Using MS Outlook Effectively

Rate yourself on a scale of 0 to 5, with 5 being high and 0 denoting no knowledge or zero skill level.

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Q1. Customise your Outlook Views

1.1 I know how to change my Navigation Buttons from Icons to Words?*

1.2 I know how to always "Show Tabs and Commands" in the Ribbon?*

1.3 I understand how to change my Email Inbox view from Compact to Single-Line view?*

1.4 I am able to Add or Remove Columns from my Inbox?*

1.5 I can use the "Show as Conversation" feature?*

1.6 I know how to remove the "Reading Pane" from my Inbox?*

1.7 I know how to remove the "Message Preview" from my Inbox?*

1.8 I know how to create/save my Inbox Views?*

1.9 I am able to Display my To Do Bar from my Inbox and Calendar views?*

1.10 I know how to view my important Email Folders in my "Favourites"?*

Q1: Average Skill Level For This Section*

Q2. Email Productivity

2.1 My "Inbox" is well organised and under control. I don't have too many emails sitting there?*

2.2 My "Email Folders" are well organised and work well for me?*

2.3 I know how to use the "Instant Search" advanced features to find emails I need easily?*

2.4 I know the various “Send Options” available when sending emails? (Delivery Delay, Read Receipts etc.)*

2.5 I am not distracted by emails as they arrive in my Inbox?*

2.6 I use Email Flags as Follow Ups for important emails that I need to take action on? (Both for emails I receive or emails I send)*

2.7 I respond in a timely manner to emails requiring action on my part?*

2.8 I'm good at opening an email and dealing with it once! I tend not to handle an email multiple times?*

2.9 I know how to Copy/Move emails to a Meeting or Appointment?*

Q2: Average Skill Level For This Section*

Q3. Using Tasks/To Do Bar

3.1 I make full use of “Tasks” – It is my primary “To Do List?*

3.2 I know how to customise the Columns in my To Do Bar?*

3.3 I can successfully track Emails I flag in my To Do Bar?*

3.4 I know how to add/modify Due Dates on Tasks or Flags in my To Do Bar?*

3.5 I know how to "rename the subject" of an email in my To Do Bar?*

3.6 I know how to navigate through the various Task Views to help me manage my tasks?*

3.7 I know how to use Categories in Outlook to help me sort my Tasks into relevant areas?*

3.8 I am able to add Hyperlinks to Tasks to help save time looking for documents or information?*

3.9 I know how to create recurring tasks?*

3.10 I know how to turn an Email into a Task?*

Q3: Average Skill Level For This Section*

Q4. Calendar Productivity

4.1 I use my Outlook Calendar as a tool to help me plan my time?*

4.2 I know how to switch between the different "Calendar Views" available?*

4.3 I understand what the "Show As" option is there for?*

4.4 I use the "Notes Area" within a Calendar appointment/Meeting Invite to send meeting agendas, attachments, make notes etc?*

4.5 I can mark appointments private if required?*

4.6 I know how to use the Scheduling Assistant for Meetings?*

4.7 I know how to "Track Responses" from attendees when setting up meetings?*

4.8 I know how to create All Day/Multiple Day “Events”?*

4.9 I know how to change settings so that my Calendar is the first thing I see when opening Outlook?*

Q4: Average Skill Level For This Section*

Q5. Other Outlook Features

5.1 I am familiar with "Outlook Notes". I know where it is located and how it can be used to store certain types of information for me?*

5.2 I know how to easily Copy Tasks to my Calendar?*

5.3 I can use the "Auto-Pick function" to make it easier to set up meetings with large groups?*

5.4 I know how to Open my Calendar in another window?*

5.5 I am familiar with the "Reply with Meeting" function?*

5.6 I am able to set up various types of "Rules or Filters" to help me manage and sort my incoming emails?*

5.7 I know more than one way to insert attachments to my emails?*

5.8 I know how to set up and customise the "Quick Access Toolbar"?*

5.9 I can use the basic "Contacts" form to make notes, set reminders, send meeting invites etc?*

Q5: Average Skill Level For This Section*

Summary

Your Overall "Using MS Outlook Effectively" Skill level is:*

If you were to identify one or two things that you are currently doing in Outlook and would like to do differently so it is used more effectively, what would that be?

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If you were to identify one or two things that you are currently doing in Outlook and would like to do differently so it is used more effectively, what would that be?

Questionnaire: Using Outlook Effectively

Q1. Customise your Outlook Views

Q2. Email Productivity

Q3. Using Tasks/To Do Bar

Q4. Calendar Productivity

Q5. Other Outlook Features

Summary

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