MICROSOFT PRE-TRAINING CHECKLIST

Name : __________________________________
Designation : __________________________________ Department: _______________________

Instruction: Answer the following items by putting a check mark under the Yes or No column.

Microsoft Word
Skills Yes No
Move, Copy and Find and Replace Text
Copying and moving text using same format and style. Find and replace specific text in the entire document for corrections.
Format Characters and Paragraphs
Format characters – font, size, color, bold, etc. Format paragraphs using toolbar, ruler. Paragraph indents, spacing, alignment
Create and Edit Tables
Modify an existing table. Enter text in a table and apply formatting. Convert text to a table and back
Modify Document Sections
Number pages, add headers, footers. Remove page numbering from first page. Use a Cover Page menu to create a cover
page.
Work with Columns
Add a column to a document. Mix column formats within a document. Insert one‐column page in multicolumn document
Work with Styles
Apply a style to a document using Quickstyles. Create a new style by using an example. Modify an existing style.
Use Mail Merge
Create a main document for Mail Merge. Create a recipient list. Insert Fields in the main document. Prepare an existing list for
use with Mail Merge.
Work with Forms and Fields
Insert a field in a document. Design and Create a simple form. Save a form as a template. Protect a form from changes.
Work with a Large Document
Create a master document. Import a subdocument into a master document. Create a table of contents for a document.
Manage Document Revisions and Comments
Protect a document from modification by others. Enable revision tracking in a document. Add a digital signature.

Microsoft Excel
Skills Yes No
Use of Formulas
Enter a formula in a cell. Edit, move, or copy a formula. Use an absolute and relative cell reference.
Use of Functions
Enter a function. Use the AUTOSUM function. Use the COUNT, MAX, MIN, Average functions. Use date in a formula.
Maintain Large Worksheet
Split window horizontally/vertically. Freeze/unfreeze headings and rows. Add, name, order worksheets.
Work with Multiple Worksheets
Navigate among sheets in a workbook. Move or copy a worksheet to another workbook. Create a link between two
worksheets.
Create and Edit Charts
Create a simple chart from worksheet data. Move or resize an existing chart in a worksheet. Format chart elements (titles,
categories, values).
Work with Data Lists and Tables
Create a list. Use AutoFilter to hide records. Create a custom filter for a list.
Printing Options
Specify margins, orientation, etc. on Page Setup. Preview page breaks.
Using Advanced Functions
Use a named range in a formula. Use a conditional (IF) function. Create a nested condition formula. Use the, COUNTIF,
HLOOKUP and VLOOKUP functions.
Manage Data
Create a drop‐down list to facilitate data entry. Add data validation to a worksheet. Convert text to columns in a worksheet.
Data Protection
Lock and unlock a worksheet cell. Add Password protection to a worksheet. Add Password protection to a workbook.

Microsoft Outlook
Skills Yes No
Navigate within Outlook. Compose, address and send messages.
Personalize the Outlook window, ribbons and interface.
Enhance messages with signatures and optimize delivery options.
Manage e-mail security settings for incoming and outgoing messages.
Organize inbox with categories and folders.
Manage contacts and groups and create contact groups.
Manage scheduling, events, meeting requests and appointments.
Create and track tasks and assignments.
Change the task view, add and sort task details.
Accept, decline, and delete tasks.

Signature: ___________________ Date: ____________