobe training requirements.

    Our expert trainers can deliver Watch and Learn sessions to up to 100 people. Alternatively, they can produce an interactive session that allows delegates to complete practical exercises within the Microsoft or Adobe apps of your choosing.

  • Face to face

    Choose from one or half day training sessions or our popular 90-minute Sprint sessions, which can be delivered in your offices or at another location of your choice.

    All we need is a room with a table and chairs and we look after the rest. We can even provide laptops and a projector should you not have spare IT equipment to use.

Sprint learning

Short on time, but still want to boost staff performance?
Book a Sprint Session!

Each Sprint Session follows a 90-minute format for ultra-focused team learning.

Pick a topic, tell us what you want to achieve from your session, and we’ll put together a short, fun, entirely bespoke programme that meets the needs of your team.

Designed to cater for 10-15 delegates at a time

Developed by our team to cover the subject matter of your choice

Delivered online or face-to-face

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