Course Code: OUT19L2
Duration: 1 Day
COURSE AIMS:
This course is aimed at people who want to learn how to advance their knowledge of Outlook as a personal information management tool and explore some of its built-in automation.
COURSE PRE-REQUISITES:
Students who wish to attend this course should have attended the Outlook Level 1 course or possess good knowledge in the use of email and understand how to use the calendar, tasks, journal and notes folders in Outlook.
COURSE OBJECTIVES:
On completion of this course delegates will be able to:
- Use advanced messaging, calendar and contact tools
- Automate Outlook using Rules
- Manage the mailbox
- Use Outlook to collaborate with colleagues
- Use instant and advanced search tools
- Customise Outlook views
COURSE CONTENT:
Introduction and Objectives
Advanced Messaging Tools
- Requesting receipts
- Using voting buttons
- Recalling a message
- Resending a message
- Using Themes (stationery)
- Working with templates
Managing and Organising the Mailbox
- Using Mailbox Cleanup
- Viewing conversations
- Using conditional formatting
- Using colours to organise messages
- Using cross-component tools
- Using categories
- Managing categories
- Using 'Instant Search'
- Using advanced search
- Creating search folders
Collaborating with others
- Sharing individual folders
- Accessing another person's folder
- Sending calendar information
- Setting up delegate permissions
- Assigning tasks to other people
Appendix> Archiving messages (If time/relevant)
- Personal folders (.pst files)
- Archiving messages
- Setting global and auto-archive properties
Automating Message handling
- 'Quick Steps'
- Add a Rule
- Change the value of a Rule
- Edit & delete a Rule
- Adding a Rule to an automatic reply
Advanced Calendar tools
- Customising the timescale and zone
- Customising the week display
- Proposing new meeting times
- Viewing suggested meeting times
Advanced Contacts tools
- Creating a contact group (distribution list)
- Creating a same company contact
- Using mail merge with Outlook
- Monitoring activities with Contacts
- Using Suggested Contacts
- Making changes to multiple contacts
Customising Views
- Adding and removing fields in a view
- Formatting columns
- Sorting items
- Filtering a view
- Grouping items
- Resetting a view
- Creating a custom view
Appendix> Managing Outlook Data (If time)
- Importing & exporting data
Action Planning
Review of Programme
