Increase Productivity with Microsoft Outlook Training

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Microsoft Outlook today is the primary productivity tool for most office workers. It is the central hub of all incoming information including email, meetings and tasks. Employees can improve their productivity by increasing their understanding of Outlook and its capabilities. In this training, participants will gain an in-depth knowledge on how to utilize Microsoft Outlook more effectively.


This training assumes participants are current users of Outlook and understand the basics. The training will focus on taking the next step with Outlook functionality to improve managing day-to-day information. Participants' will understand the basic fundamentals of managing one's time effectively and how this relates to using the Calendar and schedule functions. Participants will also learn how to manage email more efficiently using Outlook functionality and preferences. The task function in Outlook is the feature most underutilized. In this training, participants will gain a better understanding of how to utilize the Task feature to get priorities done!

Learning Objectives

Email Management in Outlook

  • Learn the three key strategies to managing email in Outlook
  • Learn the five steps to process email inboxes in Outlook
  • Learn strategies to tag and identify email action items in Outlook
  • Learn the four ways to organize, save and file email messages in Outlook
  • Learn to sort and organize incoming email utilizing folders and Rules
  • Learn how to utilize various views to manage email more effectively
  • Understand how to use the Search Folders to find emails quickly
  • Understand how to convert emails into Calendar and Task items
  • Gain strategies on how to deal with large inboxes in Outlook
  • Learn how to replicate text easily with Quick Parts
  • Learn how to automate functionality with use of Quick Steps
  • Learn recommended email productivity third party applications that work with Outlook
  • Understand the various options and preferences available for email in Outlook

Calendar Management in Outlook

  • Understand time management principles and theory
  • Understand how to maximize new appointment functionality in Outlook
  • Understand the view options and how to customize views in the calendar window
  • Learn how to share calendars and see them in Overlay view
  • Learn how to utilize categories and colors to support time management goals
  • Gain strategies for viewing the calendar to improve time allocation and planning your day/week
  • Understand the best working zone to accomplish the right tasks in the right place
  • Learn strategies in calendar management to manage interruptions and procrastination proactively
  • Understand the various options and preferences available for calendar in Outlook
  • Understand how Outlook interacts with mobile devices to support time efficiencies

Task Management in Outlook

  • Learn how to create new tasks through email, calendar and task windows
  • Learn the different types of tasks and how best to manage them in Outlook
  • Learn how to utilize categories for Tasks
  • Understand how to assign and delegate tasks using Outlook
  • How to manage projects using Outlook tasks
  • How to create and use separate personal and shared task folders
  • Understand the view options and how to customize views in the task window
  • Learn the four steps to managing and updating tasks in Outlook
  • Understand the 7 reasons why task lists fail using Outlook
  • Learn recommended task productivity third party applications that work with Outlook
  • Understand how Outlook tasks interact and sync with mobile devices

Contact Management in Outlook

  • Strategies for managing notes and information with Contacts
  • How to set up Contact Groups
  • How to utilize categories for Contacts
  • How to view and search contacts easily
  • Understand the various options and preferences available for contacts in Outlook

Seminar Length: 4-8 hours
Class Size: 10-30 participants
Materials: 40 page workbook provided
Seminar Location: On-site at company
Equipment: LCD projector