Outlook: Creating a calendar event in Outlook Desktop App

Summary

This article details how to create a calendar event through the utilization of "Scheduling Assistant" and "Requesting a Room Resource" within the Microsoft 365 Outlook Desktop App for both Windows and Mac users.

Table of Contents:

 

How-To Windows

Task: To create a calendar event on the Microsoft 365 Outlook Desktop App from your Windows computer

Instructions

Step 1 - Open the Calendar section of Outlook by selecting the calendar icon.

Red box highlights the calendar icon

 

Step 2 - Select the "Home" tab on the top and select "New Meeting".

red box highlights the home and new meeting tab

 

Step 3 - The event creation window will open. Here, you can choose the date and time of the event, as well as if it repeats and which calendar it should be put on. This is also where you will add people to the event.

red box highlights send, title, attendees, and repeat event option.

 

Optional: You can use the scheduling assistant to find a time when everyone is free and/or request a room resource to schedule a meeting room.  Detailed instructions are below.

Step 4 - Verify that all your event information is correct. Select "Send" on the left of the window. Your event has now been created and the event invitations have been sent.

 

Outcome

The event has been created and integrated into your Microsoft 365 Calendar.

Back to top

 

Task: To use the "Scheduling Assistant" to help you create a calendar event on the Microsoft 365 Outlook Desktop App from your Windows computer

Instructions

Step 1 - Open the Calendar section of Outlook by selecting the calendar icon.

Red box highlights the calendar icon

 

Step 2 - Select the "Home" tab on the top and select "New Meeting".

red box highlights the home and new meeting tab

 

Step 3 - Select the "Scheduling Assistant" at the top of the event creation window​​​​​.

Red bos highlights the scheduling assistant

 

Step 4 - Select between "Add required attendee" or "Add optional attendee" and proceed to input names or email addresses for attendee selection. You will then be able to verify their availability.

Red box hightlights where to add attendees

 

Step 5 - Adjust the time of the meeting until you find an option with minimal conflicts for your attendees and/or room resources.

Step 6 - Select the "Meeting" on the top left of the event creation window. Verify that all your event information is correct and select "Send". Your event has now been created and the event invitations have been sent.

red box highlight the meeting tab and the send option

 

Outcome

The event has been successfully established and integrated into your Microsoft 365 Calendar, with invitations promptly distributed to all designated attendees.

Back to top

 

Task: To use the "Requesting a Room Resource" to help you create a calendar event on the Microsoft 365 Outlook Desktop App from your Windows computer

Instructions

Step 1 - Open the Calendar section of Outlook by selecting the calendar icon.

Red box highlights the calendar icon

 

Step 2 - Select the "Home" tab on the top and select "New Meeting".

red box highlights the home and new meeting tab

 

Step 3 - Select "Location" on the event creation window.

red bod highlights the location

 

Step 4 - Select your anticipated room from the address book and click the "Rooms" at the bottom left. Then Select "OK" at the bottom right.

red box hightlights the search, room, and ok

 

Step 5 - Adjust the time of the meeting until you find an option with minimal conflicts for your attendees and/or room resources.

Step 6 - Verify that all your event information is correct. Select "Send" on the top left corner of the window. Your event has been successfully established, and the allocation of room resources has been scheduled.

red box hightlights the send

 

Outcome

The event has been created and integrated into your Microsoft 365 Calendar, with your specified room resource requirements.

Back to top

 

How-To MacOS

Task: To create a calendar event on the Microsoft 365 Outlook Desktop App from your Mac computer,

Instructions

Step 1 - Open the Calendar section of Outlook by selecting the calendar icon.

red box hightlight where the calendar is

 

Step 2 - Select the "Show Side Menu to open a side menu if you don't see one. Then select the "New Event".

red box hightlight the side bar menu

 

Step 3 - The event creation window will open. Here, you can choose the date and time of the event, as well as if it repeats and which calendar it should be put on. This is also where you will add people to the event.

red box highlights the attendees, repeat, and send

 

Optional: You can use the scheduling assistant to find a time when everyone is free and/or request a room resource to schedule a meeting room.  Detailed instructions are below.

Step 5 - Verify that all your event information is correct. Select "Send" on the top left corner of the window. Your event has now been created and the event invitations have been sent.

 

Outcome

The event has been created and integrated into your Microsoft 365 Calendar.

Back to top

 

Task: To use the "Scheduling Assistant" to help you create a calendar event on the Microsoft 365 Outlook Desktop App from your Mac computer

Instructions

Step 1 - Open the Calendar section of Outlook by selecting the calendar icon.

red box hightlight where the calendar is

 

Step 2 - Select the "Show Side Menu to open a side menu if you don't see one.

red box hightlight the side bar menu

 

Step 3 - Select the "Scheduling Assistant" at the top event creation window​​​​​.

red box highlights the scheduling assistant

 

Step 4 - Select between "Add required invitee" or "Add optional invitee" and proceed to input names or email addresses for attendee selection. You will then be able to verify their availability.

red box highlights the attendee options

 

Step 5 - Adjust the time of the meeting until you find an option with minimal conflicts for your attendees and/or room resources.

Step 6 - Select "Done" on the top left of the event creation window. Verify that all your event information is correct. Select "Send" on the bottom left corner of the window. Your event has now been created and the event invitations have been sent.

 

Outcome

The event has been successfully established and integrated into your Microsoft 365 Calendar, with invitations promptly distributed to all designated attendees.

Back to top

 

Task: To use the "Requesting a Room Resource" to help you create a calendar event on the Microsoft 365 Outlook Desktop App from your Mac computer

Instructions

Step 1 - Open the Calendar section of Outlook by selecting the calendar icon.

red box hightlight where the calendar is

 

Step 2 - Select the "Show Side Menu to open a side menu if you don't see one.

red box hightlight the side bar menu

 

Step 3 - Select "Add a location" on the event creation window​​​​ and select "Browse with Room Finder".

red hox highlights the location and its sub menu

 

Step 4 - Designate your anticipated building location from the Room Finder. Following your selection, a comprehensive list of available rooms will be presented for your perusal.

a red box highlights the building name

 

Step 5 - Adjust the time of the meeting until you find an option with minimal conflicts for your attendees and/or room resources.

Step 6 - Verify that all your event information is correct. Select "Send" on the top left corner of the window. Your event has been successfully established, and the allocation of room resources has been scheduled.

a red box hightlight the send option

 

Outcome

The event has been created and integrated into your Microsoft 365 Calendar, with your specified room resource requirements.

Back to top

 

Further Readings

Outlook: Creating a Calendar Event in Outlook on the Web

Outlook: Managing Default Online Meeting Provider Settings in Outlook

Microsoft Support - Schedule a meeting with other people 

Microsoft Support - Create a meeting or appointment in Outlook for Mac  

  

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