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Outlook 2013 Level 2 (onsite only)

Cost: Contact us for quote.   Duration: 1 day

Contact Us to book.


The skills and knowledge acquired in Microsoft Outlook 2013 - Level 2 are sufficient to be able to manage and organise your e-mail, schedule meetings with colleagues, manage your contact information, create task requests for others to perform and much more.

Learning Outcomes

At the completion of this course you should be able to:

  • effectively edit email messages
  • organise and work with mail folders and use quick steps
  • use the search facilities to locate messages and other Outlook items
  • work with message views
  • create and work with colour categories
  • create and use rules to manage your email messages
  • use many Outlook features as you work with email messages
  • schedule appointments and events in your calendar
  • schedule meetings using Outlook
  • monitor and manage your contacts within Outlook
  • create and work with task requests

Microsoft Outlook 2013 - Level 2 assumes some knowledge of the software and it would be beneficial to have a general understanding of personal computers and the Windows operating system environment.


Scheduled classroom training (1 Day)


Editing Messages

Copying Text Within A Message

Copying Text Between Messages

Copying From Another Source

Deleting Text

Removing An Attachment


Organising Messages

Creating A Message Folder

Moving Messages

Copying Messages

Deleting Messages

Recovering Deleted Messages

Cleaning Up Conversations

Working With Favourites

Deleting Message Folders

Recovering Deleted Folders

Emptying Deleted Items

Automating Common Tasks With Quick Steps

Customising A Default Quick Step

Creating A Quick Step

Using Quick Steps

Archiving Messages

Recovering Archived Messages



Using Instant Search

Expanding The Search

Search Query Syntax

Search Query Syntax – Dates and Size

Using Recent Searches

Search Options

Searching Other Outlook Items

Using A Search Folder

Adding A Predefined Search Folder

Customising Predefined Search Folders

Creating A Custom Search Folder


Working With Views

Changing The Current View

Arranging Messages Within A View

Sorting Messages Within A View

Working With Columns In A View

Formatting Columns In A View

Creating A Custom View

Adding A Filter To A Custom View

Deleting A Custom View


Colour Categories

Creating A New Colour Category

Assigning A Colour Category

Finding Messages With Categories

Removing Categories From Messages

Deleting A Colour Category


Working With Rules

About Rules

Creating A New Rule From A Template

Selecting The Rule Conditions

Selecting The Rule Actions

Selecting The Rule Exceptions

Naming And Reviewing The Rule

Testing The Rule

Managing Existing Rules


Email Techniques

Effective Email Management

Recalling A Sent Message

Printing A Message

Printing A Message List

Message Formats

Changing The Message Format

Choosing Themes Or Stationery

Applying A Theme Or Stationery To A Message

Turning Themes Or Stationery Off

Applying A Theme

Saving A Message Draft

Using A Saved Message

Sending A Voting Message

Responding To A Voting Message

Tracking Voting Responses

Sending Automatic Responses


Appointments and Events

Quickly Scheduling An Appointment

Scheduling Using The Appointment Window

Rescheduling An Appointment To Another Day

Rescheduling An Appointment To Another Time

Creating Recurring Appointments

Changing Recurring Appointments

Scheduling An Event

Scheduling Free And Busy Times

Categorising Activities

Printing Your Calendar

Deleting Activities


Scheduling Meetings

Scheduling A Meeting

Meeting Response Options

Responding To Meeting Requests

Tracking Meeting Responses

Changing A Meeting

Adding Or Removing Attendees

Preventing Responses

Cancelling A Meeting

The Scheduling Assistant

Using The Scheduling Assistant

Scheduling Meetings Using Calendar Groups


Managing Contacts

Adding A Contact From An Email

Pinning A Contact To Favourites

Contacting A Contact

Contacting A Contact From The People Peek

Forwarding Contacts

Creating A Contact Group

Using A Contact Group

Using A Partial Contact Group

Deleting Members From A Contact Group

Linking Contacts


Task Requests

How Task Requests Work

Creating A Task Request

Responding To A Task Request

Completing An Assigned Task

Viewing Updated Task Requests


Concluding Remark