2. What is Outlook?
• Microsoft Outlook is a personal information manager. Although
often used mainly as an email application, it also includes a
calendar, task manager, contact manager, note taking, journal, and
web browsing.
• Key features for everyday use:
• Mail
• Calendar
• Tasks
Your personal information manager
3. Mail
• Organise your Inbox
• Don’t leave the email client open.
• Process email periodically through the day.
• Delete or archive as many messages as possible.
• Forward those best answered by someone else.
• Respond straight away to those that can be answered in two
minutes
• Schedule in calendar time to respond to the remaining emails
Shortcut – Ctrl and 1(one)
5. Zero Inbox Ideas
• Only three or four folders:
• Action (Task)
• Action Support (Reference)
• Waiting For (Forwarded / actioned and waiting for a response)
• Archive every 3 months
• Delete all emails that are not useful
• Do an ‘unsubscribe Frenzy’
• Use a good CRM for history rather than stockpiling old emails
7. Flags
• By flagging email messages, you can track responses to
messages that you send or make sure that you follow up on
messages that you receive. In either case, you can include a
reminder alert.
• Flagged messages appear in the To-Do Bar, in Tasks, and in the
Calendar Daily Task List.
• Before you Send an email, select ‘Follow Up’ in the Tags group
and choose a time to be reminded.
Follow Up Flags
8. Flags & Reminders
Flag Start Date Due Date Reminder
Today Current date Current date
1 hour before end of
workday
Tomorrow Current date + one Current date + one
Start time of current
day +
1 workday
This Week
Current date + two
days
(No latter than last
workday of the week)
Last workday of this
week
Start time of current
day +
2 workdays
Next Week
First workday of next
week
Last workday of next
week
Start time of first
workday of next week
No Date No date No date Current date
Custom Select date Select date Select date
9. Tasks
• New tasks can be added by:
• Selecting ‘New item’ and Task
• Clicking on the task icon
• Open the task pane
• Emails and other documents can be dragged into
the task to keep all the necessary supporting
material together.
• Once a task is created it can be assigned to
another person
Shortcut – Ctrl and 4
10. Calendars
• Scheduling activities
• The calendar supports three types of activity:
• Appointments – a scheduled block of time that only involves you.
• Events – appointments over 24 hours shows as a banner at the top of
the day / days. This does not block out your time but leaves it showing
as ‘free’.
• Meetings – involve you and other people during the same blocked
period of time across other calendars and may included scheduled
resources.
Shortcut – Ctrl and 2
11. Creating an Event
Again, there are several ways to create an
appointment, event or meeting.
• Select one or more timeslots, right click and
chose the appropriate type
• Click the button in the ribbon
• Double click a timeslot to open the appointment
scheduling window
• Drag an email to the calendar icon
12. Meetings
• The scheduling assistant can be used to
invite those people who are required to
be at the meeting or whose attendance is
optional.
• You can also book rooms and resources.
• The scheduling assistant can be used to
check the calendars to ensure that the
people and rooms are available and will
suggest alternative times that may be
more suitable.
Appointment and Scheduling Assistant
13. Outlook
Turn off notifications and set aside two ‘email windows’ each day to
read, process and reply to emails.
Short and to the point – use the minimum necessary to make your
email clear and then stop.
Call me – Consider whether email is the best means of
communication. You can always call someone, text, chat or meet
them.
Create groups of contacts that you regularly have to communicate
with to avoid duplication.
Top Tips
14. Thank you
Please complete the feedback form for this course using the QR
code or this link.
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Editor's Notes
Welcome to Cosmic’s Guide to Outlook
Most people use outlook purely for email but there is so much more that you can do with this application
The key to success with email is organisation, plan to process your emails a couple of times each day
Aim to leave an empty inbox after processing you emails so either:
Delete irrelevant emails
Forward those emails that someone else is better equipped to respond to
Respond straight away to any emails that will take less than two minutes
Schedule a time to deal with those that will take longer
Use flags to indicate those emails that you need to return to, for example, because you are waiting for a response from someone else or you need more information. When flagging an email you can indicate the times that you wish to be reminded.
The task pane allows you to create a list of things that you need to complete or allocate to other people to work on.
There are several ways to create a new task:
Expand the drop down menu headed ‘New Email’ on the outlook mail page and select ‘Task
Click on the ‘Task’ icon in Outlook
Flagging an email
Drag an email invitation on to the task application icon
The calendar enables you to schedule three types of activity:
Appointments - Which relate only to you
Events - That last for more than 24 hours
Meetings - that involve two or more people
The scheduling assistant allows you to check other attendees’ calendars to identify mutually convenient times to meet.
