Outlook 2010 – a legal viewpoint – part 2

In this second post on Outlook 2010 I’ll be taking a look at the calendar functionality. There are some really nice features that I’m sure will please a lot of lawyers (and if not the lawyers then certainly their secretaries!). There are plenty of screen shots which you can zoom into by simply clicking on the image.

So first up is a look at calendar views and there are a few nice touches to point out here.

There is a combined calendar and task view. So as well as seeing the Monday to Friday view of appointments you get to see the days tasks listed as well.

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Calendar combined with Tasks

Then there is the overlay view where you can overlay a number of calendars on top of each other to see combined appointments.

Another nice touch is the option on the main ribbon that allows you to create “calendar groups”. Basically a way of grouping shared calendars together into logical groups and thus ease viewing other people’s calendars. For example, this would allow in one click to quickly view project members calendars for scheduling a project meeting.

Outlook 2010 really seems to be about helping you with what you want to do rather than adding loads of new features. So there is a schedule view, which is just another way of viewing multiple calendars. But this way round it’s much easier to see free time.

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Schedule View

And again in this view there another little short cut, where if you haven’t got access to view someone’s calendar there is a quick way to request permission by simply clicking on the little icon below the persons name in the left column.

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Request calendar permissions

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And what the recipient gets

Once a calendar appointment has been created and the meeting request sent out, then as a recipient of the request Outlook 2010 makes it easier for you too.

First off you see your calendar for the day of the meeting request. This is one of the features I like best as you can immediately see your calendar for the day in question, as well as meeting conflicts etc, thus allowing you to make the decision on whether to attend the meeting quickly.

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Appointment request

Then once you’ve decided whether to accept or not, you can do so simply by one action on the ribbon.

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Quick response possible

In fact you don’t need to be in the calendar view to initiate meetings. You can very quickly set up a meeting from an email. So say you get some information from a colleague on a deal from the client, you can with just one click set up a meeting with them and the team to discuss. Simply by clicking on the “Reply with Meeting” option on the ribbon.

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Quickly create a meeting request

In fact you can set up “Quick Steps” to do a number of things. Say you want a one click button the create an email to the Team. Just set up a “Quick Step”, chose your action, your To: list and it’s there as a one click option on your ribbon!

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Set up a "Quick Step"

Finally there should be an option when creating a meeting request called “Meeting suggestions”. I’ve not got this to work in my installation, so I’m presuming you need Exchange 2007/2010. But basically this appears when you create a meeting request and it does as it says, the schedules for attendees are analyzed and the best time is suggested based on everyone’s availability.  Take a look at this Microsoft article for information on this.

It’s worth noting that I’ve got my Outlook 2010 connected to an Exchange 2003 server, so there could be other functionality that is added or changed when connected to an Exchange 2010 environment.

In fact I’m sure there are plenty of other useful features around calendars and appointments, so if you find any please share them in the comments!

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One thought on “Outlook 2010 – a legal viewpoint – part 2”

  1. Hi Jason,
    This is not calendar related, but one of my favourite features of Outlook 2010 is the Outlook Social Connector and the SharePoint and LinkedIn integration this gives me. With this I get photos of all my contacts in their emails, and their most recent status updates either from LinkedIn or from their SharePoint 2010 activity feed. For my clients and contacts this makes it much easier to reconnect with them and strike up a conversation if we haven’t been in touch for a while. For colleagues it means I am always up to date on things they are working on that are relevant to my job. Very valuable feature.

    Mark.

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