Business administration with digital skills: how to be organised, efficient and customer-focused using Outlook and OneNote (intermediate)

About this course

This course examines ways to organise information, manage email and schedule work more efficiently in Outlook. Participants practise folder systems, Quick Steps, rules, conditional formatting, categories, colour coding, flags, reminders, recurring appointments, templates, mail merge, distribution groups and search functions. They also explore linking email, calendars and Microsoft To Do, alongside integrating Outlook with OneNote. Teaching is task-based and step by step, with learners completing activities independently and collaboratively while receiving guidance from the tutor.

What you'll learn

• Create an email routine and information-management system for handling tasks and priorities
• Organise Outlook messages using folders, Quick Steps, rules, categories, colour coding and conditional formatting
• Schedule work and track priorities with calendars, notes, tasks, flags, reminders and recurring appointments
• Link email and calendar information and use Microsoft To Do alongside Outlook
• Apply templates, mail merge, distribution groups and search functions to streamline administration
• Exchange information between Outlook and OneNote, including sending notes and inserting meetings

Is this course right for you?

The course is intended for people working in office or administration environments who want to improve their management of information, email and tasks. It includes individual and group activities, with learners expected to practise functions and complete some work outside class. Some experience of using Outlook is required.

• Designed for office and administration workers
• Includes both independent and collaborative tasks
• Requires some prior experience using Outlook
• Includes work to complete outside the classroom

Before you go

• Handouts and a Google Classroom access code are provided for communication and access to online materials and videos.
• Learners are expected to use Google Classroom and complete work outside the classroom.