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5 Ways to Create Appointments and Meetings in Outlook

Outlook secrets from a Microsoft expert
Trouble viewing this mail? Read it online
Office Management

5 ways to create appointments and meetings in Outlook

By Microsoft Certified Trainer Melissa P. Esquibel

If you generate an appointment using information from an email message you received, you probably toggle back to the email and then copy and paste the content. You also probably copy and paste people's names in the To: line so you can invite them to the new meeting. That's a lot of clicks! Try one of these methods, instead.

Do you get tired just thinking of having to face your inbox of hundreds or thousands of emails? This webinar is for you!

Reply with Meeting

On the Home tab, Respond group, you will notice a Meeting button when you select a message in a folder or when you're in it. This creates a meeting that includes the content of the email message in the body and invites all of the message recipients. Simply edit the meeting notice accordingly, and you're done.

Drag and Drop

Drag and drop the email message to the Calendar navigation link on the left (2007/2010) or the bottom (2013) of the Outlook window. The resulting appointment will include the content of the email in the body. Dragging to the Calendar link will, by default, create a calendar item on today's date.

In Outlook 2010, you can drag the email message straight to the calendar on the To-Do bar, too. Locate the date first, and then drag the email message on top of it. The appointment/meeting/event will be created with that date. Turn it into a meeting by inviting people.

OneNote

Another way to collaborate on the content of an email, without even having a meeting, is to send it to OneNote. If you have OneNote installed, you should see a OneNote button on your Outlook Ribbon with an email selected.

Once you create the notebook on OneDrive, share it with those you would like to collaborate with. Everyone accesses the same notebook.

Another way to integrate OneNote into your meeting life is to click on the Meetings Notes button on an existing calendar item. Then invite the attendees to either read or contribute to the meeting notebook live, right there in the meeting!

Drowning in email information? Now is the time to get organized. If you're tired of stepping over mountains of messages just to find out what you're supposed to do today, join us Thursday, May 19, for Outlook Strategies for Email Hoarders. Never again will you lose that oh-so-important needle in the haystack!

Quick Step

If you frequently create the same type of meeting notice for the same folks, but not on any kind of defined recurring schedule, a Quick Step can be very handy. Here's how:

  • Choose the Create New button in the Quick Steps gallery (Home tab).
  • Choose an action from the Appointment category, like Meeting.
  • Click the Show Options link, and complete all the recurring information.
  • Click Finish.

Now, whenever you want to set up these meetings, just click your Quick Steps and change the date and time.

Keyboard shortcuts

When you have to create a meeting or an appointment, you probably switch to your calendar view and click on the New Appointment button. But there are faster ways to do that with shortcuts.

If you are already on your calendar, click Ctrl+N for a new Appointment. Simply invite someone to change it to a meeting. Check All day event, and the form changes to an Event. From any Outlook view, click Ctrl+Shift+A for a new Appointment form without having to leave whatever view you were in.

Microsoft®Certified Trainer Melissa Esquibel will share her secrets for keeping a trim inbox, being able to find whatever you need in fewer than three clicks, and managing over 100 new emails per day without even touching half of them!
  • Learn 3 ways to reduce your inbox by hundreds of emails in just seconds without Melissa Esquibellosing anything you absolutely must keep.
  • Get comfortable with the Archive tool and confident about what's happening to your archived messages.
  • Learn how to use Filtering Rules, Quick Steps and Ignore to keep everything in its place, automatically!
  • Finally stop creating copies of emails, just so you can find them where you want them.
The webinar is presented from Microsoft® Office® 2010, but also applies to Office 2013. Substantial material will apply to earlier versions of Office and Web app versions. If you're ready to finally get unburied and back to work, join us Thursday, May 19, for Outlook Strategies for Email Hoarders and tame this unruly beast!
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