Description: Students will learn how to customize Outlook and work with address books. They will search and filter mail folders, and apply and customize categories. Students will also work with personal, public, and offline folders. Finally, students will organize folders and set rules.
Days: 1
Prerequisites: Outlook 2007 Basic or equivalent experience
Unit 1: Customizing Outlook
Topic A: The Outlook environment
· Creating a custom toolbar
· Customizing the menu bar
· Deleting custom toolbars and resetting the menu bar
· Observing customizable options
· Changing the startup folder
· Customizing the Quick Access toolbar
· Customizing the Reading pane
· Changing To-Do bar options
Topic B: Groups and shortcuts
· Creating a group
· Creating a shortcut
Topic C: Address books
· Using an address book
· Creating a secondary address book
· Importing Excel data into a secondary address book
· Addressing a message to multiple recipients
Unit 2: Customizing messages
Topic A: Customizing message appearance
· Applying a theme
· Using message stationery
· Modifying stationery fonts
· Modifying e-mail options
Topic B: Signatures
· Defining a signature
· Modifying a signature
· Using signatures
· Using an electronic business card as a signature
Topic C: Voting buttons
· Adding voting buttons to a message
· Replying to a message with voting buttons
Topic D: Out-of-office messages
· Using the Exchange 2000/2003 Out of Office Assistant
· Discussing the Exchange 2007 Out of Office Assistant
· Setting Out of Office Assistant rules
· Turning off the Out of Office Assistant
Unit 3: Organizing items
Topic A: Instant and advanced search
· Using Instant Search
· Search all Mail folders for a message
· Searching Calendar, Contacts, and Tasks
· Customizing Instant Search
· Using Advanced Find
Topic B: Filters
· Applying filters to find messages
· Removing message filters
Topic C: Categories
· Using categories to group messages
· Categorizing a contact
· Categorizing an appointment and a meeting
· Categorizing a task
· Creating a user-defined category
· Assigning a user-defined category
· Sorting and searching by category
Unit 4: Folders
Topic A: Personal folders
· Creating a personal folder
· Adding a subfolder
· Moving and renaming a subfolder
· Deleting and restoring a subfolder
· Closing and opening a personal folder
· Moving messages between folders
Topic B: Public folders
· Creating a public folder
· Examining folder permissions
· Securing a public folder
· Posting an item to a public folder
· Editing an item in a public folder
· Deleting an item in a public folder
· Deleting a public folder
Topic C: Offline folders
· Switching between offline and online states
· Downloading an address book for offline use
· Adding a Send/Receive group to offline folders
· Synchronizing offline items manually
· Synchronizing offline folders automatically
· Disabling an offline folder
· Using Cached Exchange mode
Unit 5: Organizing Mail
Topic A: Organizing the Inbox folders
· Working with views
· Arranging and sorting messages
· Working with grouped messages
Topic B: Organizing folders
· Using folders to organize the Inbox
· Using colors to organize the Inbox
· Using views to organize the Inbox
Topic C: Setting rules
· Using the Rules Wizard
· Observing a rule in action
· Using a rule to categorize e-mail
· Creating a rule to forward e-mail
· Creating a rule to delete messages
· Turning off or deleting rules