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Windows Vista : Scheduling with Windows Calendar (part 1) - Navigating Dates, Changing the Calendar View, Scheduling an Appointment

12/24/2012 3:02:21 AM

Windows is slowly evolving into a complete computing system in the sense that it contains everything that a user with simple needs could want. It has long had a word processor, text editor, graphics editor, web browser, email client, media player, and backup program. What’s missing? On the security side, it’s essential to have a bidirectional firewall and antispyware tool, and Vista has both of those. Also, all of us need some way to track appointments and to-do lists, so we need a calendar application; Vista now comes with one of those, too, called Windows Calendar, and it’s actually not bad for an operating system freebie. It has a nice, clean interface, and it does all the basic jobs that a calendar should:

  • Create appointments, both one-time and recurring

  • Create all-day events

  • Schedule tasks, with the capability to set a priority flag and a completed flag

  • Set appointment and task reminders

  • View appointments by day, week, or month

  • Publish and subscribe to calendars using the iCal standard

  • Import Calendar (.ics) files

  • Create multiple calendars

To start Calendar, use any of the following methods:

  • Select Start, All Programs, Windows Calendar

  • Press Windows Logo+R (or select Start, All Programs, Accessories, Run) to open the Run dialog box, type wincal, and click OK

  • In Windows Mail, select Tools, Windows Calendar, or press Ctrl+Shift+L

Figure 1 shows an empty Calendar window.

Figure 1. Use Windows Calendar to track appointments, all-day events, tasks, and more.

As you can see, Calendar is laid out similar to a day planner or desk calendar. There are five main sections:

DateThis area shows one month at a time (usually the current month). You use the Date area to change the date displayed in the Events area. Dates for which you have already scheduled appointments or meetings are shown in bold type. Note that today’s date always has a red square around it.
EventsThis part of the Calendar window at first shows one day at a time, divided into hour-long intervals (each of which is subdivided into half-hour segments). The appointments and meetings you schedule will appear in this area.
DetailsYou use this area to add, edit, and view your appointments and tasks.
CalendarsThis area displays a list of your calendars. Most people use just a single calendar, but you might want separate calendars for, say, business use and personal use.
TasksThis area lists the tasks you have set up.

1. Navigating Dates

Calendar always opens with today’s date displayed. However, if you want to work with a different day, the Date area makes it easy. All you have to do is click a date, and Calendar displays it in the Events area. If the month you need isn’t displayed in the Date Navigator, click the left-pointing arrow beside the month to move backward one month at a time. Similarly, click the right-pointing arrow to move forward one month at a time.

For larger moves, you can use the text between the arrows to navigate to a different month, year, or even decade. The text between the arrows is a series of links that enable you to zoom out on the dates. Here are the steps to follow:

1.
Click the initial Month, Year text to display a list of the months in the current year. The link text changes to the current year.

2.
Click the month to which you want to jump. If the month isn’t in the current year, click either the left and right arrow to decrement or increment the year, or click the Year text to see a list of the years in the current decade. The link text changes to the current decade.

3.
Click the year to which you want to jump. If the year isn’t in the current decade, click either the left or right arrow to decrement or increment the decade, or click the Year - Year text to see a list of the decades in the current century.

4.
Click the decade that contains the year you want.

5.
Click the year that contains the month you want.

6.
Click the month.

Here are two other techniques for changing the date:

  • To move to today’s date, either select View, Today or click the Today button.

  • To move to a specific date, select View, Go to Date (or press Ctrl+G) to display the Go to Date dialog box. Enter the date you want in the Date text box, or drop down the box to display a calendar and click the date. You can also use the Show In list to select a different view (see the next section). Click OK to display the date.

2. Changing the Calendar View

By default, Calendar uses the Day view in the Events area, which shows a single day’s worth of appointments and meetings. However, Calendar is quite flexible and has several other views you can use. Here’s the complete list:

DaySelect View, Day (or press Ctrl+Shift+1).
Work WeekDisplays Monday through Friday for the current week. Select View, Work Week (or press Ctrl+Shift+2).
WeekDisplays Sunday through Saturday for the current week. Select View, Week (or press Ctrl+Shift+3).
MonthDisplays the current month. Select View, Month (or press Ctrl+Shift+4).

Tip

By default, Calendar uses Sunday as the first day of the week, and Monday as the first day of the work week. To change these days, select File, Options. In the Options dialog box, use the First Day of Week and Start of Work Week lists to specify the days you prefer. Click OK.


3. Scheduling an Appointment

Calendar helps you keep track of your life by letting you create three kinds of items:

AppointmentThis is the most general Calendar item and it refers to any activity for which you set aside a block of time. Typical appointments include a lunch date, a trip to the dentist or doctor, or a meeting. You can also create recurring appointments that are scheduled at regular intervals (such as weekly or monthly).
All-Day EventThis refers to any activity that consumes one or more entire days. Examples include conferences, trade shows, and vacations. In Calendar, events don’t occupy blocks of time. Instead, they appear as banners above the affected days. You can also schedule recurring events.
TaskThis is a specific chore, action, or project that you want to accomplish. Examples include paying a bill, completing a report, and learning a language. Tasks generally have a start date and a due date, and you can set up Calendar to remind you when the task is due.

The next few sections show you how to create appointments, all-day events, and tasks.

Creating an Appointment

Here are the steps you need to follow to set up a basic appointment:

1.
Navigate to the date on which the appointment occurs.

2.
Select File, New, Appointment. (You can also press Ctrl+N or click New Appointment.) Calendar creates the new appointment and displays it in the Details area, as shown in Figure 2.

Figure 2. When you create a new appointment, the Details area displays the controls you use to configure the appointment.

Note

Calendar creates the new appointment in a block that includes the current time. For example, if it’s currently 3:15 p.m., Calendar creates a new hour-long appointment that runs from 3:00 to 4:00. To create the appointment at a specific time, right-click the time in the Events area and then click New Appointment.

Tip

By default, Calendar creates new appointments that are one hour long. If most of your appointments use some other length, you can configure Calendar to use a different default length. Select File, Options to display the Options dialog box. In the Appointments group, use the Default Length list to select the length you prefer (15 minutes, 30 minutes, 1 hour, or 2 hours).

3.
Click the title (“New Appointment” is the prosaic default) and then type a new title that describes your appointment.

4.
Use the Location text box to specify the location (such as a room number or address) for the appointment.

5.
If you have more than one calendar , use the Calendar list to select the one you want to use for the new appointment.

6.
If the appointment has an associated page on the web (such as a SharePoint site) or on an intranet, type the address in the URL text box.

7.
Use the two Start controls to set the date and time that the appointment starts. Use the left control to change the date, and use the right control to change the time.

8.
Use the two End controls to set the date and time that the appointment ends. Use the left control to change the date, and use the right control to change the time.

Tip

You can also use your mouse to set an appointment’s start and end times. To change the start time, click and drag the top edge of the appointment in the Events area; to change the end time, click and drag the bottom edge of the appointment.

9.
Use the Notes box to type anything else you can think of regarding the appointment: a longer description, talking points, a few good jokes, and so on.

The steps above enable you to create a simple appointment. I discuss more sophisticated appointment features—specifically, recurrence, reminders, and attendees—in the next few sections.

Creating a Recurring Appointment

If you have an appointment that occurs at a regular interval (say, weekly or monthly), it’s a waste of your precious time to enter these as separate appointments. Fortunately, you don’t have to do that because Calendar lets you schedule a recurring appointment. For example, if you create a weekly appointment, Calendar fills in that appointment automatically on the same day of the week at the same time for the duration you specify.

To schedule a recurring appointment, follow these steps:

1.
Either create a new appointment or click an existing appointment.

2.
Use the Repeat list to select one of the following recurrence patterns: Every day, Weekly, Monthly, or Yearly. You can also select Advanced to pop up the Recurrence dialog box, shown in Figure 3.

Figure 3. Use the Recurrence dialog box to set up a custom recurrence interval for the appointment.


3.
If you’re using the Recurrence dialog box, type a value in the Repeat Every text box and select an interval (Days, Weeks, Months, or Years) in the list beside it.

4.
If you chose Weeks or Months, Calendar adds controls to the dialog box to help you clarify your selection:

  • For the Weeks interval, Calendar displays seven buttons, one for each day of the week. Click the button that corresponds to the day of the week you want the appointments scheduled.

  • For the Months interval, Calendar displays several option buttons, the text of which depends on the day and date of the initial appointment. Figure 8.8 shows the recurrence options for a January 23, 2007 initial appointment.

5.
Select one of the following options to set a limit on the recurrence:

ForeverSelect this option to schedule the appointment indefinitely.
NumberSelect this option to schedule the appointment for a specific number of
of Timesoccurrences. Use the text box to type the number of occurrences you want.
UntilSelect this option to specify the date of the last appointment. If the date you specify is after an occurrence (for example, if you are scheduling weekly appointments on Tuesdays but the date you specify falls on a Friday), Calendar schedules appointments up to the date that is closest to the one you specified.

6.
Click OK.

Adding a Reminder

If you’d like Calendar to remind you that your appointment is coming up, follow these steps:

1.
Either create a new appointment or click an existing appointment.

2.
Use the Reminder list to specify how soon before the appointment the reminder should be displayed. You can also click On Date to have the reminder appear at a specified date and time.

When the reminder time comes the program displays a dialog box similar to the one shown in Figure 4. You have four ways to deal with the reminder:

Figure 4. If you set up your appointment with a reminder, a dialog box such as this one appears when the reminder time comes.


SnoozeClick this button to have Calendar display the reminder again in five minutes (or whatever time you choose in the Click Snooze to be Reminded Again In list).
DismissClick this button to close the reminder permanently.
Dismiss AllClick this button to close all the displayed reminders permanently.
View ItemClick this button to display the item in the Details area.

Tip

By default, Calendar does not set up a reminder for new appointments. If you set a reminder for most of your appointments, you can configure Calendar to use a default reminder interval. Select File, Options to display the Options dialog box. In the Appointments group, use the Default Reminder list to select the number of minutes, hours, days, or weeks you want to appear by default in the Details area when you create a new appointment.


Inviting Attendees

If you want other people to attend your appointment, Calendar can send them an email invitation. Here are the steps to follow:

1.
Either create a new appointment or click an existing appointment.

2.
Specify the attendees by using either of the following techniques:

  • For people who aren’t in your Contacts list, use the Attendees text box to type each person’s email address, pressing Enter after each one.

  • For people in your Contacts list, click the Attendees button to display your Contacts list. For each person you want to invite, click the person’s name and then click To. When you’re done, click OK.

3.
Click Invite. Calendar creates a new email message addressed to the attendees. The Subject line is INVITE: Appointment, where Appointment is the title of your appointment. Attached is a file in the iCalendar (.ics) format, which includes the specific of the appointment.

4.
Add message text, if required, and then click Send.

If the recipients use calendar programs that support the iCalendar format, they can open the attachments to automatically add the appointment to their schedules. 

Creating an All-Day Event

As I mentioned earlier, an allday event is an activity that consumes one or more days (or, at least, the working part of those days). Some activities are obvious all-day events: trade shows, sales meetings, corporate retreats, and so on. But what about, say, a training session that lasts from 9:00 to 4:00? Is that an all-day event or just a long appointment?

From Calendar’s point of view, the main difference between an appointment and an all-day event is that an appointment is entered as a time block in the Events area, but an all-day event is displayed as a banner at the top of the Events area. This means that you can also schedule appointments on days that you have all-day events.

A good example that illustrates these differences is a trade show. Suppose the show lasts an entire day and you’re a sales rep who will be attending the show. You could schedule the show as a day-long appointment. However, what if you also want to visit with customers who are attending the show? It’s possible to schedule conflicting appointments, but having that day-long appointment in there just clutters the Events area. In this case, it makes more sense to schedule the show as an all-day event. This leaves the Events area open for you to schedule appointments with your customers.

Follow these steps to schedule an all-day event:

1.
Either create a new appointment or click an existing appointment.

2.
Activate the All-Day Appointment check box.

3.
Specify the Start and End dates for the event.

Creating a Task

It has become a time-honored tradition for the responsibly forgetful among us to write down reminders of things to do and upcoming activities. The idea behind Calendar’s Tasks list is to give you an electronic equivalent of these to-do lists.

Here are the steps you need to follow to set up a task:

1.
Select File, New, Task. (You can also press Ctrl+T or click New Task.) Calendar creates the new task and displays it in the Details area, as shown in Figure 5.

Figure 5. When you create a new task, the Details area displays the controls you use to configure the task.

When you create a new task, the details appear in, you guessed it, the Details area.

2.
Click the title (“New Task” is the default) and then type a new title that describes your task.

3.
If you have more than one calendar , use the Calendar list to select the one you want to use for the new task.

4.
If the appointment has an associated page on the Web (such as a SharePoint site) or on an intranet, type the address in the URL text box.

5.
Use the Priority list to select the importance of the task: Low, Medium, High, or None.

6.
Use the Start control to set the date that the task begins.

7.
Use the Due Date control to set the date that the task is due to be completed.

8.
If you’d like Calendar to remind you that your task is due, click Reminder and use the drop-down list to specify how soon before the appointment the reminder should be displayed. (You can also click On Date to have the reminder appear on a specified date.)

9.
Use the Notes box to record anything else you can think of regarding the task: specific actions to perform, task resources, suggested ways to procrastinate, and so on.

When you’ve completed the task, let Calendar know by activating the Completed check box in the Details area. (Alternatively, click the check box beside the task in the Tasks list.)

Tip

By default, Calendar keeps completed tasks in the Tasks area until you delete them. If you’d rather not delete tasks, you can reduce clutter in the Tasks area by having Calendar hide the tasks automatically once a specified time has elapsed after completion. Select File, Options to open the Options dialog box. In the Tasks group, use the Number of Days Before Hiding Completed Tasks list to select the interval after which Calendar will hide tasks. Click OK.

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