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Description

This section includes information on training users for Office 365 Calendar features.

Outline

Overview

  • Why do we schedule things in our calendars?

Desktop Scheduling

  • Events

    • How to create an event in your calendar

    • Event options:

      • Free - Use for notices or TODOs so you're aware they're happening but it's not occupying your time
      • Busy - You are working on something during this time
      • Out of Office - You are on vacation or not available for work
      • Working Elsewhere - You are working remotely/not on campus
      • Demonstrate how these appear to others
      • Schedule time out for yourself when you need to focus
        • Schedule time after meetings to reconcile notes/perform post-meeting tasks
      • Just because someone is "free" doesn't mean they're not working
    • Repeating events

      • End after

      • Certain days of the week
    • Marking things as private
    • Show Calendar Permissions
    • Time Zones
      • How to show multiple time zones on your calendar (e.g. EDT + PDT)
  • Meetings
    • How to schedule a meeting
      • Show response options

      • Show reminder options

      • Show time options + drag and drop in calendar

    • Scheduling Assistant
    • Resource Booking
  • Permissions
    • Sharing greater details with people
      • Free/Busy
      • Limited Details
      • Full Details
      • Delegation
      • Delegation including private events
  • General Interface Tips

    • Open calendar in a new window

    • How to open someone else's calendar

       

    • Advanced Options:

      Scheduling via polling (there’s a better way to do this in Outlook 365)

      Send later on mac

      Send later on windows (verify delay delivery mode and if outlook needs to be running, cached exchange mode)

      Send later on mobile does not exist

      Scheduling via calendly or booking page – “When are you available”

      Web publishing of calendars

      Importation of google calendar or external calendars (e.g. software, feed) via ics

      Syncing of google calendar via plugins. Explain difference between syncing and ics feed. Explain how to use ics to push your calendar to other tools. Explain CRE Website events feed.

      Plugins: zoom, calendly, boomerang. Mention how calendly pulls availability information from your calendar, which is another reason why free/busy attribute is important.

      Add your personal calendar: https://support.microsoft.com/en-us/office/show-personal-events-on-your-work-or-school-calendar-6ffc71a9-0943-415a-8482-ce0122528a35

      Other platforms do this (you can do this in gmail, gsuite, Synology, and tons of other platforms)

      Change the default reply option to reply-all

  • Integration

    • How to publish your calendar to the web

    • Pull availability from your personal calendar

    •  

      Mobile training:

      How to view someone else’s calendar

      How to view conf rm calendars

      How to book conf room calendar (bug in mobile client)

      How to open email in split screen

      Demonstrate time picker options (drag and drop vs wheel)

      Discuss how all options in a new meeting are the same as desktop (free/busy, notifications)

      Phone directory- where does this come from, how to update

      Change notification preferences

      Show how to make outlook calendar accessible to android device. Note that anytime you add a calendar to outlook, it adds it to google calendar widget

       

      Checking your email on outlook.com

      Go through options

      Send later

      Add someone else’s calendar

       

       

      How to see responses (tracking)

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