CHAPTER 5

Getting Social with Windows

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You can use Windows to manage your social schedule. You can use the People app to store contact information, connect to social networks, and keep track of friends. You can use the Calendar app to schedule meetings, appointments, and other events.

Create a Contact

Add Your Google Account

Add Your iCloud Account

View a Contact

Edit a Contact

Assign a Photo to a Contact

Add Extra Fields to a Contact

Filter the Contacts List

Link Multiple Profiles for a Contact

View Your Calendar

Add an Event to Your Calendar

Create a Recurring Event

Add an Event Reminder

Send or Respond to an Event Invitation

Customize Your Calendar

Create a Contact

You can easily store information about your friends, family, and colleagues, as well as send messages to them, by using the People app to create a contact for each person. Each contact can store a wide variety of information, such as a person’s first and last names, company name, email address, phone number, and street address.

If you already have contacts on a social network such as Facebook or LinkedIn, you do not need to enter those contacts manually. Instead, you can connect your social network account to your Microsoft account, as described in the next few sections.

Create a Contact

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001.eps In the taskbar's Search box, type people.

001.eps Click People.

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The People app loads.

001.eps Click Add contact (9781119057024-ma097.tif).

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The New Contact screen appears.

001.eps Type the contact’s name.

001.eps Click the Phone 9781119057024-ma006.tif and then click the type of phone number that you want to enter.

001.eps Type the contact’s phone number.

lgA.eps You can click Add (9781119057024-ma097.tif) to add another phone number.

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001.eps Click the Email 9781119057024-ma006.tif and then click the type of email address that you want to enter.

001.eps Type the contact’s email address.

lgB.eps You can click the Email 9781119057024-ma097.tif to add another email address.

001.eps Click Save (9781119057024-ma023.tif).

The People app creates the new contact.

Add Your Google Account

You can add your Google account to Windows to access your Google contacts (as well as your Google calendar and email) from your Windows computer. To do so, you must provide Windows with your Google account login data.

After you have added your Google account, you can use the People app to view your Google contacts. You can use the Calendar app to view your Google events and appointments, and you can use the Mail app to view your Gmail messages.

Add Your Google Account

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001.eps In the People app, click More (9781119057024-ma052.tif).

001.eps Click Settings.

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The Settings screen appears.

001.eps Click Add an account.

001.eps Click Google.

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The People app prompts you for your Google login data.

001.eps Type your Google email address.

001.eps Click Next.

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001.eps Type your Google password.

001.eps Click Sign in.

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The People app shows you what it will do with your Google data.

001.eps Click Accept.

Windows connects your Google account to your Microsoft account.

001.eps Click Done (not shown).

Add Your iCloud Account

You can add your iCloud account to Windows to access your iCloud contacts (as well as your iCloud calendar and email) from your Windows computer. To do so, you must provide Windows with your iCloud account login data.

After you have added your iCloud account, you can use the People app to view your iCloud contacts. You can use the Calendar app to view your iCloud events and appointments, and you can use the Mail app to view your iCloud messages.

Add Your iCloud Account

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001.eps In the People app, click More (9781119057024-ma052.tif).

001.eps Click Settings.

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The Settings screen appears.

001.eps Click Add an account.

001.eps Click iCloud.

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The People app prompts you for your iCloud login data.

001.eps Type your iCloud email address.

001.eps Type your iCloud password.

001.eps Click Sign-in.

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People prompts you to enter your name.

001.eps Type the name you would like to associate with your iCloud account.

001.eps Click Sign-in.

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Windows connects your iCloud account to your Microsoft account.

001.eps Click Done.

View a Contact

After you have added contacts and connected your other accounts to Windows, you can use the People app to view your contacts. The information that you see when you view a contact depends on how the contact was added to Windows. If you added the contact yourself, you see the information that you entered. If the contact was added by connecting another account to Windows, you see the data provided by that account. If you have many contacts, you can also use the People app’s Search feature to locate the contact you want to view.

View a Contact

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View a Contact

001.eps In the People app, scroll the Contacts list up or down to locate the contact you want to view.

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001.eps Click the contact.

lgA.eps The People app displays the contact’s data.

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Search for a Contact

001.eps Click in the People app’s Search box.

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001.eps Begin typing the name of the contact you want to view.

lgB.eps People displays a list of contacts with names that match your typing.

001.eps When you see the contact you want to view, click the name in the search results.

The People app saves the updated data.

Edit a Contact

If you need to make changes to the information already in a contact, or if you need to add new information to a contact, you can edit the contact from within the People app. While editing a contact, you can modify the existing information, add new information to the contact, or delete existing information.

Edit a Contact

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001.eps In the People app, click the contact you want to edit.

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001.eps Click Edit (9781119057024-ma063.tif).

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People makes the contact’s fields available for editing.

001.eps Edit the existing fields as required.

001.eps To add a field, click the 9781119057024-ma097.tif beside the field type you want to use and then type the data.

001.eps To remove a field, move the mouse 9781119057024-ma014.tif over the field and then click Remove (9781119057024-ma157.tif).

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001.eps When you complete your edits, click Save (9781119057024-ma023.tif).

People saves the edited contact.

Assign a Photo to a Contact

You can add visual interest to the People app and make it more useful by assigning photos to your contacts. By default, the People app shows a standard image for each contact. For your Microsoft account, that image is a generic headshot, but other accounts have different images. For example, Google’s images consist of just the contact’s initials. Assigning photos not only improves the look of the People app, but it also helps you remember your contacts, particularly if they are business colleagues or similar acquaintances that you do not see very often.

Assign a Photo to a Contact

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001.eps In the People app, click the contact you want to work with.

001.eps Click Edit (9781119057024-ma063.tif).

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People opens the contact for editing.

001.eps Click Add photo.

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A version of the Photos app displays your photos.

001.eps Click the photo you want to add.

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People prompts you to choose the area of the photo that you want to use for the contact.

001.eps Click and drag the photo to set the area you want to use within the circle.

001.eps Click and drag any of the four handles to set the size of the circle.

001.eps Click Apply (9781119057024-ma145.tif).

People adds the photo to the contact.

001.eps Click Save (9781119057024-ma023.tif).

People saves the edited contact.

Add Extra Fields to a Contact

The People app offers several other fields that you can add to a contact to store more data about that person or company. The default editing screen shows only a few field types: Name, Phone, Email, and Address. However, People also supports many other field types that enable you to store data such as the contact’s website address, company name, job title, and office location. You can also save personal data such as the name of the contact’s significant other and the contact’s birthday and anniversary. Finally, you can also add a Notes field to hold any other required data.

Add Extra Fields to a Contact

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001.eps In the People app, click the contact you want to edit.

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001.eps Click Edit (9781119057024-ma063.tif).

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People makes the contact’s fields available for editing.

001.eps Click the Other 9781119057024-ma097.tif .

001.eps Click the type of field you want to add.

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001.eps Fill in the data for the new field.

001.eps Repeat steps 3 to 5 to add extra fields as needed.

001.eps When you complete your edits, click Save (9781119057024-ma023.tif).

People saves the edited contact.

Filter the Contacts List

You can make a long Contacts list easier to navigate and manage by filtering it to hide certain contacts. For example, if you mostly use People to locate contacts for phone calling or text messaging, you can filter the Contacts list to hide all those contacts who do not have a phone number. Similarly, if you have multiple accounts added to the People app, you might find that this creates many duplicate entries. You can fix this problem by filtering the Contacts list to hide all contacts from a particular account.

Filter the Contacts List

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Hide Contacts Without Phone Numbers

001.eps In the People app, scroll to the top of the Contacts list.

001.eps Click all.

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The Filter Contacts dialog box appears.

001.eps Click the Hide contacts without phone numbers switch to On.

001.eps Click Done.

People only shows those contacts who have at least one phone number.

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Hide Contacts by Account

001.eps In the People app, scroll to the top of the Contacts list.

001.eps Click all.

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The Filter Contacts dialog box appears.

001.eps Click the account you want to hide (9781119057024-ma004.tif changes to 9781119057024-ma003.tif).

001.eps Click Done.

People hides the contacts from the account you deselected in step 3.

Link Multiple Profiles for a Contact

You can make your Contacts list more manageable and more useful by linking two or more contacts that are profiles of the same person. When you add multiple accounts to the People app, you might end up with the same contact listed two or more times. If those profiles contain different data — for example, one might contain personal information while the other contains work information — it is a hassle to try to remember which is which. A better alternative is to link those profiles, which tells People to display all the contact’s data in a single profile.

Link Multiple Profiles for a Contact

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001.eps In the People app, click one of the profiles that you want to link.

001.eps Click Link (9781119057024-ma167.tif).

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The Links for Contact screen appears (where Contact is the name of the contact you click in step 1).

001.eps Click Choose a contact to link.

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The Choose a Contact dialog box appears.

001.eps Click the contact you want to link.

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People links the contacts and returns you to the Links for Contact screen.

lgA.eps The linked contacts appear here.

001.eps Click Back (9781119057024-ma074.tif) to return to the Contacts list.

The contact’s Link icon (9781119057024-ma167.tif) now displays the number of linked profiles.

View Your Calendar

Windows comes with a Calendar app to enable you to manage your schedule. To create an event such as an appointment or meeting, or an all-day event such as a conference or trip, you select the date when the event occurs.

Calendar lets you change the calendar view to suit your needs. For example, you can show just a single day’s worth of events if you want to concentrate on that day’s activities. Similarly, you can view a week’s or a month’s worth of events if you want to get a larger sense of what your overall schedule looks like.

View Your Calendar

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View Events by Month

001.eps On the Start screen, click Calendar (not shown).

Note: When you first start Calendar, if Windows asks if the app can use your location, click No.

001.eps Click Month.

Your calendar for the month appears.

001.eps Move the mouse (9781119057024-ma014.tif) and then click 9781119057024-ma024.tif and 9781119057024-ma025.tif to navigate the months.

Note: On a touchscreen PC, you navigate the months by swiping up and down on the screen.

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View Events by Week

001.eps Click Week.

lgA.eps To see just Monday through Friday, click Work week instead.

Your events for the week appear.

001.eps Move the mouse (9781119057024-ma014.tif) and then click 9781119057024-ma080.tif and 9781119057024-ma081.tif to navigate the weeks.

Note: On a touchscreen PC, you navigate the weeks by swiping left and right on the screen.

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View Events by Day

001.eps Click Day.

The events for a single day appear.

001.eps Move the mouse (9781119057024-ma014.tif) and then click 9781119057024-ma080.tif and 9781119057024-ma081.tif to navigate the days.

Note: On a touchscreen PC, you navigate the days by swiping left and right on the screen.

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View Today’s Events

001.eps Click Today.

Calendar navigates the current view to include today’s date.

Add an Event to Your Calendar

You can help organize your life by using the Calendar app to record your upcoming events — such as appointments, meetings, phone calls, and dates — on the date and time that they are scheduled to occur.

If the event has a set time and duration — for example, a meeting or a lunch date — you add the event directly to the calendar as a regular appointment. If the event has no set time — for example, a birthday, anniversary, or multiple-day event such as a sales meeting or vacation — you can create an all-day event.

Add an Event to Your Calendar

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001.eps In the Calendar app, navigate to the date when the event occurs.

001.eps Click the time when the event starts.

Note: If you are currently in Month view, click the day the event occurs.

001.eps Type a name for the event.

001.eps Type the event location.

001.eps Click More details.

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Calendar displays the event details screen.

001.eps If the start date and/or time is incorrect, use the Start controls to select the correct start time.

001.eps If the end date and/or time is incorrect, use the End controls to select the correct end time.

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001.eps Use the large text area to type notes related to the event.

001.eps Click Save & Close.

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lgA.eps Calendar adds the event to your schedule.

To make changes to the event, you can click it.

Create a Recurring Event

If you have an activity or event that recurs at a regular interval, you can create an event and configure it to automatically repeat in the Calendar app. This saves you from having to repeatedly add the future events manually because Calendar adds them for you automatically.

You can repeat an event daily, weekly, monthly, or yearly. If your activity recurs every day only during the workweek, such as a staff meeting, you can also set up the event to repeat every weekday.

Create a Recurring Event

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001.eps Follow the steps in the previous section, “Add an Event to Your Calendar,” to create an event.

001.eps Click Repeat.

001.eps Click the repeat interval that you want to use.

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lgA.eps You might also be able to further refine your choice, such as choosing the specific day of the week for the Weekly interval.

001.eps If needed, use the End calendar control to select the last recurrence.

001.eps Click Save & Close.

Calendar adds the future events using the interval that you specified.

Note: To edit a recurring event, right-click it and then click either Edit occurrence to edit just that occurrence or Edit series to edit every occurrence.

Add an Event Reminder

You can help make sure that you never miss a meeting, appointment, or other event by setting up the Calendar app to remind you before the event occurs. A reminder is a notification message that Windows displays at a specified time before the event occurs. By default, Calendar adds a 15-minute reminder to each event, but you can change that to a more suitable interval.

Add an Event Reminder

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001.eps Follow the steps in the section “Add an Event to Your Calendar,” earlier in this chapter, to create an event.

001.eps Click the Reminder 9781119057024-ma006.tif .

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001.eps Click the length of time before the event that you want the reminder to appear.

001.eps Click Save & Close.

Calendar saves the event and later reminds you of it beforehand, according to the time that you select.

Send or Respond to an Event Invitation

The Calendar app has a feature that enables you to include people from your Contacts list in your event by sending them invitations to attend. If you receive an event invitation, you can respond to it to let the person organizing the event know whether you will be attending.

The advantage of this approach is that when other people respond to the invitation, Calendar automatically updates the event. When you receive an event invitation, the email message contains buttons that enable you to respond quickly.

Send or Respond to an Event Invitation

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Send an Event Invitation

001.eps Follow the steps in the section “Add an Event to Your Calendar,” earlier in this chapter, to create an event.

001.eps In the People list, specify a person that you want to invite:

If the person is in your Contacts list, type the person’s name.

If the person is not in your Contacts, type the person’s email address.

001.eps Press ent.

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001.eps Repeat steps 2 and 3 for each person you want to invite.

001.eps Type a note that will appear with the invitation.

001.eps Click Send.

Calendar saves the event and sends the invitation.

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Handle an Event Invitation

001.eps Click Mail (9781119057024-ma135.tif).

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Windows switches you to the Mail app.

001.eps Click the invitation.

001.eps Click the button that represents your reply:

lgA.eps Click Accept if you can attend the event.

lgB.eps Click Tentative if you are currently not sure whether you can attend.

lgC.eps Click Decline if you cannot attend the event.

001.eps If you clicked either Tentative or Decline, choose whether you want to edit your response, send the response right away, or not send a response.

001.eps Click Calendar (9781119057024-ma021.tif) to return to the Calendar app.

Customize Your Calendar

Calendar is a useful tool right out of the box, but it comes with a decent collection of customization settings that you can use to make the app even better. For example, you can specify a first day of the week other than Sunday. You can also specify which days are in your workweek and which hours are in your workday. You can also display week number and change the Calendar colors.

Customize Your Calendar

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001.eps Click Settings (9781119057024-ma130.tif).

001.eps Click Calendar Settings.

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The Calendar Settings pane appears.

001.eps Click the First Day of Week 9781119057024-ma006.tif and then click the day you prefer to use as the first of the week.

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001.eps Use the Days in Work Week check boxes to define your workweek.

001.eps Click the Start time 9781119057024-ma006.tif and then click the End time 9781119057024-ma006.tif to define the beginning and end of your workday.

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001.eps If you want to display week numbers in the calendar, click the Week Numbers 9781119057024-ma006.tif and then click an option (see the Tip for an explanation).

001.eps In the Calendar Color Options section, click the color option you prefer (9781119057024-ma001.tif changes to 9781119057024-ma002.tif).

001.eps Click outside the Calendar Settings pane to close the pane.

Calendar puts the new settings into effect.

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