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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
Advanced Level

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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