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Creating a Calendar Note

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Table of contents

• Overview of Calendar Notes
• Method #1: Creating a Calendar Note in your Default Calendar
• Method #2: Creating a Calendar Note in a Separate Calendar
• Creating a Separate Calendar
• Creating a Calendar Note in the New Calendar
• Creating a Calendar Note Using QuickAdd
• Related How-To Guides

Overview of Calendar Notes

There is no built-in option to create calendar notes in SFU Connect. However, there are methods of simulating this functionality.

There are two suggested methods of creating a calendar note in SFU Connect: Placing it in the default calendar marked as 'free', or in a separate calendar that does not affect your overall free/busy status.

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Method #1: Creating a Calendar Note in your Default Calendar

1. Navigate to the Calendar tab in SFU Connect.
   
   


2. Right click on a calendar day and choose New All Day Appointment. Depending on your settings under Preferences > Calendar, either the Appointment Details Menu or the QuickAdd Appointment menu should appear.
   
   
   
   Note:
   If you wish to use the QuickAdd Appointment menu, see the ìCreating a Calendar Note Using QuickAddî section. If you are placing it in your default calendar, set the appointment to show as Free.
   
   
3. In the Appointment Details menu, enter the subject of the note, which is basically what the note will display. Leave the Location blank, as anything entered in this field will not be displayed.
   
   
   
   
4. You will notice that the appointment is marked as Free automatically. Leave this as is, and set to Calendar, which is your default calendar.
   
   
   
   
5. Leave the Time settings as they appear, set to All day event. You may choose a repeat or reminder setting if you wish.
   
   
   
   
6. Once you have finished, click Save at the top left of the screen to create the calendar note.
   
   
   
   
7. The calendar note should appear at the top of the day. Note that it is very faded because it has been marked as Free to avoid blocking off the entire day as Busy.
   
   

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Method #2: Creating Calendar Note in a Separate Calendar

Creating a Separate Calendar

1. Navigate to the Calendar tab in SFU Connect.
   
   
   
   
2. Click on the New Calendar button on the left of the screen. A new menu should pop up.
   
   
   
   
3. Type in a name for the new calendar, such as Calendar Notes. You may also customize the colour of the calendar.
   
   
   
   
4. Check on Exclude this calendar when reporting free/busy times. By doing this, if someone is scheduling you into a meeting, it will ignore items in your Calendar Notes calendar.
   
   
   
   
5. Click OK to create the new Calendar Notes calendar.
   
   
   
   
6. The new calendar will now appear in the list of calendars on the left side of the screen, as well as a drop down selection with creating a new appointment.
   
   
   
   

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Creating a Calendar Note in the New Calendar

1. Right click on a calendar day and choose New All Day Appointment. Depending on your settings under Preferences > Calendar, either the Appointment Details Menu or the QuickAdd Appointment menu should appear.
   
   
   
   
2. In the Appointment Details menu, enter the subject of the note, which is basically what the note will display. Leave the Location blank, as anything entered in this field will not be displayed.
   
   
   
   
3. Set it to show as Busy.
   
   
   
   
4. Change the destination calendar to your Calendar Notes calendar, or whichever calendar you wish to place the note.
   
   
   
   
5. If you do not wish to receive a reminder for the note, change the reminder setting to Never.
   
   
   
   
6. Leave the Time settings as they appear, set to All day event. You may choose a repeat or reminder setting if you wish.
   
   
   
   
7. Once you have finished, click Save at the top left of the screen to create the calendar note.
   
   
   
   
8. The calendar note will now appear at the top of each day in Day, Work Week, Week and Schedule view.
   
   
   
   

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Creating a Calendar Note Using QuickAdd

1. Right click on a calendar day and choose New All Day Appointment. The QuickAdd Appointment menu should appear.
   
   
   
   Tip:
   If the QuickAdd Appointment menu is not appearing, check your settings in SFU Connect by going to the Preferences tab, then clicking on the Calendar option on the left side. Under the Creating Appointments section, make sure the following check box is checked: Use the QuickAdd dialog when creating new appointments.
   
   
2. In the QuickAdd Appointment menu, enter the subject of the note, which is basically what the note will display. Leave the Location blank, as anything entered in this field will not be displayed.
   
   
   
   
3. Next, change the destination calendar to your Calendar Notes calendar, or whichever calendar you wish to place the note. If you are placing this in your default calendar, be sure to set the appointment to show as Free instead of Busy.
   
   
   
   
4. Click OK once you have finished.
   
   
   
   
5. The calendar note will now appear at the top of each day in Day, Work Week, Week and Schedule view.
   
   
   
   

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Related How-To Guides

For instructions on how to:

• Create a new appointment, see Creating Appointments
• Check the availability of people, rooms, or resources, see Checking Availability

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