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Microsoft Power BI

Work Smarter with Microsoft Outlook

Microsoft Outlook Course Duration: One Day

Target Audience:

Anyone who has difficulty managing their time, emails, appointments, and tasks and who would like to use Microsoft Outlook as a planning tool. A basic knowledge of Microsoft Outlook prior to the course is assumed.

Course Objectives:

To improve time management through efficient use of the MS Outlook features. Using Microsoft Outlook, participants will be equipped with strategies to beat the email bulge, manage projects and work in a collaborative environment.

Course Outline:

Effective Communications Using Email

  • Composing email with purpose (P.A.S.S. model)
  • Voting to collect information
  • Essential features revisited:
  • • To, Cc, Bcc
  • • Using flags and reminders
  • • Implementing Categories
  • • Sharing vs. attaching documents
  • • Routing documents
  • • Sending Options

Handling Information Overload

  • The Information Workflow model
  • Set-up a reference system
  • Managing action: Do, Defer, Delete?
  • Opening and saving attachments

Time Saving Features

  • The Rules Wizard
  • Searching and Filtering Messages

Objective-Centred Action Planning

  • Tasks – create / defer / review / plan
  • Create tasks from email and other items
  • Task views

Categories – Setting Master Lists

  • Meaningful Objectives
  • Supporting Projects
  • Strategic Next Actions

Planning the Day, Week, Month, Year

  • Meeting requests
  • Sharing Calendars
  • Remember the holidays!
  • Set calendar to only your working hours, days
  • Group Calendars

Contacts

  • Creating Contacts
  • Using Contacts in Email Messages
  • Searching for Contacts
  • Adding Pictures to Contacts
  • Categorising Contacts
  • Using Contacts with MS Word for a personalised e-Shot

Outlook Preferences

  • Customise your Alert Settings
  • Change default font
  • Customise your Auto-Signature
  • Auto Spell Check
  • Customising views – Inbox / Sent Items / Folders

Mailbox Management

  • Clearing the Inbox & Sent items
  • Check Mailbox size
  • Archiving your Mailbox
  • Using Personal Folders

Outlook Today

  • Tasks you should do;
  • Each morning
  • Each evening

Delegation

  • Delegation of your Inbox, Calendar, Tasks and Contacts
  • Specifying Access rights and levels

Discussion and Question Time

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