Outlook Training (AM)

Outlook Training

Target Audience & Purpose

Outlook Intro / Intermediate is for people new email & also for people who want a tool to help organise their business day. It is a pre-requisite for the Advanced course.

Objectives

By the end of this course participants should be able to:

  • Use the calendar to set appointments
  • Organise meetings
  • Add contact information
  • Add tasks
  • Add & view journal entries
  • Add notes
  • View another user’s schedule
  • Change display & option settings

Course Inclusions

  • Comprehensive learning materials incl. exercise files
  • Post course telephone support
  • ‘Certificate of Attendance’ on completion of course

Course Prerequisites

Participants should already be competent in using a mouse and keyboard and have an understanding of Windows.

MS Outlook Intro / Intermediate – Course Outline

Download Exercise Files

Exploring Outlook
Start Outlook, Use the Outlook Interface, Change Menu Options, Display & Hide Toolbars, Use the Navigation Pane, Customize the Navigation Pane, Use the Folder List, Use Backstage View, Use the Office Button, Quick Access Toolbar, Use the Ribbon, Use the To-Do Bar, Use Outlook Today Page, Exit Outlook

Getting Help
Use Microsoft Outlook Help, Use Type a Question for Help, Work with Office Online Help

Sending & Receiving Messages
Use Outlook’s E-mail Features, Use the Mail Pane, Send a Message, Perform a Manual Send/Receive, Read Messages in the Reading Pane & Message Window, Use a Desktop Alert to Open a Message, Reading Pane Layout, AutoPreview, Address Messages with the Address Book, Use the Unread Mail Search Folder, Read Status of a Message, View Sent Messages, Reply to a Message, Forward a Message, Use the InfoBar

Using Outlook Messaging Features
Work with Message Formats, Change the Default Message Format, Format a Message, Save a Draft Version of a Message, Set Message Options, Set Message Tracking Options, View the Message Tracking Status, Recall a Message, Hide & Display Header Fields, Print from the Message List, Print from the Message Window

Working with Components & Office
Attach a File to a Message, Use the Attachment Viewer, Save a File Attachment, Read an Attachment in Word, Use Picture Attachment Options, Use the Office Clipboard, Insert a Hyperlink into a Message, Create a Signature, Select Default Signatures, Insert a Signature,
Create an Quick Part Entry, Work with AutoArchive

Organizing Messages
Arrange & Group Messages, Sort Messages, Change Folder Views, Flag a Message, Flag a Message with a Reminder, Create a New Search Folder, Create a Custom Search Folder, Create a New Folder, Move a Message to a Different Folder, Delete a Folder, Delete a Message, Empty the Deleted Items Folder, Recover Deleted Items

Scheduling with the Calendar
Use the Calendar Pane, Navigate the Calendar, Schedule a New Appointment & an Event, Work with the Daily Task List, Edit Calendar Items, Use Calendar Views, Set a Calendar Item as Recurring, Move Calendar Items, View Side by Side Calendars, Use Calendar Overlay Mode, Emailing & Viewing Calendar Snapshots, Print Calendar Information, Delete Calendar Items

Managing Meetings
Schedule a Meeting, Schedule a Resource for a Meeting, Accept/Decline Meeting Requests, Propose a New Meeting Time, Respond to New Time Proposal, Track Meeting Responses, Update & Cancel a Meeting, Create Group Calendars

Managing Contacts
Use the Contacts Pane, Add & Edit a Contact, Add a Contact’s Picture, Use, E-mail & Receive an Electronic Business Card, Use the Index, Flag a Contact for Follow up, Add a Reminder to a Follow Up, Categorize a Contact, Track All Activities for a Contact, Create & Use a Distribution List, Print Contacts Information, Delete a Contact

Working with Tasks
Use the Tasks Pane, Add & Edit a Task, Create a Recurring Task, Mark a Task Complete, Sort Tasks, Assign a Task to Another Outlook User, Accept/Decline Tasks, Indicate Progress of a Task, Send a Status Report, View Tasks Assigned to Others, Print Tasks Information, View Tasks in the To-Do Bar, Delete a Task

Working with Notes
Create, Open, Color, Print & Delete a Note

Using the Journal
Create a Journal Entry, Assign a Contact to a Journal Entry, Modify Journal Entry Types, Deleting a Journal Entry

Organizing Outlook Items
Assign a Category to an Outlook Item, Modify the Master Category List, Setting & Applying Quick Click Category, Instant Search, Use an Advanced Find, Use Quick Steps, Use AutoCreate, View the Reminder Window, Add & Remove a Field to a View, Sort Items in a Folder