This document outlines an agenda for a training on using Microsoft Outlook. The agenda includes topics such as adding and customizing contacts, grouping items and customizing views, configuring the Outlook Today view, using rules to filter messages, scheduling meetings, flagging items for follow up, journaling activities, adding signature files, and additional tips, tricks and resources. Required contact information fields are listed, and it is noted not to include sensitive information in contact notes for security.

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Outlook Training
770-926-5030 (office)
gwartes@rosebudtech.com
www.rosebudtech.com
http://blogs.rosebudtech.com

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Agenda
• Contact(s)
• Group Items in a View
• Customizing Outlook Today
• Rules Wizard
• Scheduling Meetings
• Flag for Follow-up
• Journaling
• Signature Files
• Tips, Tricks, and More Information

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Contacts – Required Information
When entering a new contact into Outlook the
following fields should always be entered:
•First name
•Last name
•Company Name (if applicable)
•Job title (if applicable)
•Street address
•Suite number (if applicable)
•City
•State
•Zip
•Phone number
•e-mail address

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Contacts – Security
SECURITY:
Do not put sensitive information into a contact record notes

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Grouping and Views
• Selecting a View
• Customizing a View
• Preview Pane
• Auto Preview

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Outlook Today
• Selecting Layout
• Sorting Tasks
• Displaying Calendar Entries
• List Folders

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Rules Wizard
• Filtering Messages
• Sorting Messages
• Message Notifications
• Auto Reply/Out of Office Assistant

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Scheduling Meetings
• Inviting Attendees
• Checking Attendee Status

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Flag for Follow-up
• Inbox and Messages
• Contacts

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Journaling
• Contact Activities
• Message Activities
• Phone Conversations

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V-Cards
• Attach vCard

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Tips, Tricks, More Information
• Outlook 2007 Tips and Tricks Web Site
– http://office.microsoft.com/en-us/outlook/default.aspx
• Microsoft Office Online – Outlook Training Courses
– http://office.microsoft.com/en-us/training/CR100654581033.aspx
• Outlook Solution Center
– http://support.microsoft.com/ph/11335
• Outlook Users Group at Slipstick Systems
– http://www.slipstick.com/user.htm

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Bennett Thrasher
Using Outlook 2007
February 9, 11, 16, 18, 2010