Outlook Training
Outlook Training and To Do: Tame Your Inbox and Streamline Communication
Outlook Training and Microsoft To Do
Training in Outlook and Microsoft To Do will enhance productivity by providing a seamless integration between email, calendar, and task management.
Duration
This course can be run as a half or full day workshop
Prerequisites
Participants will need to be familiar with Microsoft Windows and basic Windows techniques.
Quick Glance
- Configuring Outlook
- Calendar
- Contacts
- Microsoft To Do
Outlook Training and To Do
Learn to use Outlook for managing emails and schedules, and Microsoft To Do for organising and prioritising tasks. The integration keeps your tasks and deadlines in one place, helping you stay organised, focused, and productive.
Overview
- Logging into the Outlook Desktop client (and not using the web version as default)
- Overview, the QAT and Ribbon
- Exploring Outlooks options and customising
- Email and email options including tracking and voting
- Sort and filter
- Find and advanced searching
- Setting up and using search folders for automatically filtering mail
- Follow up Flags
- Using email groups
- Working with multiple attachments
- Using rules to manage emails
- Email housekeeping including clean up and junk mail
- Working with Views and fields
- Creating and assigning categories to organise Outlook items
- Using conditional formatting (automatic colouring)
- Setting up and using Quick Steps to automate tasks
- Setting up Outlook templates to automate repetitive emails
- Out of Office alerts
- Signatures
- Using Quick parts to speed up the insertion of frequently used text and other objects
- Views and view settings
Calendar
- Working with Appointments and meetings
- Teams integration
- OneNote integration
- Categorising and organising
Tasks
- Creating and managing tasks
- Delegating tasks
- Recurring tasks
- Task views
- Tasks vs To Do
To Do
- Task Management: Create, organise, and prioritise personal and work tasks
- Daily Planning: Set daily to-do lists and track progress
- Due Dates & Reminders: Set due dates, reminders, and notifications to stay on track
- Task Grouping: Organise tasks into custom lists or categories for better clarity
- Recurring Tasks: Set up recurring tasks to automate reminders (e.g., daily, weekly)
- Task Sharing: Share lists with others to collaborate on tasks or projects
- Subtasks: Break larger tasks into smaller, manageable steps
- Notes & Details: Add notes or files to tasks for more context and information
- Cross-Device Sync: Sync tasks across multiple devices, ensuring access anywhere
- Integration with Outlook: Link tasks from Outlook and convert emails into to-dos
Productivity and Time Management with Microsoft Outlook
This course combines Time Management techniques with Training in Outlook to help users boost productivity and efficiently manage their daily tasks and schedules. Explore our other Microsoft Training courses
Overview
- Objectives
- What is time management?
Take Control of Your Time
- Change your mindset
- Identify your big rocks
- Put your big rocks first
- Time management matrix
Work Smarter
- Tame your inbox
- Clearing the focus
Daily / Weekly Practices
- Plan your work
- Work your plan
Working Efficiently with Emails
- Folders and Favourites
- Rules
- Quick Steps
- Categories
- Flags
- Search and Advanced Search
- Search Folders
- Converting Emails to Appointments, Meetings and Tasks
- Links vs attachments
- Email templates
Teams Tips & Tricks
- Use the Do not Disturb status to focus
- Customise settings to minimise distractions
- Reply to an email in a Teams Chat
- Send an email to a Teams Channel
Planning using Outlook Calendar
- Plan the day, week and month
- Schedule meetings using the Schedule Assistant
Working with Tasks
- Tips for using Tasks in Outlook and To Do
Delegating effectively
- Knowing when and why to delegate
Working with Tasks
- Tips for using Tasks in Outlook and To Do
Saying ‘No’ Without Damage
- Managing your mindset
- An effective framework for no
Bringing it all Together
- Action planning
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