How to set up a meeting using Scheduling Assistant

Question or Issue:

How can Scheduling Assistant help me set up a new meeting in Outlook?


Overview:

Outlook tracks meeting requests and blocks out time on each users calendar as they add or accept meeting invitations and enter appointments. Scheduling Assistant shows a view of each person's calendar so you can find a time slot when all the meeting invitees are free.


Instructions:

  1. Open Calendar: In Outlook, go to the Calendar.
  2. Create New Meeting: Click on “New Meeting.”
  3. Access Scheduling Assistant: Click on “Scheduling Assistant.”
  4. Add Attendees: Type the name of each attendee in the “All Attendees” list. Your name will be included automatically as the meeting organizer.
    • Free/Busy Grid: As you add each attendee, the free/busy grid updates with schedules represented as colored blocks:
      • Solid Blocks: Indicate the attendee is busy.
      • Diagonal Blocks: Indicate the attendee has been invited to another meeting but has not responded yet.
      • Green Line: Represents the start of the meeting.
      • Red Line: Represents the end of the meeting.
    • Adjust Timing: Click and drag the lines to adjust the start and end time.
  5. Find a Suitable Time: Adjust your meeting time to span a block when most or all attendees are free. Scroll left and right to view schedules on different dates.
  6. Finalize Meeting: After adding attendees, click “Appointment” on the ribbon to switch back to the meeting request.
  7. Send Invitation: Click “Send.”