Outlook: Email Organisation for Business (1 Day)

Keep your inbox tidy and organized by using rules, folders, and categories to manage your business emails efficiently.

Course Overview

Date & Time: 9:30am – 5:00pm (1 Day)
Delivery: Live Online via Zoom
Group Size: Max 4 participants
Level: Beginner

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Learning Outcomes

Learn how to create and manage folders to organize business emails
Use rules to automatically sort incoming messages
Apply categories and flags to highlight priorities and deadlines
Master search and filtering tools to quickly find important emails

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.

  Outlook: Email Organization for Business (1 Day)

  Session 1 — Getting Started with Outlook for Business
  Course overview and objectives
Navigating the Outlook interface (Mail, Calendar, Tasks, People)
Setting up a professional business profile
Adjusting basic Outlook settings for efficiency


  Session 2 — Inbox Management Basics
  Composing professional business emails
Reply, Reply All, Forward — best practices for business
Using CC and BCC effectively
Attaching files and checking file size limits
Creating an organized folder structure for business communication


  Session 3 — Rules and Folders for a Tidy Inbox
  Creating folders by client, project, or priority
Setting up rules to automatically sort incoming mail
Moving and archiving old emails
Using the Focused Inbox and Clutter features
Hands-on practice: building a business email folder system


    Session 4 — Categories, Flags, and Follow-Ups
  Color categories for clients, projects, or urgency
Flagging emails for action or deadlines
Marking items as complete
Combining categories, flags, and folders for maximum efficiency


  Session 5 — Search, Filters, and Quick Steps
  Using the Search Bar to find emails quickly
Applying filters to refine results
Saving searches for future use
Setting up Quick Steps for repetitive business tasks (e.g., forwarding to a manager, moving to a project folder)


  Session 6 — Hands-On Practice & Wrap-Up
  Practice: Organize a business inbox with rules, folders, and categories
Review search and filtering strategies

Outlook: Email Organisation for Business (1 Day)

Course Overview

Learning Outcomes

Resources Provided

Prerequisites

Outlook: Email Organization for Business (1 Day)

Session 1 — Getting Started with Outlook for Business

Session 2 — Inbox Management Basics

Session 3 — Rules and Folders for a Tidy Inbox

Session 4 — Categories, Flags, and Follow-Ups

Session 5 — Search, Filters, and Quick Steps

Session 6 — Hands-On Practice & Wrap-Up

Learn4Sure

Catherine@Learn4Sure.ie

087 038 7789