Managing Team Workflow with Microsoft Outlook: Get More Done

Summary

Getting team members on the same wavelength, channeling their energy, and keeping them on track takes meticulous planning and execution by managers.  Now with many teams collaborating from different locations (on-site, remote or hybrid) staying connected and aligned has become much more challenging.

Microsoft Outlook is an essential communication and project management tool, yet many key features are under-utilized.  While you may feel proficient at using Outlook for email and meetings, you are likely leaving about 85% of the power of Microsoft Outlook unused!

In our interactive, 90-minute event you’ll learn how Outlook can be an invaluable resource for your managers, supervisors and team leads to drive productivity. 

Join us as we discuss and demonstrate the following:

  • Optimizing the setup for Outlook for maximum performance
  • Fine-tuning email management with automation to save time
  • Integrating Outlook with OneNote for more efficient meetings
  • Using Microsoft Outlook Tasks for assignments and keep up to date on projects
  • Key skills to keep team members on track and meeting deadlines
  • Under-used tools that help you increase your team’s accountability and productivity
  • Ways you can customize Microsoft Outlook to meet your team’s unique needs

This program will be demonstrated using Microsoft Outlook 2016,
these features also work for Outlook 2013 and 2019

Program Highlights

Microsoft Outlook provides the tools you need to improve workplace results, enabling your team to cut wasted time and increase daily output.  You will learn the secrets of how to:   

  • Use Inbox features to help classify and sort task and project communications
  • Set up Quick Steps to speed communication
  • Use the Rules Wizard to automatically route emails to appropriate folders
  • Create new folders for a plethora of projects
  • Use expanded Microsoft Outlook Calendar features – integration with Teams
  • Use the tasks folder to organize complex work requests
  • Record assignments and deadlines
  • Prioritize delegated tasks and projects
  • Identify the differences between the To-Do List, Tasks, and the To-Do Bar
  • Customize column headings in Task folders enabling the user to view key information
  • Maximize information management using Outlook and OneNote integration

We’ll also address key questions managers ask, including:

  • How can I format messages from specific people to stand out when they arrive?
  • How can I keep track of major assignments made to several direct reports or team members?
  • How can I keep assignments moving at a steady pace toward completion by the deadline?
  • Can Microsoft Outlook really work like a project management tool?

Live Question & Answer Session - Have your questions answered by the expert!

Program Benefits

Learn how to more effectively use Microsoft Outlook to keep projects on track, your team connected and workflow more efficient.

If you'd like this program customized for your organization, call us at 1-800-964-6033. We're certain we can fulfill your training needs, while making it fit in your budget!

About The Speaker

Mitzi Gibson Katz

"Mitzi Gibson Katz has trained thousands of end users and developed curriculum for over twenty-five years. As a consultant, she specializes in the Microsoft Office suite including Excel, Access, PowerPoint, Word, Outlook and much... more. After teaching a variety of special education classes in Kansas, Montana, and Alaska for the early part of her career, Mitzi became interested in technology as the first personal computers were introduced to the market. She made the change in careers from public school education to private computer training and has been teaching students how to use software applications ever since. Mitzi helps students understand Excel by her passion: ""It's the people part of the business that keeps me involved."""