Chapter 4
IN THIS CHAPTER
Understanding how the Calendar works
Scheduling (and rescheduling) appointments and events
Getting different views of your schedule
Scheduling and managing meetings with coworkers
The purpose of the Outlook Calendar is to keep you from arriving a day late and a dollar short. Use the Calendar to schedule meetings and appointments. Use it to make the most of your time. This chapter explains how to go from day to day, week to week, and month to month in the Calendar window. It shows you how to schedule and reschedule appointments and meetings, look at your schedule in different ways, and schedule and handle meetings with coworkers.
Use the Calendar to juggle appointments and meetings, remind yourself where you’re supposed to be, and get there on time. Surveying your schedule in the Calendar window is easy. Merely by clicking a button, you can tell where you’re supposed to be today, any given day, this week, this work week, this month, or any month.
Figure 4-1 shows, for example, someone’s schedule during the work week of August 22 – August 26 (a work week comprises Monday through Friday, not Monday through Sunday). All you have to do to find out how busy you are on a particular day, week, or month is gaze at the Calendar window. When someone invites you to a meeting or wants to schedule an appointment, you can open the Calendar and see right away whether your schedule permits you to attend the meeting or make the appointment.
Outlook gives you opportunities to categorize meetings and appointments so that you can tell at a glance what they’re all about. Moving a meeting or appointment is simply a matter of dragging it elsewhere in the Calendar window. By double-clicking a meeting or appointment in the Calendar window, you can open a window to find out where the meeting takes place or read notes you jotted down about the meeting. You can even make a bell ring and the Reminder message box appear when a meeting or appointment is forthcoming.
Days on which meetings or appointments are scheduled appear in boldface in the Date Navigator, the calendar located in the Folder pane. Following are techniques for getting around in the Calendar window and viewing your schedule in different ways.
Use these techniques to go to different days, weeks, or months in the Calendar window:
To the previous or next day, work week, week, or month: Click a Back or Forward arrow. These arrows are in the upper-left corner of the Calendar window and on either side of the month name in the Date Navigator.
Here’s a quick way to go from month to month in the Date Navigator: Click the month name in the Date Navigator and hold down the mouse button. You see a list of month names. Drag the pointer to the name of the month you want to go to.
Use the scroll bar on the right side of the window to travel from hour to hour in Day, Work Week, and Week view. In Month view, manipulating the scroll bar takes you from month to month.
To get a sense of what is expected of you and where you’re supposed to be, go to the Home or View tab and click one of these buttons to rearrange your view of the Calendar window:
Now that you know how the Calendar window works, the next step is to fill the pages of the Calendar with all kinds of busywork. These pages explain how to schedule events, schedule recurring events, and magically transform an email message into an event. You can find many intriguing shortcuts on these pages.
Follow these basic steps to schedule an appointment, recurring appointment, meeting, or recurring meeting:
Select the day in which you want to schedule the event.
If the event occupies a certain time period, you can select the time period in Day, Work Week, or Week view and save yourself the trouble of entering a time period in the Appointment window. To select a time period, drag downward in the Calendar window. To create a half-hour appointment, simply double-click a half-hour slot in Day, Work Week, or Week view. The Appointment dialog box opens with the Start and End time entered already.
On the Home tab, click the New Appointment button (or press Ctrl+N).
As shown in Figure 4-2, you see the Appointment window for naming the event, stating its starting and ending time, and choosing whether you want to be alerted to its occurrence. In a folder apart from the Calendar, you can display this window by going to the Home tab, clicking the New Items button, and choosing Appointment on the drop-down list.
Enter information in the Appointment tab.
Enter a subject, location (you can open the drop-down list and choose one you’ve entered before, start date and time, and end date and time. To enter a recurring meeting or appointment, click the Recurrence button. A recurring event is one that takes place weekly, monthly, or yearly.
Open the Reminder drop-down list (located in the Options group) and choose an option if you want to be reminded when the event is imminent (or choose None if you don’t care to be reminded).
Choose an option from the drop-down list to make the Reminder message box appear before the event begins.
Click the Save & Close or Send button when you finish describing the appointment.
The appointment is entered in the Calendar window.
To enter a recurring appointment, click the Recurrence button in the Appointment window (refer to Figure 4-2). You see the Appointment Recurrence dialog box, as shown in Figure 4-3. Describe how persistent the activity is and click OK:
In the Calendar window, recurring activities are marked by the arrow chasing its tail icon.
Select the All Day check box in the Appointment window (refer to Figure 4-2) to schedule an all-day appointment. In the Calendar, all-day appointments are listed at the start of the day before appointments and meetings.
Canceling, rescheduling, and altering appointments is pretty easy. You can always double-click an activity to open an Appointment window and change the particulars there. And you can take advantage of these shortcuts:
As mentioned earlier in this chapter, a meeting is similar to an appointment, but meetings involve more than one person. Starting in Outlook, you can send meeting invitations to colleagues; in turn, colleagues can accept or decline invitations. When a colleague accepts an invitation to a meeting, the meeting is scheduled automatically on the colleague’s calendar. People who have an Office 365 work or school account can see their colleagues’ calendars, determine when colleagues have free time to attend a meeting, and schedule meetings accordingly.
These pages explain how to schedule and invite colleagues to meetings, accept or decline a meeting invitation, and reschedule or cancel a meeting.
Schedule and invite colleagues to meetings starting in the Inbox folder by sending them an email message:
On the Home tab, click the New Items button and choose Meeting on the drop-down menu.
A message window opens.
If you want to schedule a Skype meeting or a meeting by way of Microsoft Teams, click the Add Skype Meeting or Add Teams Meeting link.
Invitees will be able to join the meeting by clicking the meeting link in the invitation (Book 10, Chapter 5 explains online meetings.)
On the Meeting tab, click the Scheduling Assistant button.
This button is located in the Show group. The Scheduling Assistant window opens, as shown in Figure 4-4. This window lists colleagues you invited to the meeting; it shows whether their schedules conflict with the meeting time you proposed.
If all is well and there are no scheduling conflicts, skip to Step 8. Otherwise, read on.
Use the hourly calendar view to select a time block that is available to all parties.
Use your mouse to drag and drop a time range. If you make a mistake, click outside your selected area and start over. Color codes in the Scheduling Assistant window tell you whether colleagues have free time, are busy, or are otherwise occupied and can’t attend a meeting.
If your organization lets you book rooms and other resources through Outlook, enter the name of the room where you want to hold the meeting in the Location box.
You can also click the Rooms button to open a list of rooms and select a name there.
Click Send.
If you didn’t enter or choose a location for the meeting, Outlook asks whether you want to send the invitation without saying where the meeting is to be held. Click Send to proceed.
The meeting organizer can track all attendees' responses by opening the meeting in their Calendar, going to the Meeting tab, and clicking the Tracking button. The organizer can see at a glance which recipients responded to the meeting request and how they replied to the meeting invitation.
Meeting invitations arrive by email. Follow these steps to accept or decline a coworker’s meeting invitation:
Open the email message.
As shown in Figure 4-5, the invitation comes with options for accepting, tentatively accepting, and declining the invitation. Choosing Tentative tells your coworker you aren’t sure whether you can make it to the meeting.
On the drop-down list that appears, choose how to respond to the invitation.
As Figure 4-5 shows, you can edit your response, send the response straightaway, or elect not to respond to the invitation by email. Unless you choose Do Not Send a Response, a notification is sent to the meeting organizer after you
Click the Propose New Time button in the Invitation window (refer to Figure 4-5) if you want to propose a different time for the meeting. Clicking this button opens the Scheduling Assistant so that you can propose a different time to the meeting organizer.
Only the person who proposed a meeting can cancel it. Follow these steps to cancel a meeting:
In the Outlook Calendar, double-click the meeting that needs canceling or rescheduling.
The Meeting window opens.
Click Send Cancellation.
The meeting is removed from invitees' calendars.
To reschedule a meeting, open the meeting request and start the Scheduling Assistant. After you've proposed a new date and time for the meeting, click Send Update to send the modified meeting request to coworkers.
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