Course Icon Outlook Training

Outlook Introduction

Designed for Outlook versions 2016,2013,2010,2007

0800 1337 401

Course Objectives

Welcome to Seven Institute’s course for Microsoft Office Outlook, Microsoft’s powerful and easy-to-use personal information management program. This new version of Outlook incorporates some new features and connectivity options in efforts to make managing your e-mail and personal information easier than ever.

This Introduction level is intended to help all novice computers get up to speed quickly. This course will also help more experienced users who have little to no experience with Outlook 2007 and the ribbon interface.

This course will cover different features of the interface, give a brief overview of all the tabs in the ribbon, show users how to set up an e-mail account and perform basic tasks, and cover the basics of each Outlook component. By the end of this course, users should be comfortable with using all components of Outlook 2013.

Who Should Attend

This course assumes the user understands the basics of using a Windows-based computer. Students should be comfortable using the keyboard, mouse, and Start menu. Understanding and experience with printing and using a Web browser is an asset, but not required. No previous experience with other versions of Outlook is necessary.

Course Syllabus


  • What is Microsoft Outlook?
  • What’s new in Microsoft Outlook?
  • About Outlook’s notification icon and jump lists
  • About types of e-mail accounts
  • About Outlook’s default folders
  • Open and close Outlook
  • Set up an e-mail account and modify account settings
  • Send and receive e-mail
  • View messages in a folder
  • Open, delete, print, and edit messages
  • Use the Print area of the File menu, including Print Preview
  • Open Help
  • Use the Help screen and the Help toolbar
  • Search for help
  • Use the table of contents
  • Get help in a dialog box


  • Use the File menu (Backstage View)
  • Use the status bar
  • Use the mini toolbar
  • Use dialog boxes
  • Use right-click menus
  • Use keyboard shortcuts
  • Use Outlook Today
  • Use the Navigation Pane and the Reading Pane
  • Use the To-Do Bar
  • Use, customize, and move the Quick Access toolbar
  • Use the Options dialog to customize the Quick Access toolbar
  • Use tabs, groups, and option buttons
  • Minimize the ribbon
  • Add or remove tabs from the Outlook interface
  • Arrange tabs and groups
  • Create new tabs and groups
  • Customize group commands
  • Reset customizations

TAB OVERVIEW (Mail Interface)

  • The four tabs in the main Outlook interface: Home, Send/Receive, Folder, and View
  • The groups in the Home tab: New, Delete, Respond, Quick Steps, Move, Tags, and Find
  • The groups in the Send/Receive tab: Send & Receive, Download, Server, and Preferences
  • The groups in the Folder tab: New, Actions, Clean Up, Favorites, and Properties
  • The groups in the View tab: Current View, Conversations, Arrangement, Layout, People Pane, and Window

TAB OVERVIEW (Outlook Item Interface)

  • How tabs are set up in Outlook items
  • The Message tab
  • The Options tab
  • The Appointment tab
  • The Meeting tab
  • The Contact tab
  • The Task tab
  • The groups in the Insert tab: Include, Tables, Illustrations, Links, Text, and Symbols
  • The groups in the Format Text tab: Clipboard, Font, Paragraph, Styles, and Editing
  • The groups in the Review tab: Proofing and Language


  • Create an e-mail message with all the essential elements (recipients, a subject line, and message content)
  • Reply to messages
  • Forward messages
  • Open and save attachments
  • Use the Attachment Previewer
  • Add attachments, Outlook items, and hyperlinks to your message
  • Change your message’s theme
  • Distinguish between Outlook’s views
  • Arrange and group messages
  • Use conversation view
  • Sort and filter messages
  • Use AutoPreview
  • Use the Drafts folder
  • Save a message as a draft
  • Open, edit, send, and delete a draft


  • Open the calendar
  • Use the Calendar Tools tab
  • Create a new appointment
  • Edit an appointment
  • Use the Daily Task List in the calendar
  • Open the Contacts folder
  • Create a new contact
  • Edit contacts
  • Open the Tasks folder
  • Create a new task
  • Edit tasks
  • Open the Notes folder
  • Create a new note
  • Edit a note
  • Set journal options
  • Open the Journal folder
  • Create a new journal entry
  • Edit a journal entry
  • Use the Navigation Pane and Home tab in each folder
  • Customize your view in all folders


  • Create, rename, move, and delete folders
  • Move messages to folders
  • Turn the Favorites list on or off
  • Mark a folder as a favorite
  • Change the order of folders in the Favorites list
  • Remove a folder from the Favorites list
  • Set search options
  • Search for contacts
  • Filter e-mail


  • Cut, copy, and paste text
  • Use the Office Clipboard
  • Find and replace text
  • Check spelling in a message
  • Change text’s font face, size, and color
  • Apply highlighting and basic effects to text
  • Change text’s case
  • Use the Font dialog
  • Clear formatting from text
  • Use the Format Painter
  • Apply a Quick Style
  • Change the style set and theme in use
  • Use various mail formats
  • Align and justify text
  • Indent paragraphs
  • Change paragraph spacing
  • Create bulleted or numbered lists
  • Add borders and shading to text
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