Migrating to Outlook 2007

Overview

This 90-minute ExecuTrain Express course is designed for current users of Outlook who are migrating to Outlook 2007. Class participants will learn how the new “Office Fluent” interface design has changed even the most basic functionality in Outlook 2007. Participants will also learn how to take advantage of important new features in Outlook 2007 that allow for better management of contacts, tasks, and appointments. Students should take this class after completing the 90-minute Migrating to Office 2007 course.

Prerequisites

• Familiarity with a previous release of Microsoft Outlook or other e-mail application
• Successful completion of the Migrating to Office 2007 course

Objectives

• Work with e-mail messages using the new Office Fluent interface.
• Use Instant Search to find items quickly.
• Use Outlook’s new features to manage your time and contacts more efficiently.
• Organize messages, tasks, contacts, and calendar entries using color and flags.

Outline

• What’s New in Outlook 2007
• Working with E-mail Messages
• Creating a New E-mail Message
• Reading an E-mail Message
• Using Instant Search
• Searching in a Specific Field

Managing Your Time and Contacts

• Tracking Your Tasks
• Managing Tasks in the To-Do Bar
• Working in the Tasks View
• Using the Calendar
• Creating a New Appointment
• Sending a Calendar Snapshot
• Customizing the To-Do Bar
• Using the Contacts View
• Creating a New Contact
• Customizing an Electronic Business Card

Organizing Items

• Using Color Categories
• Assigning a Category to an Item
• Setting the Quick Click Category
• Creating a Category Rule
• Using Follow Up Flags
• Assigning a Custom Date Flag
• Marking a Flag Complete
• Setting the Quick Click Flag