Boost your productivity by mastering Outlook task organization, email management, and collaborative tools integration
Switching to the new version of Outlook is a rewarding change when approached in a positive and organized way. Our training on the new Outlook will improve your efficiency. Not only will you discover all the new features at your fingertips, but you'll also develop a real working method that will enable you to maximize the use of your tools, including the Web version of Microsoft's messaging software.
Is it for you ?
Anyone wishing to transform Outlook into a powerful tool for achieving personal goals or improving performance.
Prerequisite
None.
What You'll Walk Away With
- ✓ Better organization and management of e-mails
- ✓ Better task planning and follow-up
- ✓ Better workload management
- ✓ More effective collaboration and communication
- ✓ Integration with other tools, such as Teams, OneNote and Planer
- ✓ Don't forget anything and meet deadlines
- ✓ Reduce stress and increase job satisfaction
Training content
Optimize Outlook to make it a complete ecosystem for organizing your work and providing a real management tool!
1 A few quick wins
At the end of this module, participants will be familiar with a few "quick wins" that will already help them save time with Outlook.
2 Mastering the ToDo function in Outlook
Mastering the ToDo function offers several significant advantages. At the end of this module, participants will know how to use ToDo to organize their tasks, centralize information and manage their various deliverables. They will also know how to customize the function to suit their preferences and work style.
- Interface customization
- Email templates
- Quick steps
- Important settings options
3 Task optimization, the key to time management
- Choosing and using To Do displays according to your needs
- Plan the processing of certain e-mails
- Using message repetition
- Efficient task creation
- How to link certain tasks to the calendar
- Using categories for more efficient execution
- Periodic tasks
- OneNote for complex tasks or deliverables
- Linking a task to a project board
- Grouping tasks by type of activity
4 Collaboration and integration with other tools on the Microsoft 365 platform
At the end of this module, participants will be familiar with the different collaboration options in Outlook. They will also be familiar with Outlook integration possibilities to further optimize collaboration for joint projects or the execution of more complex tasks.
- Assigned tasks and shared lists
- Using Loop for collaborative working
- How to integrate Outlook with Teams, OneNote and SharePoint and use them effectively in a collaborative context
5 How to manage and organize e-mails with the new version of Outlook
At the end of this module, participants will be able to classify and retrieve their e-mails quickly.
6 Best practices in e-mail management and filing
- How to use the archive button
- The search function
- Categorizing e-mails
- Favorites
- Mail rules
- Creating e-mail rules
- How and why save e-mails as files
7 The Calendar
At the end of this module, participants will be familiar with the different calendar options and the best principles for using them.
- The rules of good calendar use
- The different options
- The importance of making appointments with yourself
- Using categories
- Sharing and managing access to your calendar
8 Tools
- The 12 key principles of the new Outlook.
📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
