Outlook

Outlook 2010 Basics

Audience
This course is appropriate for individuals new to the Microsoft Outlook environment who want to organize and work with email and contacts more efficiently.

Structure
This course is a combination of lecture and hands-on guided instruction. Course manual and quick reference guide provided.

Course Length
Half Day

Topics

The Ribbon

  • Overview
  • Group scrolling and more Buttons
  • Two part buttons
  • Contextual ribbons
  • Accessing dialog boxes
  • Minimize/restore the Ribbon
  • Keytips

Outlook Backstage

  • Info
  • Open
  • Print
  • Help

Quick Access Toolbar

Explore Outlook

  • Capabilities
  • Outlook screen
  • Help
  • Folders
  • Information viewer
  • Screen options

Work with email

  • Create a message
  • Choose addressees
  • Create a good subject line
  • Build a good message body
  • Best practices
  • Change the message format
  • Add a signature block
  • Set options
  • Spell check options
  • Flag a message

Manage the Inbox

  • Identify unread messages
  • Sort by different criteria
  • Search
  • Change views
  • Options
  • Select messages
  • Delete messages
  • Print messages
  • Reply and forward messages
  • Mark as read or unread

Store messages

  • Create folders
  • Move messages to folders
  • Best practices
  • Automatically archive messages

Work with Contacts

  • Add contacts
  • Edit, delete contacts
  • Create and work with distribution lists

Attachments

  • Opening
  • Saving
  • Alternatives to attachments
  • Best practices

 

Outlook 2010 Beyond Email

Audience
This course is designed for individuals with a basic understanding of Windows, the Microsoft Office Suite and Outlook who want to use Outlook’s more advanced tools more effectively.

Structure
This course is a combination of lecture and hands-on guided instruction. Course manual and quick reference guide provided.

Course Length
Half Day

Topics

Customize views

Work with the Calendar

  • Switch to monthly view
  • Other Calendar views
  • Customize the view

Outlook Calendar items

  • Code items
  • Apply codes to items
  • Add appointments
  • Edit appointments
  • Change an appointment’s start/end time
  • Move an appointment
  • Recurring appointments
  • Schedule a tentative appointment
  • Delete/undelete an appointment
  • Acknowledge a reminder
  • Create Calendar item from an email
  • Color code Calendar items

Search

Events

  • Create events
  • Rename events
  • Delete events
  • Search for events

Meetings

  • Create a meeting request
  • Respond to a meeting request
  • Track meeting requests

Print your schedule

Use rules to organize messages

  • Create a rule
  • Color-code messages
  • Create advanced rules

Tasks

  • Add a quick task
  • Edit a task
  • Assign a task
  • Respond to a task request
  • Change the task list view
  • Create tasks from other objects
  • Sort tasks
  • Complete tasks
  • Delete/undelete tasks
  • Recurring tasks

Contact list

  • Add a contact
  • Add a contact from an email
  • Organize the contact list
  • Sort contacts
  • Send contact information via e-mail

Create a mailing Distribution List

Search folders

  • Default search folders
  • Create a custom search folder

 

Outlook Strategies for Efficiency

Audience
This course is designed for individuals and organizations who need to work more efficiently in Outlook.

Structure
This course is a combination of lecture and hands-on guided instruction. Course manual and quick reference guide provided.

Course Length
Half Day

Topics

Save time with keyboard shortcuts

  • Create new items
  • Navigate quickly between folders
  • Send or ‘save and close’ any item
  • Miscellaneous

Time saving tricks and tips

  • Open a folder in a new window
  • Select and deselect multiple items
  • Display multiple customized calendar days

Create new items an easy way

  • Drag an item to another type of folder
  • Super drag!
  • Insert Outlook items

Create your own system

  • General Systems

Daily/Weekly reviews

  • Establish a weekly routine for work
    Recommendations

Outlook as your main collection point

  • Use Outlook as your information manager

Staying sane and balanced

  • You control Outlook – Outlook should not control you
  • Recommendations

Codes

  • Use Outlook as a database
  • Standardize information

Quickparts

  • Standardize communication with peers

Flags and reminders

  • Use these simple tools to schedule items

Categories

  • Establish categories to easily locate and use information

Views

  • Use current views
  • Establish new views

Email Systems

  • Workflow
  • Rules
  • Virtual Search folders
  • Subject Lines

 

Outlook 2010 from GroupWise

Audience
This course is designed for individuals whose organizations are switching from GroupWise to Outlook 2010.

Structure
This course is a combination of lecture and hands-on guided instruction. Course manual and quick reference guide provided.

Course Length
Half Day

Topics

Understand Outlook capabilities

  • Navigation Pane
  • Different Folders
  • Information Viewer
  • To Do Bar
  • Reading Pane
  • Terminology

Working with Email

  • Autocomplete differences with GW
  • Setting Signature Blocks
  • Flag Messages
  • Sort Email
  • Search for Email
  • Email Formats
  • Create Folders
  • Archive Messages
  • Set Distribution Lists
  • Send Attachments
  • Alternatives to Attachments
  • Set Spelling Options

Using with the Calendar

  • Outlook Terms vs. GroupWise
  • Discovering Calendar Views
  • Creating Events and Appointments
  • Moving and Copying Events and Appointments
  • Setting Calendar Permissions
  • Scheduling a Meeting
  • Options for Responding to a Meeting Request
  • Tracking Meeting Responses
  • Setting Delegate Access

Working with the Contact list

  • Adding a Contact
  • Organizing the Contact List
  • Grouping Contacts
  • Sending Contact Information via Email
  • Categorizing Contacts
  • Flagging Contacts

Outlook Web Access

  • Accessing
  • Brower Recommendations

 

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