Managing Mail and Tasks with Microsoft Outlook and To Do

U1: Course preview

→ Introduction to Outlook
→ Available versions of Outlook and which ones I will use during the course

U2: Productive Habits for Email Management

→ Stop using your email as a to-do list
→ Email is an asynchronous communication tool
→ Don't let email dictate your priorities (no notifications)
→ (New version) Don't let email dictate your priorities (notifications)
→ Productive habits for managing email
→ Work offline (and get more done)

U3: Methodology to Effectively Manage Your Email

→ The ideal structure for managing Outlook
→ Clean the inbox
→ How to organize your email archive
→ Save (easily) your most important emails
→ Sort your reading emails and keep them away from your inbox
→ How to keep track of the emails you need to monitor
→ How to create a task list in your email
→ How to manage email effectively
→ How to set aside 70% of emails from your inbox
→ How to save time with automated templates
→ (New Outlook version) The ideal structure to manage Outlook
→ (New Outlook Desktop) Clean up your inbox
→ (New Outlook Desktop) How to organize your email archive
→ (New Outlook Version) Save (easily) your most important emails
→ (New Outlook version) Sort your reading emails and keep them away from your inbox
→ (New Outlook version) How to keep track of the emails you need to monitor
→ (New Outlook version) How to create a task list in your email
→ (New Outlook Desktop) How to set aside 70% of emails from your inbox
→ (New Outlook Version) How to save time with automated templates

U4: Effective Outlook Calendar Management

→ How to start Outlook from Calendar
→ Mark the limits of your work day on the calendar
→ How to combine multiple calendars
→ Determine your hours for consultations to gain focus
→ Difference between Events and Tasks
→ How to plan your calendar

U5: Basic Principles of Realistic Planning

→ Planning Perspectives
→ How to avoid planning mistake #1
→ The types of tasks you should identify to plan realistically
→ Determine what goes in Outlook Calendar and what goes in To Do (desktop version)
→ Determine what goes in Outlook Calendar and what goes in To Do (web version)

U6: Scheduling Individual Tasks in Microsoft To Do

→ How to access the To Do app (desktop version)
→ How to access the To Do app (web version)
→ Overview and basic functionalities of the To Do tool
→ The ideal To Do structure for short-term planning
→ How to create the Inventory of Specific Tasks
→ How to define a one-time task
→ How to add High Frequency Control Tasks to your Weekly Plan
→ How to add low-frequency monitoring tasks to Outlook
→ How to do the Weekly Review of your tasks
→ How to do the Daily Review of your tasks
→ How to manage unexpected tasks that come up
→ How to manage tasks that pile up
→ What to do with completed tasks
→ How to have a global perspective of your tasks and your calendar (web version)

U7: Integration between Microsoft Outlook and To Do

→ How to convert an Email to a To Do task (desktop version)
→ How to convert an Email to a To Do task (web version)

U8: Advanced Features of the Classic Desktop Version of Outlook

→ Resize photos in Outlook
→ How to archive emails quickly in Outlook
→ How to delete all duplicate messages in Outlook
→ How to focus on a single email in Outlook
→ How to reply to a meeting in Outlook
→ How to move a file from Outlook to Teams
→ How to view the calendar in your Outlook inboxSend an email directly to a folder in Outlook
→ Send an email directly to a folder in Outlook
→ Send your availability to external people in Outlook
→ Ignore conversations you don't care about in Outlook

U9: Advanced Features of the New Version
→ Outlook Mail Desktop
→ How to customize the start bar in Outlook
→ How to move an Outlook email to a To Do task
→ How to schedule emails in Outlook
→ How to use the email search in Outlook
→ How to create a Loop component in Outlook
→ How to add a quick survey in Outlook
→ How to dictate your emails in Outlook
→ How to create a rule in Outlook
→ How to customize options in Outlook
→ How to change Outlook's main icons
→ How to add a team poll with Outlook
→ How to attach OneDrive files to Outlook
→ How to send an Outlook email to a Teams chat-channel
→ How to send an Outlook email to a OneNote notebook
→ How to recover an email in Outlook if you made a mistake
→ How to add progress tracking in Outlook
→ How to create recurring emails in Microsoft Outlook with Power Automate
→ How to chat in Teams from Outlook
→ How to create quick steps to save time in Outlook
→ How to snooze an email in Outlook
→ How to create a user group in Outlook
→ How to create templates in Outlook
→ How to share a folder in Outlook
→ How to add an appointment booking to an Outlook email
→ How to send a quick reply to an Outlook email
→ How to forward an email as an attachment in Outlook
→ How to change the view of your inbox in Outlook
→ How to free up space in Outlook
→ How to pin an important email in Outlook
→ How to integrate Outlook with other applications
→ How to add labels to your favorites in Outlook
→ How to add OneDrive files to Outlook
→ How to create sticky notes in Outlook
→ How to view items inside a folder in Outlook
→ How to change the font format in Outlook
→ How to insert a drawing into an email in Outlook
→ How to share a folder in Microsoft Outlook
→ How to save an email to the desktop in Microsoft Outlook
→ How to create a search folder in Microsoft Outlook
→ How to copy an email to another folder in Microsoft Outlook
→ How to enable dark mode in Microsoft Outlook
→ How to change the color of the emails you receive (Conditional Formatting)
→ How to confirm receipt of email in Outlook
→ Highlight someone in an Outlook email
→ How to work with 2 emails at once in Outlook
→ How to attach emails to a new Outlook message
→ How to make a voting table in Outlook
→ How to write a famous quote in Outlook
→ How to enable blind carbon copy in Outlook
→ How to schedule a team poll in Outlook
→ How to insert a table in Outlook
→ How to remove link previews in Outlook
→ How to manage Outlook messages

U10: Advanced Microsoft To Do Features

→ How to add recurring tasks in Microsoft To Do
→ How to share lists and tasks in Microsoft To Do
→ How to create Microsoft To Do list groups
→ How to create an event through a Microsoft To Do task
→ How to create a task in Microsoft To Do from Microsoft Teams
→ How to merge Microsoft To Do with Calendar
→ How to flag Outlook emails and move them to Microsoft To Do
→ How to view tasks assigned to you in Microsoft Planner in Microsoft To Do
→ How to see all the tasks you have in all the lists in Microsoft To Do

U11: Advanced Features of the Classic Outlook Calendar

→ How to add natural language dates in Outlook Calendar
→ How to convert an email into a meeting in Outlook calendar
→ How to reply to an email with a meeting in Outlook calendar
→ How to view the calendar in your inbox in Outlook Calendar
→ How to view email and calendar on the same screen in Outlook
→ Filter the dates you want in Outlook Calendar
→ Reduce meeting duration in Outlook Calendar
→ How to merge calendars in Outlook Calendar
→ How to show your availability in Outlook Calendar

U12: Advanced Features of the New Outlook Calendar Version

→ How to apply the new Dashboard view in Outlook Calendar
→ How to find the best time to meet up with other people on your calendar
→ How to save meeting details to OneNote within Outlook Calendar
→ How to filter your calendar in Outlook
→ How to combine Bookings with Outlook Calendar
→ How to use Bookings to have a booking page in the Calendar
→ How to create a reservation time in Outlook
→ Mark the limits of your work day on the calendar
→ How to do a quick poll in Outlook
→ How to filter the calendar in Outlook Calendar
→ How to add a different time zone in Outlook Calendar
→ How to convert an email to an Outlook Calendar event
→ How to print the calendar in Outlook Calendar
→ How to combine multiple calendars
→ How to move a To Do task to the Outlook calendar
→ How to create a new event in any Outlook calendar
→ How to share a calendar with other people in Outlook
→ How to insert 365 files into Outlook calendar
→ How to hide the attendee list in Outlook

U13: Copilot for Outlook

→ Copilot's main options in Outlook
→ Manage emails from difficult people in Outlook
→ Get ideas for writing your emails in Outlook
→ Deal with complaints in Outlook
→ Analyze your emails in Outlook
→ Synthesize and summarize texts in Outlook
→ Generate tasks in Outlook
→ How to find any email with Copilot in Outlook

U14: Next Steps

→ Final reflection

Course evaluation

This course contains a final exam

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