Objectives of the training
By the end of this course, participants will be able to optimize Outlook and turn it into a real management tool.Targeted audience
Anyone who wants to use Outlook to its full potential.Prerequisite
Basic knowledge of Outlook.Trainers
Course architecture
- Some "Quick Wins
In this step, participants will learn immediately effective strategies for optimizing their use of time.
Customize the interface;
Navigate efficiently;
Customize the quick access bar;
Quickly create different forms from the inbox;
QuickParts;
Know and customize quick actions.
- Mastering the "Tasks" function and folder
Mastering the "Tasks" function in Outlook is crucial to optimizing productivity and organization on a daily or longer-term basis. If used properly, this function will also enable you to effectively manage your e-mails and the deliverables they generate.
How to configure Outlook to better manage the task function;
Why and how to create different task visuals according to needs;
How to create tasks according to the principles of good time management;
The different types of insertions;
Creating task templates;
Using the QuickPart function;
Using categories to apply task grouping principles;
Efficient management of tasks arising from multiple projects or long tasks;
How to break down a task or project to manage its various stages;
Managing certain e-mails with the task function;
Optimizing the e-mail management cycle;
Repetitive tasks;Assigning tasks.
- How to file e-mails efficiently
Effective e-mail filing is essential. It makes it easier to find and manage important information, avoids unnecessary handling, reduces clutter-related stress and keeps you focused on priority tasks.
Best practices in e-mail management and filing;
Creating efficient filing folders;
The archive button, how to use it;
Searching;
Categorizing e-mails;
Favorites;
Creating e-mail rules
How and why to save e-mails as a file
- The Calendar
Here participants will learn about the different calendar options and the best principles for using them.
The rules of good use
The different options
Creating meetings and checking availability
The importance of making appointments with yourself
Using categories
Sharing and managing access
Training Notes
The course is presented using Outlook 2021 and also covers the features available in Outlook 2007, 2010, 2013 and 2016. The version of the course presented using Outlook 2007 and 2010 are available upon request
Private or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quotePrivate or personalized training
If you have more than 8 people to sign up for a particular course, it can be delivered as a private session right at your offices. Contact us for more details.
Request a quote