Tame your Inbox for Busy Professionals

Enjoy a ‘feel good factor’ by decluttering your inbox and streamlining your processes.  By learning and implementing these essential Outlook tools, strategies and commands you will save oodles of time by becoming super efficient at organising your inbox and prioritising email related tasks.

THINK OUTSIDE THE ‘INBOX’

Searching through a cluttered inbox negatively affects productivity, stealing time and energy that could be put to better use.  

Outlook is packed full of ‘bells and whistles’ and shortcuts that most of us don’t have the time to research, test and learn.

It’s time to wake up Outlook’s productivity commands and features and put them to work for you to reduce your workload and save time!

IS THIS YOU

Do you spend too much time moving messages from inbox and sent folders to subject based folders?

Are you struggling to find a specific email you need quickly?

Is your inbox a constant source of never-ending emails and frustration?

Do you feel disorganised and frustrated as you don’t have an effective email management process in place?

Are you worried you’ve missed responding to an important email so find yourself reading, re-reading and re-reading emails in your inbox to prioritise your day’s tasks?

Is it hard to quickly find messages that need your attention amongst hundreds of read and unread messages in your Inbox?

Do you avoid cleaning up your folders because you’re scared of losing something or don’t know where to start?

Session Outcomes

Turn Outlook into your efficient super PA and take back control of your inbox.

Automate and streamline email processing by leveraging Outlook’s technology tools.

Save hours each week by implementing email management best practices.

Learn a combination of strategies, tactics, and tools that will help you:

  • Quickly process emails using simple strategies you’ll learn on this programme

  • Create processing folders to help organise and reflect your priorities

  • Set automatic colour coding to identify emails from a specific person or keyword

  • Find ANY email quickly using simple search filters and search folders

  • Automate common or repetitive tasks

  • Get to grips with the one-stop-clean-up tools to trim the size of your mailbox

  • Set up and use time-saving email templates and quick responses

  • Group emails together by subject, creating a single conversation or thread

Course Overview

Study Method:

Online / Self-Paced

System requirements

You will require a Windows based PC with sound and Outlook 2013 up to Outlook 365 desktop application installed.

Course Content

When you sign up you will be able to log in to your own student dashboard to access the training videos at any time for as long as you want to.

The training is split into bite sized chunks focussing on one or two tightly defined learning objectives.  This method of learning means it will take less time to consume and is flexible to fit in with your work life balance.  

Course curriculum

  • 1

    Email Management Key Strategies

    • The 4Ds of Email Management
  • 2

    Bonus - FREE Downloads

    • Outlook Quick Reference Card
    • 50 Time Saving Outlook Shortcuts
  • 3

    Getting Set Up

    • Using the Quick Access Toolbar
    • Set Up Your Processing Folders
  • 4

    Test Your Knowledge

    • Quick Access ToolBar
  • 5

    Using Flags, Folders and Categories

    • Follow Up and To-Do List
    • Using Colour Categories
  • 6

    Automation

    • Quick Steps
    • AutoText with Outlook
    • AutoText Options and Tips
    • Templates with Attachments
    • Bonus Tip - Jump Lists
    • Create a Simple Rule
    • Rules with More than One Condition
    • Rules Wizard with Templates
    • Start with a Blank Rule
  • 7

    Search Options

    • Simple and Advanced Search
    • Create and Use Search Folders
  • 8

    Mailbox and Folder Clean-Up

    • Using the Archive Folder
    • 18th November 2020 - Mailbox and Folder Cleanup
  • 9

    Create a Custom Tab

    • 25th November 2020 - Create a Custom Tab
    • 2nd December 2020 - Assign a Template Macro to a Custom Tab