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Lotus Notes 6.5 Mail and Calendar Essentials
Lotus Training Overview

This course teaches you how to be immediately productive in the Lotus Notes® 6.5 mail and calendar.

During this course you send and reply to electronic mail using Notes. Once you have the basics of mail mastered, you will learn some of the options available when you send mail. Because mail is a key business application, you will learn how to organize mail into folders.

Because Notes incorporates Lotus Instant Messaging (Sametime), you will also know when people are online so you can chat in real time. You will also learn how to use the Calendar and how to schedule a meeting and send invitations to other people.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • navigate in the Notes user interface
  • send and receive electronic mail
  • include attachments in memos
  • organize your mail by customize views and putting memos into folders
  • configure user preferences, mail preferences, and delivery options
  • know when other people are online and communicate with instant messages
  • create contacts in your personal Address Book
  • use the Calendar to schedule appointments and meetings
  • use the Scheduler to check for free time in other people's schedules
  • enable the Out of Office agent to automatically respond to memos while you are away.
Lotus Training Audience

This course is designed for new Notes users who can:

  • start and stop software applications in Microsoft® Windows™
  • use Microsoft Windows Explorer to find and organize files
  • use another email package such as Microsoft Outlook
  • create, format, and print documents using a graphical word processing software package
  • use Microsoft Internet Explorer to browse Web pages and manage a list of "favorite" bookmarks.
This course contains a subset of topics from the Lotus Notes 6.5 User Essentials course. See that course for a more thorough instruction on Lotus Notes 6.5.

Lotus Training Course duration

1/2 Day

Lotus Training Course outline

Topic 1: Get Started

    Start Lotus Notes
    Quick tour of the Notes interface
    Open your Mail database
    Starting window
    Get Help
    Workplace Welcome Page
Topic 2: Send Mail
    Create Memo
    Address fields
    Type-ahead addressing
    Select addresses
    Send mail outside your company
    Content fields
    Send message
    Exercise: Create and send memo
    How to attach a file
    Exercise: Attach file
Topic 3: Read Mail
    "You have new mail"
    Navigate in views
    Read message
    Exercise: Read mail
    View, Open, Edit, Save, Delete attachments
    Exercise: Edit attached file
    Reply to mail
    Exercise: Reply to mail
    Forward message
    Copy Into New
    Delete mail
    Print message
Topic 4: Organize Mail
    Column sequence
    View sorting
    Row colors
    Select multiple messages
    Print view
    Create folder
    Folder options
    Drag messages to folder
    Exercise: Organize mail into a folder
    Remove message from folder
    Exercise: Add and remove messages from folder
    View extras
Topic 5: Message Options
    Delivery options
    Exercise: Mail delivery options
    Add signature to every memo
    Out of Office agent
Topic 6: Instant Messaging
    Log on to server
    Change online status
    Chat with email sender
    Create an Instant Contact List
    Open Instant Contact List
    Chat from the Instant Contact List
Topic 7: Contacts
    Open Address Book
    Address Book views
    New contact
    Exercise: Create contacts
    Finished contact
    View actions
    Create contact from memo
Topic 8: Calendar
    Calendar overview
    Calendar format
    Create Calendar Entry
    Create Appointment
    Date and Time entry
    Exercise: Create appointment
    Edit entry
    Delete entry
    Invitees
    Scheduler
    Scheduler Summary view
    Scheduler Details view
    Send the Meeting invitation
    Receive an invitation
    Exercise: Use the Scheduler
    Other Calendar Entry types
    Print your Calendar
Topic 9: To Do List
    To Do List overview
    New To Do
    Exercise: Create To Do
    By Category view
    Incomplete and Complete views
    To Do's on your Calendar
    Complete a To Do
    Copy into New To Do
    Group To Do's
    Exercise: Group To Do

 
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