This email management training equips participants with practical methods to manage, process, and organize emails efficiently using Microsoft Outlook (or Gmail). From taming overflowing inboxes to leveraging advanced features like Quicksteps, Rules, and Search Folders, this session will help you take control of your email and reclaim valuable time in your workday.
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Course Overview
Course Outcomes
- Master Inbox Management: Learn proven strategies to organize, prioritize, and maintain control of your email inbox.
- Streamline Email Processing: Adopt a clear, efficient process to handle emails and reduce clutter.
- Organize and Tag Emails: Use tools like flags, categories, and views to identify and prioritize action items.
- Sort and File Efficiently: Simplify email organization with folders, Rules, and Categories for faster navigation.
- Search and Retrieve Quickly: Discover how to use Search Folders and filters to find important emails in seconds.
- Convert Emails into Actions: Learn how to seamlessly turn emails into Calendar events or Task items for better follow-up.
- Handle Large Inboxes with Confidence: Gain strategies to declutter and manage overflowing inboxes effectively.
- Save Time with Templates: Create email templates and Quickparts to ensure consistency and save time on repetitive communications.
- Utilize Outlook Quicksteps: Understand how to automate multi-step processes with Quicksteps to boost efficiency.
- Customize Views and Preferences: Learn how to adjust Outlook views and settings to suit your workflow.
Business Need
Email remains a cornerstone of workplace communication, but managing it effectively can be overwhelming. Studies show that the average professional spends 2–3 hours daily on email-related tasks, making it essential to adopt strategies that streamline workflows and maximize productivity.
Course Schedule
Typical Course Duration
Virtual: 2 hours
Delivery Methods
Number of participants
- virtual: 30
Course Details
Course Level:
- Intermediate
Learning Methods:
- Exercises/Activities
- Interactive Discussion
Equipment:
- CI's virtual platform