Appointments: Easily Manage Your Schedule

The Schedule button will automatically create appointments from email. Highlight an email, click Schedule, and the message contents will be pasted into a new appointment. Set the time and date for the appointment and click Save and Close. As in the creation of Tasks, you can set topic and message processing options while you are creating the appointment and it will appear in the conversation's MessageContext.

 

Topic Assignment
ClearContext will query for a Topic assignment when creating an appointment.  This allows you to view this information by Topic in the ClearContext Dashboard.  Turn this feature on/off in the Topic Assignment on New Tasks and Appointments at ClearContext > Options > Preferences > Tasks/Appts.

Original Message
When creating an appointment from an email, ClearContext can automatically file or delete the original message, moving it out of the Inbox and saving the need to deal with it again.  Accessed from the Original Message drop down on the Appointment toolbar, there are three options:

• File To Topic - Automatically files the original message into its associated Topic Folder.
• Delete - Much like File To Topic, automatically delete the original message used when creating the current appointment.
• No Action - Do not move or delete the original message used to spawn this item.

When issuing an Original Message command from an appointment, ClearContext remembers the action you last took and defaults to it the next time you process a message. The last action is remembered for two different states - items that initially have topics assigned to them and items that do not.

ClearContext warns when you are about to file or delete the original message.  Change this behavior via the ClearContext Misc preferences menu (ClearContext > Options > Preferences > Misc).

Appointment Options
By default, ClearContext truncates the text of long emails and attaches a copy of the message when copying creating an appointment or task. Turn these features on/off via the miscellaneous ClearContext Preference tab - ClearContext > Options > Preferences > Misc.

Custom Forms Support
If you would like to use a custom Outlook form for task generation when pressing the Schedule button, specify that form via ClearContext > Options > Preferences > Tasks/Appts.  Under Create Tasks and Appointments with Custom Forms, add the message class you wish to use for Appointments.  For example, IPM.Appointments.MyApptForm.