New Outlook Essentials – Take Control of Your Inbox

Overview:

This session shares practical Outlook tips to help councils manage email, meetings, and time more efficiently, with useful shortcuts, quick wins, and space for delegates to share common frustrations. Guaranteed to save you at least 26 minutes per day and more when using Copilot AI.

Key Topics:

• Getting started with New Outlook – account access, licence differences, classic vs New Outlook, and start-up considerations 
• Preparing for migration – checking missing distribution groups, shared mailboxes, shared calendars, and key settings 
• Personalising your Outlook experience – views, My Day, alerts, delay send, and settings that suit your working style 
• Email etiquette and smarter communication – scheduled send, out-of-office messages, clearer messages, and healthier email habits 
• Sharing files without version chaos – sending links to original files instead of emailing attachments 
• Managing meetings more efficiently – Scheduling Poll, creating meetings from emails, and reducing back-and-forth messages 
• Inbox organisation and time-saving tools – rules, colour coding, templates, flags, pins, snooze, filters, and prioritising urgent work 
• Using Copilot in Outlook – summarising long threads, identifying urgent messages, and drafting responses more quickly 

These practical scenarios show how the skills from this session apply to everyday council email, diary, and time management tasks.

Scenarios:

1. A clerk moving to New Outlook needs to understand what has changed, check access, licences, missing distribution groups, shared mailboxes, and shared calendars, and feel reassured before switching fully. 

2. At the start of a hectic day, a clerk needs views, alerts, My Day, delay send, and personal settings to help important messages and tasks stand out. 

3. A clerk wants to communicate more thoughtfully using scheduled send, out-of-office replies, clearer messages, and better email etiquette. 

4. A document has been emailed around too many times, so the clerk needs to share the original file link and avoid version confusion. 

5. A clerk needs to arrange meetings faster using Scheduling Poll, meetings from emails, and fewer back-and-forth messages. 

6. A busy inbox needs rules, colours, templates, flags, pins, snooze, filters, and Copilot summaries so urgent work is easier to prioritise. 

Who Should Attend:

Ideal for clerks, administrators, and council staff who manage large volumes of email, meetings, and diary activity. This session is especially useful for those who feel Outlook is consuming too much of their day and want practical ways to work more efficiently.

Pricing:

• Free for CloudyIT customers using a training credit 

• £65 for non-CloudyIT customers (read T&Cs) 

Continue Your Digital Learning Journey:

Build on your learning journey with New Outlook Advanced – Collaboration, Copilot and Automation and discover smarter ways to manage meetings, collaboration, and inbox automation.