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Course overview
The aim of this module is to enable you to record your daily tasks.
Who should attend
Delegates should feel confident in the topics covered in the Microsoft
Outlook Getting Started with Email module.
Learning outcomes
At the end of the module, you will be able to:
Navigate the screen elements in the calendar window to investigate
the most effective way to select commands and features
Create calendar items adding different entries, e.g. meetings,
appointments and events, to ensure effective use of calendar features
Manage calendar items by editing, tracking meetings and removing
items to keep the calendar up to date
View calendar items using filtering options to show certain days
or specific items for effective calendar summaries
Demonstrate use of other features by setting defaults using dragging
options and shortcuts to employ efficient use of time-saving features
Create tasks managing their frequency and category to ensure effective
time management
Manage tasks by assigning, responding and marking as complete to
ensure they are up to date when printing by category or deadline
Create notes for sending as e-mail, or placing on the desktop and
save in an appropriate location
Course contents
Using the calendar window
Resizing the calendar window
Hiding and resizing the date navigator
Hiding and resizing the taskpad
Navigating the calendar using the date navigator
Creating calendar items
Creating appointments
Creating all day events
Creating recurring appointments
Planning a meeting, e.g. adding invitees & resources
Sending meeting requests to invitees
Converting messages into meeting requests
Managing calendar items
Editing appointments and changing appointment times
Dragging the appointment duration and start and end times
Editing meetings and changing meeting times
Tracking meeting attendee status
Removing meeting attendees and resources
Deleting appointments and meetings
Viewing calendar items
Changing day, week, month views
Using date navigator to view multiple days at a glance
Viewing events only
Viewing recurring appointments only
Viewing active appointments
Previewing and printing appointments and meetings
Finishing touches
Forwarding appointments to e-mail recipients
Dragging appointments into the inbox to create messages
Inserting documents and document shortcuts into calendar items
Viewing the reminder window
Setting defaults for calendar and calendar work week options
Creating task items
Creating tasks
Creating task requests
Creating recurring tasks
Understanding the importance of categorising tasks
Working with task items
Editing and deleting tasks and task requests
Inserting documents and document shortcuts into task items
Marking tasks as complete
Sending status reports
Skipping an occurrence of a recurring task
Reassigning task requests
Forwarding tasks to e-mail recipients
Changing the sort order of tasks
Changing the view of task items, e.g. simple/detailed list, next 7 days,
by category
Viewing tasks in the calendar taskpad
Printing tasks
Setting default task options
Working with notes
Creating notes
Changing note colours
Forwarding notes to e-mail recipients
Dragging notes e-mailed to you into the notes folders
Dragging notes into the inbox to create messages
Dragging notes onto the windows desktop
Categorising notes
Changing the view of notes, e.g. notes list, by category, by colour
Saving notes as files
Printing notes
Setting default note options
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