Working Smart with Outlook

This course focuses on the user who’s working with Outlook but could use tips and tricks to work smarter in Outlook

prerequisite:
Pré-requis :
Durée :
Duration:
1 day

Ordre du jour

Outline

Setting up Outlook

The Layout

Creating a view

Resetting a view

Adding Columns to a view

Opening the Advanced View Settings Dialog

Managing Views

Applying a View to Other Folders

Managing Folders

Creating Folders

Renaming Folders

Moving Folders

Deleting Folders

Moving Messages to Folders

Using Rules and Cleanup Tools

Creating a simple rule

Modifying Rules

Using the Rules and Alerts Wizard

Marking a Message for Follow-Up

Cleaning up a Folder or Conversation

Increase Focus and Productivity

Using the Outlook Panes

Using Outlook Today

Using the Navigation Pane

Using the Reading Pane

Using the To-Do Bar

Changing Message Options

Setting Message Priority

Marking a Message for Follow Up

Using Quick Click Flags

Showing and Hiding Fields

Working with Multiple E-Mail Accounts

Requesting Delivery and Read Receipts

Setting Advanced Message Options

Adding Voting Options

Changing the Reply-To Address

Delaying Delivery

Saving Your Message outside Sent Items

Configuring Categories

Setting up Categories

Assigning a Category to an Item

About Quick Click

Upgrading Categories

Using Categories in a View

Creating Category Search Folders

Using Quick Steps

Using Quick Steps

Creating Quick Steps

Managing Quick Steps

Resetting Quick Steps

Apply Strategies to Effectively Manage Email

Tame Your Inbox with the Four Ds

Delete it

Do It:  The 2-minute drill

Delegate it

Defer it

How to defer a message:  Flag it

Just file it

Stay on Top of Every Single Follow-Up Task

Daily Review:  Managing Your Time andTasks

Saying No

Calendar Management

Ways to create tasks

Ways to manage tasks

Use your calendar: Create appointments for managing your time

Set Aside Time

Prioritize Your Email Time with “Important” vs The “Urgent”

Tasks:  Doing Your Work

Weekly review

Where to do your work

Bulk process your tasks

Find Emails and Information Quickly and Effectively

How to Find a Message from a Particular Person

Creating Default Search Folders

Creating Custom Search Folders

Using Search Folders

Modifying Search Folders

Using the Search Box

About the Search Tools Tab

Setting Search Options

Searching for Contacts

Filtering Email

Write Great Email Messages

Basic rules of great messages:  Thedos

Follow up:  Flagging on send

Basic rules of great messages:  Thedon’ts

How to redirect people

How to be removed from a Contact Group When to use BCC

Calendar and Meetings

Opening the Calendar

Understanding the Home Tab

Understanding the Calendar Tools Tab

Creating and Editing Appointments

Using the Daily Task List

Using the Calendar Navigation Pane

Customizing Calendar Views

Managing Your Calendar

Sharing a Calendar

Responding to a Calendar Sharing Request

Viewing Another User’s Calendar

Using Schedule View

Skill Sharpener

Scheduling a Meeting

Using the Scheduling Assistant

Responding to a Meeting Request

Tracking Responses

Adding and Removing Attendees

Contacting Attendees

Cancelling a Meeting

The Contacts Folder

Opening the Contacts Folder

Understanding the Home Tab

Creating a New Contact

Editing Contacts

Using the Contacts Navigation Pane

Customizing Contacts Views

Advanced Contact Management Options

Showing Additional Fields

Marking a Contact as Private

Using the Communicate Group

Changing the Contact Options

Creating a New Contact Group

Eliminate Interruptions and create a constant focus on priorities

Know your schedule and structure your day

BeFirm, Friendly and Make Eye Contact with Visitors

Reference What You’re Already Doing

Keep Up On Your Communication

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