Managing Small Projects and Maximize Outlook @ Work
Outlook is a tool to help you manage your email messages, calendar, contacts, and tasks. It’s at the center of not only your communications but also your time-management.
There are 86,400 seconds in each day. Making the most of each of them in your business is where Outlook can come in very handy, but you also need to develop a new approach to managing your time and projects and email can be a huge drain on your time.
Itplanit designed this course to teach you how to get the most out of Outlook.
Maximize your use of Microsoft Outlook
•Setting up Outlook: The layout
Increase focus and productivity
Apply strategies to effectively manage email
•Better manage your Inbox and expectations
•Tame your Inbox with the four Ds
Do it (respond or file for reference).
Delegate it (forward).
Defer it (using categories and flags).
Stay on top of every single follow-up task
•Daily review: Managing your time and tasks
Prioritize your email time with “important” vs the “urgent”
•Tasks: Doing your work
Find emails and information quickly and effectively
•How to find a message from a particular person
•Write great email messages
•Calendar and meetings
Eliminate interruptions and create a constant focus on priorities
•Know your schedule
•Structure your day
•Be firm, friendly and make eye contact with visitors. Learn to say no!
•Reference what you're already doing
•Keep up on your communication
•Overestimate the time you'll need
Managing small projects with Outlook is for those who need to manage small to medium size projects and have chosen not to use Project software. This course will empower you with the skills and tools to effectively manage those projects with Microsoft Outlook. Managing both operational and project work in one place will enhance your ability to stay in control of follow-ups, commitments and important deadlines.
Overview these major Outlook™ tools
Setting-up Outlook to Manage Projects
* Save and open the Project Folder
* Create the Project toolbar to help you better manage project items
* Know how to work with views
* Know how to copy custom task views
Start on Your New Project
* Create Project Files to manage your project data
* Setup a new Project Communication File
* Have used the Objective Statement tool
* Enter key information in your Communication File
* Assign and link resources to your project
Manage Project Tasks
* Enter tasks from the Project Tasks Entry Table
* Create project tasks from your E-mails
* Work with custom task views
* Know how to create custom fields
* Format columns and change how information is displayed
Manage Project Communication
* Have discovered ways of tracking communication in your project Communication File
* Know how to use the Resource Link to quickly access resource information
* Know how to assign project categories to E-mails Sent and Received
* Store all project E-mails in your Project File
* Be able to send manual status reports
* Communicate easily with task delegators and delegatees
Track & Report on Project Activities
* Know how to update the status of your project tasks
* Quickly find all Outlook items associated with your project
* Print Project Task views to report on your tasks
* Export project task information into your Projects reports
* Understand how to use and customize your Projects reports
The Projects Home Page
* Understand the possible uses of the Outlook4Projects Home Page
* Learn how to create a Projects Home Page