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Outlook 2010
Presentation in Outlook:
     Covering topics

      •     Sending your calendar by e-mail
            •   Demonstration
      •     Sharing your calendar
            •   Demonstration
      •     Sending meeting requests
            •   Demonstration
          Note: You may click on any of the above bullet
          points to tailor your experience.
                                               John M. Duff
Why share your calendar?

     – Managed Resources: Others see how your
       day is structured hence they making more
       effective use of your precious time.
     – Priority and precedence: Your most urgent
       tasks are completed first, and at a glace
       your day can be properly ordered.
     – Collaboration: Visually knowing when is
       the best time to meet, without having to ask
       all participants, facilitates
       meetings/conversations.
     – Productivity: Having solved the who, what,
       when, and where allows for rapid solutions
        Leading
       regarding to the how.
       to…
Sharing calendar via e-mail
        Have you ever been in this situation when it‟s
        difficult to set an appointment with someone
        because of conflicting schedules?
        You know, the conversations that sound
        something like, “No, that doesn‟t work either.
        What else do you have open?”
        You can avoid the frustration of attempting to
        agree upon a time that works for both of you by
        allowing the other party to see all of your
        available time at the click of a button – even if
        they do not have Outlook!
        Note: Sharing calendars via e-mail is best used
        when you are attempting to find a time that works
        each of you, and especially when that individual
        does not have Outlook.
         *The biggest advantage this method offers is that
  Click to view
Sharing calendar via e-mail
(step following steps are involved when sharing your
   The by step)
   calendar via email.
   Step 1. Bring up the Calendar window by clicking it
   (bottom left) in Outlook.
   Step 2. Click “Email Calendar” from the top ribbon.
   Step 3. Choose the correct calendar from the drop
   down box.
   Step 4. Select the appropriate date range you‟d like
   the recipient to view.
   Step 5. Choose the level of disclosure from the
   details field. (see demo)
   Step 6. Click “OK” and hit “Send”.

   Click to view
Sharing calendar via e-mail
demonstration




Skip demonstration       Understand Detail
Explaining the purpose of the “Detail
Field” (permissions)
Sharing calendar via e-mail
      • Availability Only
          • Discloses the least amount of information to
             the recipient of your emailed calendar
          • Simply lets them know if you are free - or not
      • Limited Detail
          • Discloses subject field of events on your
             emailed calendar.
          • Great for collaborating around a single
             date/time and subject
          • Perhaps not ideal if absolute privacy is of the
             essence
      • Full Access
  Click to•view
             Discloses subject field and notes within
Explaining the purpose of the Detail
Field demonstration




 Skip demonstration         Return to previous
Share Calendar in Outlook (MS Exchange)
     • The process of sharing an Outlook calendar by
        using the “Share Calendar” button is very
        similar to Sharing Via Email with notable
        exceptions:
         • Uses MS Exchange seamlessly
         • More robust sharing permission options
         • Access to directory of contacts
         • “Live” calendars that are always updated
            & current
     • Steps to share the calendar are as follows:
         1. Move to your calendar tab (bottom left) and
         click
         2. Click “Share Calendar” from the top ribbon.
         3. Include addresses after click “To:”.
 Click to view                          Understand Calendar
         4. Ensure “Allow Recipient to view Calendar is
Understanding Calendar Permissions
(when using MS Exchange) users to your Page 1
                  “Add…”: Adds         of 2
                     permissions box so you can share with
                     them.
                     Permission Level: Presets that allow
                     quick additions.
                     Read
                     Read refers to what a person
                     can see in your calendar.
                     None - User cannot see any of your
                     appointments, including whether you
                     are free or busy. This can only be set
                     for all users (the name, "Default"), not
                     for individuals; cannot be opened in
                     schedule assistant.
                     Free/Busy time - User can see if you
                     have an appointment at a certain time,
                     but cannot see the location nor the
                     name of the appointment.
                     Free/Busy time, subject, location -
  Click to view
                     User can see if you have an
Understanding Calendar Permissions
(when using MS Exchange)
                  Write
                                   Page 2
                                                   of 2
                   This set of permissions refers to
                   whether or not one can create events
                   in your calendar, and modify these
                   entries. You can select more than one
                   option at a time.
                   Create items - Individual can create
                   appointments and meeting requests on
                   your calendar.
                   Create subfolders - Not Applicable
                   Edit Own - User can modify/change
                   any items they created in your
                   calendar, such as appointment time,
                   subject, etc.
                   Edit All - Same as above, but can edit
                   all entries created by yourself and
                   other users.
                   Delete Items
 Click to view     None - User cannot remove entries in
                   your calendar, regardless of whether or
Calendar Sharing Using Outlook (with MS
Exchange)




 Skip demonstration         Return to previous
Sending Meeting Requests in Outlook
 • Use when you wish to set meetings with colleagues the
   Outlook/MS Exchange meeting feature
 • Steps to create a new meeting are as follows:
    1. Move to your calendar tab (bottom left) and click
    2. Choose a time you would like to have the meeting on
    your calendar and double click it.
    3. Type a subject for the meeting in the subject field.
    4. Click “Scheduling” on that same window, then click
    “Add Attendees” and choose who to add.
    5. Choose “Add Rooms”, select a room, and click the
    “Rooms” box, and hit “OK”
    6. If you find that the time you have chosen to have the
    meeting does not work for all attendees then you can
    manually select a new time, or you can click the “Auto
    Pick Next” button and it will select a time that works for
    everyone.
    7. If you are satisfied with the time then hit „send‟. At this
                                                       Skip
   Click to view the attendees will receive emails requesting
    point each of
Sending Meeting Requests in Outlook




 Return to beginning       Return to previous

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Outlook 2010 Procedures

  • 1. Outlook 2010 Presentation in Outlook: Covering topics • Sending your calendar by e-mail • Demonstration • Sharing your calendar • Demonstration • Sending meeting requests • Demonstration Note: You may click on any of the above bullet points to tailor your experience. John M. Duff
  • 2. Why share your calendar? – Managed Resources: Others see how your day is structured hence they making more effective use of your precious time. – Priority and precedence: Your most urgent tasks are completed first, and at a glace your day can be properly ordered. – Collaboration: Visually knowing when is the best time to meet, without having to ask all participants, facilitates meetings/conversations. – Productivity: Having solved the who, what, when, and where allows for rapid solutions Leading regarding to the how. to…
  • 3. Sharing calendar via e-mail Have you ever been in this situation when it‟s difficult to set an appointment with someone because of conflicting schedules? You know, the conversations that sound something like, “No, that doesn‟t work either. What else do you have open?” You can avoid the frustration of attempting to agree upon a time that works for both of you by allowing the other party to see all of your available time at the click of a button – even if they do not have Outlook! Note: Sharing calendars via e-mail is best used when you are attempting to find a time that works each of you, and especially when that individual does not have Outlook. *The biggest advantage this method offers is that Click to view
  • 4. Sharing calendar via e-mail (step following steps are involved when sharing your The by step) calendar via email. Step 1. Bring up the Calendar window by clicking it (bottom left) in Outlook. Step 2. Click “Email Calendar” from the top ribbon. Step 3. Choose the correct calendar from the drop down box. Step 4. Select the appropriate date range you‟d like the recipient to view. Step 5. Choose the level of disclosure from the details field. (see demo) Step 6. Click “OK” and hit “Send”. Click to view
  • 5. Sharing calendar via e-mail demonstration Skip demonstration Understand Detail
  • 6. Explaining the purpose of the “Detail Field” (permissions) Sharing calendar via e-mail • Availability Only • Discloses the least amount of information to the recipient of your emailed calendar • Simply lets them know if you are free - or not • Limited Detail • Discloses subject field of events on your emailed calendar. • Great for collaborating around a single date/time and subject • Perhaps not ideal if absolute privacy is of the essence • Full Access Click to•view Discloses subject field and notes within
  • 7. Explaining the purpose of the Detail Field demonstration Skip demonstration Return to previous
  • 8. Share Calendar in Outlook (MS Exchange) • The process of sharing an Outlook calendar by using the “Share Calendar” button is very similar to Sharing Via Email with notable exceptions: • Uses MS Exchange seamlessly • More robust sharing permission options • Access to directory of contacts • “Live” calendars that are always updated & current • Steps to share the calendar are as follows: 1. Move to your calendar tab (bottom left) and click 2. Click “Share Calendar” from the top ribbon. 3. Include addresses after click “To:”. Click to view Understand Calendar 4. Ensure “Allow Recipient to view Calendar is
  • 9. Understanding Calendar Permissions (when using MS Exchange) users to your Page 1 “Add…”: Adds of 2 permissions box so you can share with them. Permission Level: Presets that allow quick additions. Read Read refers to what a person can see in your calendar. None - User cannot see any of your appointments, including whether you are free or busy. This can only be set for all users (the name, "Default"), not for individuals; cannot be opened in schedule assistant. Free/Busy time - User can see if you have an appointment at a certain time, but cannot see the location nor the name of the appointment. Free/Busy time, subject, location - Click to view User can see if you have an
  • 10. Understanding Calendar Permissions (when using MS Exchange) Write Page 2 of 2 This set of permissions refers to whether or not one can create events in your calendar, and modify these entries. You can select more than one option at a time. Create items - Individual can create appointments and meeting requests on your calendar. Create subfolders - Not Applicable Edit Own - User can modify/change any items they created in your calendar, such as appointment time, subject, etc. Edit All - Same as above, but can edit all entries created by yourself and other users. Delete Items Click to view None - User cannot remove entries in your calendar, regardless of whether or
  • 11. Calendar Sharing Using Outlook (with MS Exchange) Skip demonstration Return to previous
  • 12. Sending Meeting Requests in Outlook • Use when you wish to set meetings with colleagues the Outlook/MS Exchange meeting feature • Steps to create a new meeting are as follows: 1. Move to your calendar tab (bottom left) and click 2. Choose a time you would like to have the meeting on your calendar and double click it. 3. Type a subject for the meeting in the subject field. 4. Click “Scheduling” on that same window, then click “Add Attendees” and choose who to add. 5. Choose “Add Rooms”, select a room, and click the “Rooms” box, and hit “OK” 6. If you find that the time you have chosen to have the meeting does not work for all attendees then you can manually select a new time, or you can click the “Auto Pick Next” button and it will select a time that works for everyone. 7. If you are satisfied with the time then hit „send‟. At this Skip Click to view the attendees will receive emails requesting point each of
  • 13. Sending Meeting Requests in Outlook Return to beginning Return to previous