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Lotus Notes 8.5 User Essentials
Lotus Training Overview

During this course you will learn how to use the core applications included in Lotus Notes 8, including Mail, Calendar, Contacts, To Do, and Personal Journal. This course covers 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 information 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 Sametime instant messaging, you will also know when people 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 user interface (both the Basic and Standard editions of Notes are covered in this course)
  • 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 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 online 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 8.5 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
      Action buttons
      Pattern to use core applications
      Open core applications
      Exercise: Open core applications
      Bookmarks and the Home Page
      Exit Notes

    Topic 2: Send an Email Message
      Create message
      Address fields
      Type ahead addressing
      Select addresses
      Subject field
      Message body
      Multi-level undo
      Spell checking
      Send message
      Exercise: Create and send message
      Where is the message you sent or saved?
      File attachments
      Exercise: Attach file
      Re-send message
      Recall message

    Topic 3: Read Email Messages
      Read a message
      Exercise: Read a message
      Find new messages
      Right-click menu
      Best Practice: Schedule your time to read new messages
      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
      Copy into New Meeting or To Do
      Drag and Drop
      Block Sender
      Move message to a folder
      Delete message
      Exercise: Delete and recover a message
      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
      Toolbar Search
      Related messages
      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 Your Contacts
      Open Contacts
      Business Cards style view
      New Contact
      Finished contact
      Exercise: Create contact
      Best Practice: Create contact from message
      Create Contact from Recent Contacts view
      Create Contact from a directory lookup
      View actions
      Print labels from contacts
      Create vCard from Contact
      Group documents
      Create Group from selected contacts
      Exercise: Create group from selected Contacts
      Create Group from sent messages

    Topic 7: Create an Appointment in your Calendar
      Calendar parts
      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
      Print Calendar
      Print Calendar to document
      Show Calendars
      Day-At-A-Glance Sidebar Application

    Topic 8: Schedule a Meeting in Your Calendar
      Schedule a meeting
      Response and Workflow Options
      Find Available Times tab
      Owner: Save and Send Invitations action button
      Owner: Save as Draft action button
      Exercise: Schedule a meeting
      Participant: Respond to an invitation
      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
      Exercise: Accept a meeting invitation

    Topic 9: Track your 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
      Who you can chat with
      Web conferencing
      Log in to Sametime
      Online status
      Open Sametime in the Sidebar
      Change your online status anytime
      Presence awareness in Notes applications
      In-context chat with person who is online
      Exercise: In-context chat
      Toolbar extras
      Sametime Contacts list
      Add contact
      Sametime Contacts icons
      Two-way chat from the Sametime Contacts list
      Exercise: Add contact and chat
      Type to find a name
      Sametime Primary Contacts list
      Group chat
      Exercise: Group chat

    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
      DocLink caveats
      Create a Notes Document Link
      Exercise: Create Document Link
      Move or copy a DocLink icon
      Link message
      Paste DocLink into Chat window
      Other Discussion application designs

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