Presentation by Ofer Shimrat 2005 Annual Sales Meeting Stretch Beyond Your Expectations.

Stretch Beyond Your Expectations.

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 3 Introduction What is a PIM? What does a PIM do? What does Outlook do? Starting Outlook the First Time Types of Accounts (POP, IMAP, HTTP, EXCHANGE) Understanding Default Settings (which you’ll change) Overview of all Outlook Functions Outlook Maintenance Working with PDAs and Mobile Devices Shortcuts, Tips & Presentation CD Additional Resources & Activities Hands-On Training Segment 1Segment 2Segment 3Segment 4 PresentationBreakHands-OnQuestions

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 4 & Communication Protocol P – Purpose of the communication A – Action and dues dates S – Supporting documentation S – Summary in subject line Delete It Do It Delegate It Defer It Voic Meetings Memos Phone calls Communication channels (devices) employed in the organization The preferred communication method for specific scenarios The type of information appropriate for each channel (device) Response time guidelines, base on the communication method

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 5 Reading Messages Opening Attachments Replying to Messages Creating New Messages Using the Address Book Attaching Files to Messages Sending and Receiving Messages Previewing and Printing Messages Press CTRL+Shift+M for New Working With s

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 6 Managing s Formatting Messages Adding Signatures to Messages Custom Settings for Viewing Messages Message Settings and Delivery Options Messages with emphasis – use Color Flagging Messages for Follow Up Creating Folders and Organizing s Finding and Categorizing s Saving s in other formats

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 7 Calendar Different Views when looking at Calendars Schedule Appointments and Meetings Creating Additional Calendars Working with Multiple Calendars Color Labels for Appointments Saving a Calendar as a Web Page Append Holiday Calendar to your Outlook Press CTRL+Shift+A for New Appointment Printing Calendars

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 8 Contacts Your personal address book Creating, updating, organizing contacts Tracking activities with contacts Navigating through Contacts Creating and using Distribution Lists View Contacts in different ways Press CTRL+Shift+C for New Contact Import/Export of Contacts Printing Contacts

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 9 Tasks Creating, updating, tracking Tasks Assigning Tasks to yourself Assigning Tasks to someone else Task Relationships with Contacts Press CTRL+Shift+K for New Task Recurring Tasks Organizing Tasks

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 10 Notes Electronic equivalent of stick notes Un-clutter your desk Random Notes in no particular order Structured Notes in a particular order View and Organize Notes Notes related to Contacts Press CTRL+Shift+N for Note anywhere Copy & Paste from…

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 11 Journal Turned off by default Timeline View Ideal for Project Management Document all your activities Track Microsoft Office Documents View patterns, trends and results

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 12 Maintenance Keep all Anti-Virus definitions up-to-date Avoid Phishing and Spam traps Regularly BACKUP your PST file On-site Regularly BACKUP your PST file Off-site Tweak Junk Mail Filters to suit your needs The 4 D’s – Delete, Do, Delegate, Defer Check for Updates to Outlook Check for Updates to Office Office Assistant F1 key

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 13 Outlook Web Access Uses only a Web Browser Accessible from Apple, Unix or Windows Connects to your corporate Exchange Server Secure login to your server Session time out and inactivity Drag and Drop functionality Interface Overview and Productivity Tips OWA as a document repository Public Folders Overview Options Page Overview Proper Log-Off and close browser

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 14 Productivity Press CTRL+1 for Mail Press CTRL+2 for Calendar Press CTRL+3 for Contacts Press CTRL+4 for Tasks Press CTRL+5 for Notes Press CTRL+6 for Folder List Press CTRL+7 for Shortcuts Presentation CD Contents Keyboard Shortcuts Additional Resources

Protocol Introduction Working with s Managing s Calendar Contacts Tasks Notes Journal Maintenance Outlook Web Access Conclusion Productivity 15 Outlook is best PIM on the market Standalone client or with Exchange 2003 Increases productivity Integrates with Microsoft Office Conclusion Ofer Shimrat TEL: (858) FAX: (858) EML: URL: