Use Outlook to create and share standard processes with others

You can easily create templates of appointments and tasks for standard work processes and project plans with Smart Schedules for Outlook. These templates can then be used to create an entire series of appointments and tasks for new projects in the future. Do you know that you can also easily share your process templates with other Outlook users?

You can export the templates you have created in Smart Schedules into a zip file. This zip file can be sent to your members who use Smart Schedules. The templates can be easily imported into Smart Schedules from this zip file by using the import function in Smart Schedules.

Below are instructions on how to can easily share Smart Schedules Templates with others.

1. Export the Smart Schedules templates from your computer
2. Send the Zip file to your members
3. Import the Smart Schedules templates

1. Export the Smart Schedules templates from your computer (Your End)

• Start Outlook and go to your Inbox
• Click the Project Centre button on the Smart Schedules toolbar/ribbon
• On the Project Centre window, click Create/Edit Templates under the Project Commands section
• Select the templates you would like to send to your members from the list of templates (multiple templates can be selected with the use of the Ctrl or Shift key on your keyboard)
• Click Export button. If the Export button is not displayed on the screen, then click on the Show Import/Export Templates link

• Enter a name for the zip file and save it to a preferred location on your computer.

A zip file will be created containing the templates you selected for Export.

2. Send the Zip file to your members

You can now attach the zip file to a email and send it to the member(s).

3. Import the Smart Schedules templates (Member’s End)

You can now advice your member(s) to follow the steps below to easily import the templates into their Smart Schedules program:

• Start Outlook and go to your Inbox
• Click the Project Centre button on the Smart Schedules toolbar/ribbon
• On the Project Centre window, click Create/Edit Templates under the Project Commands section
• Click Import button. If the Import button is not displayed on the screen, then click on the Show Import/Export Templates link

This should now import the templates into the Smart Schedules program.

I hope this tip helps you get more out of the time you put into creating process templates in Smart Schedules.