CALENDAR AND SCHEDULING


Scheduling a meeting
When you schedule a meeting using the Notes Calendar, you can check people's schedules and send them meeting invitations, track their responses, and reserve rooms and resources for the meeting.

Note Once you create a meeting, you cannot change the original meeting into a different type of Calendar entry (for example, a meeting into an appointment) except for meetings that are saved as a draft and appointments that are created directly in the Day view of the Calendar. To change an existing meeting into another Calendar entry type, select the meeting in the Calendar view and choose Actions - Copy Into New - New Calendar Entry. All of the original information, including invitees, is copied into a new form where you can change the properties.

To schedule a meeting

1. Open the Calendar.

2. Click the "Schedule a Meeting" action button on the action bar.

3. Enter text in the Subject field in the meeting form.

4. Enter both Start and End dates, times, and time zones (optional) for the meeting.


5. (Optional) Select Repeats to make the entry a repeating one. Then specify repeat options in the Repeat options dialog box.
6. Enter names in the Invitees fields (click the address book icon to enter names using the Select Addresses dialog box). 7. (Optional) To check schedules of invitees, click the Scheduler icon Scheduler Icon next to "Click to see Invitee, Room and Resource availability" to check invitee availability.

8. Enter text in the Location field to describe the general location of the meeting (for example, the name of the city where the meeting will take place).

9. In the Room field, enter the name of the room you want to reserve for the meeting. To add a room from an address book, click the icon to open the Rooms dialog box.

10. In the Resource field, enter the name of the resource you want to reserve for the meeting. To add a resource from an address book, click the icon to open the Resources dialog box.

11. (Optional) Select Pencil In to keep the time of the entry free in your free time schedule.

12. (Optional) Select a category in the Categorize field.

13. (Optional) Select Mark Private to prevent people who can read your Calendar from reading the entry. People who can manage your Calendar can see the date and time, but not the contents of the entries.

14. (Optional) Select "Notify me" next to the Alarm icon Alarm Icon on the right side of the Calendar entry and specify options in the Alarm notification options dialog box if you want to be reminded of the entry.

15. Enter detailed meeting information (including text, document links, file attachments, objects, and pictures) in the Description field at the bottom of the meeting form.

16. Choose Actions - Delivery Options to change Delivery options for the notice that Notes delivers to invitees.

17. Click the "Save and Send Invitations" action button on the action bar. Notes adds the meeting to the Calendar, marks the specified time busy in the chair's Free Time schedule (unless you selected "Pencil In"), and sends a meeting invitation to each of the people you invited.


See Also