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Private group training sessions are available for this course.

Outlook 4 Projects Logo

Outlook 4 Projects

Receive practical hands-on skills instruction to help you absorb and apply proven techniques for tracking and managing projects using your Microsoft Outlook.

This program is ideal for small to medium-sized projects where only basic reporting is required. Basic project management experience is helpful, however, not necessary.

This course will help you:

This course will provide you with the knowledge, skills, and tools to effectively manage those projects within the familiar interface of MS Outlook. Managing both Operational and Project work in one place will enhance your ability to stay in control of follow-ups, commitments and important deadlines.

Who Should Attend:

This program is ideal for workgroups and teams, including managers, technical and sales professionals, supervisors, administrators, and project leaders who currently use MS Outlook and are not optimizing this powerful software.

Prerequisite course: WorkingSm@rt using Microsoft Outlook


This course is intended for WorkingSm@rt using Microsoft Outlook graduates who need to track and communicate the impact of change for an existing project plan and have chosen not to use a dedicated project management software.


  • Full-day or two half-days, instructor-led sessions using Outlook

  • Follow-up coaching session to reinforce learning

Tools Provided:

  • Comprehensive Learning Guide and Resource Manual

  • Subscription to our monthly LearningLink e-newsletter

Course Outline:

Unit 1: Managing the Two Worlds of Work

  • Have a better understanding of the challenges of managing the Two Worlds of Work

  • Become better acquainted with the world of Project Management

  • Be introduced to key project planning practices and essential project planning tools.


Unit 2: Setting-up Outlook to Manage Projects

  • Create the Outlook4Projects toolbar to help you better manage project items

  • Know how to work with views

  • Know how to create custom task views.

Unit 3: Getting Started on Your New Project

  • Create Project Files to manage your project data

  • Set up a new Project Communication File

  • Have used the Objective Statement tool

  • Enter key information in your Communication File

  • Assign and link resources to your project

Unit 4:Managing Project Tasks

  • Enter tasks from the Project Tasks Entry Table

  • Create project tasks from your emails

  • Work with custom task views

  • Know how to create custom fields

  • Format columns and change how information is displayed.


Unit 5: Managing Project Communication

  • Have discovered ways of tracking communication in your project Communication File

  • Know how to use the Resource Link to quickly access resource information

  • Know how to assign project categories to emails Sent and Received

  • Store all project emails in your Project File

  • Be able to send manual status reports

  • Communicate easily with task delegators and delegatees


Unit 6: Tracking & Reporting on Project Activities

  • Know how to update the status of your project tasks

  • Quickly find all Outlook items associated with your project

  • Print Project Task views to report on your tasks

  • Export project task information into Outlook4Projects reports

  • Understand how to use and customize Outlook4Projects reports.


Unit 7: Back at the Workplace

  • Review the potential obstacles to implementing the Outlook 4 Projects methodology and identify solutions.

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