Whether you use Outlook for personal or business use, the MS Office 365 suite email offers many, relatively simple features to help you manage not only emails, but also contacts, folders, appointments, tasks, calendars, etc. It is a frontline tool to better manage your time and deliverables.
Objectives
By the end of this course, participants will be able to optimize Outlook and turn it into a real management tool.
Is it for you ?
Anyone who wants to use Outlook to its full potential.
Prerequisite
Basic knowledge of Outlook. This training is not suitable for users with Mac computers.
Content
This Outlook management training goes far beyond simply mastering office tools. It equips you to optimize your time management and information flow, significantly increasing your efficiency.
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
Details + / -
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.
Notes
The course is presented using Outlook 2024 and also covers the features available in Outlook 2016, 2019 and 2021.
💡 Useful information
Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
Request a quote