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Outlook Calendar Meeting Template
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- Опубликовано: 18 авг 2024
- Need a great time-saving Outlook tip? Use Outlook calendar meeting templates. Calendar meeting templates are a great way to schedule meetings that occur frequently but do not have a recurring pattern. For example, if you always scheduling an interview or training session, but there is no set date or time, a calendar template is the way to go. Even if there was a set date and time, but the invitees change, a calendar template is best. You can add details to a calendar template. You may need to add a link to directions to your office, a link to download files, and other important information.
Chris Menard's Blog post
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Chapters:
0:00 Into
0:20 Different meeting types
0:42 Set up Outlook meeting template
2:30 Save template
3:16 Use template for meetings
4:15 Tip - put in required people last
How to set up the Outlook calendar template form
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Start Outlook on the desktop
Go to calendar
Create a new meeting request
Fill in the information. Most likely the Required will not be filled in. Don't worry about the date and time. We will cover that later.
Click File - Save As
Save as type: Outlook Template (*oft) see screenshot drive.google.c...
Change the file name if necessary
Click Save
Close and select Don't Save then OK.
Now that the template is set up, next time you need to use it for a meeting follow the steps below
How to use an Outlook calendar template to schedule a meeting
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Start Outlook on the desktop
Go to calendar
On the Home tab, select New Items, More Items, and click Choose Form. See screenshot drive.google.c...
Change Look in to User Templates in File System
Select the form and click Open drive.google.c...
Add the necessary fields, change the date and time, and Send the invite.
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Thank you! I really needed that tutorial!
Super helpful! Thanks
You're welcome!
How do I change my outlook to look like this version? My outlook looks different and it’s confusing
Hi Chris, new user here, I actually want this template invite template to go out from shared mail box rather than my personal mail box, it would be great if you could please assist me with this
You are a hero.
Thank you!
Hi Chris, I’m wondering why it’s necessary to open the template that way. As an experiment I saved the template in a different drive folder (not the default) and when I open it by just clicking on the file it looks normal to me. However - yours is the second tutorial I’ve seen that instructs meetings templates be opened via new items/more items/choose form/ etc. so wondering if I’m missing something! Thanks.
Hi Chris. I appreciate your training. I created a template, following your instructions, but can't figure out how to delete one. Can you do a quick video on deleting a template?
Paula, navigate to where your template are saved with File Explorer and delete the template.
Let me know if this works.
@@ChrisMenardTraining That worked. Thank you.
Hi Chris, I really enjoy your training. Thank you. Chris, I need your guidance. Can one create an Outlook meeting template and then share it with other team members via an email attachment so that all the invitations used have the same look and feel?
Hi! I have the same need. Were you able to find a solution?
Hi Chris - I use templates and have done for a while - is there a way to have a quick access button on the ribbon at the top? For something that is meant to speed up the process they definitely hide it well... Thank you in advance!
I had the same issue. I ended up finding the folder, copying it, putting it on my desktop, and then I added it to my Windows Taskbar. Adding to the taskbar wasn't necessary but just something I want to do. If I can figure out how to add to the quick access toolbar, I'll let you know.
Hi John, I was able to streamline this by adding the "Choose Form" icon to my Quick Access Toolbar - and voila! Hope this helps :)
@@Ponka25 wow so happy i just saw this, very timely on my side, thanks!
@@Ponka25 Fabulous! Thank you!
@@Ponka25 can i ask how?
Thank you!!!!!!!!
You're welcome, Jeanina.
Hi Chris, I need help! I'm trying to create a calendar in OUTLOOK (Microsoft 365) that all of people in my office can access to enter and view their schedules. We have team members who travel so they need to be able to access the schedule via the OUTLOOK calendar from anywhere. It was set up until this weekend then it disappeared! OH NO! Help!!! and Thanks!
i tried this few months ago but now save as option is not showing
Chris, new user here. What version of Outlook are you using? Mine doesn't look like yours and so I don't have many of the options you have. Example: I can't SAVE a file in Outlook, nothing like your left menu ever shows up. Noticed a few other people were having same issue. Appreciate the info.
I have an early release of Outlook for Microsoft 365 Desktop version. The icons on the top left running up and down were moved from the bottom left going from left to right in the current version. Saving a file should work if you are using Microsoft 365 and OneDrive. Let me know if you are using OneDrive.
This is EXACTLY what I need for my job BUT for some reason everyone's calendar is greyed out when I try to look at their availability in the scheduling assistant. Do you know why this happens or how to fix it? Thank you!!!
Hello Chris, Thank You!
I have a Question, I need to male a meeting in a calendar other than my personal calendar, when I use the template , the meeting stay in my personal calendar, but I need the metting stay in another calendar that I manage.
I Hope that you can help me!
Thanks
@ChrisMenardTraining
Is there a way to create a template for a full week of meetings (agenda)
Hi Chris, Is there a way i can use a laptop saved file on my phone app? I'm trying to create a template for everyone in our company to be able to use but a lot of staff use their mobile phones.
can we send multiple calendar to multiple emails automated
Were you able to do this for multiple calendars? I have the same problem