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Lotus Notes 8.5.3 User Essentials
Lotus Training Overview

During this course you will learn how to use the core applications included in Lotus Notes, including Mail, Calendar, Contacts, To Do, and Notebook. This course teaches you how to perform the most common tasks in the Notes Standard configuration.

The application you will use the most is Mail, as it is a key personal and business application. You will learn how to use the Calendar to organize your time and track your tasks in the To Do application.

You will keep track of people in Contacts and keep both important and miscellaneous information at your fingertips in your Notebook. As you use the core Notes applications, you will recognize a common pattern that builds your competence and confidence in using almost any Notes application such as a Discussion, which you will join at the end of the course.

Because Notes incorporates IBM Sametime instant messaging, you will also know when people using Notes are online so you can chat in real time.

Beyond the technical aspects of using Notes, you will learn the “best practices” of how to use Notes to become a more effective communicator and collaborator.

Lotus Training Learning Objectives

In this course, you will learn how to:
  • navigate in the Notes Standard configuration user interface
  • launch the core Notes applications from the Home Page and from bookmarks
  • set user and Mail preferences to customize your working environment
  • send and receive email messages that include formatted text, tables, images, Web links, and file attachments
  • find and read new email messages
  • take action on email messages, which may mean to mark for follow up later, respond to now, forward, copy into a new meeting or to do, or block the sender from sending future messages
  • configure Out-of-Office notification to respond to email messages for you when you are away
  • change the sort order of messages, use full text search to find message content, group messages by mail thread, and organize messages into folders
  • add people and groups to your Contacts application
  • use the Calendar application to schedule appointments and meetings
  • keep track of your tasks in the To Do application
  • use the Notebook application to save important information
  • know when other people are at their desks and communicate with instant messages
  • participate in a shared Discussion on a Domino server.
Lotus Training Audience

This course is designed for new Lotus Notes users who can:
  • start and stop software applications in Microsoft Windows
  • use Microsoft Windows Explorer to find and organize files
  • create, format, and print documents using word processing software such as Microsoft Word
  • use Microsoft Internet Explorer to browse Web pages and manage a list of favorite bookmarks.
Lotus Training Course duration

This course is sold as a 1 day course, though there is an abundance of material that you probably won't have time to cover. This course in no way teaches you everything about how to use Lotus Notes. We recommend our follow-up course Lotus Notes User Essentials PLUS Pack, from which you can learn more about particular aspects of Notes on an as needed basis.

Course design

This course combines concept presentations, demonstrations, and exercises to guide your learning. Though designed for instructor-lead classes, with the proper equipment and software individuals can also use this course for self-study.

Please consult the Set Up document for this course to make sure the correct environment is in place before starting the course.

Lotus Training Course outline

Topic 1: Start Lotus Notes
  • Pattern of using Notes
  • Core applications included in Notes
  • Public and custom applications
  • Applications are integrated by Notes
  • Notes Basic and Standard configurations
  • Exercise: Start Lotus Notes
  • Default Home Page
  • Menus and shortcuts
  • Advanced Menus
  • Toolbar
  • Action buttons
  • Pattern to use core applications
  • Open core applications
  • Exercise: Open core applications
  • Show Thumbnails button
  • Bookmarks and the Notes Home Page
  • Exit Notes
  • Help
  • Preferences
Topic 2: Send an Email Message
  • Create message
  • Address fields
  • Type ahead addressing
  • Select addresses
  • Subject field
  • Message body
  • Multi-level undo
  • Spell checking
  • Spell check options
  • Instant Corrections
  • Append your signature
  • Send message
  • Exercise: Create and send message
  • Where is the message you sent or saved?
  • File attachments
  • Exercise: Attach file
  • Recall message
Topic 3: Read Email Messages
  • Read a message
  • Exercise: Read a message
  • Find new, unread messages
  • Polling interval and alerts
  • Right-click menu
  • Best Practice: Schedule your time to read new messages
  • See images in message you are reading
  • Print message you are reading
  • Take action on attached files
Topic 4: Respond to Email Messages
  • Best Practice: Take action on messages
  • Is this message relevant to me?
  • Mark message for follow up
  • Exercise: Follow up
  • Reply to a message
  • Exercise: Reply to a message
  • Forward a message
  • Resend a sent or send a draft message
  • Copy into New Meeting or To Do
  • Drag and drop everywhere
  • Deliver Senders Mail to Junk
  • Move message to a folder
  • Delete message
  • Exercise: Delete and recover a message
  • Trash folder conveniences
  • Reply automatically if away from the office
  • View Collaboration History
Topic 5: Find and Organize Email Messages
  • Folder and view sorting
  • Rearrange columns
  • Find text in a folder or view
  • Full Text Search
  • Search by Sender or Subject
  • Toolbar Search
  • Right-click search
  • Find related messages
  • Folders
  • Create a new folder
  • File a message in a folder
  • Exercise: Organize mail into a folder
  • Remove a message from a folder
  • Exercise: Add and remove messages from folder
  • Discover Folders
  • Automatic Inbox clearing
Topic 6: Keep Track of Contacts
  • Open Contacts
  • Contacts Preferences
  • Views
  • Business Cards style view
  • New Contact
  • Finished Contact
  • Exercise: Create Contact
  • Best Practice: Create Contact from message you receive
  • Create Contact from a company Directory lookup
  • View right-click menu and action buttons
  • Print labels from Contacts
  • Create vCard from Contact
  • Recent Contacts view
  • Group documents
  • Create Group from selected Contacts
  • Exercise: Create group from selected Contacts
  • Create Group from sent messages
  • Create Group from company Directory
  • Send a Group
  • Mail Contacts
Topic 7: Create an Appointment in Calendar
  • Open Calendar
  • Create Calendar Entry
  • Calendar Entry types
  • Appointment fields
  • Date and Time entry
  • Exercise: Create appointment
  • Delete Calendar Entry
  • Optional fields
  • Workday definitions
  • Exercise: Availability schedule
  • Conflict checking
  • Exercise: Conflict checking
  • Holidays
  • Print Calendar
  • Print Calendar to document
  • Show Calendars
  • Day-At-A-Glance Sidebar Application
Topic 8: Schedule a Meeting in Calendar
  • Schedule a meeting
  • Who
  • Response and Workflow Options
  • Where
  • Find Available Times tab
  • Owner: Save and Send Invitations action button
  • Owner: Save as Draft action button
  • Exercise: Schedule a meeting
  • Participant: Find an invitation
  • Participant: Respond to an invitation
  • Automatic invitation handling
  • Owner: Look for responses to your invitation
  • Owner: View Invitee Status
  • Owner: Declined room or resource reservations
  • Owner: Make changes to scheduled meeting
  • Participant: Request changes to scheduled meeting
  • Automatically update meetings with changes
  • Exercise: Accept a meeting invitation
Topic 9: List To Do Items
  • New To Do
  • Where to find To Do Items
  • Complete a To Do Item
  • Delete To Do Item
  • Incomplete view
  • Exercise: Create To Do
  • Copy into New To Do
  • Group To Do
  • Exercise: Group To Do
Topic 10: Make Notebook Entries
  • Open Notebook
  • Create and edit Notebook Entry document
  • Exercise: Create and edit documents in Notebook
  • Delete Notebook Entry document
  • Forward Notebook Entry document
Topic 11: Chat Using Sametime
  • Open Sametime in the Sidebar
  • Log in to Sametime
  • Online status
  • Presence awareness in Notes applications
  • In-context chat with person who is online
  • Exercise: In-context chat
  • Sametime Contacts list
  • Add contact
  • Two-way chat from Sametime Contacts
  • Exercise: Add contact and chat
  • Type to find a name
Topic 12: Join a Discussion
  • Best Practice: Organizational perspective of email and chat
  • Multi-purpose Discussion applications
  • Exercise: Open Discussion application
  • Views in a Discussion
  • Main Topic form
  • View categories
  • Quickly read documents
  • Edit and delete documents
  • Application security
  • Exercise: Create a Main Topic document
  • Response documents
  • Exercise: Create responses
  • Dual-purpose view twisties
  • DocLinks
  • DocLink caveats
  • Create a Notes Document Link
  • Exercise: Create Document Link
  • Move or copy a DocLink icon
  • Paste DocLink into Sametime Chat window
  • Link message
  • Other Discussion application designs

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