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area for over 25 years.

Softek Services, Inc.
1156 15th Street, NW, Suite 100
Washington, DC 20005
(202) 747-5000

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Intermediate Microsoft Outlook

Version 2010 • 2013 • 2016

1 Day, 9:00-4:00, 6 Hours

This instructor-led course, through hands-on exploration, will teach students to customize the Outlook environment, calendar, and mail messages, and will also track, share, assign, and locate various Outlook items.

Course objectives:

  • Customize the environment
  • Create and use rules to automate tasks
  • Set archive settings to automatically or manually to move or delete messages
  • Import and export data to and from Outlook
  • Share information with co-workers and set permissions
  • Create message templates to automate sending canned messages

Customizing the Outlook Environment

  • Setting the Outlook Startup Folder
  • Customizing the Ribbon
  • Adding Shortcuts to the Navigation Pane
  • Creating New Shortcut Groups
  • Adding Shortcuts to a Group
  • Working with Views
  • Defining New Views
  • Customizing Views
  • Applying Filters
  • Removing Filters

Using Rules

  • Creating Rules
  • Activating and Deactivating Rules
  • Running Rules
  • Filter Messages
  • Organize Messages

Archiving Data

  • Viewing the Global AutoArchive Settings
  • Customizing AutoArchive Settings for Specific Folders
  • Manually Archiving Information
  • Opening Archive Files
  • Closing Archive Files

Importing and Exporting

  • Importing from Excel Spreadsheets
  • Exporting Data from Outlook
  • Using Color Categories
  • Assigning Categories to Individual Contacts
  • Assigning Categories to Multiple Contacts
  • Creating New Color Categories
  • Viewing Contacts by Category
  • Viewing All Items in Specific Categories

Sharing Information

  • Sharing Specific Folders
  • Opening Folders for Another User
  • Granting Delegate Permissions
  • Viewing Calendars Side-by-Side
  • Understanding Public Folders
  • Creating Public Folders
  • Setting Permissions on Public Folders

Using Templates and Building Blocks in Outlook

  • Creating Custom Templates
  • Using Custom Templates
  • Creating Rules Using Templates
  • Working with Quick Steps
  • Working with Building Blocks
  • Creating New Building Blocks
  • Using Building Blocks
  • Deleting Building Blocks


View Upcoming Schedule or Register for a Class

Is this the right course for you? Please contact our office at (202) 747-5000 if you have any questions.

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Public Class

$275 per student
Or one voucher

View Schedule or Register

Private Group Classes

Conducted at Your Office

$850 flat fee for up to 8 students
$950 for up to 12 students
$50 per additional student

Conducted at Softek’s Facility

$1000 flat fee for up to 8 students
$1100 for up to 12 students
$50 per additional student

Have more or fewer students? Or, need to schedule more than one training day? Fill out our quote request form for a price quote based on your training needs. 

Softek also offers a 3-hour series for this application. Visit our agendas page  to view our 3-hour classes. 

Why choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee