Outlook Intro Training

Using Outlook, you can configure different email accounts, organize your appointments, schedule meetings, set up tasks, and jot down little electronic notes for yourself. As one of the most frequently used applications in the workplace, you can effectively stay on top of your tasks and assignments. Even if you have used previous versions of MS Outlook before, you will certainly learn about some features that you didn't know existed that can make you more productive.

Getting Started with Microsoft Outlook

We start with the basics of launching the program and navigating its features. The introduction of the "ribbon" navigation scheme in previous versions confused many people so we make an effort to demystify this and give you hands-on training in how to:

  • Launch the application
  • Use the different toolbars
  • Customize the way the interface looks
  • Get help on a topic

Email in Microsoft Outlook

In addition to sending and receiving email, Outlook offers a wide array of email management features you may not be aware of. After setting up and configuring an email account, we show you how to:

  • Attach files to emails
  • Format emails the same way you would an MS Word document or a web page
  • Filter out junk mail
  • Check spelling and grammar
  • Flag and categorize messages by color
  • Organize messages in folders

Calendar in Outlook

Outlook comes with a built-in calendar with many powerful features. Whether you want to convert from an old-fashioned paper calendar or you've used Outlook's calendar before but aren't sure if you've been doing it the right way or taking advantage of all the features, we will train you to make the best use of the calendar:

  • Create and edit calendar entries
  • Select the appropriate view and layout
  • Schedule appointments, invite attendees, and set reminder alerts
  • Set up recurring events (e.g., a weekly status meeting)
  • Assign categories (i.e., color-coding) to calendar entries

Meetings in Outlook

Scheduling a meeting between a group of busy employees can be very challenging, but with a good understanding of Outlook's meeting features, you can remove the planning headaches that accompany this task. An Outlook meeting has a host, a set of invitees, and a list of resources needed (e.g., a projector or a room). In this part of the training you will learn how to properly schedule and update meetings and manage attendee invitations and resource requests. We show you how to:

  • Schedule a meeting
  • Invite attendees
  • Request resources
  • Track and update meeting requests

Contacts and the Address Book

If you've worked with Rolodexes before, you'll find Outlook's address book feature a major improvement. A contact us a person with whom you have either a business or personal relationship. You can use the Contacts folder to manage information for each contact such as their name, birthday, address, telephone number, web page address, company name, or anniversary. Being able to quickly find a vendor's phone number or print out a list of customers in your city can dramatically improve your productivity. In this part of the training we show you how to:

  • Add contacts to the address book
  • Search the address book by field
  • Generate a map to a contact's location
  • Sort and print a list of contacts

Tasks and Notes

Tasks and notes are electronic replacements for to-do lists and post-its, respectively. A task is an activity that must be completed within a specified period of time. Putting tasks in Outlook allows you to organize, prioritize, and track them. The notes feature of Outlook allows you to jot down simple text notes to keep within Outlook or to stick on your computer's desktop. We train you on how to:

  • Create and edit tasks
  • Set deadlines and priorities for tasks
  • Sort tasks by field
  • Assign tasks to individuals
  • Create, organize, and edit notes
  • Copy Outlook notes to your desktop


  • Good understanding of MS Windows file management, and the concepts of right-clicking and selecting the properties of an object

Outlook training is offered online: