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Microsoft Outlook for Executive Assistants (PDF Training Guide Only)

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Step by Step instructions for Executive Assistants on Microsoft Outlook

Microsoft Outlook for Executive Assistants

  • Introduction
  • Email & Productivity
    • Checking Email
    • Dilutes Your Focus
      • Continuous Partial Attention
      • Emails and Multitasking
    • Turn off your Email Alert – Stay Focused
      • Email Alert by Exception
  • Customising Your Views
    • Remove unwanted inbox columns/fields
    • Remove message preview
    • Focused Inbox
    • Conversation View
    • Display Your ‘To Do Bar’
  • Managing My Boss’s Inbox
    • Open/Edit the email
    • Use Next Actions Folder
    • Using Categories
      • Customising your Categories
    • Applying Categories to Emails
      • Tracking your Categorised Emails
        • Tracking Categorised Email with a Search Folder
    • Using Email Flags and Comments
    • Flagging emails for your boss
      • Flag emails you send/forward to your boss
      • Flag emails in boss’s inbox (as delegate)
    • Tracking your Email Flags
      • Use a Search Folder
      • Use a Customised ‘Comments Column’
      • Create View with New Column on your Device
      • Create View with New Column on your Boss’s device
  • Create Email Rules to Focus Your Inbox
    • Rule to Move Meeting Acceptances to Folder
  • Calendar Tips for EAs
    • Calendar Viewing Techniques
    • Copy Appointments/Meetings to Different Days
    • Search in Your Calendar
      • Shared Calendar – Overlay Mode
    • Include Different Time Zones
    • Insert Email to Existing Meeting or Appointment
    • Reply with Meeting directly from an email
    • Managing Meetings using Outlook