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*Note: If you would like to view the transcript of the audio, click Notes in the upper right section of the screen. Main Window The Training Interface.

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Presentation on theme: "*Note: If you would like to view the transcript of the audio, click Notes in the upper right section of the screen. Main Window The Training Interface."— Presentation transcript:

1 *Note: If you would like to view the transcript of the audio, click Notes in the upper right section of the screen. Main Window The Training Interface Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

2 Lesson Objective Content This lesson presents:  Starting at Home  Exploring Lotus Notes Messages  Managing Contact Information  Creating and Maintaining Lotus Notes 8 Calendar  Additional Features  Notes Help and IBM Support Assistant Migrating from one application to another can be difficult and time consuming. By reviewing the new application’s features, you can quickly orient yourself to tools you may already be familiar with and explore new tools that can help you maintain your productivity. After completing this lesson, you should be able to compare the features in IBM® Lotus Notes® 8 to the features you used in Microsoft® Outlook® 2003. Introduction Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

3 Topic Objective Content This topic presents:  Home Page  Customizing Your Home Page  Using the Open List  Search Center Interface  Features of the Notes Sidebar  Using Tabs  Thumbnail View The IBM Lotus Notes 8 user interface provides easy access to all of the tools you need to be more effective in your communications. Reviewing the key features of the interface will help you know how to quickly perform numerous activities. After completing this topic, you should be able to identify some of the key features of Lotus Notes 8. Topic 1: Starting at Home Starting at Home Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

4 Home Page Create a New Document Starting at Home Launch Application

5 Customizing Your Home Page Home Page Options Starting at Home

6 Customizing Your Home Page (cont.)

7 Using the Open List Open Applications Browsers Search Starting at Home Bookmarks

8 Starting at Home Search Center Interface

9 Features of the Notes Sidebar Starting at Home Sidebar

10 Starting at Home Using Tabs Tabs

11 Thumbnail View Starting at Home Search

12 Topic 2: Exploring IBM® Lotus Notes® Messages Topic Objective Content This topic presents:  Main Mail Window  Examining the Mail Action Bar  Addressing Your Message  Organizing Messages  Adding Attachments  Flagging a Message for Follow Up  Performing a Message Recall E-mail is an essential part of conducting business. Lotus Notes 8 provides tools and features that can help you communicate more effectively. These features provide you with more control of the information you send. After completing this topic, you should be able to effectively use Lotus Notes 8 messaging. Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8 Exploring IBM® Lotus Notes® Messages

13 Main Mail Window Exploring IBM® Lotus Notes® Messages

14 Examining the Mail Action Bar Exploring IBM® Lotus Notes® Messages

15 Examining the Mail Action Bar (cont.) Exploring IBM® Lotus Notes® Messages

16 Addressing Your Message Exploring IBM® Lotus Notes® Messages

17 Organizing Messages Exploring IBM® Lotus Notes® Messages

18 Adding Attachments Exploring IBM® Lotus Notes® Messages

19 Flagging a Message for Follow Up Exploring IBM® Lotus Notes® Messages

20 Performing a Message Recall Exploring IBM® Lotus Notes® Messages

21 Topic 3: Maintaining Contact Information Topic Objective Content This topic presents:  Contacts Page  Options in the Navigation Pane  Creating a New Contact  Creating a Group It is important to keep your contact information organized and easy to search. Lotus Notes 8 provides an easier and more robust means of managing your contacts. After completing this topic, you should be able to maintain a productive contacts reference. Maintaining Contact Information Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

22 Contacts Page Maintaining Contact Information

23 Options in the Navigation Pane Maintaining Contact Information

24 Creating a New Contact Maintaining Contact Information

25 Creating a Group Maintaining Contact Information

26 Topic 4: Creating and Maintaining IBM® Lotus Notes® 8 Calendar Topic Objective Content This topic presents:  Main Calendar Page  Creating a New Calendar Entry  Quick Check Your Calendar  Checking Others’ Calendars  Looking at Dates in the Future Your time is valuable. Lotus Notes 8 is equipped with a rich calendaring application to help you manage your calendar. After completing this topic, you should be able to create an effective meeting invitation in Lotus Notes 8. Creating and Maintaining IBM® Lotus Notes® 8 Calendar Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

27 Main Calendar Page Creating and Maintaining IBM® Lotus Notes® 8 Calendar

28 Creating a New Calendar Entry Creating and Maintaining IBM® Lotus Notes® 8 Calendar

29 Quick Check Your Calendar Creating and Maintaining IBM® Lotus Notes® 8 Calendar

30 Checking Others’ Calendars

31 Looking at Dates in the Future Creating and Maintaining IBM® Lotus Notes® 8 Calendar

32 Topic Objective Content This topic presents:  Advanced Menus  User Preferences Lotus Notes 8 has many great additional features to help you. Whether you are an experienced user or a basic user, Lotus Notes can provide you with the tools you need to be effective in your daily activities. After completing this topic, you should be able to use additional features of Lotus Notes 8. Additional Features Topic 5: Additional Features Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

33 Advanced Menus Additional Features

34 User Preferences Additional Features

35 Topic 6: IBM® Lotus Notes® Help and IBM® Support Assistant Topic Objective Content This topic presents:  Getting a Little Help  Exploring the IBM Support Assistant Sometimes you need a refresher on how to use certain tools or features. IBM has provided a robust, yet easy-to- navigate, help resource. You can find the answers you need quickly and easily on your own PC. After completing this topic, you should be able to navigate through the robust resources of the easy-to-use support assistance in Lotus Notes 8. IBM® Lotus Notes® Help and IBM® Support Assistant Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

36 Getting a Little Help IBM® Lotus Notes® Help and IBM® Support Assistant Press F1

37 Exploring the IBM Support Assistant IBM® Lotus Notes® Help and IBM® Support Assistant Exploring the IBM Support Assistant

38 Summary In this lesson, you explored the features of Lotus Notes 8. You compared the functionality that you are familiar with in Outlook 2003 with the same functions in Lotus Notes 8. Moving from Microsoft® Outlook® 2003 to IBM® Lotus Notes® 8

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