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Computer Tips - Outlook

Outlook:  Calendar

Calendar lets you schedule appointments, meetings, and events for yourself as well as for others who have given you permission to open their subfolders. Remember, the Calendar folder under Mailbox is stored on the server. The Calendar folder under Personal Folders is stored on your hard disk.

When you open the Calendar by clicking on its icon, you should see a screen similar to the following illustration:

Image of calendar screen

In the middle column, you should see the current date (illustrated as Thu., Sep. 30) and half-hour time blocks; this is called the Appointments Area. If you want to expand this area, click on the Folders List Button; the Appointments Area will then expand to the left. The top right shows the current month and the next month; this is called the Dates Navigator Section. The current date will have a box around it in the monthly calendar. Any days that have appointments will be bolded. To change your Appointments Area to a new date, click on the desired date on the monthly calendar. Below the Dates Navigator Section is a Task Pad that will be addressed later.

To change to another month, click on the arrows next to the month names in the Dates Navigator Section.

Use one of the two following methods to enter appointments into the calendar after you have selected the appropriate month and date:

Method 1:  Entering Appointments Using the Appointments Area

Click on the date of the appointment in the Dates Navigator Section

Drag through the desired time slot. For example, if you have an appointment from 10 a.m. to 11 a.m., drag through the whole 10 a.m. time slot area to the top of the 11 a.m. time slot area. While that time slot is highlighted, type in the appointment information. As soon as you start typing, the highlighted time slot will change to a text box with blue top and bottom borders. Press Enter when done or click outside of the time slot. Note: If you need to enter an appointment in a time slot that is not visible on the screen, simply use the scroll arrow to bring that time slot into view.

If you make a mistake while typing and notice the error before pressing Enter or clicking outside of the time slot, use the backspace key to erase characters and then retype. If you notice the error after pressing Enter, click the appointment and correct or retype the entry.

If you need to record an appointment that is made on quarter-hour (15 minutes) increments rather than half-hour increments, see how to access the Appointment Window in the next section.

Method 2:  Entering Appointments Using the Appointment Window

Using the Appointment Window allows you to specify more details about the appointment, such as the starting date/time, the ending date/time, the location of the meeting, a reminder notice, or the setting of recurring meetings.

Drag through the appointment time slot in the Appointments Area. Click on the New Appointment button on the Standard Toolbar. A window similar to the following illustration should appear (illustration shows: time slot selected is 9-10 a.m. for October 18).

Untitled Appointment Screen

Fill in the appropriate information in the Appointment Window. Change the date/time as needed.

Note: If you need to change the time to something other than the half-hour default, here is where you do it. For example, if you need to change 9:00 AM to 9:15 AM, highlight the "00" characters and type "15".

Selecting the Reminder check box instructs your computer to play a reminder sound before the appointment time. An icon shaped like a bell displays next to the appointments with reminders.

When completed, click on the Save and Close button on the toolbar.

Recurring Appointments

If the appointment occurs at regular intervals (e.g., a weekly staff meeting held every Monday from 2-3 p.m.), enter all the appointment information for the first date and then click on the Recurrence Button in the Appointment Window. You should see a window similar to the following illustration (Assumption: Selected Monday, 2-3 p.m. time slot for weekly staff meeting):

Appointment Recurrence Screen

Fill in the appropriate information under Recurrence pattern. Fill in the appropriate information in the Range of recurrence. You can indicate that there is no end, the recurrence should end after a designated number of occurrences, or the recurrence should end at a specific date. After filling in the appropriate information, click on the OK button. A recurrence symbol will display beside each recurring appointment in the Appointments Area.

Deleting Appointments

Click on the date in the Dates Navigator section (monthly calendar) to display the Appointments Area for that date. Click on the appointment to be deleted. Press the Delete button (X) on the toolbar. If the appointment you are deleting is a part of a recurring appointment list, you will be asked whether you want to delete all of the occurrences or just that one appointment.

Moving Appointments to a New Time on the Same Day

Click on the date in the Dates Navigator section (monthly calendar) to display the Appointments Area for that date. Position the mouse pointer on the blue left border of the appointment. The mouse pointer will change to a four-headed arrow. Drag the appointment to the desired time slot. As you drag the appointment, the mouse pointer will change to a pointer with a small dotted box below it. Release the mouse button to drop the appointment in the new time slot.

If you don't like the drag method, double click on the appointment and edit the time in the Start time and End time list boxes in the Appointment Window.

Moving Appointments to a New Date--Same Time

DRAG METHOD: Click left blue border of appointment time slot. Drag appointment to appropriate date in the Dates Navigator section (monthly calendar).

NON-DRAG METHOD: Double click on the appointment and edit the Start time date list box in the Appointment Window.

Moving Appointments to a New Month

If you need to move your appointment to a month that is not displayed in the Dates Navigator section, you can use the cut and paste method instead of the drag method. Click in the left blue border of the appointment time slot. Click Edit on the menu bar, then Cut. Click the right scroll arrow in the Dates Navigator section to display the month you wish to see. Click on the date for that month. Click Edit on the menu bar, then Paste. The appointment will be moved from the first date to the second date at the same time.

You could also double click on the appointment and edit the Start time date list box in the Appointment Window.

Creating an Event

An event is an activity that lasts 24 hours or longer. You can use calendar to keep track of important events, such as birthdays, conferences, weddings, anniversaries, holidays, etc. Events do not display in time slots in the Appointments Area. The description of the event will appear in a small banner below the date heading.

Click on the Date in the Dates Navigator Section. Double click the date heading at the top of the Appointments Area. You should see a window entitled "Untitled - Event" as illustrated below:

Event Screen

Type the description of the event in the Subject box (for example: Carolyn's Birthday). Note: There are no times indicated; there is a check mark next to All Day Event. Click on the Save and Close Button on the toolbar.

When you open your calendar on the scheduled event day (Illustration shows 12/24/99), you will see a banner appear below the day in the Appointments Area with whatever you typed in the Subject area. The following is an example of what you would see:

Banner Screen

Displaying the Calendar in Week and Month Views

The view that has been used for previous illustrations is the Day/Week/Month View as indicated on the Toolbar—see first illustration. While in this view, you can see calendars in three different views: Day, Week, and Month. By default, the Day button is depressed.

The Week View will show the seven days of the selected week. The five days of the standard work week (Monday – Friday) will each have individual squares. Saturday and Sunday will be combined into one square. To change to the Week view, click on any day of the week in the Dates Navigator section. Then click on the Week button on the toolbar. You should see a window similar to the following illustration:

Weekly View of Calendar

As a reminder, you can expand the Monthly View Area by clicking on the Folder List Button on the Toolbar. Note that scroll bars appear to help you display other areas of the weekly view.

The Month View looks like a standard calendar page. Click on the Month Button and you should see a screen similar to the following illustration:

Monthly View of Calendar

Using Task Pad to Create a Task List

While in the Day View, the Task Pad is displayed under the Dates Navigator Section (see first illustration). You can use the Task Pad to create a "to do" list for the day. Simply click in the area that reads "Click here to add a new task" and type the task. Press enter. Keep entering tasks in this manner. When completed, click outside the Task Pad. The following illustration shows three tasks that have been entered:

Taskpad Screen

When you have completed a task, simply place a checkmark in the Done column. The task description will have a line drawn through it.

To add details to the task, such as due date, priority, or explanatory notes, double click on the task description.

To delete a task, click on the task description and then click on the Delete button on the toolbar. Note: Using the delete key on the keyboard will only erase characters from the task description.

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