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Overview
If you've been using Outlook 2002 as a communications tool for some time, you know how to send a mail message, schedule an appointment, and create contacts, tasks and notes. In this course, you will utilize some more advanced Outlook tools to make your job easier. You will modify the Outlook environment to suit your preferences, and personalize your mail messages. You will also assign tasks to others and track their progress, learn about ways to keep your messages and calendar organized, and share Outlook information with others.
Course Objectives
You will use Outlook 2002 to customize the Outlook environment and mail messages, assign tasks, organize your mailbox and calendar, share Outlook information with other users, and archive messages.
Prerequisites
To ensure your success, we recommend you first take the following course or have equivalent knowledge:
- Windows 2000: Introduction
- Outlook 2002: Level 1
Target Student
The target student for this course is an office professional who is familiar with the Windows environment and with the basics of Microsoft Outlook 2002. It is assumed that the student has used Outlook 2002 to create messages, appointments, meetings, tasks, contacts, and notes, and would like to expand their knowledge of the program to include more advanced Outlook features.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- create and use message stationery, modify message and delivery
settings, and program Outlook to send messages on your behalf while you are
out of the office.
- share contact information with other users, export contact
lists, link items to a contact, forward a note to a contact, and create and
use distribution list.
- delegate a task, reply to a task request, specify settings
for tracking assigned tasks, track assigned tasks, and share task information
with other users.
- sort, organize, and search for specific messages in your
mailbox, and use color-coding to help items in your mailbox and calendar stand
out.
- modify the Outlook environment, including menus, toolbars,
views, and default settings.
- share information contained in your Outlook folders with
others, access another person's Outlook folders, save your calendar as a web
page, and create and post to a public folder.
- save messages in alternate file formats, open another Office
document within Outlook, archive messages, and clean up your mailbox.
Certification
Outlook 2002: Level 2 is one of a series of courseware titles that addresses Microsoft Office Specialist (Office Specialist) skill sets. The Office Specialist program is for individuals who use Microsoft's business desktop software and who seek recognition for their expertise with specific Microsoft products. Certification candidates must pass one or more product proficiency exams in order to earn Office Specialist certification.
Delivery Method
Instructor-led, group-paced, classroom-delivery learning model with structured, hands-on activities.
Course duration
1 Day(s)
Course outline
Lesson 1: Customizing Your Mail
- Topic 1A: Use Message Stationery
- Topic 1B: Creating Custom Stationery
- Topic 1C: Modify Message Formats
- Topic 1D: Modifying Message Settings
- Topic 1E: Modify Delivery Options
- Topic 1F: Notify Others that You will be Out of the Office
Lesson 2: Working with Contacts
- Topic 2A: Sharing Contacts with Other Users
- Topic 2B: Export Contact Lists
- Topic 2C: Link Items to a Contact
- Topic 2D: Forwarding Note to Contact
- Topic 2E: Create a Distribution List
Lesson 3: Managing Your Work
- Topic 3A: Assign a Task
- Topic 3B: Reply to a Task Request
- Topic 3C: Send a Task Update
- Topic 3D: Specifying Default Settings for Tracking Assigned Tasks
- Topic 3E: Track Assigned Tasks
- Topic 3F: Sharing Task Information with Other Users
Lesson 4: Organizing Your Mailbox and Calendar
- Topic 4A: Organizing Outlook Items
- Topic 4B: Sort Messages Using Multiple Criteria
- Topic 4C: Assigning Messages to Categories
- Topic 4D: Group Messages
- Topic 4E: Filter Messages
- Topic 4F: Organize Messages By Using Color
- Topic 4G: Find Specified Messages
- Topic 4H: Manage Messages With Rules
- Topic 4I: Apply Conditional Formats to Calendar Appointments
Lesson 5: Customizing Outlook
- Topic 5A: Customize the Toolbar
- Topic 5B: Creating a New Toolbar
- Topic 5C: Customize the Menu
- Topic 5D: Create Shortcuts
- Topic 5E: Create Custom Views
- Topic 5F: Customize Outlook Today
- Topic 5G: Specify AutoCorrect Settings
- Topic 5H: Change the Office Assistant Settings
- Topic 5I: Display an Additional Time Zone
Lesson 6: Sharing Outlook Information
- Topic 6A: Specify Folder Permissions
- Topic 6B: Delegate Access To Folders
- Topic 6C: Access Another User's Folders
- Topic 6D: Save a Calendar as a Web Page
- Topic 6E: Create a Public Folder
- Topic 6F: Post To a Public Folder
Lesson 7: Saving and Archiving Mail
- Topic 7A: Saving Messages in Alternate File Formats
- Topic 7B: Creating Office Documents from within Outlook
- Topic 7C: Archive Messages Manually
- Topic 7D: Archive Messages Automatically
- Topic 7E: Protect Personal Folders
- Topic 7F: Use Mailbox Cleanup
Appendix A: Microsoft
Office Specialist Program
Platform Requirements
- Windows 2000 Professional. This book was written using the Windows
2000 Professional operating system. Using this book with other operating systems
may affect how the activities work. (Note: The manufacturer states that Microsoft
Office 2002 Professional with FrontPage will work with Microsoft Windows 98,
Microsoft Windows ME, and Microsoft Windows NT Workstation 4.0. Office 2002
Professional with FrontPage will not run on the Microsoft Windows 3.x, Microsoft
Windows NT 3.5x, or Microsoft Windows 95 operating systems.)
Hardware Requirements
- Pentium 133 MHz or higher processor required for all operating
systems.
- 64 MB of RAM recommended minimum for Windows 2000 Professional;
in addition, you should have 8 MB of RAM for each application running simultaneously.
(Note: Memory requirements may differ for other operating systems).
- 600 MB of free hard-disk space. (Under Windows 2000, at least
4 MB of space must be available in the registry.)
- Either a local CD-ROM drive or access to a networked CD-ROM
drive.
- A 3.5”-disk drive.
- A two-button mouse, an IntelliMouse, or compatible pointing
device.
- VGA or higher resolution monitor; Super VGA recommended.
- 9600 baud modem or higher. An Internet connection with access
to the World Wide Web is necessary to complete some tasks throughout the book.
(Note: Internet access may require payment of a separate fee to a service
provider; local charges may also apply.)
- Microsoft Exchange Server required for collaboration functionality.
Software Requirements
- Microsoft Office 2002 Professional—see the Class Setup
Requirements for instructions.
- Microsoft Exchange, Internet SMTP/POP3, IMAP4, or other MAPI-compliant
messaging software required for email features.
- An installed printer driver. (Printers are not required; however
each PC must have an installed printer driver to use Print Preview.)
