Advanced Outlook Skills

Boost email, calendar, and task efficiency with Outlook

6-Hour Course (One-Day)

On-Site, Virtual, or Hybrid

6 –

16 Participants from your Organization

Course Description

Advanced Outlook Skills is designed for professionals ready to unlock the full potential of Microsoft Outlook. This interactive course dives deep into tools and techniques that streamline communication, scheduling, task management, and information organization. Participants will leave with practical strategies to save time, improve accuracy, and better manage their digital workflow.

Who Will Benefit

Employees managing large volumes of email daily
Administrative professionals overseeing schedules and meetings
Project coordinators handling multiple Outlook tools
Executives or managers who delegate and track tasks
Anyone seeking to automate Outlook routines
Teams looking to enhance communication and workflow tools

Learning Objectives

Master advanced email management and organization
Automate repetitive tasks using Rules and Quick Steps
Improve scheduling efficiency with advanced Calendar features
Streamline task and project tracking through Outlook Tasks
Integrate Outlook with other Microsoft Office applications
Customize views and layouts for personal productivity

Content Overview

Outlook Power Features

Using Rules and Quick Steps for automation
Creating and managing Search Folders
Organizing emails with categories and flags

Calendar and Scheduling Tools

Managing recurring and multi-attendee meetings
Using Scheduling Assistant and calendar overlays
Sharing calendars and setting permissions

Task and Workflow Management

Creating and assigning tasks
Linking tasks with calendar events and emails
Monitoring task progress and deadlines

Email Management Efficiency

Using filters and conditional formatting
Customizing folders and mail view settings
Managing mailbox size and archiving effectively

Outlook Integration and Customization

Embedding Excel, Word, or OneNote content
Integrating with Teams or SharePoint
Setting up customized Quick Access Toolbar and views

Format and Delivery

This course is delivered in a live, instructor-led format (virtual or onsite), with hands-on exercises and real-time coaching. Participants are encouraged to work within their own Outlook environment to apply concepts immediately. Sample scenarios and practical tips ensure learning is directly transferable to daily tasks. This course is offered in a one-day (6-hour) format.

Customization

All of our instructor-led training programs can be customized to meet your organization’s specific goals, industry challenges, and team dynamics. Whether you’re looking to include real workplace examples, tailor the content to your sector, or integrate internal processes and terminology, we work closely with you to create a relevant and impactful learning experience. We also offer flexibility in course length—sessions can be adapted into shorter overviews or expanded into multi-day workshops based on your team’s availability and learning objectives.

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