See More About: , ,

How to Create Calendar Entries from E-mails Using Outlook

by

There were very few things I like about Lotus Notes except, for example, the ability to create an appointment (calendar entry) from an email (no, this is not creating an appointment/meeting from an appointment/meeting request email, these are two separate scenarios). When we switched to Outlook from Lotus Notes, I found myself looking for the ability to do this and was surprised when there was no menu or mention of a feature like this in online searches (all that came up were articles on creating appointments from appointment/meeting request emails).

Why is this feature important/neat? This feature automatically copies the message you are creating an appointment for in the comments section of that calendar entry, so all you have to do is enter Date/Time, etc, and add the appointment. Let’s say you get an offer in the email for a local store on a specific date and you want to include the offer details (the email) with your appointment. Instead of creating a new appointment and copying/pasting, adding the location information, etc; you would simply create a calendar entry from an email, which would then automatically add the email to the comments section of that entry, then all you do is add the date/time, etc, and save.

I was glad to find out that the process of creating a calendar entry from an email is merely a drag operation. Please read the two steps below for a simple demonstration of this process. If you have any questions/comments feel free to post them below.

Note: The screen shots below were generated using Outlook 2007and Windows Vista, options and menu locations should be very similar for Office 2003.

auto create calendar entry from email1 How to Create Calendar Entries from E mails Using Outlook

1. You’ve just received an email you want to reference in an appointment you want to create, so, you select the e-mail by clicking and holding while you drag the message to the Calendar icon on the left pane.

Note: If you use the To do pane on the right of the screen (Outlook 2007) you can drag the email to a specific date on the calendar view, when you do this it automatically sets the date for the calendar entry. I recommend this method because it saves the date entry step during the appointment creation process.


auto create calendar entry from email2 How to Create Calendar Entries from E mails Using Outlook

2. Now that you’ve dragged the email to the Calendar, the New Appointment window opens. Set the appointment details (date/time, etc.). When completed click on the Save & Close button.

You’ll note that the entire content of the email is now automatically included in the appointment you just created. You can close that appointment and all of the copied information (the email) will be available by simply opening that appointment/meeting.

See More About: , ,
Originally posted Oct 03, 2008

We close comments after 30 days on GilsMethod.com and ask that you post questions and issues on our Answers website.

This helps us better serve you by allowing us to keep track of unanswered questions that are usually hidden in long comment threads.

Answers.GilsMethod.com is a community-powered support website where you will be able to post questions, and other users including us will respond with expert advice.

So if you are having trouble with your PC, Mac, iPad, iPhone, or other piece of technology, head over to Answers.GilsMethod.com and ask away.

  • Tech4Eleven

    Perfect! Works just like that in Office 2010! Thanks

  • Sue

    What if the email has mutiple meeting dates cited is there a way to avoid dragging to each date one by one? ie is there a way to automate the entry for a bunch of dates.

    • http://www.gilsmethod.com Gilberto J Perera

      I believe that the only way to do this is one by one, unfortunately I don’t
      know of a way to automate this. You may want to check out the Outlook
      Answers forum for help.

      http://answers.microsoft.com/en-us/office/default.aspx#tab=3

      Like the GilsMethod.com Facebook page for a
      chance to win an iPod Touch and other prizes.

  • Roman Votrok

    This is a great help to me, thanks.

  • Gijs

    I have a similar but different need:
    quite often i respond to an email and then decide that it’s better to schedule a call to discuss.
    so i want to change an open email to a meeting invitation.

    I haven’t found a method to do so besides copy/pasting all text into a blank invite.

    Any suggestions (eg macro?) are most welcome!

    • http://www.gilsmethod.com Gilberto J Perera

      Outlook 2010 has a button which allows you to create a meeting from a
      message. The button is labeled *Meeting* and falls in the *Respond* group on
      the Office Ribbon. Let me know if this is what you are looking for.

  • Kelley Connolly

    Great tip. Is there any way to have the recipients of the email automatically included in the invitation list like Lotus Notes? That was also a big benefit.

    • http://www.gilsmethod.com Gilberto J Perera

      I haven’t seen that happen and I think it is because it’s unsupported. That
      would be nice though.