Outlook 2016 Essentials

Printable, customizable, training materials

Learners will be able to use Outlook to enhance professional correspondence, create calendars, and schedule appointments. Participants will create and edit professional-looking email messages, maintain calendars across time zones, and schedule tasks for a variety of purposes and situations including sending email for marketing campaigns, planning staff meetings, and assigning action items from those meetings.
Outlook 2016 Essentials


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Everything you need to teach a one-day workshop for Outlook 2016 Essentials:

  • Training Manuals
  • PowerPoint Slides
  • Instructor's Guide
  • Quick Reference Job Aids
  • Icebreakers, Activities,
     & Exercise Files
  • Pre-Assignments,
  • Promotional Advertorials
  • Lesson Plans with Flip Chart Notes

Also available: training video clips, editable books, audiobook workshops, e-learning, and cloud-based LMS.

Outlook 2016 Essentials Course Outline:

Module One: Manage the Outlook Environment for Productivity
  • Customize Settings
    • Customize reply messages
    • Change text formats for all outgoing messages
    • Customize the Navigation Pane
    • Configure reviews
    • Manage multiple accounts
    • Add an account
  • Print and Save Information
    • Print message, calendar, contact, or task information
    • Save message attachments
    • Preview attachments
    • Save messages in alternate formats
    • Export messages to a data file
  • Perform Search Operations in Outlook
    • Create new search folders
    • Search for items in messages, tasks, contacts, or calendars
    • Search by using advanced find; search by folder

Module Two: Manage Messages
  • Configure Mail Settings
    • Set fonts for new messages and responses
    • Create, assign, and modify signatures
    • Create and manage rules
    • Create automatic replies
    • Create messages by using Quick Parts
    • Configure Junk Email and Clutter settings
  • Create Messages
    • Create a message
    • Add or remove message attachments
    • Add cc and bcc to messages
    • Add tracking and voting options
    • Forward and reply to messages
    • Request a delivery or read receipt
    • Redirect replies
    • Flag outgoing messages for follow up, importance, and sensitivity
    • Recall a message
  • Format a Message
    • Format text
    • Insert hyperlinks
    • Apply themes and styles
    • Insert messages
    • Add a signature to specific messages
  • Organize and Manage Messages
    • Sort messages
    • Move messages between folders
    • Add new local folders
    • Apply categories
    • Clean up messages
    • Mark a message as read or unread
    • Flag received messages, ignore messages
    • Sort messages by conversation
    • Delete messages
    • Automate repetitive tasks by using Quick Steps
    • Configure basic Auto Archive settings
    • Delegate access

Module Three: Manage Schedules
  • Create and Manage Calendars
    • Create and add calendars
    • Adjust viewing details for calendars
    • Modify calendar time zones
    • Delete calendars
    • Set calendar work times
    • Manage multiple calendars
    • Manage calendar groups
    • Display multiple calendars
    • Share calendars
  • Create Appointments, Meetings, and Events
    • Create calendar items
    • Create recurring calendar items
    • Cancel calendar items
    • Create calendar items from messages
    • Set calendar item times
    • Set up meetings by using the scheduling assistant
    • Set free or busy status for calendar items
    • Schedule resources
    • Set up meeting location by using Room Finder
  • Organize and Manage Appointments, Meetings, and Events
    • Set calendar item importance
    • Forward calendar items
    • Configure reminders
    • Add participants
    • Respond to invitations
    • Update individual or recurring calendar items
    • Share meeting notes
    • Categorize calendar items
  • Create and Manage Notes and Tasks
    • Create and manage tasks
    • Create and organize notes

Module Four: Manage Contacts and Groups

  • Create and Manage Contacts
    • Create a new contact
    • Delete contacts
    • Import contacts from external sources
    • Edit contact information
    • Attach an image to a contact
    • Add tags to contacts
    • Share contacts
    • Create and manage address books
  • Create and Manage Contact Groups
    • Create new contact groups
    • Add contacts to existing contact groups
    • Add notes to a contact group
    • Update contacts within contact groups
    • Delete contact groups
    • Delete contact group members


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