Outlook - Improving Efficiency

We use it everyday but there are so many additional tools to save you time and make your work in Outlook more efficient and less stressful.

Course overview

Duration: 4 hours

People tend to think they know how to use Outlook however there are so many lesser known features that can make working in Outlook so much more efficient.

Simply understanding the layouts, how to turn things on and off and customising the environment to your preferences can save time and frustration. You then have search features, things such as conversation clean up and quick steps that can help to tidy up and organise what you do.

Objectives 

By the end of the course you will be able to:

  • Customise Outlook to your preferences
  • Manage email conversations
  • Setup and use Quick Steps
  • Create folders and organise information
  • Setup rules
  • Search for information
  • Work effectively with calendars

Content

Customising the user interface
  • Using the Navigation Pane and “To-do Bar”
  • Setting folder pane options
  • Adding favourites
  • Peak preview
  • Customising the quick access bar
  • Setting reading pane and message preview
  • Customizing email mail views
  • Using the field chooser
Email options
  • Email conversations
  • Conversation clean up
  • Using Quick Steps
  • Creating folders and organising information
  • Setting email options
  • Setting up rules
Searching for information 
  • Using the Search bar
  • Setting what to search for
  • Setting where to search
  • Searching for categories
  • Adding more search options
Working with calendars
  • Setting what to view
  • Using Schedule View
  • Setting calendar options
  • Weather bar
  • Adding different time zones
  • Adding meetings and appointments
  • Setting up and using categories
  • Opening other people’s calendars
  • Setting calendar permissions
  • Calendar groups
Working with Tasks Lists
  • Setting task options
  • Adding and amending tasks
  • Setting dates, deadlines and reminders
  • Adding attachments to tasks
  • Assigning tasks to others
  • Flagging tasks
  • Using and setting Quick Click
  • Recurring tasks
  • Flagging emails to appear on your task list
  • Converting emails to tasks
  • Converting tasks to calendar appointments

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