UC Outlook 2007 Calendar

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    1MicrosoftMicrosoft

    Outlook 2007Outlook 2007CalendarCalendar

    Management ToolsManagement ToolsForFor

    Jerry Maletsky

    Dash Designs Consulting

    Technology Training And Consulting

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    Microsoft Outlook 2007Calendar Management Tools

    ForThe Haas School of Business,

    University of California

    Copyrights and Trademarks

    2010, Dash Designs Consulting, Jerry Maletsky

    San Rafael, CA 94903email: [email protected]

    web site: www.dashdesignsconsulting.com

    Any mention or use of Microsoft, University of California, or any third party

    products is hereby acknowledged by Dash Designs Consulting to be for the sole

    purpose of editorial and educational use of this training manual and for the benefit

    of the mentioned parties.

    Dash Designs Consulting gives permission to the Haas School of Business of the

    University of California at Berkeley to reprint this training manual for internal use

    only. No re-sale of this material or renunciation of copyrights are granted by this

    author.

    Revised: February 12, 2010

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    Chapter 1: Viewing Calendar And Making Appointments ...............................1

    Creating and Editing Appointments ............................................ 7

    Assigning Categories To Appointments ...................................... 13

    Making Appointments Private ................................................... 17

    Creating Recurring Appointments ............................................. 19

    Chapter 2: Arranging and Managing Meetings Through Calendar ................23Responding To Meeting Requests ............................................ 25

    Tracking Meeting Responses .................................................... 26

    Cancelling A Meeting ............................................................... 27

    Chapter 3: Sharing Your Calendar ..................................................... 29

    Setting Permissions for Sharing Calendars ................................. 31

    Viewing Shared Calendars ...................................................... 35

    Using Calendar Overlay Mode................................................... 36

    Sending Calendars Via Email .................................................... 37

    Connecting and Viewing Web Calendars .................................... 39

    Chapter 4: Printing Calendar Appointments ........................................ 43

    Chapter 5: Using Tasks With Calendar .........................................................47

    Creating Tasks With Calendar .................................................. 47

    Organizing Your Tasks In Week View of the Calendar .................. 49

    Adding Tasks In Week View of the Calendar ............................... 50

    Displaying The To-Do Bar In Your Calendar ............................... 51

    Marking Tasks Completed In Your Calendar ............................... 53

    Chapter 6: Optional Calendar Topics .................................................. 55

    Creating Appointments From Email ........................................... 55

    Setting Calendar Options ......................................................... 56

    Creating Your Own Custom Calendar ........................................ 57

    Displaying Additional Time Zones ............................................. 59

    Locating Similar Calendar Items ............................................... 61

    Table of Contents

    CCALENDARALENDARMMANAGEMENTANAGEMENT TTOOLSOOLS

    WWITHITH MMICROSOFTICROSOFT OOUTLOOKUTLOOK 20072007

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    1

    Outlook To-Do Bar

    The To-Do Bar provides viewing access to upcoming appointments, meetings, and

    tasks (to-do lists) as well as a calendar navigation area. Just as with the

    Navigation Pane, the To-Do Bar can be collapsed or expanded on the screen. In

    addition, the To-Do Bar can be turned on or off in the View menu. The To-Do Bar

    is divided into several areas.

    Calendar Navigator- change the month being viewed

    Appointments - upcoming scheduled appointments

    Task List- list of task due by day

    Calendar Navigator

    Upcoming Appointments

    Expand/Collapse Button

    Upcoming Tasks

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    Viewing Calendar And Making Appointments

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    1Outlook 2007 Calendar Tools

    Entering Into Calendar

    Using the Navigation Pane, you can view your Outlook Calendar as well as other

    Outlook components. Clicking on the calendar navigation bar below will allow you to

    access your calendar. In addition, you can use the Go menu, Calendar command.

    Go menu: Calendar command

    Reading Pane

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    3

    1

    The Calendar Interface

    The Calendar feature in Outlook 2007 allows users to create and manage

    appointments and meetings. There are 3 main Calendar Views. They are Day,

    Week, and Month. Tasks due that day can appear in Daily and Week Views

    Calendar - Daily View

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    1Outlook 2007 Calendar Introduction

    The Calendar Interface

    Calendar - Weekly View

    Planning Meeting

    Tasks (To-Do list items) will display for the appropriate days in Week View. Tasks

    due that day will display at the bottom of each day in Week View. The Tasks

    window can be minimized to hide these tasks.

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    5

    The Calendar Interface

    Calendar - Month View - High Details

    In the Month View, more or less detail about the appointments can be viewed by

    selecting Low, Medium, or High in the Details area.

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    Calendar - Month View - Medium Details

    The Calendar Interface

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    7

    Creating An Appointment

    The Calendar Appointment Entry Screen provides an easy interface to create

    appointments and set options for that appointment. That could include recurring

    appointments, changing time zones, categorizing, and setting up meetings.

    Steps:

    Activate the Calendar area (see page 2)

    Perform oneof the following commands

    Click File menu: New: Appointment

    Click the New button on the Toolbar

    Right-Click (or double-click) a time slot on any preferred day

    Press (keyboard shortcut)

    Enter a Subject and Location (location is optional)

    Uncheck All Day Event option (if necessary) and

    set Start Date and Time and End Date and Time

    Enter any notes (if necessary) in the Text Area

    Click Save and Close button (Event Tab)

    to save appointment

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    The Calendar Appointment Entry Screen

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    9

    Showing Time Allotment and Reminders

    In the new calendar appointment screen you can set how your time is viewed by

    others. By using the Show As option list you can set your time to be viewed as

    Busy, Free, Out of Office, or Tentative. In addition, you can set a reminder for this

    appointment by setting the Reminder box.

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    Setting Reminders For Appointments

    Just like an alarm clock emits an alert that its time to get up in the morning,

    Outlooks Reminder Window can alert you to upcoming appointments. Each time

    you start Outlook the Reminders window will appear with upcoming or past due

    appointments. You can open that appointment item, set a snooze interval, or

    dismiss that appointment from the reminders box.

    Steps:

    Setting A Reminder For An Appointment Open the appointment, if necessary

    Open the Reminder box (see previous page) and select the preferred

    time frame

    Click the Save And Close button (Appointment tab) when finished.

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    Editing An Appointment

    Occasionally you may need to change the date and/or time of an appointment. In

    addition, you can update the location as needed.

    Steps:

    To edit an appointment perform one of the following tasks...

    Double-Click the preferred appointment

    Right-Click the preferred appointment and select Open

    Click File menu: Open: Selected Items

    Select appointment and press

    Make changes as needed

    (i.e. dates and times, subject, location, show (time) as, reminder, etc.)

    Click Save and Close button (Appointment Tab)to save appointment

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    Deleting An Appointment

    You can delete appointments as necessary. Deleted appointments are removed

    from your calendar and placed in the Deleted Items folder and may remain there

    until that folder is emptied. You can also Undo a deleted appointment prior to the

    next task completed.

    Steps:

    To Delete an appointment perform one of the following tasks...

    Right-Click the preferred appointment and select Delete

    Select appointment and click Edit menu: Delete

    Select appointment and press

    Deleted Items Folder

    Note: You can restore that appointment by

    activating the Deleted Items folder and

    dragging the item to the Calendar

    Navigation button.

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    Assigning A Category To An Appointment

    Outlook 2007 allows you to categorize your appointments by color and type. This

    can help visually identify types of appointments.

    For example, staff meetings can be assigned a category named Meetings that is

    blue in color and training dates can be assigned a category named Training in red.

    Steps:

    Open the appointment (if necessary)

    Click the Category command button

    Select a Category from the list or click All Categories

    (bottom)

    In the All Categories box, you can

    Select one or more categories (check boxes)

    Click Rename button to assign a custom name

    Assign a shortcut key to that category

    Click New button to create a new category with

    other colors

    Click OK button to assign that category

    Click Save and Close button (Appointment Tab)to save appointment

    Meetings

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    Assigning A Category To An Appointment

    New Category Dialog Box

    Opened Appointment With Category Categorized Appointment

    In Month View

    Meetings

    All Categories

    Dialog Box

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    Automatically Assigning A Category To Appointment Types

    Using theAutomatic Formatting command, Outlook 2007 allows you to

    automatically assign a category to a new appointment based on that type of

    appointment.

    For example, using keywords that you pre-set (i.e. staff meeting ) in a new

    appointment Outlook can automatically assigned a chosen category color to that

    appointment.

    Steps:

    Right-click the appointment Click the Automatic Formatting command

    Click Add button

    In the Name box, replace Untitledwith a name for this category

    In the Color box, select a color for this category

    To set when to apply this category, click the Condition... button

    In the Search for the word(s)box, type a key word or phrase you would

    use in naming an appointment like this (i.e. staff meeting) Click OK button

    Click OK button again to set the automatic formatting of this category

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    Automatic Formatting Command

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    Automatically Assigning A Category To Appointment Types

    Click Add Button to Add A New

    Automatic Formatting Category

    Automatic Formatting

    Dialog Box

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    Setting Conditions on the New Category

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    Marking An Appointment Private

    You may be entering personal as well as business appointments in your calendar.

    In that case, you can mark an appointment private so people designated to see you

    calendar appointments cant see the specifics of that appointment but can see that

    you have that time blocked out. A Lock icon displays next to the corresponding

    private appointment.

    Steps:

    To mark an appointmentprivate, perform one of the following tasks...

    Open the preferred appointment and click the Private command

    (Appointment Tab) then click Save and Close button (Appointment

    Tab)to save appointment changes

    Right-Click the preferred appointment and select Private

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    Marking An Appointment Private

    Private Appointment In Day View

    Lock Icon

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    Creating Recurring Appointments

    Anytime you have appointments that occur at a regular interval such as a weekly

    staff meeting, a quarterly review, or someones yearly birthday or anniversary you

    can create a recurring appointment. You can set how that time is shown in your

    calendar (i.e. busy, free) and a reminder can be set to run prior to each recurrence.

    Steps:

    Open the preferred appointment (if necessary) or start a new one

    Click the Recurrence button (Appointment Tab)

    In the Appointment Recurrence dialog box you can set the following

    Start Time

    End Time

    Recurrence Pattern (i.e. Daily, Weekly, Monthly, Yearly)

    Set the day of the week the recurring appointment is to happen

    Range of Recurrence (i.e. Start Date and End Date (if any)

    Click OK when finished

    Make additional changes to the appointment as needed

    (i.e. subject, location, show (time) as, reminder, etc.)

    Click Save and Close button (Appointment Tab)to save appointment

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    Creating Recurring Appointments

    Appointment Recurrence Dialog Box

    Recurring Appointment Icon

    Recurrence Command in Appointment Window

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    Editing Or Deleting Recurring Appointments

    When you edit or delete an appointment that is part of a recurring series Outlook

    will ask you if you want to edit or delete the entire recurring series or just that

    specific date. For example, perhaps a weekly staff meeting was cancelled for that

    week you would want to delete just that appointment while leaving the remainder

    of the recurring appointments intact.

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    Creating All Day Events

    When you want to set an appointment to cover a one or more days without setting

    a time slot you can check the All Day Event option. The appointment will appear at

    the top area of that Day in the Daily or Weekly View.

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    2Outlook 2007 Calendar Tools

    Setting Up A Meeting

    Meetings can be scheduled with others in the calendar entry screen. The Invite

    Attendees button or the Scheduling button can be used to set up meetings. The

    Scheduling button allows you to view the prospective attendees schedule in a

    timeline format so that you can make certain they are available. Once a meeting

    has been accepted by the invitees that appointment is automatically placed in their

    calendars.

    Steps:

    To Schedule A Meeting Start a new appointment in Calendar

    Click the Invite Attendees button and

    select the prospective attendees or re-

    sources (i.e. conference rooms) from the Address book or Contacts list

    Enter the Subject, Location, and Start and End Dates and Times

    Type a message and click Send button

    Arranging and Managing Meetings Through Calendar

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    Setting Up A Meeting

    Steps:

    To View Prospective Attendees Schedule Timeline Prior To Sending

    In the appointment window, click the Scheduling button

    Scroll through to view attendees timeline schedule

    If there are conflicting times to the proposed appointment,

    Note: In the bottom section of this window you can add additional invitees, useAutoPick to find a common

    available time for all participants, and re-set starting and ending times. In addition, there is a legend to

    describe whether that person is available (i.e. busy, free)

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    Steps:

    Open the message

    Click the appropriate button to respond

    Outlook will ask the user if they want to type a reply

    Click Send when completed

    To Respond To A Meeting Request

    When you are invited to a meeting you will receive an email message with that

    information. When you open that message Outlook will display buttons to

    acknowledge that meeting request. You can Accept, Decline, Tentatively

    Accept, or even Propose New Time for that meeting. If you accept the meeting

    request a new appointment will be added for that meeting in your calendar.

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    Tracking Meeting Responses

    You can track how invitees have responded to your meeting request by using the

    Tracking button in the original meeting form window. The message window will

    change to a summary list of all attendees and their response.

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    Steps:

    Delete the message

    Outlook will open the message

    Click the Send Cancellation button

    Cancelling A Meeting Request

    If the meeting you requested needs to be cancelled Outlook will send messages to

    all attendees as soon as you delete that appointment. That appointment will then

    be removed from your calendar as well as the attendees when they receive and

    open the generated message

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    Cancelling A Meeting Request

    Send Cancellation Message Window

    Attendees Remove Cancelled Meeting From Calendar Window

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    3 Sharing Your Calendar

    Sharing Your Calendar With Others

    With Outlook 2007 you can share your calendar in several ways. You or your

    organization can allow others to open your calendar and view your appointment

    schedule. Whether a person can just view your appointments or make changes

    and add new appointments to your calendar are set with permissions either granted

    by you or your organization.

    You can view multiple calendars at the same time in Outlook 2007. For example

    you can view your calendar as well as your managers or your groups calendar.

    Steps:

    To Open A Shared Calendar

    Click the Open A Shared Calendar option in Calendar Navigation Pane

    Type that persons name or click the Name button to select that person

    from the Global Address List of your company

    The shared calendar will appear next to your calendar

    To Share A Calendar

    Click Share My Calendar option in the Calendar Navigation Pane

    Type the person(s) or click the To: button to select those people from the

    Global Address List of your company

    Enter a subject for the email

    Check the Allow recipient to view your Calendar option

    If preferred, Check the Request permission to view recipients toCalendar option (this will grant you permission to see their calendar)

    Add any additional message text

    Click Send button to send this request

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    Sharing Your Calendar With Others

    Calendar Navigation Panel

    Bill Smith

    Marketing Group

    Mary JonesSam Williams

    Note: Source of the above screen shots is Microsoft Help System

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    3

    Setting Permissions On How Others Can Use Your Calendar

    When you share a calendar (as on the previous page) the person who has been

    given permission has only the ability to view your calendar. However, using the

    Change Sharing Permissions command, you can customize how someone who

    has permission to view your calendar can interact with it. For example, you can

    give permissions to co-workers or subordinates that allow them to add or change

    appointments in your calendar.

    Outlook 2007 Calendar Tools

    Steps:

    To Set Sharing Permissions To A Calendar

    Select the Calendar in the Navigation Pane

    Click File menu, Folder command, Change Sharing Permissions

    Click the Permissions tab (if necessary)

    Click the Add button and select the required users or group

    Back in the Permissions tab, select the users name

    In the Permission Level list, set the appropriate level of permission to

    assign to this user or group (see page for explanation of permissions)

    After selecting the Permission level, set any further customization in the

    area below (i.e. Read, Write, Delete Items, Other)

    Click Apply button to update permissions

    Repeat for each necessary user or group

    Click OK button to complete this process

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    Setting Permissions On How Others Can Use Your Calendar

    Change Sharing

    Permissions Command

    Outlook 2007 Calendar Tools

    Add button (for users/groups)

    Set Permission Level

    Set Custom Levels of

    Permissions

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    3

    Setting Permissions On How Others Can Use Your Calendar

    Outlook 2007 Calendar Tools

    Setting Permission Levels

    Permission Level Users Can

    Free/Busy Time Can view free/busy time settings. Cant add or edit calendaritems.

    OwnerCreate, read, modify, and delete all items and files, and cre-

    ate subfolders. As the folder owner, you can change the

    permission levels that other people have for the folder.

    Publishing Editor Create, read, modify, and delete all items and files, and cre-ate subfolders.

    Editor Create, read, modify, and delete all items and files.

    Publishing Author Create and read items and files, create subfolders, and mod-

    ify and delete items and files that you create.

    Author Create and read items and files, and modify and deleteitems and files that you create.

    Contributor Create items and files only. The contents of the folder donot appear.

    Reviewer Read items and files only.

    Custom Perform activities defined by the folder owner.

    None You have no permission. You cant open that personscalendar.

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    Setting Permissions On How Others Can Use Your Calendar

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    Viewing Shared Calendars

    Multiple calendars can be viewedside-by-side or in Overlay mode. Overlay

    mode is a new feature of Outlook 2007 that allows you to view two or more

    calendars on top of each other to better see if there are overlapping appointments.

    Steps:

    To View Or Not View A Shared Calendar

    Click the that shared calendar checkbox in Calendar Navigation Pane

    The shared calendar will appear next to your calendar

    Bill Smith

    Marketing Group

    Mary Jones

    Side by Side Calendars

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    Viewing Shared Calendars In Overlay Mode

    Overlay mode is a new feature of Outlook 2007. It allows you to view multiple

    calendars on top of each other and see overlapping appointments.

    Steps:

    To View Multiple Calendars In Overlay Mode

    Activate that shared calendar

    Click the Overlay Arrow on that calendars tab

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    Sending Calendars Via Email

    A new feature in Outlook 2007 allows you to send snippets of your calendar to

    others via an email message. Microsoft calls this a calendar snapshot. You can

    control whether a recipient can view your actual appointments or just see whether

    Steps:

    Click Send a Calendar via Email option in Calendar Navigation Pane

    Enter the name(s) of the people to which to send the calendar

    Select the calendar (if there is more than one) to send

    In the Date Range box set the range of dates to send

    In the Detail list, select the viewing permissions for recipients

    If necessary, click Show button to add additional options

    (i.e. Show/Hide Private items)

    Click OK button when finished

    Click Send button (in email) to send the

    calendar snapshot

    3Outlook 2007 Calendar Tools

    CalendarSnapshotinRecipientsEmail

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    Sending Calendars Via Email

    Send A Calendar Via Email Dialog Box

    Detail List of Options

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    Connecting and Viewing Web Calendars

    In Outlook 2007 you can connect to and view calendars stored on the web. Then

    you can view them side by side or in overlay mode. Although the connected

    calendar will automatically be updated by Outlook, changes to the web calendar will

    need to be made on-line. Appointments in the web calendar can be dragged

    (copied) to the Outlook calendar.

    3Outlook 2007 Calendar Tools

    Steps:

    Click Tools menu: Account Settings command

    Click the Internet Calendars tab

    Click the New button

    In the New Internet Calendar Subscription box type the address of

    the web-based calendar

    (Hint: open the web calendar first and copy, ,

    the web address and then paste it, , in this

    dialog box)

    Click the Add button

    In the Subscriptions Options box, type a

    custom name for this folder and/or a

    description (both are optional)

    Click OK button when finished

    In the Account Settings dialog box, click

    Close button

    The calendar will appear in the CalendarNavigation Pane

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    Connecting and Viewing Web Calendars

    Account Settings Dialog Box

    3Outlook 2007 Calendar Tools

    New Internet Calendar Subscription Dialog Box

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    Connecting and Viewing Web Calendars

    Subscription Options Dialog Box

    3Outlook 2007 Calendar Tools

    Optional

    Optional

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    Connecting and Viewing Web Calendars

    3Outlook 2007 Calendar Tools

    Web Calendar In Calendar Navigation Pane

    Outlook Calendar and Web Calendar Side-By-Side

    Overlay Mode Button

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    Printing the Calendar

    The Outlook Calendar can be printed in several different views. They include the

    Daily View, Weekly View, and Monthly View.

    Steps:

    Activate the Calendar

    Click File menu: Print command

    Select thepreferred viewto print

    Daily Style just print the selected day

    Monthly Style prints the selected month

    Weekly Style prints the selected week

    Tri Fold Style prints selected day or week in 3 column

    format

    Calendar Details prints selected month as it appears in the

    calendar view

    Memo Style prints calendar in memo format with

    appointments listed separately

    Define Print Styles allows for customized print styles

    Set the Date Range To Print

    Click Print Preview, if preferred, otherwise

    Click Print to print calendar appointments

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    Printing the Calendar

    4Outlook 2007 Calendar ToolsOutlook 2007 Calendar Tools

    File menu: Print Dialog Box

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    Printing the Calendar

    Print the Calendar in Weekly View

    Print the Calendar in Monthly View

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    Printing the Calendar

    Print the Calendar in Tri Fold View

    Print the Calendar in Daily View

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    Creating Tasks With Calendar

    5Outlook 2007 Calendar Tools

    Everyones day is filled with things to do. A lot of us make To-Do lists on pads or

    post-it notes as a way of reminding us of tasks we want or need to take care of

    that day or week. Outlook allows you to keep those tasks organized electronically

    through its Tasks area. This method creates a very efficient task-and-time-

    management system.

    Outlook incorporates these tasks in the Calendar area as well as the To-Do Bar in

    the Email area. Outlook's approach is to carve out some space at the bottom of

    your calendar and use that to show you the tasks for that day. These are the exact

    same tasks (including flagged mails) that you see in the To-Do Bar.

    Tasks can be created and tracked inside the Calendar or on the To-Do Bar as well

    as the main Task area.

    Steps:

    To Create A Task in the To-Do Bar

    Click in the Type a new task box

    Type task

    To Create A Task in the Day or Week Calendar View

    Click in the Tasks area of that day in the Calendar

    Type task

    - OR-

    Double-Click in the tasks area for that date

    Complete the information necessary for the task

    Click Save and Close button (Task Tab) when

    finished

    Using Tasks With Calendar

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    Creating Tasks With Calendar

    5Outlook 2007 Calendar Tools

    This area is called the Daily Task List. It shows in both the Day and Week

    views in the calendar. Within the Week view of the Calendar you can view and

    assess accumulated tasks for the week, typing in new ones, and assign them to

    days of the week based on when they're due, or when you think you will have time

    to get to them.

    Tasks Shown In Day View of the Calendar

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    Organizing Your Tasks In Week View of the Calendar

    5Outlook 2007 Calendar Tools

    Since these are the same tasks you see in the To-Do Bar, when you move them to a

    different day on your calendar, their dates are updated in the To-Do Bar as well.

    Note that tasks assigned to "No Date" don't show up in the Daily Task List, since, well,

    there's no date for them to appear on. This makes "No Date" a good place to stash

    tasks that you'd like to get to some day, but that really don't have a deadline. (Tip:

    you can hide them in the To-Do Bar as well by double-clicking on the "No Date"

    header. Then you can use "Today", "Tomorrow", etc, just for things that really do have

    deadlines.)

    Tasks accumulated in first day of upcoming week

    Tasks after dragging them to due dates of upcoming week

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    Adding Tasks In Week View of the Calendar

    5Outlook 2007 Calendar Tools

    2.Type

    3. Press Enter

    You can add tasks on any day simply by clicking on any blank space in the Daily

    Task List:

    1. Click

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    The Daily Task List provides an easy and visual way to organize your tasks. A major

    advantage is that it keeps your tasks visible when you are viewing your calendar.

    Collectively, the To-Do Bar and the Daily Task List ensure that wherever you go,

    you're tasks are there, so they never get forgotten.

    If you use the Daily Task List a lot, another tip is to turn on the To-Do Bar in the Cal-

    endar (View > To-Do Bar > Normal). It's off by default in the Calendar because most

    of the information in it is already visible. But turning it on makes it easier to drag tasks

    to future weeks just switch to next week in the calendar, and your tasks from today

    or this week will still be accessible in the To-Do Bar.

    Displaying The To-Do Bar In Your Calendar

    5Outlook 2007 Calendar Tools

    Steps:

    To Display The To-Do Bar

    Click View menu: To-Do Bar ,Normal command

    To Hide The To-Do Bar

    Click View menu: To-Do Bar ,Offcommand

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    Displaying The To-Do Bar In Your Calendar

    5Outlook 2007 Calendar Tools

    Calendar in Week View With the To-Do Bar Displayed

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    Marking Tasks Completed In Your Calendar

    5Outlook 2007 Calendar Tools

    An advantage to using the Calendar to display your tasks is that when you com-

    plete a task from the To-Do Bar it is removed, however, when you complete at task

    in the calendar area, it does notdisappear. Instead, it stays put, with a highly sat-

    isfying strikethrough:

    Furthermore, the completed task then stays put on that day, allowing you to build

    up even more satisfying records of your accomplishments over the week:

    Steps:

    To Mark A Task Complete

    Right-Click task

    Click Mark Complete command

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    Marking Tasks Completed In Your Calendar

    5Outlook 2007 Calendar Tools

    If you find your completed tasks to be cluttering your task area, you also have the

    option of turning them off (View > Daily Task List > Arrange By > Show Completed

    Tasks.) From the same menu, you can also change the arrangement to Start Date if

    that is how you prefer to work.

    Steps:

    To Turn On/Off Completed Tasks

    Right-Click in Task area Click Arrange By command

    Click Show Competed Tasks

    Completed Tasks in Calendar in Week View

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    Optional Calendar Topics

    Creating An Appointment From An Email Message

    You might receive an email from which you want to generate a calendar

    appointment. You can do this simply by right-clicking the email message from the

    Inbox and selecting the Calendar option. Outlook will open a new appointment

    window and place the email, as an attachment, in the text area of the appointment.

    Steps:

    Right-Click the message in the Inbox window

    Click Move To Folder command

    Select Calendar

    Complete the information necessary for the appointment such as

    Enter a subject and location

    Set a Start Date and Time

    Set an End Date and Time

    Set the Show (time) As and/or the Reminder box

    Click Save and Close button (Appointment Tab) when finished

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    Setting Calendar Options

    Outlook allows you to customize the settings for the Calendar. These options

    include work week timeframe, free/busy settings, and time zones.

    Steps:

    Click Tools menu: Options command

    Click the Calendar Options button

    Make the preferred setting changes Click OK button when finished

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    Creating Your Own Custom Calendar

    You can create additional calendars in Outlook 2007. For example, you can create

    a calendar folder for a specific project and share it with your co-workers.

    Optionally, you can grant them permission to modify the events and appointments

    Steps:

    Activate the calendar area (if necessary)

    Click File menu: New, Calendar command

    Type a name for the new calendar (i.e. New Product Rollout) Verify that the setting for Folder Contains is set for Calendar Items

    Click OK button to create the new calendar

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    Creating Your Own Custom Calendar

    The newly created calendar will display in the Calendar Navigation Pane. You can

    click the checkboxnext to it to display or hide it.

    Outlook 2007 Calendar Tools

    Steps:

    Activate the calendar area (if necessary)

    Right-Click the calendar to delete

    Select Delete the name of your calendar

    command

    Click Yes button to confirm deletion

    (calendar is moved to the Deleted Items folder)

    Deleting A Custom Calendar

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    Displaying An Additional Time Zone

    Outlook 2007 allows you to display a different time zone in addition to your own.

    This could help you in creating appointments with others in other parts of the

    country or the world.

    Steps:

    Click Tools menu: Options command

    Click the Calendar Options button

    Click the Time Zone button

    Click Show Additional Time Zone checkbox (bottom half of dialog box)

    Type a name for that new time zone (i.e. East Coast)

    Select the new Time Zone area

    Click OK button when finished until all dialog boxes are closed

    Note:

    The top half of

    this dialog box

    is for your

    local time

    zone. Use the

    bottom half of

    this dialog box

    to turn on an

    additional time

    zone.

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    Displaying An Additional Time Zone

    You can see multiple time zones only in Day or Week View.

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    Locating Similar Calendar Items

    Outlook 2007 allows you to search for calendar items using the Instant Search box.

    You can search for items based on some text in that appointment name. Outlook

    will search all available calendars for appointments that match that criteria.

    Steps:

    Activate the Calendar, if necessary

    Click in the Instant Search box

    Type the text you want the search to be based on

    Press Enter

    To return to your calendar just click the Close button at the end of the

    Instant Search box.

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    N o t e s