When scheduling a meeting with a group of people, agenda is the best place to convey your goals, so that everyone knows exactly what they are getting into and what they are getting out of it :) Meeting agenda template based on custom form To start with your meeting request template, simply click on it in the Quick Steps gallery or press the assigned keyboard shortcut. The best thing about Outlook Quick Steps is that they are incredibly easy to use. Tooltip text - brief explanation on what the quick step does.Shortcut key - choose one of the predefined key combinations to launch your template.And don't miss the two optional but very useful features near the bottom: Fill in the Subject, Location and Text fields.After that, click Show Options underneath the To box. In the Name box, type some meaningful name to be displayed in the Quick Steps gallery. In the Edit Quick Step dialog box, open the Choose an Action drop-down list, scroll down to the Appointment section, and select New Meeting or Create an appointment (with attachment or with text of message).On the Home tab, in the Quick Steps box, click Create New.To configure your meeting template, these are the steps to perform:
DIRECTIONS TO MEETINGS IN OUTLOOK 365 FOR MAC HOW TO
Supported in: Outlook 2010 - Outlook 365 How to make a quick step template for meeting request In this case, it's the creation of a new meeting request that we are automating. Originally, Outlook Quick Steps are designed to perform a sequence of actions with a single command. Meeting request template with Quick Steps For faster access, you can pin template to task bar or create a desktop shortcut. Just remember to replace all the placeholders with actual information, set the date and time, and your meeting invite is good to go. In the Choose Form dialog window, pick User Templates in File System in the Look in drop-down list, select the item of interest, and click Open.Ī new invitation is created from the template right away.
oft files are saved to this folder, which is not supposed to be changed:Ĭ:\Users\UserName\AppData\Roaming\Microsoft\Templates For this, click File > Save as, type some descriptive name, and choose to save as Outlook Template (*.oft) type.īy default, all. Save the newly created meeting as template.Fill in all the fields you want to predefine such as title, required and/or optional attendees, and location.Īs an example, I've created this informal one-on-one meeting invite sample: In the body, enter your template text with appropriate placeholders. Set up a new meeting like you normally do.To make a meeting template in Outlook, carry out these steps: If you frequently send invitations with the same or very similar body and subject, an invite template can help you avoid a lot of repeated typing.Īvailable in: Outlook 2010 - Outlook 365 How to create meeting template in Outlook Outlook meeting invite template (.oft file) Meeting template with fillable fields using Shared Templates.Meeting agenda template based on custom form.Appointment or meeting request template with Quick Steps.Create Outlook meeting template (.oft file).Long story short, an engaging and informative invitation is an important part of running a successful event, and a well-crafted template can save you enormous time on the job. After all, you don't want people gazing at it thinking "What is this all about?". In the meantime, your appointment or meeting request matters a lot more than you may think. The average office employee spends over 5 hours weekly in meetings, which is around 11% of their work time! No wonder that we rarely give a second thought to meeting invites. 4 quick ways to create appointment and meeting templates in Outlook 2010, Outlook 2013, Outlook 2016, Outlook 2019, and Outlook 365.
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