This document provides a summary of a training presentation on using Outlook beyond email. It discusses utilizing the calendar, contact groups, task lists, rules and filtering, and search features. The calendar allows scheduling events and meetings. Contact groups make it easy to email common groups. Tasks allow flagging emails to look at later and assigning individuals.

1. DISCLAIMER: The training material provided in this presentation is based off of Outlook
2016. Your actual experience may vary.
If you need technical support, please submit a ticket request by emailing
support@r3help.net
Copyright Championship Networks 2016
www.ihaveanitdept.com
Using Outlook Beyond Email
May 3, 2016
Hosted by: Jonathan Long
Copyright Championship Networks 2016
www.ihaveanitdept.com

2. Overview of Topics
 Utilizing Your Calendar
 Contact Groups
 Task Lists
 Rules & Filtering
 Using the Search Features

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Using Your Outlook Calendar

4. Wait, I have a Calendar?
 Yes! All users of MS Exchange or Office 365 have a calendar attached to their account.
 What is it used for?
 Personal Event Scheduling
 Scheduling & sending out meeting invitations
 Overall, the calendar is a productivity and time manager that helps you keep up with your
appointments.
 DID YOU KNOW – Your iPhone and Android phone can also show your calendar? Simply add the
email account to your phone and your events will sync!

5. Accessing the
Calendar
 Access to the Calendar can be found in the
bottom left-hand corner of the Outlook
window. Simply click or tap on the icon once
to switch to the Calendar View.
 If you’re having trouble finding the icon, see
the image to the right.
Clicking here opens the calendar

6.  To the right, you can see the
calendar view of your upcoming
events, the weather, and other
important information.
 There are two types of events:
 Appointment: A personal event,
just for you.
 Meeting: An event in which you
wish to invite members of your
organization to.
 Click one of these buttons in the
top left corner to get started!
The Calendar
View
Clicking either of these two buttons creates an event. See
description on the left to help decide the right type of event.

7.  Enter a subject for the meeting
(I.e. Doctor’s Appointment)
 Enter a location for the event
(optional)
 Select the date and time ranges
for the event.
 Once finished, hit save and
close.
Creating the
Appointment

8.  We can now see the event
added onto our calendar for the
set time we specified.
Viewing the Event

9.  Meetings are useful to create if
you wish to invite other
individuals in your organization
and the event show on their
calendar as well.
 You can create a meeting by
clicking ‘New Meeting’ beside
the New Appointment button
on the Calendar Tab.
 To help with time planning, use
the ‘Scheduling Assistant’
Scheduling A
Meeting
To help with timing, you can use the Scheduling
Assistant. Note that this is not required if you and your
attendees have already decided on a time.

10.  This screen shows the
Scheduling Assistant
 This allows you to add the users
that you wish to attend on the
left hand side by typing their
name and hitting enter.
 The graph shows blocks were
those users already have events.
 Choose times in which there
are no blocks for any user, thus
allowing everyone to attend
your meeting!
Using the
Scheduling
Assistant
This highlighted area shows your attendees, and their calendars to
assist with scheduling.

11.  Click, or drag, on a time area
that is available to schedule the
meeting.
 To save your meeting and invite
the users you selected, click the
Send button (shown by the
arrow)
Selecting a Time
& Sending the
Invitation
Click the send button to save your meeting time and send the
invitation to the users you selected.

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Contact Groups

13. What are contact groups?
 Groups of contacts within an organization.
 These objects can be created to make sending an email to a common group of users easier.
 Works very similar to a email distribution list.

14. Accessing Your
Contacts
 Access to your Contacts can be found in the
bottom left-hand corner of the Outlook
window. Simply click or tap on the icon once
to switch to the Contact View.
 If you’re having trouble finding the icon, see
the image to the right.
Clicking here opens your contacts

15.  This screen shows the contacts
and different groups you
already have created.
 You can add contacts on this
screen, but in this tutorial we
are focused on creating contact
groups.
 Click the New Contact Group
button in the top left corner.
The Contacts
View
Click the New Contact Group button to begin making a group.

16.  Give your contact group a name
(Ex. Finance Dept,
Management)
 Click the Add Members > From
Address Book to search and add
members to the group by their
name
 Double click on their name to
add them
 Save and Close when done.
Creating the
Contact Group
Step 1
Step
2
Step 3
Step
4

17.  You can send email to the
contact group just like normal
email
 Simply type the name of the
group, a subject, and the
message you wish to send
them.
 And that’s it! You’ve made mass
email such much simpler!
Sending Email to
the Contact
Group
This shows the contact group as the recipient. You
can click the plus button to expand the list.

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Creating and Using Tasks

19. What are tasks?
 Tasks in MS Outlook work just like any other task list.
 You can flag emails as being tags, and schedule yourself to look back at them later.
 Can also assign individuals to tasks

20.  Click on the ellipsis button, then
click on Tasks
Accessing the
Task View

21.  By default in Office 2016, you
can directly begin typing a new
task, due date, and reminder
time.
 Try it out!
Adding Tasks