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Duration: 1-day

Location: inhouse, online or at our UK locations

What you will learn

Organise and prioritise your email messages. Use rules to process received or sent messages automatically. Manage scheduled meetings with others. Give another user permission to view and manage your folders and items.

Utilise contact commands to find out more about a person or company. prioritise work-flow using tasks and assigning tasks to others. Archive your messages away for safe keeping.


Attendees are required to be familiar with the Outlook Introduction content before attending this course.

Course outline

Email Messages

  • Combining multiple clicks with quick steps
  • Follow up flag options
  • Saving multiple attachments
  • Attaching a folder of files
  • Recalling and replacing a message
  • Categories messages with conditional formatting

Message Options

  • Adding options to messages
  • Marking a message as private
  • Getting quick responses with voting buttons
  • Directing replies to specific users
  • Delaying sent messages
  • Inserting links in messages

Stay Organised with Rules

  • Using rules to automate message flow
  • Moving messages with rules
  • The rules wizard
  • Setting up rules with conditions
  • Rules that work while you're away

Message Clean Up

  • Using conversation clean up
  • Using mailbox clean up
  • Moving messages to the archive folder
  • Archive folder properties
  • Auto-archive properties

Managing Calendars

  • Creating calendar groups
  • Sharing calendars with permissions
  • Setting up working days and times
  • Managing time zones
  • Categorise appointments with conditional formatting
  • Publishing a calendar

Schedule Meetings

  • Schedule a meeting
  • Managing meeting responses
  • Proposing new meeting times
  • Adding attendees to a meeting
  • Viewing multiple appointments

Utilising Contacts

  • Merging contacts to letters
  • Merging contacts to labels
  • Mail merging contacts in Word
  • Exporting contacts to Excel

Managing Tasks

  • Organise your workload with Tasks
  • Categorising tasks
  • Assigning tasks to others
  • Sending a Task status report
  • Allocating time for tasks
  • Regenerate a new task
  • Viewing your tasks in the calendar

Adding Message Items

  • Adding calendars to messages
  • Adding business cards to messages

Email Accounts

  • Adding multiple user accounts
  • Adding account permissions