Outlook: Efficient Email Management

Course details

In this course, Gini von Courter explores efficient email management techniques in Outlook that enable you to overhaul how you view, organize, and automate your inbox. Discover how to customize Outlook settings, sort and filter views, and use folders. Learn about tools such as Copilot AI and Outlook Quick Steps that simplify and automate your email processing. Understand how to categorize and flag emails and leverage search folders to quickly find important emails. Find out how to create rules for automated sorting and responding to emails, conditional formatting to highlight key messages, and setting up workflows for email management. Plus, get actionable tips to save time and increase productivity. By the end of this course, you'll be able to efficiently manage your inbox, customize your email experience, and streamline your workflow.

Learning objectives
Identify key Outlook tools and features, such as the Focused Inbox, Reading Pane, and Instant Search.
Use folders, and Quick Steps to organize and streamline daily email tasks efficiently.
Use flags and other tags to mark and filter messages.
Customize Outlook views to fit specific work needs.
Develop automated workflows using rules to manage and prioritize emails for improved productivity and organization.

Concepts

0. Introduction

01 - Save time by managing your Outlook inbox
02 - Email management - The basics
03 - What you need for email efficiency

1. Review Messages in Outlook

04 - Use the Outlook Focused Inbox
05 - Use the Reading Pane
06 - Set options for the Reading Pane
07 - Mark messages as read or unread
08 - Flag messages for follow up
09 - Find Outlook messages with Instant Search
10 - Tweak Outlook search options
11 - Use Advanced Find to locate messages

2. Sort and Filter Your Inbox

12 - Sort and filter email
13 - Change the view density

3. Get Organized in Outlook - Folders and Categories

14 - Create inbox folders in Outlook
15 - Move or copy messages
16 - Add an Outlook folder to Favorites
17 - Customize and use categories
18 - Create and use search folders

4. Automate Actions with Rules and Quick Steps

19 - Use conditional formatting to highlight important messages
20 - Create a rule to move a message
21 - Create a rule to assign a category
22 - Use rules to create a simple workflow
23 - Edit and manage email rules
24 - Use a built-in Quick Step
25 - Create a custom Quick Step in Outlook

Conclusion

26 - Where to learn more about Outlook