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Module 5: Setting Up The Outlook Dashboard

Module 5: Setting Up The Outlook Dashboard. Overview. Introduction to the Dashboard Walkthrough: Creating the Dashboard Exercise: Using the TaskPad Exercise: Configuring the TaskPad Discussion: Outlook as a Time-Management Tool Next Steps. Introduction to the Dashboard. TaskPad.

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Module 5: Setting Up The Outlook Dashboard

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  1. Module 5: Setting Up The Outlook Dashboard

  2. Overview • Introduction to the Dashboard • Walkthrough: Creating the Dashboard • Exercise: Using the TaskPad • Exercise: Configuring the TaskPad • Discussion: Outlook as a Time-Management Tool • Next Steps

  3. Introduction to the Dashboard TaskPad Folder List Calendar

  4. Walkthrough: Creating the Dashboard • Turn on the Folder List in the navigation pane (CTRL+6) • Turn on the TaskPad • Set the Calendar View to Work Week • Make the Dashboard your default view Folder List TaskPad Calendar Toolbar

  5. Exercise 1: Using the TaskPad • Click in the TaskPad and start typing your subject line • Add a due date (if appropriate) by using the drop-down Calendar • Edit the task item at the next review of your Task Lists to add category and contact tags and any additional information to make the task a clear next action

  6. Exercise 2: Configuring the TaskPad • The Dashboard TaskPad only shows: • Today’s tasks • Any overdue tasks • Accidental clicks happen • Get comfortable resetting the Sort order in the TaskPad

  7. Discussion: Outlook as a Time-Management Tool • Review and discuss the core skills in an effective time- and task-management discipline: • Get your Inbox empty—regularly • Process e-mail and then act on it • Use the 3D Filter (Do, Defer, Delegate) • Employ drag-and-drop techniques to save time • Create meaningful appointments and tasks • Develop good review habits

  8. Next Steps

  9. Questions and Answers

  10. Course Evaluation

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