4.45 (2158 reviews)
$475
Work smarter, save time, and stay organized with Microsoft Outlook!
Once you have mastered the fundamentals of Microsoft Outlook, you are ready to take the next step: transforming Outlook into a powerful productivity tool. Working Smarter with Outlook is an advanced course designed to help you streamline communication, organize information, and manage your workload with confidence.
In this course, you will learn how to:
- Master message management: Use rules, categories, and flags to prioritize and automate your inbox.
- Leverage calendars and tasks Coordinate meetings, manage appointments, and track deadlines with advanced scheduling tools.
- Search and filter efficiently: Harness Outlook’s search features to quickly locate emails, attachments, and contacts.
- Work smarter, not harder: Discover shortcuts, customization options, and integrations that reduce repetitive tasks and improve workflow.
By the end of this course participants will have the knowledge to keep their inbox under control; automate message handling and responses; and how to use Outlook as a central hub for managing relationships, projects, and priorities.
Overview
Audience:
This course is designed for people who are current users of Outlook who wish to improve their use of Outlook. It is recommended for Personal Assistants who need to manage the data of other Outlook users.
Prerequisites:
Participants should be competent users of Outlook and should already be able to:
- Send and read mail messages
- Use the calendar to set appointments and meetings
- Add contact information, tasks, journal entries and notes
Content
Productivity
Learn how to empty your Inbox daily by converting emails to tasks or appointments, using rules in Outlook to automatically sort and prioritise your email. You will also learn strategies for filing and organising information you need to keep.
- Creating an effective filing system
- Using 4D Filter (Do, Delegate, Defer or Delete)
- Filing and retrieving email
- Group and sort messages
- Using Search Tools efficiently
- Search Folders for saved searches
- Group by Conversation
- Using Quick Parts for standard email content
- Using Quick Steps
Get Organised with Tasks
Task management is a complex activity. Within the context of Outlook the focus is on "next actions". Learn how to generate Tasks from incoming email, and how to use Outlook categories and Contacts as a filtering mechanism.
- First things first!
- Creating tasks from messages
- Creating and applying Categories
- Dated and undated Tasks
- To Do list
Prioritising and Planning
Learn the importance of prioritising and planning.
- How prioritising and planning should work
- Prioritising and scheduling using Scheduling View
- Creating a Custom View for Task Priorities
- Working with the To Do Bar
Managing Commitments
Learn to make effective use of your time by using the Outlook Calendar. As an extension of the information flow of email into tasks and appointments, the Calendar is a key component in effective workflow management. You will also learn to properly use the Calendar and when appointments should (and should not) be used.
- Create effective appointments with links to supporting data
- Create appointments from an email using drag and drop
- Use Labels, Flags and Follow-ups
- Shortcuts
Mail Management
Learn how to setup Outlook to manage your mail.
- Create Rules to categorise and manage mail
- Using Rules and Alerts to automate mail tasks
- Automate common tasks with Quick Steps
- Use Conditional Formatting to highlight important items
- Create and use Categories
Finding Information
Cut through clutter and quickly locate the information you need. Outlook’s search tools and Search Folders help you to filter, organize, and save searches so you don’t waste time scrolling through a busy mailbox.
- Insert search Bar and tools
- Search filters
- Advanced find
- Search folders
- Efficiency tips
- combine with rules
- use filters with search folders
Staying on Track
Learn to use of Outlook to manage tasks and priorities.
- Principles of good time management
- Setting up Outlook
- Using Categories and Notifications
- Sharing Calendars with co-workers
- Working with multiple calendars
- Using Group Schedule View
- Using Contact (Hover) Cards to check availability
- Using Calendar Permissions
- Team email updates with Quick Steps
Saving Time with Templates
- Quick text with AutoText and Quick Parts
- Managing AutoText entries and Quick Parts
- Creating and using email templates
- Saving attachments with templates
Dates
Available Outlook Advanced courses
| Event | Event Date | Location | Individual Price | Register |
|---|---|---|---|---|
| Outlook Working Smarter | 18-03-2026 | Live Online | $475.00 | |
| Outlook Working Smarter | 15-05-2026 | Live Online | $475.00 |
Delivery Options
Public Courses
Live online - learn by doing.
Our Live Online courses are conducted through a dedicated learning platform that enables us to provide instructor-led, hands-on training to develop real skills, in real time. Each participant logs into their own virtual environment setup specifically for the course. This is a fully interactive experience - just like in a classroom. No passive lectures. No videos to follow - real time hands-on practice with your instructor guiding you every step.
Instructor:
- provides real-time live hands-on instruction and demonstration,
- provides step-by-step practical activities for participants,
- can assist participants on their screen, if necessary,
- can share participant screens to enhance discussion.
Participants:
- receive hands-on instruction, step-by-step exercises and skill-builder activities,
- see the instructor screen while working on their own environment,
- can interact with the instructor and the group of participants,
- can ask questions at any time,
- join the course from any location with internet using a Course Invitation.
- no need for any software, just a computer with internet and a browser.
- no downloads on installs necessary on the participant computer.
Inclusions:
- E-Book Training Manual/activity booklet will be provided
- Certificate of Completion
- Post-course support to the level of the course
- Access to any training exercises used during the session
Session Times:
- Full Day Course: 9:00 am-4:30 pm
- Half Day Course: 9:00 am-12:30 pm or 1:30 pm-5:00 pm
Private Courses
Private sessions can be arranged through our Live Online platform for group training. Group training content and duration can also be tailored to your needs. To discuss your training requirements, contact our Course Scheduling team.
Classroom
Classroom sessions are delivered at a nominated location (Private courses only).
Requirements:
If training is being delivered on your site:
- A computer is required for each participant, configured with appropriate software (if necessary).
- If participants are using laptops, ensure power cords are provided for use during the session.
- The instructor will bring their own laptop - please provide power
- Screen/Projector for trainer to connect their laptop to. Please indicate the connection method - hdmi or wifi.
Inclusions:
- Training Manual/activity booklet
- Certificate of Completion
- Post-course support for queries relating to the course content.
Brochure