Outlook Introduction
Duration: 1 day
Location: on-site (we come to you)
This course is designed for those who are new to Microsoft Outlook and want to build a solid foundation. Together, we’ll explore how to confidently navigate Outlook’s interface and understand its key features. You’ll learn to create and send emails, understand the purpose of CC and BCC, and master the art of replying, forwarding, and using “Reply All” appropriately. We’ll also cover attaching files, saving attachments, and organising your inbox with folders to keep your emails manageable.
But that’s not all! You’ll discover how to take control of your schedule by creating appointments and meetings in the Outlook calendar. By the end of this course, you’ll have the skills you need to manage your emails and calendar with ease.
The Outlook Screen
- Exploring the Outlook Environment
- Mail view, Outlook Ribbon and Quick Access Toolbar
- Closing Outlook
Help
Changing the View of the Mail folder
- Turn Reading Pane on or off
- Focused vs Other
- Opening a message in a separate window
- Use Tighter Spacing
- To Do Bar
Sending Emails
- Creating and sending messages
- Sent Items folder
- Sending emails to multiple recipients
- Sending a copy of a message to another address (CC)
- What is a blind carbon copy (BCC)?
- Spell checking your messages
- Setting message importance and sensitivity
- Saving a draft copy of an Email
- Adding a Signature to a Message
Receiving, reading and replying to messages
- Opening the Inbox folder
- Selecting a message
- Reply, Reply All and Forward
- Marking a message as read or unread
- Flagging a message
Deleting Emails
- Deleting a message
- Restoring a message from the ‘Deleted Items’ folder
- Emptying the ‘Deleted Items’ folder
Working with Attachments
- Attaching a file to an email
- Removing an attached file
- Opening or saving an attached file
Printing
- Printing a message including print options
Mail Customisation
- Using Message Stationery
- Modifying Message Formats
- Adding an Inbox heading
Searching for emails
- Searching for messages by sender, subject or content
- Sorting mail
Folders
- Creating a folder
- Moving a message to a folder
- Deleting a mail folder
People Contacts
- Creating and Deleting a contact
- Creating a new contact group
- Sending an email to contact group
The Calendar
- Appointments
- Editing an Appointment
- Setting Recurring Appointments
- Deleting an Appointment
- Using All Day Events
- Meetings
- Tracking Meeting Responses
- Schedule View
Outlook Intermediate
Duration: 1 day
Location: on-site (we come to you)
Take your Outlook skills to the next level with this intermediate course, designed to help you work smarter and more efficiently. You’ll learn how to customise views and groups to suit your workflow, quickly insert reusable text blocks into messages with Quick Parts, and streamline your inbox with handy tools like Ignore and Clean Up.
We’ll also introduce you to exciting features like conditional formatting to highlight important messages and show you how to create calendar appointments directly from an email. By the end of this course, you’ll have a range of time-saving tricks and organisational techniques to make Outlook work harder for you.
Customising Outlook
- Adding Items to the Quick Access Toolbar
- Creating a new tab in the Ribbon
- Exporting and Importing Customisation
Managing E-Mail Messages
- Importance and Sensitivity Levels of a Message
- Setting Delivery Options for a Message
- Flagging Messages
- Tracking and Recalling Messages
- Automatic Replies (Out of Office)
- Setting Email Rules and Alerts
- Grouping Messages
- Ignore and Clean Up messages
- Quick Parts
- Create a meeting from an email message
- Create items with drag and drop
- Voting
- Conditional Formatting
- Quick Steps
Working with Views and Groups
- Customising and Creating Views
- Grouping Messages
Working with Categories
- Managing Items in Categories
- Creating New Categories
- Deleting Categories
Outlook Calendar Features
- Setting up Meeting Requests
- Changing an Existing Meeting
- Responding to Meeting Requests
- Tracking Meeting Responses
- Cancelling a Meeting
- Entering Natural-language dates
- Create new calendar group
- Setting Recurring Appointments and Events
- Calendar Sharing
- Find a meeting quickly
Outlook Task Features
- Creating Task Entries
- Assigning and Tracking Tasks
Outlook People and Contacts Features
- Add Contacts to favourites
- Viewing a Business Card
- Record work anniversaries for your contacts
- Creating Contact Groups
- Adding an email address to a customised contact group
- Removing a contact from a contact group
- Sending an email to an entire contact group list
- Share Contacts
Outlook Shortcut keys