FindTime Outlook Plugin
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FindTime - Installing FindTime Plug In for Outlook
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. Link - FindTime Installation Instructions from Microsoft Link - FindTime Articles from Microsoft Installing FindTime in Outlook Desktop Open Outlook. Go to Home > Get Add-ins. Search for the FindTime add-in. Note: If you can't access Add-ins or FindTime, your administrator may have turned off your access. Contact your administrator for more information. Select Add. You will now see the FindTime Reply with Meeting Poll in the Home tab. Installing FindTime in Outlook for the web Open Outlook for the web in your browser. Select New message to open a new email. To the right of the Send and Discard buttons, select the ellipses button (…) and then select Get Add-ins. Search for the FindTime add-in. Note: If you can't access Add-ins or FindTime, your administrator may have turned off your access. Contact your administrator for more information. To use the app, click the ellipses button (…) again from a message and select FindTime.
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FindTime - How to Create a FindTime Poll
Link - Microsoft's instructional page. How to create a FindTime poll Outlook for Microsoft 365 Outlook for Microsoft 365 for Mac Outlook 2016 More... 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: Create a new email or select an email to reply to. List people required for the meeting in To and optional participants in Cc. In the Home tab select Reply with meeting poll. Select the meeting settings: 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 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. 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. Underlined: Required Green: Available Yellow: May be busy Red: Busy Gray: Unknown You can use the icons to access more information. Select to open the attendee's status tray. Hover over each person icon or to view their availability information. Select to view your calendar. Select a few suitable meeting times. The time box changes to blue when selected. Note: Polls that have 20 suggestions or fewer are more likely to reach consensus. Select Next. Enter the meeting location. Online meetings are enabled by default. Select the Online Meeting check box to disable it. 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. Select Poll settings and toggle the ON/OFF options. Note: You can still delete selected meeting times at this point by selecting X in the Selected times list. 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 tentative event is placed on your calendar for each time option you propose. All holds are removed when the meeting is scheduled or the poll is canceled. Lock poll for attendees: Attendees will not be able to suggest new times or edit other attendees. Require attendees to verify their identity: To help prevent anonymous voting, attendees will be required to authenticate before voting. Email notifications in FindTime language: The language that you use FindTime in will be used to send related email notifications. Otherwise these notifications will be sent in English. Select Insert to email. 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. Select Send to send the meeting invites and start the voting process. You will receive a direct link to the voting page for your meeting.
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FindTime - How to Vote on a Findtime Poll
Link - Microsoft's Instructional Page How to vote on a FindTime poll Outlook for Microsoft 365 Outlook for Microsoft 365 for Mac Outlook 2016 More... The FindTime voting page is where the organizer and attendees vote on suggested meeting times. How to vote To vote for suggested meeting times: Open the voting page: Attendees: Select Select options in the FindTime invite email you received. Organizers: Select the direct link to the voting page you received when you sent the invite email or login at https://findtime.microsoft.com/ and navigate to the relevant voting page. Sign in and select your name or the name of the person you are voting for. If the poll organizer elected to Require attendees to verify their identity, then you may have two options to verify your identity. Sign in with your work or school account: You may sign in with your work or school Microsoft 365 account to automatically attempt verifying your identity with your selection. Note: This option won't be present if you are already signed in to your work or school Microsoft 365 account. Additionally, you will be required to go through the manual email verification process if we can't match your account with your selection. In this case, an email containing a verification code will be sent automatically. Manual email verification: Select Send email verification code, enter the code that we send you in an email, and then select Submit. If this code matches, then you will be able to proceed. Vote for each suggested time by selecting the appropriate availability options: Prefer: Your preferred meeting time. Yes: You are available. No: You are unavailable. See "Understanding the voting grid" below for an explanation of all features. You can select Add a choice to propose a new time, if necessary. See "Suggesting new meeting times" below for more. Select Submit. Note: If you are signed-in, your OWA color and theme will be reflected in this voting page. Yes, we honor dark mode too! Understanding the voting grid The voting grid shows the current status of the voting poll. Voting states: Your votes display for each meeting time. The colors of the voting blocks are: Blue: If you selected the option White: If you haven't selected the option How other voted: Displays on the right. A red X means the person voted no. A green checkmark means the person voted yes. A grey ? means the person did not make a selection. Availability: Under the time, it will show whether your availability status. Hovering over it will show you more details of your status such as what events may be in conflict with that time. Suggesting new meeting times If the suggested meeting times are unsuitable, anyone you can suggest a new time. To suggest a time: In the voting grid select Add a choice. Fill in the fields. Your suggested time displays in the voting grid. Note: If the organizer of the poll has elected to Lock poll for attendees, then attendees will not be able to suggest new meeting times. The organizer of the poll will always be able to suggest new meeting times. Changing attendee details You can amend the details of any person you sent an invite to in the Attendees list: Select to: Edit their display name. Change their status from required to optional or vice versa. Delete an attendee. Select + Add required attendeeor + Add option attendee to add an additional attendees. They will receive an email notification inviting them to vote. Note: If the organizer of the poll has elected to Lock poll for attendees, then attendees will not be able to add, edit, or delete any attendees, including themselves. The organizer of the poll will always be able to add, edit, or delete any attendees. Cancelling polls Only organizers can cancel invite polls. They can do it on on the voting page or in the organizer dashboard. To cancel an invite on the voting page: Select Cancel poll above the voting grid. Scheduling meetings manually The organizer can schedule the meeting manually at any time if auto scheduling is not enabled. If auto scheduling is enabled, the organizer can also manually schedule the meeting before all attendees have voted or before auto scheduling is triggered. To learn more, see How FindTime auto scheduling works. To manually schedule the meeting: Select Schedule for a suitable time.
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FindTime - Managing Polls with Organizer Dashboard
Link - Microsoft's instructional page FindTime organizer dashboard Outlook for Microsoft 365 Outlook for Microsoft 365 for Mac Outlook 2016 More... The FindTime organizer dashboard allows organizers to view all the polls they have created in one place, manage their polls, and change default settings for new polls. Accessing the organizer dashboard There are two ways to access your organizer dashboard: If you have created polls before 3/11/2020, please access your dashboard at https://findtime.microsoft.com/UserDashboard. If you have created polls after 3/11/2020, please access your dashboard at https://outlook.office365.com/findtime/dashboard. Managing polls in the organizer dashboard All your FindTime polls display in the dashboard. Open polls polls display by default. Go to Completed or Cancelled to access prior polls. Polls have 4 possible states: Open polls : A current poll that is still available for voting. Completed : A poll that has been scheduled. Cancelled : A poll that you have cancelled. Deleted: Deleted polls are not available in the dashboard. These are polls that either you have deleted or FindTime has deleted because they were not sent. Editing polls in the organizer dashboard To edit an open poll: Select Edit details. Change the details. Note: If you select a duration that is longer than previously, attendees may not be available for the extended duration and existing votes may no longer be reliable. Cancelling polls in the organizer dashboard To cancel an open poll: Select Cancel poll next to the corresponding poll in the Open tab, and select Yes when it asks to confirm if you want to cancel it. When you cancel a poll activity is suspended: The meeting can no longer be scheduled, either manually or by auto scheduling. Voting is no longer available, but the voting page can still be viewed. Actions are grayed out and unavailable. If you don't want your attendees to access the voting page, delete the poll in the Cancelled tab. Deleting polls in the organizer dashboard To delete a completed or canceled poll: Go to the Completed or Canceled tab. Select Delete. Organizer settings Your organizer settings are applied by default to all polls you create. Changes to your settings only apply to future polls. Current polls are not affected. To access your organizer settings: Select Default Poll Settings to the upper right corner of the table. To edit your settings: Enter new value or make different selections in Settings. These settings are used by default when scheduling meetings. Notify me about poll updates: You will 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 schedule: This will add a tentative appointment to your calendar for each option suggested in the poll. Holds are removed when the meeting is scheduled or the poll is cancelled. Lock poll for attendees: Attendees won't be able to suggest new times or edit other attendees. Require attendees to verify their identity: To help prevent anonymous voting, attendees will be required to authenticate before voting. Default meeting duration: Select the default length of the meeting. Limit suggestions to meeting hours: Only allow time suggestions within standard business hours.