GUEST BLOG | A Better Way to Schedule Meetings
by Shelley Fishel, Tomorrow’s VA
MEETINGS!
You have been tasked with organising a meeting with several attendees. Let’s say there are six on the invite list. You set up a meeting and send it out without checking whether everyone can actually come! Needless to say, you end up with 5 responses telling you that they are unavailable or would like to propose a new time. Needless time wasting and frustration. Not only that, you have to keep track of all the responses and you really don’t have time for that!
There is another way – Use the Scheduling Assistant
If you use Microsoft Outlook, the Outlook Scheduling Assistant makes it easy to create meetings at the best time for attendees ( assuming they are all at the same organisation) and it makes it easy to track who has replied and more importantly what they replied.
If you need to track the responses, then the Outlook Scheduling Assistant can save you time. No need to trawl through your Inbox to see who has answered or remember to jot down the responses as they come in.
Set up the meeting and check attendees availability using the Scheduling Assistant and as soon as a reply arrives it is noted – you can see those replies all in one place too. Not only that, you can paste those replies into a Word Table or an Excel Spreadsheet as a checklist for the meeting.
Windows or Mac?
There is more functionality in Outlook 2016/Office365 on the Windows platform. The Scheduling Assistant does exist in the Mac version, however there is less advanced functionality as we will see going forward.
Where is the Scheduling Assistant?
To get to the Scheduling Assistant first set up a meeting request. In the Calendar click on the New Meeting Icon and add the people you wish to invite. Set up the date and time and the topic of the meeting along with any notes you want to add in the body of the meeting such as the Agenda or any special instructions.
Then click on the Scheduling Assistant Ribbon at the top of the screen:
Once you are in the Scheduling Assistant screen, you will see a list of those invited along with a timeline showing you who is free and who is busy.
Here you can see:
1. Scheduling Assistant Ribbon
2. List of Attendees
3. Time of the meeting with availability
4. Whether there are any conflicts with the organiser schedule
Note that it only shows the schedules for people at your organisation – so anyone attending this meeting with @tomorrowsva.com in their email address. I can still invite others, who are not @tomorrowsva.com however I won’t be able to check their schedule.
Get Outlook to pick the next available time
On the Scheduling Assistant Ribbon click the Auto pick next icon and Outlook will move the meeting to the next time slot where all attendees are available.
You will now be shown the next slot – in the image above I can see that 10:30 am is not the best time to meet up with Veronica so I will ask Auto Pick to find me the next free slot.
The Scheduling Assistant now shows the next time we are both free – in this case 11 am.
You can continue to ask Outlook to AutoPick a new slot until you are happy with the meeting time.
Alternatively you can drag the meeting to a new location or change the date and time manually.
To Drag
Click on the blue lines to select the meeting time and drag to the new location.
Get back to the original meeting request
To get back to the meeting click the Appointment icon. Just in case you want to add any more instructions or text to the body of the meeting request.
When you are happy with the meeting request, you can send it off.
On Mac
There is no AutoPick option so to change the meeting time, drag the meeting to a new time or change the time manually.
Track responses – Windows Only
The first thing you will see is an email telling you how your attendee has responded:
This can get lost quite easily in your inbox as inboxes can get VERY busy…
So, to track the responses to your meeting invitation open the meeting in your calendar and click the Tracking Ribbon.
View Tracking Status
When you click Tracking, Outlook shows you a list of attendees and their responses.
Here you can see that Veronica has accepted and Shelley has had no response. No surprise there -Shelley is the organiser!
Copy Tracking Status to Clipboard
When you copy the tracking stats to the clipboard you can then paste it into a Word Table or an Excel Spreadsheet – you have a readymade checklist.
Click the button to Copy Status to Clipboard and then open Excel and paste.
Track responses from people not at your organisation
When you invite people to a meeting, they may not always be at the same organisation as you are. Even when you are not using the Scheduling Assistant as the Meeting Organiser you can still track the response from attendees. Click the Tracking Icon to see who is coming.
Now that you can see the responses, you can nudge those who have not yet replied!
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ABOUT SHELLEY FISHEL
Shelley is the founder of tomorrow’s VA an online training academy for assistants. Here you will find a range of courses on Microsoft Office tackling the tasks assistant face on a daily basis.
Shelley is a Fellow of the Learning and Performance Institute and holds the COLF and CDOL qualifications from the LPI. COLF – Certified Online Learning Facilitator and CDOL – Certified Designer of Online Learning. You can learn more from Shelley on her blog over at www.tomorrowsva.com , join her weekly tips newsletter and see the courses she has on offer.
Follow Shelley on Social Media:
Twitter - @tomorrowsva @shelleyfishel
LinkedIn – Shelley Fishel
Facebook Page https://www.facebook.com/TomorrowsVA/
