Outlook - Create a Meeting Poll Tutorial

Discover how to efficiently schedule meetings with the 'Create a Meeting Poll' feature in Outlook. Learn how to set the meeting time, adjust duration, and sort by availability, making it easier for all participants to choose a convenient time. With options for virtual meetings and advanced settings, this tutorial ensures seamless coordination for productive collaboration.

02:48
144 views

Available in Microsoft365

Objectifs :

This tutorial aims to guide users through the process of creating a meeting poll in Outlook, enabling efficient scheduling by allowing participants to select their preferred meeting times.

Chapitres :

Introduction to Meeting Polls in Outlook
In this tutorial, we will demonstrate how to create a meeting poll in Outlook. This feature helps you find the best time for all participants to meet, ensuring your meeting is scheduled efficiently.
Creating a New Meeting
To start creating a new meeting, click on 'New Event'. Then, add the participants you would like to invite in the event window.
Accessing the Scheduling Poll
In the event window, you will notice an option labeled 'Scheduling Poll' in the toolbar. Click on it to open a menu on the right side of the event.
Setting Up the Meeting Details
In the scheduling poll menu, you will see several options: - **Time Zone**: At the top, there is a drop-down menu to set the time zone for the meeting. Ensure the correct time zone is selected. - **Duration**: Below the time zone, there is a field to set the duration of the meeting. Adjust this by clicking on the drop-down to choose your desired length. - **Business Hours**: The meeting hours toggle allows you to limit the poll options to business hours, ensuring proposed times fall within a typical workday.
Choosing Meeting Dates and Times
Choose the date of the meeting by selecting it from the date field, which opens a calendar. Below the date, there is a 'Sort by Availability' drop-down menu to help you sort time slots based on availability. You can begin selecting potential meeting times by clicking on the listed options. As you choose time slots, they will appear in a list for participants to review and vote on.
Finalizing the Poll
Once you click on 'Next', the selected times will appear in a list format. You can remove any time slots by clicking on the trash icon next to each. Enter a location for the meeting in the designated field. If your meeting will be virtual, toggle the 'Teams Meeting' option to include a link in the poll.
Adjusting Poll Settings
Next, you can adjust the settings by clicking on 'Manage Poll Settings'. Here are some options: - **Schedule**: Automatically schedules the meeting when attendees reach consensus. - **Hold Selected Times**: Temporarily blocks off the selected time slots until the meeting is scheduled. - **Notify Me About Poll Updates**: Sends you updates when participants respond to the poll. - **Require Attendees to Verify Their Identity**: Ensures that participants authenticate themselves before responding to the poll. - **Lock Poll for Attendees**: Prevents participants from making changes to their responses once they have voted.
Creating and Sending the Poll
Once everything is set, click 'Create Poll' at the bottom. Outlook will now insert the poll into your event invitation. You can add any additional details about the meeting in the description area. Once everything is ready, click 'Send' to distribute the meeting poll to your participants.
Conclusion
You have successfully created a meeting poll in Outlook, making it easier for everyone to choose the most convenient time to meet.

FAQ :

What is a meeting poll in Outlook?

A meeting poll in Outlook is a feature that allows users to propose several potential meeting times to participants, who can then vote on their preferred options. This helps in finding a time that works for everyone.

How do I create a meeting poll in Outlook?

To create a meeting poll in Outlook, start by clicking on 'New Event', add participants, and then select the 'Scheduling Poll' option in the toolbar. From there, you can choose potential meeting times, set the duration, and send the poll to participants.

Can I limit meeting poll options to business hours?

Yes, you can use the meeting hours toggle to restrict the poll options to typical business hours, ensuring that proposed times fall within a standard workday.

What happens if all participants select the same time slot?

If all participants select the same time slot, the meeting will be automatically scheduled at that time, streamlining the scheduling process.

Is it possible to include a virtual meeting link in the poll?

Yes, you can toggle the 'Teams Meeting' option to include a link for a virtual meeting in the poll, allowing participants to join online.

What does 'Notify Me About Poll Updates' do?

This setting sends notifications to the organizer whenever participants respond to the poll, keeping them updated on the scheduling process.

Quelques cas d'usages :

Scheduling Team Meetings

A project manager can use the meeting poll feature to schedule a team meeting by proposing several time slots. This ensures that all team members can vote on their preferred times, leading to a more efficient scheduling process.

Client Consultations

A consultant can create a meeting poll to find the best time for a consultation with a client. By offering multiple options, the consultant can accommodate the client's schedule, improving client satisfaction.

Cross-Department Collaboration

When organizing a meeting that involves multiple departments, a meeting poll can help identify a time that works for all participants, facilitating better collaboration and communication across teams.

Remote Team Coordination

For remote teams spread across different time zones, the meeting poll feature allows the organizer to select appropriate times that consider everyone's availability, ensuring effective participation.

Event Planning

An event planner can use the meeting poll to coordinate with vendors and stakeholders, allowing them to vote on the best meeting times to discuss event details, thus streamlining the planning process.

Glossaire :

Meeting Poll

A feature in Outlook that allows users to propose multiple meeting times to participants, enabling them to vote on their preferred options.

Time Zone

A region of the globe that observes a uniform standard time for legal, commercial, and social purposes. In the context of scheduling, it is important to select the correct time zone to ensure all participants are aligned.

Duration

The length of time that a meeting is scheduled to last. Users can select the desired duration from a drop-down menu when creating a meeting poll.

Business Hours

The hours during which business operations are conducted, typically from 9 AM to 5 PM. The meeting hours toggle allows users to limit poll options to these hours.

Availability

The times when participants are free to attend a meeting. The 'sort by availability' option helps users find suitable time slots based on participant schedules.

Teams Meeting

A virtual meeting option that allows users to include a link for Microsoft Teams in the meeting poll, facilitating online participation.

Manage Poll Settings

Options that allow the organizer to customize how the meeting poll operates, including scheduling preferences and participant verification.

Notify Me About Poll Updates

A setting that sends notifications to the organizer when participants respond to the poll, keeping them informed about the meeting scheduling process.

Lock Poll for Attendees

A feature that prevents participants from changing their responses after they have voted in the meeting poll.

00:00:09

This feature helps you find the best time for all participants to meet,

00:00:12

ensuring your meeting is scheduled efficiently.

00:00:15

First click on new event to start creating a new meeting,

00:00:20

then add the participants you'd like to invite

00:00:23

in the event window.

00:00:24

You'll notice an option labeled scheduling pole in the toolbar. Click on it.

00:00:28

A menu will appear on the right side of the event

00:00:31

where you can select potential meeting times for your participants.

00:00:35

Here's what you'll see in the scheduling poll menu

00:00:38

time zone

00:00:39

at the top.

00:00:40

You'll find the drop down menu allowing you to set the time zone for the meeting.

00:00:44

Make sure the correct time zone is selected

00:00:47

below that there's a field to set the duration of the meeting.

00:00:50

You can adjust this by clicking on the drop down to choose your desired length.

00:00:55

The meeting hours toggle allows you to limit the poll options to business hours.

00:00:59

Ensuring the proposed times fall within a typical workday.

00:01:03

Choose the date of the meeting by selecting

00:01:05

it from the date field which opens a calendar

00:01:09

below the date. There's a sort by availability. Drop down menu.

00:01:12

This helps you sort the time slots based on availability.

00:01:16

Next,

00:01:17

you can begin selecting potential meeting times by clicking on the listed ones.

00:01:21

As you choose time slots,

00:01:23

they will appear in a list for participants to review and vote on.

00:01:27

Once you click on next,

00:01:29

the selected times will appear in a list format.

00:01:31

You can remove any by clicking on the trash icon next to each.

00:01:35

Then you can enter a location for the meeting in its field.

00:01:39

If your meeting will be virtual,

00:01:40

toggle the team's meeting option to include a link in the poll.

00:01:44

Next, you can adjust the settings by clicking on manage pole settings

00:01:48

schedule. When attendees reach consensus automatically schedules the meeting.

00:01:52

When all participants have selected the same time slot,

00:01:56

hold selected times on my calendar temporarily blocks off

00:02:00

the selected time slots until the meeting is scheduled.

00:02:03

Notify me about poll updates, sends you updates.

00:02:07

When participants respond to the poll

00:02:09

require attendees to verify their identity.

00:02:12

Ensures that participants authenticate themselves before responding to the poll

00:02:18

lock pole for attendees prevents participants

00:02:20

from making changes to their responses.

00:02:22

Once they voted,

00:02:24

once everything is set, click create pole at the bottom

00:02:28

outlook will now insert the poll into your event invitation.

00:02:31

You can add any additional details about the meeting in the description area.

00:02:35

Once everything is ready,

00:02:37

click send to distribute the meeting poll to your participants

00:02:41

and that's it.

00:02:42

You've successfully created a meeting pole and outlook,

00:02:44

making it easier for everyone to choose the most convenient time to meet.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This tutorial is part of the following courses

706 Views

Microsoft Outlook Intermediate Training - Enhance Your Productivity with Outlook

Elevate your Microsoft Outlook skills with our intermediate training, designed to leverage advanced features essential for effective email a...

Cours E-learning

ALL COURSES