Managing Team Workflow With Microsoft Outlook

Training Format: Recorded Webinar

Format Type: DVD

Speaker(s): Karla Brandau

Supporting File(s) : Download Zip (172.80 KB)

Webinar Date: Tuesday, May 21, 2019

Training Duration : 60 minutes

Training Material Download : Training Material (Password Required) (7.80 MB)


You’re Under-Utilizing Outlook: Learn to Harness its Productivity Power

When it comes to daily productivity, does your team seem scattered and unfocused? Establishing a logical workflow for team members is critical for keeping projects on track and meeting deadlines. A logical work flow has several components and in this webinar we explore those components and help you get organized so you get crazy results.

The instruction focuses on setting objectives, assigning responsibilities to individual team members, and using Microsoft Outlook to keep on top of progress of team members in fulfilling their assignments and holding them accountable.  This requires upfront work and diligent follow-up in with a managerial style that does not come across as micromanaging. The features demonstrated in Microsoft Outlook makes this process stress-free and enables team members to work with creativity while maintaining steady progress toward the final deadline.

Mark your calendar now. Attend this webinar and learn fool-proof organization. Set up Microsoft Outlook as instructed. Do the up-front organizing then get out of the way and watch crazy results happen with your team.


This webinar makes you and your team more efficient and more effective, eliminating the spinning of wheels and wondering what the next action item is. In this webinar we will integrate the up-front necessities of organizing workflow with the incredible tools Microsoft Outlook provides for managing employees.
This session will support Microsoft Outlook 2010, 2013, and 2016. The session will be demonstrated in latest version of Outlook 2016.

In this webinar we will refresh and refine the principles of:

  • Setting objectives and realistic deadlines
  • Organizing complex assignments and projects
  • Breaking long term projects into manageable steps and midpoints

Then we will take these principles into Microsoft Outlook and you will learn how to:

  • Differentiate between the To-Do List, Tasks Folder, and To-Do Bar
  • Customize the Tasks Folder to your work style and personality
  • Use the Quick Access Tool Bar and Microsoft Outlook Today
  • Create individual folders for a multitude of assignments and projects
  • Use the Calendar and Tasks in tandem to keep track of deadlines
  • Keep track of check-in midpoints
  • Use the Calendar to manage daily work flow
  • Use categories to sort information in all folders, calendar, contacts, tasks, and email
  • Assign tasks to employees with built in accountability
  • Use the Rules Wizard to sort emails from employees into appropriate folders in Tasks
  • Time stamp and document conversations in Contacts

In this webinar you will move through refining your objectives and realistic deadlines, to analyzing the assignments to various team members and laying out “check-in” midpoints on Outlook group calendars.
Your learning will include how to document personal conversations in Outlook Contacts, assign tasks in the Tasks Folder, and color-code projects for quick recognition in the Inbox and on the Calendar – integrating all Outlook folders for amazing results. 
With this 21st century productivity instruction, you can be assured nothing slips through the cracks as you mesh your desire to succeed with the technology of Microsoft Outlook as your partner.
You will receive instruction on how to: 

  • Infuse goal setting principles into Microsoft Outlook
  • Assure deadlines with mid-check points are met
  • Make solid time management principles the basis of your team’s productivity

The only thing left for you to do is inspire employees and lead them to the desired crazy results.


Managing team work flow is difficult because different personalities and different educational skill sets often have different perspectives. For instance, take the difference between engineers and marketing. If they happen to be on the same team, you will need techniques to keep them marching in the same direction.

Solve the problem of getting everyone in sync with the help of technology. You don’t have to purchase expensive software to track workflow when you have Microsoft Outlook on all employee desktops. Outlook can help you send clear assignments or reinforce assignments made in person and track progress to a successful conclusion. Using the proven methods taught in this webinar, you’ll be able to spot bottlenecks or observe when an employee is stuck or behind, then you can have an appropriate conversation with the employee with the purpose of removing blocks to action.

With this 21st century productivity instruction, you can be assured nothing slips through the cracks as you mesh your desire to succeed with the technology of Microsoft Outlook. As you make Microsoft Outlook a partner in daily task management, it will become a significant element in your success.


  • Computer and Information Systems Managers
  • Team Leaders
  • Project Managers
  • Marketing Managers
  • Sales Managers
  • Engineering Managers
  • Office Administrators
  • Finance and Accounting Managers
  • Compensation and Benefits Managers
  • HR managers
  • Public Relations Managers
  • General Managers
  • Operations Managers
  • Manufacturing Managers
  • Anyone who wants to be an Outlook 2010-16 power user
Have a question? Ask your doubts at the Q&A session after the live event and get special advice pertaining to your specific situation, straight from our expert speaker.



Karla Brandau is a leading authority on time management and team productivity in the workplace. She specializes in combining the power of time management with technology, especially using Microsoft Outlook as a tool to help individuals “get it all done” in less time. She is the CEO of Workplace Power Institute ( and she has ed.. Read More >>



( * ) Single User Price Only.

For Multiple Users/Group, Call 1-888-409-0777.


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