How to create appointment or meeting template in Outlook? It is no doubt that sometimes you need to repeatedly create appointment or meeting with same subject and body in your calendar folder in Outlook. It is time-consuming to type the same subject and body every time when you create this kind of appointment or meeting. To avoid repeatedly typing, in this article we will show you methods of quickly creating appointment or meeting template in Outlook. With the template of appointment or meeting, create appointment or meeting with same subject and body won’t be a time-consuming job anymore. : 20+ New Advanced Tools for Outlook.: Enable Tabbed Editing and Browsing in Office, Just Like Chrome, Firefox, IE 8/9/10.: Bring Old Menus and Toolbars Back to Office 2007, 2010, 2013 and 2016. Create appointment or meeting template by publishing a form in Outlook In Outlook, you can create and publish a personal form with the detail information of the appointment and meeting. And then use this form as the appointment or meeting template. Please do as follows. Firstly you need to enable the Developer tab in Outlook. If you cannot see the Developer tab showing on the ribbon, please click to show the Developer tab. Shift to the Calendar view and create a new appointment or meeting. In the Appointment or Meeting window, fill in the Subject, Location and body which you need for future use. Then click Developer > Design This Form. See screenshot: 4. Then click Publish > Publish Form under Developer tab. In the Publish Form As dialog box, select Personal Forms Library in the Look In drop-down list; type a name for the form in the Display name box, and finally click the Publish button. ![]() ![]() Microsoft Excel helps you to create schedules. To Do List Template For Excel. To do list template in excel with a reminder software is fairly popular. See screenshot: 6. Then close the Appointment or Meeting window without saving. For using the created form, in the main interface of Outlook 2010 and 2013, please click Developer > Choose Form. In Outlook 2007, click File > New > Choose Form. In the Choose Form dialog box, select Personal Forms Library in the Look In drop-down list, and select the form you want to use, then click the Open button. See screenshot: And your new created template will be opened, you just need to modify the items to your request. Create meeting template by creating quick steps With the Quick Steps function in Outlook, you can easily create meeting template and use it. In Outlook 2010 and 2013, click Create New in the Quick Steps group under Home tab, See screenshot: Note: The Quick Steps feature doesn’t exist in Outlook 2007. In the Edit Quick Step dialog box, select New Meeting in the Choose an Action drop-down list, then click Show Options. See screenshot: Note: You can change the name of quick step in the Name box if you need. Fill in the Subject, Location and Text boxes, then click the Finish button. See screenshot: 4. Now the new quick step is successfully created and shown on the Quick Steps group under Home tab. When you need to create a meeting with those information, please just click this quick step in the Quick Steps group to enable it. 20+ Powerful Tools and Features for Outlook 2010 / 2013 / 2016 / Office 365: Compatible with Outlook 2010 / 2013 / 2016 / Office 365 (32/64); Compatible with Windows XP, Windows Vista, Windows 7 / 8 / 10, Windows Server 2003/2008, Citrix System and Windows Terminal (Remote Desktop) Server; Free trial without feature limitation in 45 days!||. Hi Cory, By template, I am assuming you mean custom form? What should get you up and running would be to publish your custom Appointment form and then associate it to the shared Calendar folder. - Publish the Appointment form to the shared Calendar folder - After publishing the form, right click on shared Calendar and click Properties. Click dropdown next to 'When posting to this folder, use:' and select the custom Appointment form in the list. This will make it so that when a new item is created in the shared Calendar it uses the custom form you've made. Another point to consider is updating the current Appointment items in the shared Calendar to the custom form. You basically just need to change the message class of the existing Appointments to the message class of the new form. Here's an old article that will give you a few methods that can be used. -- OL2002: How to Update Existing Items to Use a New Custom Form One more thing, you'll need to account for users dragging and dropping appointments from their Calendar into the shared Calendar. The Appointments they drag drop will not be updated automatically to the custom Appointment form. If you have additional questions concerns regarding custom Outlook forms, I'd suggest the following: -- How to determine where to publish a custom Outlook form -- Tutorial for Outlook 2003 forms - Sue Mosher's OutlookCode site is fantastic! --Overview of forms in Outlook 2007 Hope that helps!
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