During this course you will learn how to use the core applications included in IBM 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.
Note: You will not learn about the OpenSocial Component in this course.
Lotus Training Course goals
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 IBM 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.
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 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 IBM Notes. We recommend our follow-up course IBM Notes User Essentials PLUS Pack, from which you can learn more about particular aspects of Notes on an as needed basis.
Lotus Training Course outline
Topic 1: Start IBM 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 IBM Notes
- Pattern to use core applications
- Open button
- Open Mail using the Open button
- Menus
- Right-click menu
- Advanced menu commands
- Shortcut buttons
- Toolbars
- Exercise: Open core applications
- Preferences
- Help
- Exit Notes
Topic 2: Send Email Messages
- Create message
- Address fields
- Type ahead addressing
- Browse and search for 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
- Preview messages
- Read a message
- Exercise: Read a message
- Find new, unread messages
- Read next/previous message
- 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
- Should I open a message to read it?
- Relevance indicators
- Mark message for follow up
- Exercise: Follow up
- Reply to a message
- Reply to All
- 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
- Group Inbox by Date
- Rearrange columns
- Quick Find 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
- New Contact
- Views
- Business Cards style view
- 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
- Contacts Preferences
- 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
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 settings
- 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: Track To Do's
- New To Do Entry
- Where to find To Do's
- Complete a To Do Entry
- Delete To Do Entry
- Incomplete view
- Exercise: Create To Do Entry
- Copy into New To Do
- Group To Do Entry
- Exercise: Group To Do Entry
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
- Copy Into New
Topic 11: Chat Using Sametime
- Open Sametime Contacts in the Sidebar
- Log in to Sametime
- Availability status
- Presence awareness in Notes applications
- In-context chat with person who is available
- Chat window
- 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 a Discussion application
- Views in a Discussion
- Main Topic form
- View by category
- 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
