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Microsoft Outlook Training
Microsoft Outlook is more than just an inbox — it’s a powerful tool for managing email, calendars, tasks, contacts, and more. But for many people, it’s full of features they’ve never explored (or even noticed). That’s where I come in.
This isn’t your typical click-through-the-worksheet kind of training. Every session is shaped around the tools you use, the tasks you need to do, and the pace you’re comfortable with.
My Microsoft Outlook training is designed to help individuals and teams get the most out of the tools they use every day. Whether you’re brand new to Outlook or want to get better at managing your time and email more effectively, I offer flexible, practical training that can be tailored to your specific needs. You can choose from one of the structured session outlines below, or we can mix and match topics to suit your goals.
Listed below are some suggested topic areas based on experience. This content can be mixed, matched, and adjusted to suit your team’s experience and the tasks they use Outlook for every day.
Beginner Level Topics
Outlook does a lot more than just send and receive email – and once you know your way around it, it can help you stay more organised, save time, and keep on top of your week.
These beginner-level topics are ideal for people new to Outlook or those who’ve never used its features beyond the inbox. We’ll explore everything from basic email handling to using tasks, calendar features, and contacts -all delivered in a practical, non-intimidating way.
Who is this for?
This workshop is perfect for admin staff, new team members, or anyone looking to make Outlook feel more helpful and less overwhelming.
Getting Started with Outlook
Exploring the Outlook window and ribbon
Using built-in help tools
Using the To-Do Bar to stay on track
Email Essentials
Setting up and managing email accounts
Creating, replying to, and forwarding emails
Handling and organising messages
Opening, saving, and previewing attachments
Printing messages
Using address books
Contacts & Categories
Creating and editing contact entries
Managing your address book
Organising contacts with categories
Task Management
Creating and managing tasks
Tracking progress and marking items complete
Appointments & Events
Scheduling appointments and all-day events
Modifying or deleting events
Working with time zones
Using calendar snapshots
Meeting Requests & Scheduling
Sending and receiving meeting invitations
Managing attendee responses
Adjusting meeting details
Customising Outlook
Setting up folders to organise messages
Creating email signatures
Using voting buttons
Interacting with web-based content
Advanced Level Topics
Outlook can be a powerful tool for email and time management — if you know where to look. This advanced training is perfect for individuals or teams ready to go beyond the basics and streamline how they use Outlook day to day.
We’ll focus on inbox control, automation, custom views, and deeper integrations with Microsoft Office. Content is flexible and can be adjusted based on the tools your team uses and what your real workflow looks like.
Who is this for?
This session is ideal for executive assistants, busy managers, or admin teams ready to reduce clutter, automate common actions, and get the most out of Outlook as a productivity tool.
Customising Outlook
Exploring the Outlook environment
Understanding the Outlook Bar and Reading Pane
Creating custom view settings that work for you
Advanced Messaging Tools
Using Instant Search to find messages quickly
Creating and using Search Folders
Message formatting and customisation
Inbox Organisation & Automation
Organising and cleaning up your inbox
Creating rules using the Rules Wizard
Managing mailbox size and archiving
Exploring alternate email sending/receiving methods
Templates & Forms
Creating email templates and stationery
Designing and using custom forms
Folder Management & Sharing
Using public and personal folders
Setting folder permissions
Sharing folders for team visibility
Customising Outlook Views
Changing views for Mail, Calendar, and Tasks
Working with and formatting columns
Creating and saving custom views
Adding filters and removing clutter
Deleting or adjusting saved views
How it works?
You choose a topic (or a mix!)
We chat about your team, your tech setup, and your goals
I build a session tailored to suit your people, not just the software
I deliver it online or in person — your place or a local venue
You get practical resources, real examples, and time to ask questions
Get in Touch
Book a session or talk through your team’s training needs
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