Optimizing Workflows in Outlook 2019 for Windows
Outlook 2019 (Windows)
| Intermediate
- 10 videos | 44m 2s
- Includes Assessment
- Earns a Badge
- CPE
Outlook 2019 features a variety of different ways to improve the ways in which you work. In this 10-video course, learn how to dictate messages, convert e-mail conversations into meeting invitations, and use the rules, Quick Steps, and delegation tools to manage your mailbox. Begin by discovering how to use the Scheduling Assistant to configure a meeting, and then learn how to use Calendar tools to convert conversations into events. Next, explore how to use default Quick Steps, which are tools that can be used to automate actions in Outlook, and then create custom Quick Steps to automate actions. Observe how to use rules to manage the mailbox and automate actions, and then create a custom rule to organize the mailbox. Learn how to activate, edit, and delete rules in Outlook; use the Send/Receive tools to control when and how Outlook sends and receives messages, and set up delegated access to a mailbox in Outlook. Conclude by discovering how to perform actions in another user's mailbox via delegated access in Outlook.
WHAT YOU WILL LEARN
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Use meeting scheduling toolsConvert emails to calendar eventsUse quick stepsCreate a custom quick stepUse rules to manage the mailbox
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Create a custom ruleManage message rulesUse the send and receive toolsDelegate access to a mailboxPerform actions using delegated access
IN THIS COURSE
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6m 11sThe Scheduling Assistant in Outlook can be used to find meeting times that fit with everyone's schedule. You can visualize meeting participants' availabilities, add resources and rooms, and even use the tool to automatically find the most convenient time for everyone. FREE ACCESS
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3m 35sSometimes the best way of continuing your conversation is with a meeting. With Outlook, you can reply to an email and organize a meeting at the same time. This ensures that the conversation thread is included in the meeting setup, and includes the different people already involved in the discussion. FREE ACCESS
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4m 34sQuick Steps are tools that can be used to automate actions in Outlook. You can use them to perform a series of actions or commands on a selected item, thereby saving time and clicks, and helping you manage your mailbox. FREE ACCESS
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4m 51sAs well as the default Quick Steps available in Outlook, you can also create your own custom commands to automate actions. Learn how to create new Quick Steps and customize them to meet your needs. FREE ACCESS
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4m 29sRules in Outlook can be used to organize and manage messages automatically. This can include moving or copying messages, applying flags and categories, and even forwarding emails to other users. FREE ACCESS
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5m 4sBuilding custom rules from scratch gives you complete control over the conditions, actions, and exceptions. Learn how to use the Rules Wizard to create a new rule and start using it in Outlook. FREE ACCESS
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2m 44sOnce you have a number of rules running in Outlook, you'll need to know how to manage them. You can deactivate rules, change the running order, edit rule settings, and even delete rules that you no longer want to use. FREE ACCESS
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4m 51sSend and Receive commands are generally performed at set times in Outlook, such as when opening the client or at specific intervals. These tools can also be used to override existing rules in place, and control exactly how and when Outlook performs these basic actions. FREE ACCESS
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4m 22sIf you would like to allow another user to reply to emails and manage meeting requests on your behalf, you can use the delegation tools. See how to activate delegated access and manage the delegate permissions in Outlook. FREE ACCESS
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3m 21sIf a user has set up delegated access to their mailbox and nominated you as the delegate, you will need to know how to reply to emails and manage meeting requests. FREE ACCESS
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
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