The system provides you with a seemless link to Outlook to enable you to create appointments with any users in PROJECT in a box and you can also choose to add other users from your personal Outlook address book.  Unfortunately this isn't available to users operating emails in the SMTP integration mode.

Either use the 'send' pick list next to the users email address in their User Details form if you know the user or choose the recipients from a project or portfolio list using the 'Communicating with other users' form.

Once you have chosen the recipients an Outlook Appointment form will open populated with the users you selected.  You can now choose your appointment details and add further users as required.

There is no feedback from this system into PROJECT in a box so ensure you retain information associated with your meeting appropriately in Outlook.  You might consider keeping minutes or notes of your meeting and adding them as a file to PROJECT in a box or revising the Project Dairy if your project uses one. Remember you can drag and drop appointments or any other items from Outlook into PIAB as files as long as you go via the desktop or a windows folder first.

Any files provided as a copy or checked out and attached to the appointment will be noted against you.

Additional functionality has also been provided to support return of checked out attachments via Outlook email.  The drag and drop element of this can also be used to return modifications to files checked out against appointments and updated by users in associated with the appointment via outlook.