Scheduling Poll
Overview
Through Outlook’s Scheduling Poll, you can select a few possible meeting times and send attendees a link to a poll that allows them to vote for what works best for them. Once a consensus is reached, you schedule the meeting for the preferred time.
Notes
- Similar to the Scheduling Assistant, the Scheduling Poll allows you to preview attendees’ Tufts Outlook calendars (if available), so that the best possible options can be selected. This particular aspect of the feature will be less useful for attendees who…
- do NOT have Tufts Outlook calendars.
- Have Tufts Outlook calendars, but don’t keep them up-to-date.
- The Scheduling Poll comes with other convenient features, including email updates, the ability to automatically schedule a meeting, and more.
- When using the Outlook web client, the Scheduling Poll feature is not available for emails that are composed in plain text. Emails must be composed in HTML!
- Visit the Outlook web client and log in with your Tufts credentials.
- Open a new email message.
- In the Subject field, type what will eventually become the name of the event. For example, “Team Meeting.”
- In the To field, add the people who will be attendees for this meeting. They do not all have to be from Tufts University. Scheduling Polls can be sent to and completed by non-Tufts email addresses.
- Click into the body of the email and compose a message.
- Click into the area of the email body where you want the link to the Scheduling Poll to show up.
- Click on the More Options button and select Scheduling Poll.(Note: If the "Scheduling Poll" option is grayed out, make sure you have clicked into the body of the email and that your email is being composed in HTML and not plain text.)
- A Scheduling Poll panel will open. From here, you can adjust your meeting duration, move between dates, and preview the availability of your attendees.
Note on previewing attendee availability: When selecting times for your poll, you can preview attendees’ Tufts Outlook calendars, if available. - Select times that work for as many attendees as possible, paying particular attention to the attendees whose attendance is most critical.
- Click Next to proceed to the next step.
- A new panel will open. From here you can…
- Delete selected times
- Adjust meeting location - You can enter a location if you already have one in mind, but you don’t need to do this now. You can update the location later when sending out the final invite. (Note: You can also turn the Teams meeting feature on if you want Outlook to automatically schedule a Teams virtual meeting for this event.)
- Click on Manage poll settings to expand the menu. Options include:
- Schedule when attendees reach consensus – Automatically schedules a meeting and sends out an invite to attendees if everyone agrees on a particular time. If multiple times work, the earliest one will be selected.
- Hold selected times on my calendar – Puts a temporary hold on the scheduler’s calendar for each of the selected times. These holds are removed when the final invite is sent out.
- Notify me about poll updates – Outlook will send an email update to the scheduler whenever an attendee submits their poll response.
- Require attendees to verify their identity – Forces respondents to verify their identity either by logging in to their Outlook account or entering a numerical code that Microsoft sends them.
- Lock poll for attendees – Prevents attendees from adding more people to the meeting or suggesting new meeting times.
- When you’re ready, click Create Poll.
- A Scheduling Poll meeting link will be inserted into your email.
- When you’re ready, send the email.
- Open the Outlook desktop application on your Mac.
- Start a new email message.
- In the Subject field, type what will eventually become the name of the event. For example, “Team Meeting.”
- In the To field, add the people who will be attendees for this meeting. They do not all have to be from Tufts University. Scheduling Polls can be sent to and completed by non-Tufts email addresses.
- Click into the body of the email and compose a message.
- Click into the area of the email body where you want the link to the Scheduling Poll to show up.
- Click on the More Options button and select Scheduling Poll.
- A Scheduling Poll panel will open. From here, you can adjust your meeting duration, move between dates, and preview the availability of your attendees.Note on previewing attendee availability: When selecting times for your poll, you can preview attendees’ Tufts Outlook calendars, if available.
- Select times that work for as many attendees as possible, paying particular attention to the attendees whose attendance is most critical.
- Click Next to proceed to the next step.
- A new panel will open. From here you can…
- Delete selected times
- Adjust meeting location - You can enter a location if you already have one in mind, but you don’t need to do this now. You can update the location later when sending out the final invite. (Note: You can also turn the Teams meeting feature on if you want Outlook to automatically schedule a Teams virtual meeting for this event.)
- Click on Manage poll settings to expand the menu. Options include:
- Schedule when attendees reach consensus – Automatically schedules a meeting and sends out an invite to attendees if everyone agrees on a particular time. If multiple times work, the earliest one will be selected.
- Hold selected times on my calendar – Puts a temporary hold on the scheduler’s calendar for each of the selected times. These holds are removed when the final invite is sent out.
- Notify me about poll updates – Outlook will send an email update to the scheduler whenever an attendee submits their poll response.
- Require attendees to verify their identity – Forces respondents to verify their identity either by logging in to their Outlook account or entering a numerical code that Microsoft sends them.
- Lock poll for attendees – Prevents attendees from adding more people to the meeting or suggesting new meeting times.
- When you’re ready, click Create Poll.
- A Scheduling Poll meeting link will be inserted into your email.
- When you’re ready, send the email.
At this time, the Scheduling Poll feature is not available for the Outlook desktop client on Windows machines.
- When a scheduling poll is sent to you via email, click Vote.
- If necessary, select your name from the list of attendees.
- Vote for meeting times by selecting Preferred, Yes, or No.
- Depending on how the poll was set up, you may be able to add more attendees or meeting times to the poll.
- When you’re ready, click Vote to submit your responses.
- If you need to change your responses, you can click the "Vote" button again in the original email and repeat the process.
- Visit the Scheduling Poll Dashboard. You may be asked to log in with your Tufts credentials. (Tip: Bookmark this page for yourself!)
- Your scheduling polls will be listed. From here, you can manage polls and your default poll settings.
- Click on the name of a poll to view responses.
- A window will open where you can…
- Send poll reminders
- Cancel the poll
- View attendee responses
- Adjust your own responses
- Add/edit attendees and times
- Send a meeting invite
Note: This section describes how to manually send an invite from scheduling poll results. When setting up your poll, you can also have Outlook automatically send an invite if/when your attendees reach a consensus.
- Visit the Scheduling Poll Dashboard. You may be asked to log in with your Tufts credentials.
- Your scheduling polls will be listed.
- Click on a poll to view responses.
- Find a time that works for as many people as possible and click Schedule meeting.
- A new event invitation will open, with all of your attendees listed. Make modifications as necessary, then Send.