Register Now      202-747-5000
Road Map To Learning

Choose Your Learning Adventure:

Select from our standard “off-the-shelf” classes or build a course to target your learning goals. Ready to learn new skills? Contact Softek today!

Intermediate Microsoft Outlook

1 Day, 9:00-4:00

Course Overview

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

Course Outline

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


Cost and Delivery Format Options

We offer the above listed class on our public schedule and as a private group class in the following delivery formats:

Public Class: Live Virtual
Per student $325
Private Group Class: Live Virtual
1-4 students $700
5-8 students $850
9-12 students* $950
*$50 per additional student
Private Group Class: At Your Location
1-4 students $950
5-8 students $1100
9-12 students* $1200
*$50 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

  • A computer for each student (with the appropriate software installed), and
  • An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $150 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization.

Why Choose Softek?

  • Live, virtual or in-person training
  • Instructors with 15+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee