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Use templates with calendars, tasks, and contacts (4:41),Save time with templates,Point to the bottom of the video to see the video controls. Drag or point along the progress bar to move forward or go back.,Templates can also save time when you schedule meetings,or you enter almost any other type of frequently used information in Outlook.,For example, I meet with the same set of coworkers but never at the same time.,So, to save time organizing the meeting, I create an invitation template,and then I add any information thats always the same; the people, the location, and some common text.,On the File tab, I click Save As, and then save the meeting as an Outlook Template.,To use the template, I go to the Home tab, click New Items, point to More Items, and then click Choose Form.,Open the Look In list,select User Templates in File System (and remember, you have to select this option or you wont see your template),and open the invitation.,Set the meeting time and add any new information,and theres my meeting.,The same ideas apply to tasks and, as an example,this is a task request that I send around whenever I need color schemes for new products.,So, I create a task, and on the Task tab Ill click Assign Task,enter the recipients and any text,set the Status and Priority,and follow the same process to save the template; File tab, Save As command, and so on.,I need you to notice one thing though,this isnt the same as a recurring task, because it doesnt happen at a regular interval.,If it did, I could simply create the task once, set it to recur, and I wouldnt need a template.,So keep in mind that templates work best for things that are similar,but that you need to change or customize whenever you use them.,You follow the same process when you need a contacts template.,Create a New Contact, enter all the common information, such as Company name, Phone and Fax, URL, and Mailing Address,and then save the contact as a template.,Now, you might wonder why I did this, when I couldve just selected a similar contact,gone to the Ribbon and clicked New Items, and then Contact from the Same Company,changed the information in a few fields, and save the new contact.,The advantage to creating a template is that you can share it with your coworkers and save them time.,So, lets look at how to do that.,Probably the best way to share a template is to save it to a network location, such as your SkyDrive,and let your colleagues save the template from that location to their computers.,So for this example Ill open a template.,.and remember to select User Templates in File System, because I always forget.,.click Save As, and then open the Save as type list and select Outlook Template.,If you dont take this step now, youll save the template to your local hard drive, not your network.,Open a network folder that you know your colleagues have permission to use, and thats key;,you need to make sure that your coworkers can access the network location.,Save the template, and then send your colleagues an email message about the new template.,If you really want to be nice, include the instructions for saving and using the template,especially the need to select the User Templates in File System option.,That way, everyone has the same version of the template,and everyone can easily get a new copy whenever you update the template.,And finally, the Quick Reference Card lists the steps that youve seen here, and you can print it if you need to.,Quick Reference Card 1,You create a template when You constantly recreate or customize a message, appointment, task, or other Outlook item.You repeatedly enter the same data, such as multiple contacts for a single organization. You dont need templates for things that you set to recur automatically, such as a weekly meeting or that pesky reminder to clean out your Inbox every Tuesday morning.,Save time with templates,Quick Reference Card 2,Create a templateCreate a new email message, meeting, task, or other item that you want to save as a template. In that new item, add any information. When done, click the File tab in that open item, and then click Save As.Open the Save as Type list and select Outlook Template. Enter a name for the template and click Save.Your template is now ready to use.,Save time with templates,Quick Reference Card 3,Use a templateYou follow these steps when youre working in mail, your calendar, your contacts, and so on.On the Home tab, in the New group, click New Items, point to More Items, and then click Choose Form. Open the Look In list and select User Templates in File System. You must select User Templates in File System or you wont see your template.Click the template you want to use and click Open.Fill in the missing information, such as dates, and then send the message or invitation, save the new contact or task, and so on.,Save time with templates,Quick Reference Card 4,Share a templateOn the Home tab, in the New group, click New Items, point to More Items, and then click Choose Form. Open the Look In list and select User Templates in File System. You must select User Templates in File System. If you dont, you wont see your template.Click the template you want to share and click Open.In the open template, click the File tab, and then click Save As. Open the Save As Type list and select Outlook Template. Do this step now, or Outlook will save the template to your local drive. Navigat
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