Microsoft Outlook Training

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Microsoft Outlook Training Overview

Application Focus

Microsoft Outlook is the go-to productivity tool for professionals worldwide, serving as a central hub for managing emails, meetings, tasks, and schedules. With enhanced skills and knowledge of Outlook’s features, employees can significantly increase their productivity and streamline their daily workflow.

In this intermediate Microsoft Outlook training, participants will discover powerful strategies and tools to maximize the platform’s capabilities.

Designed for current Outlook users with a basic understanding of the software, this training takes a deeper dive into email, time, task and contact management, helping professionals work smarter, not harder.

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Watch K.J McCorry give valuable tips on Microsoft Outlook

Learning Objectives

  • Learn the three key strategies to managing email in Outlook
  • Learn the five steps to process email inboxes in Outlook
  • Learn strategies to tag, flag 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 Templates, QuickSteps or Quick Parts
  • Learn how to automate multiple functionalities with use of Quick Steps
  • Understand the various user options and preferences available for email in Outlook
  • Understand how to maximize new appointment functionality in Outlook
  • Learn how to share calendars and see colleagues’ availability to schedule meetings
  • Understand the view options and how to customize views in the calendar window
  • Learn how to see multiple calendars in an Overlay view
  • Learn how to utilize categories and colors to support time management goals
  • Learn how to easily send your calendar availability to external individuals
  • Gain strategies for viewing the calendar to improve time allocation and planning your day/week
  • Understand the various user options and preferences available for calendar in Outlook
  • Learn how to create new tasks through email, calendar and task windows as well as the To Do app
  • Learn the different types of tasks and how best to manage them in Outlook
  • Learn how to utilize categories for Tasks
  • 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 how Outlook tasks interact and sync with mobile devices and Microsoft Teams
  • 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

Training Details

  • Training Duration: 4 hours usually conducted in 2 hour intervals on different days
  • Class Size: 30 participants
  • Materials: Hand-out and training recording provided
  • Seminar Location: Conducted virtually

Looking for additional Microsoft Office Trainings?

We offer training on OneNote, Teams and Record and Document Management 

on SharePoint and OneDrive

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