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Outlook 2010: Collaborating with Calendars

Introduction

Outlook 2010 makes it easy to share your schedule and availability, a feature commonly
used in the workplace to collaborate and arrange meetings.

In this lesson, you'll learn how to share your calendar and schedule meetings in an office
environment. We'll also talk about using Schedule view to find the best possible time for
group meetings and how to set your availability.

You must be connected to a Microsoft Exchange Server in order to use the features
discussed in this lesson. If you are using Outlook 2010 on your home computer, you won't
be able to use the calendar sharing and meeting features available to those using Outlook
in the workplace.

Sharing calendars
In order to schedule meetings with other people in your workplace, your calendar must first
be shared. Keep in mind that sharing can vary depending on your office's network, and
your IT department may have already set your calendar sharing settings.

To share a calendar:
 From the Home tab, locate and select the Share
Calendar command on the Ribbon. The Sharing
invitation dialog box will appear.

Click the buttons in the interactive below to learn more about different calendar sharing
options.

After you've shared a calendar, you can edit your shared calendar settings by changing
your calendar permissions. Just click the Calendar Permissions command on the Ribbon.
To open a shared calendar:
Whenever someone shares a calendar, you will need to open that calendar to view its
details.

1. Locate and select the Open Calendar command on


the Ribbon, then choose Open Shared Calendar... from
the drop-down menu.

2. The Open a Shared Calendar dialog box will appear.


Click the Name... button to choose a shared calendar from
your address book.
3. The address book will appear. Choose the contact whose
shared calendar you want to view, then click OK.

4. Click OK to continue.

5. The shared calendar will appear in the View pane. Click


the check box in the Navigation pane to toggle the
calendar on and off.
Scheduling meetings
Once your calendar is shared with other users in your workplace, you can use your shared
calendars to schedule meetings.

To send a meeting request:


A meeting is just like an appointment on your calendar, but with other attendees. To
schedule a meeting, you must first send a meeting request.

1. Locate and select the New Meeting command on


the Ribbon.

2. The New Meeting dialog box will appear. Whenever you


request a meeting, you'll actually be sending an email
message to attendees. Enter attendees for the meeting into
the To: field as you would enter recipients in the Compose
window of an email.
3. Enter the information for the meeting. At the very least,
you should include a subject, time, and location. You can
also include a message as you would in an email.
4. When you've finished entering meeting information,
click Send.

5. The meeting request will be sent to the selected attendees,


and the meeting will appear on your calendar. When your
attendees accept the meeting request, the meeting will
appear on their calendars as well.

To accept a meeting request:


When someone wants to schedule a meeting with you, you will receive a meeting request as
an email message.
1. Navigate to Mail view. Locate and select the meeting
request.

2. Click Accept at the top of the message, then choose


your desired option from the drop-down menu. You can
choose to either edit your reply or simply accept the
meeting.

3. The meeting will be added to your calendar.

You can also request to reschedule a meeting directly from a meeting request. Just
click Propose New Time, then select the desired option from the drop-down menu.
The New Meeting dialog box will appear, allowing you to propose a new time to all
meeting attendees.

Using Schedule view


If you need to schedule a meeting with a lot of people, it can be difficult to find a time
that's best for everyone. Schedule view allows you to see a simplified version of your
shared calendars, which makes it easy to find the perfect time for your next meeting.

 To access Schedule view, locate and select the Schedule


view command on the Ribbon. Schedule view will appear,
allowing you to see free and busy times for each of your
shared calendars. Look for shared free time when
scheduling a meeting.

Setting availability
By default, any scheduled appointments and meetings will appear as busy time in Schedule
view, while all other time will appear as free. However, if you keep an especially busy
schedule, you may wish to set additional free and busy times. For example, you may wish
to set certain hours as busy to put aside time for your own work. Alternatively, you may
wish to set certain hours as free if you want people to know you're available.

 To set your availability, create a new appointment, then


click the Show As drop-down button to set your
availability as either Free, Tentative, Busy, or Out of
Office.

Challenge!
1. Share your calendar with someone else.
2. Open a shared calendar.
3. Click the New Meeting command, and explore the meeting
request options.
4. Use Schedule view to view two or more shared calendars.

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