Now you can move an email to your calendar with the original email attached in one click. Edit the location, time, and title as necessary. This will convert an email to an appointment and append the email – with its attachments – to the appointment. Click on “Add Action” and scroll to the Appointment options and choose “Create an appointment with attachment”. Then name your Quick Step something like “Add to Calendar”. Click on the tiny arrow symbol in the bottom right of the Quick Steps group in the Home tab. Create a Quick Step – Another option in MS Outlook is to add a custom QuickStep.To make it a meeting click “Invite Attendees” in the event in your calendar. To add attachments from the original email, use the Insert – Insert Outlook Item as above. Like the Reply with Meeting button, the text of the email will be included in the body of the appointment and the subject line will be converted to the appointment title. Drag and Drop to Create an Appointment – You can drag and drop an email into the calendar icon in Outlook (bottom left corner) and it will set up an appointment.You can add an address, a video conference link (Zoom, Teams, Webex and more have add-ins for Outlook to add the link in a single click) or dial in and you won’t have to go back and add it later.īe careful and remember this method (Reply with Meeting and inserting an email with attachments into an event) will include the body, subject and recipients of the original email so edit as necessary for confidentiality. Outlook will remind you to add the location if you attempt to close the event without adding one. In a perfect world you would have saved the attachment to a folder and you could insert it from there, but if you are just trying to triage your inbox and get your calendar blocked this is a quick and dirty way of adding any relevant attachments to the event. Then pick the original email to add it – and its attachments – to the event. As you are setting up the event information (date, time, location) click on the Insert tab and choose “Outlook item”. In the Office 365 version of Outlook if you want to add any attachments from the email you are converting to an event you will need to take an extra step.
If you have a challenging time remembering where the Reply with Meeting button is (the button label only says “Meeting”) right click on it and add it to your Quick Access toolbar so it is easier to find and use! Note that the Quick Access toolbar is context sensitive so you may have to add the Reply with Meeting button in the Home view and the Message view. Simply edit the day, time, participants, and title as necessary and click send.
This button sets up a meeting request to the sender and other recipients of the email with the meeting title taken from the email subject line and the entire text of the email appearing in the event notes. Reply with Meeting button – To convert an email to an event that retains all the information in the email, select the email from your inbox and click the “Reply with Meeting” button (Home Tab- Respond Group).
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