Schedule a meeting in Outlook and more - Excel, Word, Outlook & PowerPoint with free online tutorials from your Virtual Software Trainer!

 

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Outlook:  Scheduling a Meeting

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by Karyn Stille, Your Virtual Software Trainer

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One of Outlook 2000’s greatest strengths is its ability to let you work with others. Using  Outlook’s Plan a Meeting tool, you can plan a meeting with one or several people.  Outlook’s scheduling features allow you to check other people’s schedules to determine their availability. In addition, you can use Outlook’s AutoPick feature to automatically find the first time when all attendees are available, even if the first available time is several days in the future.  

There are several benefits to planning a meeting via Outlook.  First, as the attendees respond to your request through email, you automatically keep track of everyone's responses so that you can see at a glance who will be attending and who will not.  Second, for those attendees that accept the meeting invitation, Outlook automatically schedules the meeting on their calendars as soon as they respond.  Third, canceling a meeting is easy!  Outlook automatically sends a cancellation notice to all the attendees when you decide to cancel.  Once the attendees open the cancellation notice, they can easily remove the meeting from their calendars from within the notice window.  Keep in mind that planning a meeting using Outlook works only for those attendees who also use Outlook.

Planning a Meeting

1. Be sure you are viewing the Outlook calendar, and from the Actions menu, choose Plan a Meeting.  The Plan a Meeting dialog box appears as below.

2.  Choose the Invite Others button to open the Select Attendees and Resources dialog box.  Select attendees from the lists available in Outlook and choose either the Required or Optional buttons according to whether or not you wish them to be required to come to the meeting.  You can choose from your Contacts list, the Global Address List, etc.



Note that you have a Resources button available.  This is used to choose rooms and/or equipment from the Resources list.  Not all companies include their resources for meetings in Outlook.  If a Resources list is available to you, that means you can also choose a room and/or equipment while you are planning your meeting.

3.  Once you have selected all of your attendees and resources, choose OK.  You will be returned to the Plan a Meeting dialog box where your attendees will be listed along with the grid which shows their available times.

Keep going!

 

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Notice: You have the author's permission to use the tutorials on this site for your personal use only.  If you would like to use these tutorials for training classes or other commercial use, please contact kstille@esmartweb.com.  Distribution in print or on the Web without the author's permission is strictly prohibited. 

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©Copyright 2003-2004, Karyn Stille.  All rights reserved.

 


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