Aims

This course is designed to provide users with the concepts and functionality of Outlook. It would benefit anyone who needs to learn the fundamentals of managing mail, using the calendar and the creation of personal tasks. This course can be customised to half or one day course.

Objectives

On completion of this course, attendees will be able to create & organise mail messages; manage contacts; insert and edit calendar items; create personal tasks & notes; change Outlook settings; share Outlook items; work with Public Folders.

Prerequisites:

Attendees do not need any previous experience of Outlook but must have a basic understanding of PCs, including familiarity with a keyboard and mouse.

Versions

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

What will I learn?

Getting Started

  • Start Microsoft Outlook
  • Microsoft Outlook Window
  • The Navigation Pane
  • Mail View
  • Access Other Outlook Items
  • Customise the Navigation Pane
  • Show and Hide the Navigation Pane

E-Mail

  • The Inbox
  • Create and Send Mail Messages
  • Address Emails
  • Read Received Mail Messages
  • E-Mail Views
  • Replying & Forwarding Mail Messages
  • Change the Importance and Sensitivity
  • Send Messages with Attachments
  • Reading & Saving Attachments
  • Resending Mail Messages
  • Quick Flags
  • Print Messages
  • Delete Mail Messages
  • Recall or Replace Mail Messages
  • Delivery and Read Receipts
  • Create Messages with Voting Buttons
  • Out of Office Assistant
  • Add an Expiry Date to a Message
  • Specify Where Replies Will Be Delivered To
  • Specify Where Sent Emails Are Saved
  • Delay the Delivery of a Message
  • Set the Automatic Spell Checker

Address Books

  • Contact Groups

Automatic Signatures

  • Creating an Automatic Signature
  • Deleting a Signature
  • Swapping Between Signatures

Organising Folders

  • Creating New Folders
  • Renaming and Deleting Folders
  • Storing E-Mail Messages
  • Organising Folders

Rules

  • Create end editing Rules to manage email messages

Categories

  • Assign Categories to Outlook items
  • Create new Categories
  • Amend Categories

Junk E-Mail

  • Add To the Safe Senders List
  • Add To the Blocked Senders List
  • Mark As Not Junk
  • Change the Level of Junk Mail Protection

Calendar

  • Display and Move Around the Calendar
  • Change the Calendar View
  • Print Calendar/Diary Items
  • Print Page Setup
  • Appointments
  • Events
  • Schedule Recurring Appointments
  • Meetings
  • Side By Side Calendars
  • Open a Shared Calendar
  • Categorise Calendar Appointments
  • The Task Pane

Contacts

  • Display Contacts
  • Create a New Contact
  • Modify Contact Details
  • File Contacts
  • Save an E-Mail Address as a Contact
  • Find a Contact
  • Change the Contact List View
  • Categorise Your Contacts
  • Send an E-Mail Message to a Contact
  • Forward a Contact via Email

Tasks

  • Display Tasks
  • Create Tasks
  • Modify Task Details
  • Mark Tasks as Completed
  • Task List Views
  • Assign a Task
  • Task Details
  • View the Task Pane from the Calendar

Notes

  • Display Notes
  • Create a Note
  • View Notes
  • Modify the Content of A Note
  • Note Facilities

Deleting

  • Deleting Items
  • Recovering Deleted Items

Sort, Group, Filter and Find

  • Sorting
  • Groupng
  • Adding More Field Names
  • Finding Emails
  • Search Folders

Useful Features

  • Desktop Alert
  • Format E-Mails
  • Spelling
  • The People Pane
  • Quick Parts
  • Quick Steps
  • Share Folders and Mailboxes
  • Share Your Calendar with Others

Delegation & Folder Sharing

  • Delegation VS Folder Sharing
  • Set Up Delegation (What the Manager Does)
  • Work with another Person’s Calendar and Mail (Commonly What an Assistant Will Do)

Archiving & Mail Merge

  • Mail Merge Specific Contacts

Export and Import Contacts

  • Export a Contacts List
  • Import a Contacts List

Public Folders

  • What Are Public Folders?
  • Public Folder Essentials
  • View and Open Public Folders
  • Create Public Folders
  • Public Folder Permissions
  • Check Public Folder Permissions
  • Set Permission Levels
  • Change Permission for a User
  • Hide the Folder List
  • Delete a Public Folder
  • Add, Delete and Edit Items In A Public Folder
  • Use Public Folders to Create a Bulletin Board in Outlook

How we deliver

Training can be delivered at your offices 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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