Outlook Essentials – (0.5 Day)

Master Outlook Inbox with practical guidance — manage emails, customize your workspace, and stay organized with confidence.

Course Overview

Date & Time: 9:30am – 13:00pm (0.5 Day)
Delivery: Live Online via Zoom
Group Size: Max 6 participants
Level: Beginner

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Learning Outcomes

Organize and manage your inbox efficiently
Customize Outlook to suit your workflow and preferences
Stay on top of important messages using flags, filters, and formatting tools
Find emails quickly using sorting, filtering, and advanced search techniques

Resources Provided

Quick Reference Cheat Sheet
Printable step-by-step guide

Prerequisites

Please ensure you have a Windows 11 PC with Microsoft Outlook 365 and Zoom installed. You should feel confident using a keyboard and mouse. If you can do that, you’re all set.

Session 1 — Customizing Your Outlook View

Objective: Personalize Outlook to work the way you do.

Adjust the Reading Pane and Folder Pane
Change layout and density for better visibility
Pin folders to Favorites

Session 2 — Changing Inbox Views

Objective: Learn to quickly change how your inbox looks and feels.

Switch between Compact, Single, and Preview views
Group emails by date, sender, or conversation
Adjust column settings for key details

Session 3 — Sorting, Filtering & Searching Emails

Objective: Easily find and manage emails.

Sort by sender, date, or subject
Apply built-in filters for quick results
Use the Search Bar and Search Tools
Save frequent searches as Quick Steps

Session 4 — Flagging Messages & Follow-Ups

Objective: Stay organized and on top of priorities.

Flagging emails for reminders
Marking emails as complete
Creating custom follow-up options

Session 5 — Highlighting Important Emails with Conditional Formatting

Objective: Quickly spot what matters most.

Set rules to highlight VIP emails
Apply custom colors or fonts for flagged emails
Adjust and manage conditional formatting rules

Session 6 — Guided Practice & Wrap-Up

Objective: Reinforce skills with practical exercises.

Customize inbox layout and apply formatting rules
Flag and organize emails by priority
Use advanced search to quickly find key messages
Review key takeaways and Q&A