Training Video TECH TIP: Outlook Calendar Views

Filtered calendar views are one of Outlook’s hidden gems. You can spend most of your day in Outlook without uncovering the magic within.

Check out this quick video tip about Outlook calendar views from the Affinity Insight training course Power Hour: Outlook Calendar.

2020.05 Outlook Calendar Views

Categories

Categories not only colorize your calendar, but they also allow you to build calendar views quickly. Think of categories as a way to determine at a glance whether an appointment is a court appearance, a client meeting, an internal meeting, or a personal appointment. When you assign a category with a unique color, it applies that color to your appointment, creating a rainbow of meaning across your day.

Filtered Views

Create custom views for information pertinent to you. Want to know when you’re scheduled for trial? If you’ve applied a trial category to those appointments, you can quickly filter based on category and save the filter as a new view. Otherwise, you filter for appointments with the word “trial” in the subject. The same goes for any other type of event.

Once you’ve saved a new view, you’re never more than a couple of clicks away from that information again.

If you are interested in more training videos, or if you're ready to create a culture of training in your organization, discover all that Affinity Insight has to offer. IN THIS TIME OF CRISIS, WE ARE CURRENTLY OFFERING A FREE 60-DAY TRIAL OF AFFINITY INSIGHT PLUS

Find out all the details by going to https://www.affinityconsulting.com/insight/. Or, if you have any questions about filtering calendar views in Outlook or Affinity Insight, contact us at 877-676-5492, or request a consultation. Our team of experts are ready to help!

 


Danielle DavisRoe

Written by Danielle DavisRoe

Whether it’s teaching clients a new skill, writing a macro to automate a complicated task, fixing a document that doesn’t work properly or automating a complex set of documents, Danielle, who is part of our legal document automation team, is 100-percent focused on making the lives of her clients better. After working as an attorney in domestic relations for several years, Danielle found her way to Affinity and to this day she is always on the lookout for better ways to do things. She carries new strategies she finds with her as she works with the clients her team supports. Danielle has a Bachelor of Science in Business Administration from The Ohio State University Fisher College of Business and a Juris Doctorate from The Ohio State University Moritz College of Law.

Recent Posts