Personal Information Management Classes
Outlook is a tool - Personal Information Management
tool. The consulting and training approach of Wizard Creek is to teach the
basic business processes of Personal Information Management and how Outlook can
be used to support that those processes.
The following classes are available. Each class can be
tailored to the needs of the client. Each class runs 4-8 hours
depending on client requirements.
Class: Contact Management using Outlook
- Introduction to Contact Management
- Building a database of Contacts
- Maintaining Contacts
- Grouping and categorizing Contacts
- Viewing and printing Contact information and lists
- Synchronizing with other contact information
- Tracking Contact Activity
Class: Time Management using Outlook
- Introduction to Time Management
- Creating calendar items - events, appointments and meetings
- Adding holidays and special events
- Working with meetings
- Working with recurring appointments and meetings
- Viewing and printing calendars and calendar information
- Synchronizing and sharing with other calendars
Class: Work Management using Outlook
- Introduction to Work Management
- Defining tasks, activities, projects, and processes
- Follow up flags, reminders, action items, and tasks
- Creating tasks
- Grouping tasks
- Assigning tasks
- Viewing and printing Tasks
Class: Content Management using Outlook
- Introduction to Content Management
- Defining notes and note folders
- Consider using notes for quotes, recipes, and hints
- Creating documents from notes
- Viewing and printing Notes
Class: Communication Management using Outlook
- Email
- Creating Email
- using Stationary
- using Signatures and vCards
- choosing HTML, Text or Rich Text
- using Microsoft Word as Email editor
- specifying and sequencing Address Books
- adding attachments
- adding sounds
- Special Emails
- sending tasks
- setting up meetings
- scheduling appointments
- schedule a vote
- Sending Email
- send with Priority
- send with response requested
- send to a Distribution List
- send at a future time
- Receiving and organizing Emails
- controlling Spam
- using rules
- using flags
- using folders
- using colors
- create "out of office" auto reply
- make the font larger
- save attachments
- view related messages
- using Junk Mail rules
- Tips on effective E-mail habits
- Email etiquette
- Create a task
- Create a contact
- Using Instant Messaging
- Hide the names of email recipients
Class: Outlook Administration
- Backup and Restore all Outlook Information
- Archive old or obsolete information
- Outlook resources - websites and online groups
- Scanpst - the first step in trouble shooting
- Managing Outlook folder size - delete, empty and compress
- Trouble Shooting Outlook
