ExecuTrain Austin

Microsoft Outlook 2007:
Part One

Getting Started

LEARN YOUR WAY AROUND THE OUTLOOK WINDOW AND USE THE VARIOUS “PANES” THAT KEEP INFORMATION AVAILABLE AT A GLANCE.  EXPLORE OUTLOOK’S NEW MESSAGE MANAGEMENT FEATURES THAT KEEP CRITICAL INFORMATION AT THE FORE AUTOMATICALLY.

Details:

• Become familiar with the various aspects of the Outlook screen and their functions, including the Navigation Pane, Quick Flags, Reading Pane, To-Do Bar, and more.

• Take advantage of Outlook’s special message management features, including message alerts, Microsoft SharePoint, and Search Folders which help keep critical information close by.

Managing Email

ARRANGE MESSAGES ONSCREEN IN AN ORDER THAT MATCHES HOW YOU WORK.  CUSTOMIZE MESSAGES WITH YOUR OWN INFORMATION AND STYLE, AND ADD INFORMATION TO MESSAGES THAT INTEGRATE THEM AUTOMATICALLY WITH OTHER OUTLOOK ELEMENTS.

Details:

• Master the basics of creating e-mail messages, arranging them onscreen in an order that matches how you work, and keeping them organized via folders.

• Create messages that carry your unique style and information, easily and professionally.  Set visual appearance, add signatures, and use voting buttons to have Outlook manage group decision-making automatically.

Managing Your Appointments

CUSTOMIZE YOUR APPOINTMENTS TO MAKE THEM INFORMATIVE AND EASY TO FIND.

Details:

• Change the look of your calendar to view the appropriate level of detail.

• Schedule recurring appointments with a few clicks, set reminders, label appointments according to activity type, and assign them to contacts and categories for at-a-glance review.

Managing Meetings and Sharing Your Calendar

LET OUTLOOK HANDLE THE DETAILS OF SCHEDULING MEETINGS AND RELEVANT INFORMATION AUTOMATICALLY.

• Let Outlook handle the process of scheduling a meeting, gathering an attendee list, and reserving the room and equipment.

• Grant access to your Outlook calendar and request access to other coworker’s Outlook calendars.

• Send your manager a copy of your Outlook calendar.

Managing Contacts and Archiving Data

EASILY STAY IN CONTROL OF DETAILED INFORMATION REGARDING AN INDIVIDUAL OR ORGANIZATION.

• Manage the wide variety of information on a person or organization using Outlook’s detailed contact record.  Assign contacts to categories for at-a-glance review, create distribution lists that make messaging to many a breeze, and more.

• Avoid embarrassing typos in your emails with the spelling and grammar check.

• Manage the size of your Outlook mailbox using the available archiving features.

Managing Tasks, Notes, and Journal Entries

USE NOTES TO CAPTURE AND MANAGE THOSE BITS OF MISCELLANEOUS INFORMATION. LET OUTLOOK TRACK YOUR DAILY ACTIVITY AUTOMATICALLY, MAKING IT EASY TO SEE HOW YOU SPEND YOUR TIME AND DOCUMENT YOUR WORK.  INCLUDE ALL ASPECTS OF A TASK – INCLUDING CONTACTS, RESOURCES, CATEGORIES, AND PRIORITY – AND MEASURE YOUR PROGRESS TOWARD COMPLETION.

Details:

• Eliminate scribbled reminders and bits of information by storing them using Outlook’s Notes feature.  Keep information available and yet out of the way, and organize them easily by color and by assigning them to contacts and categories.

• Use the Journal to track and record your daily activity, including messages, meeting requests, task responses, Microsoft Office files such as Word, and more.  Assign journal entries to categories to see at-a-glance where your time is being spent.

• Capture your To-Do list in full detail and update tasks easily as they progress toward completion.  Assign tasks to contacts and categories for easy access and permanent documentation of activity.