The new Outlook for Windows brings a new, powerful email experience that can help executive administrators and delegates become more productive in their everyday work. This article captures some new Outlook tips for calendar and mail that are useful for executive admins.
To get started, we encourage you to try new Outlook.
Note: We want to hear how we can improve the experience for executive admins and delegates! You can submit your feedback from here.
View shared calendars
Shared or delegated calendars may not appear by default in the new Outlook. To view shared calendars, click Show all in the calendar list and view shared calendars under People’s calendars. Then, select the calendar you are interested in and then select Split view in the ribbon to view multiple calendars side by side.
Add new shared or delegate calendars
You can add a new shared or delegate calendar either from the email you receive to manage the invite, or directly from the calendar.
To add directly from your calendar, click on Add calendar. Then choose Add from directory and select the executive or team member whose calendar you would like to add.
Note: You can add any team member’s calendar and see their default calendar sharing details (for most organizations, this is usually free/busy sharing).
Add and view shared or delegate mailboxes and folders
To add shared or delegate mailboxes and folders, click on the three dots next to the Shared with me folder under your account and select Add shared folder or mailbox.
Then select the shared or delegate account you want to add. You can then view the shared mailbox or folders under Shared with me.
Here are some calendar tips and mail tips to help executive assistants and delegates better navigate their time management needs in new Outlook.
Find time and request in-person event
When scheduling a meeting, click on Find a time to easily find suitable time slots on the attendee’s calendars. You can view availability by hovering on the attendee icon.
You can also request in-person attendance by turning on the In-person event toggle on. You can still add a Teams meeting link for attendees who may not be able to join in person.
Use Scheduling Assistant
Use the scheduling assistant to easily find time for meetings. In new Outlook, you can view the attendee time zones and schedule labels in the Scheduling Assistant.
Note that attendee time zones are shown only if at least one attendee is in a different time zone.
Automatic online meetings
In new Outlook, all meetings are online by default. The Teams meeting toggle is turned on when you add attendees to a meeting. Unlike classic Outlook, the Teams meeting link and details are added after the invite is sent. You can then view the meeting invite to see and copy the Teams meeting details.
We are working to update this behavior and pre-create meeting links so you will see the experience match classic Outlook in the future.Note: You can update every meeting online setting from Settings> Calendar > Events and invitations and enable or disable Add online meeting to all meetings.
If you are using 3rd party online meeting providers like Zoom or Cisco WebEx, you will also see those as meeting provider options in this setting, provided you have their web add-in installed.
Hide attendee list
You can now choose to hide the attendee list from being visible to users who receive the meeting invite. When creating a new meeting, select Response options and click on Hide attendee list
Attendees can add rooms
In new Outlook, attendees can add rooms by forwarding the meeting invite to the relevant rooms. The meeting room will then be visible to all attendees.
Edit events in a series
New Outlook for Windows offers the following options for editing a meeting series:
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This event: Updates only the selected instance of the meeting series.
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This and all following events: Updates the selected instance and all future occurrences in the series, leaving past instances unchanged. (This option is not available in classic Outlook for Windows.)
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All events in the series: Updates every instance in the meeting series.
Duplicate a meeting
Right click on an event in the calendar surface and select Duplicate event to duplicate it.
Add multiple Time Zones in calendar
Easily manage meetings across different time zones in New Outlook. New Outlook allows you to add up to 20 time zones in the calendar, whereas classic Outlook allows adding only 3 time zones.
Use executive’s categories in calendar
Right click on an event in the calendar view and click Categorize to apply executive’s categories. We plan to allow executive admins to manage executive’s categories in future.
Receive shared calendar notifications
In new Outlook, users can opt to receive notifications on changes to events in the shared calendar. This capability is extended to both the executive principal and delegates.
You can select the calendars you want to opt in for notifications from Settings> Calendar > Shared Calendars> Calendar updates.
Don’t send response RSVP tracked
In classic Outlook, if the user chooses Do not send response while RSVPing, the organizer will not be able to track that individual RSVP.
However, in new Outlook, if the user unchecks Email organizer while RSVPing, even though there will not be a visible response email sent to the organizer, the organizer will still be able track that RSVP as long as the organizer and the RSVPing attendee are in the same M365 tenant (or organization).
We plan to support RSVP tracking across different tenants in the future.
Preserve declined meetings on the calendar and RSVP’d meetings in inbox
Preserve declined meetings on the calendar so that you can still be aware of it and update RSVP later if needed. This can be enabled by selecting Settings > Calendar > Events and invitations and clicking the Save declined events checkbox.
Meetings that have been RSVP’d to, can also be retained in the inbox so that you can easily find them later. This can be done from Settings > Calendar > Events and invitations > Invitations from other people and selecting the Delete invitations from inbox after responding.
These settings will have to be enabled on the executive’s mailbox for them to be respected in the delegate calendar and inbox folder respectively.
Follow a meeting you can't attend
The new RSVP option allows you to let the organizer know you can't attend but want to be kept informed. You will continue to have access to the meeting chat and any recording and meeting notes if they are available. his is a great way to stay informed about discussions that you or your executives are unable to join.
Send update to added/removed attendees
You can now send meeting updates only to the added/removed attendees instead of everyone on the recipients list.
Drag and drop emails and attachments
New Outlook supports dragging and dropping mail and attachments into the meeting form to keep your workflows efficient.
Copy and export meeting attendees
The new Outlook now introduces enhanced attendee management features, including:
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Copy: Easily copy and paste attendee information directly from the interface
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Sort: Alphabetically sort the attendee list by display name (coming soon)
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Search: Quickly find attendees with just a few keystrokes (coming soon)
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Download: Export attendee tracking details into a .csv file for external use (coming soon)
Mail filters and rules for executive admins
In the new Outlook, executive admins can use the has calendar invites email filter to easily find meeting invites.
You can also set up an Email received for others rule for your executive’s account and automatically move it to a separate folder and categorize it as you like.
Drag and drop emails to create tasks
Effortlessly stay on top of things by dragging emails to My Day to turn them into tasks.
Pin emails for quick access
You can now pin an email to appear at the top of your inbox, saving you time from having to go back and search for it. Hover or right-click on the email and select Pin to pin it.
Schedule when to send email
In today’s hybrid work world, your day might be someone else’s night, so you don’t want to send an email to someone in the middle of the night. With the new Outlook, it’s simple to send an email when you want to. Just select the dropdown arrow next to Send and choose Schedule send.
Snooze email
With the snooze feature, you can schedule a time for the email to be re-delivered to your inbox, appearing at the time you want it to, so you can handle it when it’s the right time for you. Just right-click any message and choose Snooze, or select Snooze from the ribbon. Then choose the time you want it to be delivered.
Undo send time
New Outlook offers the option to undo send. After you send a mail, you can see the undo option for up to 10 seconds. You can navigate to Settings > Mail > Compose and Reply > Undo send, to manage this setting.
Set up Out of Office
You can set up Automatic Replies for when you are out of office. You can also block your calendar and automatically decline new meetings from this experience. To set up automatic replies, navigate to Settings > Accounts > Automatic replies.
Provide feedback
We're listening! Your feedback can help us improve the product.
You can submit feedback on the new Outlook experience from Help > Feedback. Please mention – I am an EA Or I am a delegate when adding comments.