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K2’s Top Ten Outlook Tips

Course - K2's Best Word

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Major Topics

  • Action your email with more than just a flag
  • Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards
  • Store emails in better places so you can reference them faster
  • Stop typing and use templates instead

Learning Objectives

  1. Cite examples of how to action and sort your emails faster
  2. List examples of valuable shortcuts you can add to Outlook
  3. Identify options for storing your email, so that referencing is easy
  4. List examples of using boards to access information more quickly
  5. Cite examples of how categories and search folders can improve efficiency
  6. Identify processes for cleaning up email quickly
  7. List the steps for creating templates to save time

Course Description

Using Outlook for email management is routine for most business professionals these days. But unfortunately, using this tool for so long may cause some to perpetuate bad practices and habits when working in Outlook and exploring new options Outlook offers. In this session, you will discover ten valuable tips to take you to the next level of your email and work management.

Compliance Information

Intended Audience

Business professionals who desire to enhance their understanding of Microsoft Outlook

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

2 Credits

Published Date

January 4, 2023

Course Authors

No items found

Overview

Using Outlook for email management is routine for most business professionals these days. But unfortunately, using this tool for so long may cause some to perpetuate bad practices and habits when working in Outlook and exploring new options Outlook offers. In this session, you will discover ten valuable tips to take you to the next level of your email and work management.

Course Details

  • Action your email with more than just a flag
  • Working more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards
  • Store emails in better places so you can reference them faster
  • Stop typing and use templates instead

  1. Cite examples of how to action and sort your emails faster
  2. List examples of valuable shortcuts you can add to Outlook
  3. Identify options for storing your email, so that referencing is easy
  4. List examples of using boards to access information more quickly
  5. Cite examples of how categories and search folders can improve efficiency
  6. Identify processes for cleaning up email quickly
  7. List the steps for creating templates to save time

Intended Audience — Business professionals who desire to enhance their understanding of Microsoft Outlook

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 2 Credits

IRS Program Number

Published Date – January 4, 2023

Revision Date

Course Authors

No items found

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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