Contents
Self-management with Outlook
- Structure and monitor incoming mail.
- "Piler" or "Filer"? File emails or leave everything in one folder?
- Automatic filing with rules.
- Create an overview with customized views and conditional formatting.
Tasks and resubmission
- Categories for things to do - also in shared mailboxes.
- Use targeted tracking and also set it for recipients.
- Emails in the calendar - when is this useful?
- Create and use tasks in Outlook.
Calendar usage in Outlook
- Efficient appointment search.
- Automatic colors with conditional formatting.
- Show tasks on the calendar.
- Tips and tricks.
Search and find
- Views and options of Windows Explorer.
- Professional search input.
- Outlook search tools.
- Search in OneNote.
OneNote as an info pool
- Create notebooks or use Notes in Teams.
- Structure information clearly.
- Capture and link content.
- Include files.
Set up OneNote for shared use
- Use notebooks together - e.g. for handovers.
- Release settings and author tracking.
- Marking and search functions.
- Create notebooks on SharePoint.
OneNote and Outlook in interaction
- Link appointments with OneNote and prepare the agenda.
- Record meetings directly.
- Track tasks via Outlook.
- Use OneNote as a template pool.
Please bring a Windows laptop with Microsoft Office package version 2016 or higher to the training .
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
You learn,
- to maintain an overview despite many projects running in parallel,
- use the digital resubmission in Outlook professionally,
- create a OneNote notebook for shared use,
- manage information in OneNote and
- record, delegate and monitor tasks electronically,
- to work with little paper and well-coordinated processes.
Methods
Trainer input, beamer presentation, group work, work aids, discussion, exchange of experiences, reflection.
Recommended for
employees from assistance, secretarial and administrative departments who want to review and optimize their information management.
8309
Start dates and details

Thursday, 18.09.2025
09:00 am - 5:00 pm
Friday, 19.09.2025
09:00 am - 5:00 pm
Thursday, 23.10.2025
09:00 am - 5:00 pm
Friday, 24.10.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Monday, 02.02.2026
09:00 am - 5:00 pm
Tuesday, 03.02.2026
09:00 am - 5:00 pm
Wednesday, 20.05.2026
09:00 am - 5:00 pm
Thursday, 21.05.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Monday, 21.09.2026
09:00 am - 5:00 pm
Tuesday, 22.09.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.