Thursday, March 11, 2021

Use the scheduling assistant and room finder for meetings in outlook

If you use an Microsoft 365 or Microsoft Exchange account with Outlook, you can use the Scheduling Assistant and Room Finder to help schedule your meetings.

Use the Scheduling Assistant

  1. From the Inbox, select New Items > Meeting or in the Calendar, select New Meeting. You also can use the keyboard shortcut Ctrl+Shift+Q to create a new meeting request.

  2. Add attendees in the To box.

  3. In the Subject box, enter a description of the meeting or event.

  4. Select Scheduling Assistant from the Ribbon. You'll see a row for every recipient you entered in the To box. If you want to add more attendees, you can type their name in any blank row in the Scheduling Assistant.

  5. Times that your attendees are busy are shown in dark blue. Times that your attendees have a tentative appointment are shown in a light blue hashed block, and times outside of your attendees' working hours are shown in light gray. Select an available time for all of your attendees.

  6. To select an optimal time for all of your attendees, use the Room Finder in the right column. You can see what times your attendees have conflicts.

Use the Room Finder 

  1. In a new meeting, select the Scheduling Assistant button on the ribbon.

  2. Use the Show a room list drop-down to pick a list of rooms. These lists are set up by your Microsoft Exchange or Microsoft 365 administrator. 

    Use the Room Finder to see conference rooms available for your meeting.

  3. Select an available room to add the room to the Scheduling Assistant and to the meeting as a recipient. 

  4. The Suggested Times pane locates the best time for your meeting, which is defined as the time when most attendees are available. The best meeting time appears at the top of the pane. To select any one of the suggested times, click the time suggestion in the Suggested Times pane. You can also manually select a time on the free/busy grid.

    Use the Suggested Times picker to see when attendees are available.

    1. If you want to make the meeting recur, on the Meeting menu, in the Options group, click Recurrence, select the recurrence pattern, and then click OK.

      When you add a recurrence pattern to a meeting request, the Meeting menu changes to Recurring Meeting.

  5. When you're done setting up your meeting, click Send.

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