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Learn Outlook with Copilot in 90 Minutes - Part 3: Task Management and Personal Productivity

Learn Outlook with Copilot in 90 Minutes - Part 3: Task Management and Personal Productivity Overview

Learn how to stay organised, manage priorities and improve personal productivity using Microsoft Outlook and Microsoft Copilot. This practical 90-minute course focuses on task management, workload prioritisation and productivity tools that help Microsoft 365 users stay in control of emails, commitments, deadlines and daily responsibilities.

Many professionals ask questions such as "How do I create tasks from emails in Outlook?", "How do I manage priorities in Outlook?", "How can Copilot help me organise my workload?" and "How do I plan my day using Microsoft Copilot?". This course provides practical answers through demonstrations, real-world examples and hands-on exercises.

Delegates will learn how to create and manage tasks, use Microsoft To Do with Outlook, convert emails into actionable tasks and organise work using categories, flags, reminders and follow-up actions. The course also explores Outlook personalisation features that improve focus, reduce distractions and support efficient working practices.

Using Microsoft Copilot, delegates will discover how to identify priorities within their inbox, extract deadlines and actions from emails, plan daily workloads and manage competing commitments more effectively. This course is ideal for Microsoft 365 users who want to improve organisation, productivity and personal effectiveness.

What You'll Learn

  • Task Management - Create, organise and manage tasks using Outlook and Microsoft To Do
  • Email to Task Workflows - Convert important emails into actionable tasks and follow-up activities
  • Workload Prioritisation - Organise commitments using categories, flags, reminders and productivity techniques
  • Personal Productivity Tools - Configure Outlook features that help reduce distractions and improve focus
  • Microsoft Copilot for Productivity - Use AI to identify priorities, deadlines and workload challenges
  • Daily Planning - Learn how to use Copilot to plan your day and manage competing responsibilities
  • Action Tracking - Extract actions and commitments from email conversations and communications

Outlook and Copilot Learning Pathway

This course forms Part 3 of our Learn Outlook with Copilot in 90 Minutes series. Each session can be attended independently, or combined to build a complete understanding of Microsoft Outlook and Microsoft Copilot for workplace productivity.

Progress through all four parts to develop practical skills in Outlook email management, calendar scheduling, meeting collaboration, task management, personal productivity and Microsoft Copilot for Microsoft 365.

Key Skills You'll Gain

  • Outlook task management
  • Microsoft To Do integration
  • Email-to-task workflows
  • Workload prioritisation
  • Categories and flag management
  • Reminder and follow-up systems
  • Inbox productivity techniques
  • Microsoft Copilot productivity skills
  • Daily planning and organisation
  • Personal effectiveness and time management

Course Duration: 90 Minutes

Course Prerequisites

  • Microsoft Outlook Fundamentals - Basic experience using Outlook for email, calendars and everyday workplace communication
  • Email Management Experience - Familiarity with reading, sending and organising emails within Microsoft Outlook
  • Microsoft 365 Awareness - A basic understanding of Microsoft 365 applications and workplace collaboration tools is beneficial
  • Microsoft Copilot Access - Access to Microsoft Copilot for Outlook is beneficial for practical exercises but is not essential
  • Parts 1 and 2 Recommended - Delegates will benefit from completing the earlier Outlook and Copilot sessions or having equivalent Outlook experience

Complete Course Outline

Working with Tasks

  • Creating and Managing Tasks - Learn how to create, organise and track tasks in Outlook to improve productivity and manage responsibilities effectively
  • Microsoft To Do Integration - Use Microsoft To Do with Outlook to manage personal tasks, priorities and daily activities across Microsoft 365
  • Converting Emails into Tasks - Turn important emails into actionable tasks to ensure commitments, requests and follow-up actions are not overlooked

Staying Organised

  • Categories and Email Classification - Organise emails, tasks and activities using categories to improve visibility and workflow management
  • Flags, Reminders and Follow-Up Actions - Use Outlook reminders and flags to track commitments, deadlines and important activities
  • Workload Prioritisation - Identify high-priority activities and organise workloads more effectively to improve productivity
  • Commitment Management - Develop practical techniques for managing responsibilities, deadlines and competing demands

Personalising Outlook

  • Reading Pane Configuration - Configure the Reading Pane to improve email management and reduce time spent processing messages
  • Notifications and Alerts - Manage Outlook notifications to reduce interruptions while remaining informed of important activity
  • Themes and Appearance Settings - Personalise Outlook to create a comfortable and productive working environment
  • Focused Inbox Management - Use Focused Inbox to prioritise important messages and reduce distractions
  • Quick Steps Automation - Create Quick Steps that automate repetitive Outlook actions and improve efficiency

Copilot for Personal Productivity

  • Inbox Priority Identification - Use Copilot to identify important emails, urgent requests and priority activities within your inbox
  • Deadline and Action Extraction - Extract deadlines, commitments and action items from email conversations using AI assistance
  • Daily Planning with Copilot - Learn how to use Copilot to plan your day, organise priorities and manage workloads more effectively
  • Workload Management and Productivity - Use AI insights to improve organisation, reduce overwhelm and focus on the most important activities

Hands-On Exercises

  • Task Workflow Exercise - Create practical task management workflows using Outlook and Microsoft To Do
  • Email-to-Task Exercise - Convert emails into actionable tasks and follow-up activities
  • Productivity System Exercise - Build an organisational system using categories, flags, reminders and prioritisation techniques
  • Copilot Prioritisation Exercise - Use Copilot to identify priorities, deadlines and recommended actions from a busy inbox
  • Microsoft Outlook Training Courses - Explore the complete Microsoft Outlook learning pathway covering email management, calendars, meetings, contacts, tasks, automation and workplace productivity. View Microsoft Outlook Training Courses
  • Learn Outlook with Copilot in 90 Minutes - Part 1: Email Essentials and AI Productivity - Learn how to manage email, improve communication and use Microsoft Copilot to draft emails, summarise conversations and identify actions. View Part 1 of the Outlook and Copilot Series
  • Learn Outlook with Copilot in 90 Minutes - Part 2: Calendars, Meetings and Collaboration - Learn how to schedule meetings, manage calendars, collaborate with colleagues and use Copilot to improve meeting productivity. View Part 2 of the Outlook and Copilot Series
  • Microsoft Outlook 365 Beginners Training Course - Build a solid foundation in Outlook email management, calendars, contacts, meetings and workplace communication. View Outlook 365 Beginners Training Course
  • Microsoft Outlook 365 Advanced Training Course - Develop advanced Outlook skills including rules, Quick Steps, mailbox automation, shared mailboxes, task management and productivity techniques. View Outlook 365 Advanced Training Course

Training Locations and Delivery Options

This course is available online instructor-led, at client premises, and at selected training venues across the UK.

View training centres and venue information