Outlook Certificate, Level 1+


Understanding the technology in any office environment is an important skill that helps improve employee performance.  The goal of this training is to achieve long-term improvements in the way employees do their jobs.  By teaching participants how to work effectively in Microsoft Outlook and overcome common obstacles we can create a program that is sustainable long after the training is over.  This program is best suited for the companies that want to have their staff at (or around) the same level of competency while boosting their staff’s performance and confidence.

Level 1+ Learning Module

In this module the agenda is as follows:


  • Sorting Your Messages for Efficiency
  • Clean-up conversation feature
  • Saving Messages, Flagging Messages
  • Resending or Recalling a Message
  • Searching Tips using the Search Toolbar


  • Changing Column Headings
  • Adding & Removing Columns
  • Changing Order of Columns


  • Scheduling a Meeting with Others
  • Scheduling a Recurring Appointment


  • Creating a New task
  • Creating Recurring Tasks
  • Marking Tasks as Completed
  • Sorting Tasks, Printing Tasks
  • Assigning Tasks, Tracking Tasks


  • Creating Rules for Messages
  • Using Categories for Organization
  • Creating AutoText for your Messages
  • Customizing the Quick Steps
  • Setting up Retention Policies

Outcomes:  Participant will go beyond the basics of Outlook and learn more efficient ways of working with their email and their schedule.

Instruction will be hands-on.
Hours: 4 hours


  • Course Manuals or Notes are included with training.
  • Certificate of Completion given to each participant.
  • Connie Clark, instructor and facilitator for training.
  • Support on topics is included throughout the program.
  • Participants learning will be accessed and evaluated based on their hands-on experiences in the training.
  • Training can include client examples for exercises in learning.


  • Half Day Training duration
  • Total Training hours: 4 hours.
  • Total cost of course per person:  $166.67
  • Minimum of 6 people and maximum of 11 people per session.

The Full Small Office solution

Becoming self sufficient and more efficient.

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