How to create a FindTime poll

FindTime is an Outlook add-in for scheduling meetings. The organizer can send multiple time options through FindTime and minimize the back and forth emails in scheduling.

To schedule a meeting in Outlook with FindTime:

  1. Create a new email or select an email to reply to.

  2. List people required for the meeting in To and optional participants in Cc

  3. In the Home tab select Reply with meeting poll.

    FindTime > Reply with Meeting Poll

  4. Select the meeting settings:

    FindTime meeting duration

    • Duration: Select a duration from the list.

      • Select 8 hours for a full-day meeting.

      • Select Custom in the time dropdown menu to set your own time. The maximum duration is 23 hours 59 minutes.

    • Work Hours: Check to limit suggested meeting times to work days and hours only.

      Note: The working hours used by default are retrieved from your organizer settings, and failing these your Exchange settings. They default to 8 am to 5 pm if no settings are found.

    • Time zone: Select the time zone dropdown menu to change the time zone for the meeting.

      Notes: 

      • The time zone used is retrieved from your organizer settings, but you can select a new one from the list.

      • Daylight savings time is taken into account and meetings after the yearly switch show the correct time

  5. FindTime looks through the attendees' schedules (if available) and suggests suitable meeting times.

    Note: FindTime uses your Microsoft 365 business account to access your calendar and the calendars of attendees in your organization to determine availability. Calendars that are not associated an Microsoft 365 account are not supported.

    Use the links to sort the meeting options.

    FindTime dates Availability and Time options.  

    • Availability: Lists the best options (times when all required meeting participants are free) first. Factors used to determine the best options include how many attendees are free, how many required vs. optional attendees are free, whether conflicted attendees have tentative or busy commitments on their calendar.

    • Time: Lists the options chronologically.

      Note: You can scroll through the days and months using the arrows. Available days are underlined in green. Darker green indicates days with the most options and lighter green and red indicates the most conflicts. Weekend days are marked available if Work Hours is not selected.

    • The people icons show whether meeting participants are required, and their availability.

        People icons key

      • Underlined: Required

      • Green: Available

      • Yellow: May be busy

      • Red: Busy

      • Gray: Unknown

    • You can use the icons to access more information.

      • Select Invitees status icon to open the attendee's status tray.

      • Hover over each person icon or to view their availability information.

      • Select Calendar icon to view your calendar.

  6. Select a few suitable meeting times.

    • The time box changes to blue when selected.

    • You can select a maximum of 20 times.

      Selected meeting options

  7. Select Next.

  8. Enter the meeting location.

    • Online meetings are enabled by default. Select the Online Meeting check box to disable it. 

      A screenshot of the New meeting poll pane

      When Online Meeting is selected, FindTime will schedule a Skype for Business or Microsoft Teams meeting. FindTime will use whichever has been set by your organization as the default online meeting channel. 

      Note: If you saved a Skype for Business setting in your dashboard, FindTime will use that instead of Microsoft Teams. If you want to use Microsoft Teams, delete the Skype for Business setting in your dashboard.

  9. Select Poll settings and toggle the ON/OFF options.

    • Notify me about poll updates: You’ll receive an email each time an attendee votes. The message includes the current poll status and an option to schedule.

    • Schedule when attendees reach consensus: A calendar event is automatically scheduled if all required attendees have voted in favor of a specific time option. If multiple options are available, the earliest option will be scheduled.

    • Hold selected times on my calendar: A entative event is placed on your calendar for each time option you propose. All holds are removed when a poll is scheduled or canceled.

      Note: You can still delete selected meeting times at this point by selecting X in the Selected times list.

  10. Select Insert to email.

  11. FindTime inserts the suggested meeting times into your email. Select Edit Options to change the meeting settings, if necessary.

    Note: If you make changes and reinsert the meeting times, you need to manually delete the original invite.

  12. Select Send to send the meeting invites and start the voting process.

  13. You will receive a direct link to the voting page for your meeting.

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