Outlook Intermediate Class

Microsoft Outlook offers a powerful set of communication and collaboration features beyond sending and receiving email messages. In many organizations, proficiency with Outlook is critical to effectively working with colleagues, clients, partners and vendors. In the course of AcademyX's Intermediate Outlook class, you will learn techniques to manage and organize messages more effectively, harness Outlook's calendar features more effectively, manage projects with the Journal tool and assign important tasks to colleagues.

Message Options in Outlook

Outlook offers several advanced message options. Some email messages require alerting recipients to the importance or sensitivity of the information you are sending as well as ensuring that your message has been received and read. Conversely, as a recipient of email, it is critical that senders know when you will be able to respond to their email. There is a great Outlook shortcut to save time in emailing the same group of people on a regular basis. During this part of the class you will learn to:

  • Modify message settings
  • Modify delivery options
  • Change the message format
  • Notify others that you will be out of the office
  • Create a distribution list
  • Insert a hyperlink
  • Create and modify rules to automate email organization

Tracking Work Activities

Being able to track your time and tasks can be a critical way to document your efforts needed to complete a project. The Journal tool in Outlook provides a way to track time, tasks, and help you "project manage" your assignments. In this part of the training you will become familiar with how to:

  • Use the journal
  • Automatically record a journal entry
  • Manually record a journal entry
  • Modify a journal entry

Sharing Folder Information

Today, it is vital that information can be shared in order to keep everyone appraised of current information. Suppose you are tracking emails for a current project and need to make those emails available to others. With Outlook you can share specific folders and even designate who can view that folder and what actions they can take. In addition, suppose you wanted to let a co-worker know what appointments you have next week but you do not want to let them see your entire calendar. Using this new tool in Outlook, you can send them a limited view of your calendar. This part of the class covers how to:

  • Specify folder permissions
  • Access another user's folder
  • Send calendar information in an email message
  • Delegate access to folders

Customizing the Outlook Environment

As you become more proficient with Outlook you may need access to certain commands that are not readily available in the Outlook toolbars. You can tailor the Outlook environment to your needs by learning how to:

  • Customize the toolbar
  • Create a new toolbar
  • Customize the menu bar
  • Customize the quick access toolbar
  • Customize the To-Do bar
  • Create a folder home page

Locating Outlook Items

As messages accumulate in your Outlook email system it becomes important to organize and find messages as quickly as you can. Using the Outlook tools taught in this class you will learn to:

  • Sort messages using multiple criteria
  • Find messages
  • Find Outlook items using multiple criteria
  • Filter messages
  • Organize messages
  • Manage junk email


  • Good understanding of MS Windows file management, and the concepts of right-clicking and selecting the properties of an object
  • Outlook Introduction or equivalent experience: basic understanding of sending and receiving email and creating calendar appointments

Outlook classes are offered at four locations: