Skip to ContentGo to accessibility pageKeyboard shortcuts menu
OpenStax Logo
Workplace Software and Skills

2.3 Communication and Calendar Applications

Workplace Software and Skills2.3 Communication and Calendar Applications

Table of contents
  1. Preface
  2. 1 Technology in Everyday Life and Business
    1. Chapter Scenario
    2. 1.1 Computing from Inception to Today
    3. 1.2 Computer Hardware and Networks
    4. 1.3 The Internet, Cloud Computing, and the Internet of Things
    5. 1.4 Safety, Security, Privacy, and the Ethical Use of Technology
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  3. 2 Essentials of Software Applications for Business
    1. Chapter Scenario
    2. 2.1 Software Basics
    3. 2.2 Files and Folders
    4. 2.3 Communication and Calendar Applications
    5. 2.4 Essentials of Microsoft 365
    6. 2.5 Essentials of Google Workspace
    7. 2.6 Collaboration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  4. 3 Creating and Working in Documents
    1. Chapter Scenario
    2. 3.1 Navigating Microsoft Word
    3. 3.2 Formatting Document Layout in Microsoft Word
    4. 3.3 Formatting Document Content in Microsoft Word
    5. 3.4 Collaborative Editing and Reviewing in Microsoft Word
    6. 3.5 Document Design
    7. 3.6 Navigating Google Docs
    8. 3.7 Formatting Layout and Content in Google Docs
    9. 3.8 Collaborative Editing and Reviewing in Google Docs
    10. 3.9 Versions and Version History
    11. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  5. 4 Document Preparation
    1. Chapter Scenario
    2. 4.1 Microsoft Word: Advanced Formatting Features
    3. 4.2 Working with Graphics and Text Tools in Microsoft Word
    4. 4.3 Managing Long Documents in Microsoft Word
    5. 4.4 Google Docs: Enhanced Formatting Features
    6. 4.5 Working with Graphics and Text Tools in Google Docs
    7. 4.6 Managing Long Documents in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  6. 5 Advanced Document Preparation
    1. Chapter Scenario
    2. 5.1 Creating Different Document Types in Microsoft Word
    3. 5.2 Mail Merge in Microsoft Word
    4. 5.3 Creating Forms in Microsoft Word
    5. 5.4 Creating Different Document Types in Google Docs
    6. 5.5 Creating Forms in Google Docs
    7. 5.6 Advanced Collaboration in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  7. 6 Preparing Presentations
    1. Chapter Scenario
    2. 6.1 Presentation and Design Essentials
    3. 6.2 Designing a Presentation in Microsoft PowerPoint
    4. 6.3 Formatting Microsoft PowerPoint Slides: Layout and Design Principles
    5. 6.4 Adding Visuals and Features to Microsoft PowerPoint Slides
    6. 6.5 Designing a Presentation in Google Slides
    7. 6.6 Creating Google Slides: Layout and Text
    8. 6.7 Adding Visuals and Features to Google Slides
    9. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  8. 7 Advanced Presentation Skills
    1. Chapter Scenario
    2. 7.1 Effective Presentation Skills
    3. 7.2 Finalizing a Slide Collection
    4. 7.3 Preparing a Microsoft PowerPoint Collection for Presentation
    5. 7.4 Preparing a Google Slides Collection for Presentation
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  9. 8 Content Management Systems and Social Media in Business
    1. Chapter Scenario
    2. 8.1 What Are Content Management Systems?
    3. 8.2 Common Content Management Systems
    4. 8.3 Creating Content with a Content Management System
    5. 8.4 Search Engine Optimization
    6. 8.5 Social Media in Business
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  10. 9 Working with Spreadsheets
    1. Chapter Scenario
    2. 9.1 Microsoft Excel Basics
    3. 9.2 Text and Numbers in Microsoft Excel
    4. 9.3 Calculations and Basic Formulas in Microsoft Excel
    5. 9.4 Formatting and Templates in Microsoft Excel
    6. 9.5 Google Sheets Basics
    7. 9.6 Text and Numbers in Google Sheets
    8. 9.7 Calculations and Basic Formulas in Google Sheets
    9. 9.8 Formatting and Templates in Google Sheets
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  11. 10 Advanced Excel Formulas, Functions, and Techniques
    1. Chapter Scenario
    2. 10.1 Data Tables and Ranges
    3. 10.2 More About Formulas
    4. 10.3 Using Arithmetic, Statistical, and Logical Functions
    5. 10.4 PivotTables
    6. 10.5 Auditing Formulas and Fixing Errors
    7. 10.6 Advanced Formatting Techniques
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  12. 11 Advanced Excel Spreadsheets: Statistical and Data Analysis
    1. Chapter Scenario
    2. 11.1 Understanding Data, Data Validation, and Data Tables
    3. 11.2 Statistical Functions
    4. 11.3 What-If Analysis
    5. 11.4 PivotTables/Charts
    6. 11.5 Data Analysis Charts
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  13. 12 Using Excel in Accounting and Financial Reporting
    1. Chapter Scenario
    2. 12.1 Basic Accounting
    3. 12.2 Financial Functions in Microsoft Excel
    4. 12.3 Integrating Microsoft Excel and Accounting Programs
    5. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  14. 13 Understanding and Using Databases
    1. Chapter Scenario
    2. 13.1 What Is a Database?
    3. 13.2 Microsoft Access: Main Features and Navigation
    4. 13.3 Querying a Database
    5. 13.4 Maintaining Records in a Database
    6. 13.5 Creating Reports in Microsoft Access
    7. 13.6 Creating Forms in Microsoft Access
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  15. 14 Advanced Database Use
    1. Chapter Scenario
    2. 14.1 Advanced Queries in Microsoft Access
    3. 14.2 Multiple Table Forms
    4. 14.3 Customizing Forms
    5. 14.4 Customizing Reports
    6. 14.5 Using Macros
    7. 14.6 Data Analysis and Integration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  16. 15 Integrating Applications
    1. Chapter Scenario
    2. 15.1 Microsoft 365: Collaboration and Integration
    3. 15.2 Microsoft Word: Integration with Microsoft Excel and Microsoft Access
    4. 15.3 Microsoft Word and Microsoft PowerPoint Integration
    5. 15.4 Microsoft Excel and Microsoft PowerPoint Integration
    6. 15.5 Microsoft Excel and Microsoft Access Integration
    7. 15.6 Integrating Data from Other Programs into Google Workspace
    8. 15.7 New Developments: The Role of Artificial Intelligence
    9. 15.8 Mastering Workplace Software Skills: A Project
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
  17. Index

Learning Objectives

By the end of this section, you will be able to:

  • Identify common communication applications for email and messaging
  • Apply best practices to crafting an email
  • Describe features and uses of calendar applications

Effective communication is a key component of any organization. Today’s technologies enable us to communicate nearly seamlessly across thousands of miles, so that organizations can operate more efficiently and respond quickly to their customers’ changing needs.

Communication technologies fall into three broad categories: email, instant chat/messaging, and videoconferencing programs. Some companies might also conduct communication by placing calls over the internet. Email is electronic mail. It is like writing a letter and delivering it via the internet rather than through the postal service. Instant chat/messaging is designed for brief, typed messages that are delivered in real time as if you were chatting with someone face-to-face. Finally, videoconferencing programs use video to mimic a face-to-face meeting where you can see and hear the other participants, but in a virtual environment (rather than in the same physical location).

There are advantages and disadvantages to each type of communication technology. Email is not ideal for conveying emotion clearly. Instant chat/messaging, though quick, as its name implies, may not preserve the entire conversation for later reference. (This may depend on the messaging service used.) Many email and instant messaging applications include a video chatting/meeting option as well.

With video communication programs, engagement from participants could be limited, especially if participants keep their video cameras turned off or if there are a large number of participants. It may be difficult to interject to speak in such a setting. But video communication software has made it possible to hold departmental meetings where all members do not have to be gathered in the same location. This technology has transformed communication on a large scale as well, especially on the world stage, as Figure 2.9 shows.

Two people are looking at a laptop screen that displays eight people’s faces on the screen. At the right is a list of participants who have dialed in to the meeting.
Figure 2.9 Technical Cooperation Members of the COP26 Climate Change Conference hold a virtual meeting in 2021 in Glasgow, Scotland, enabling stakeholders from 200 countries to come together whether in person or over the internet. (credit: “IAEA Staff Behind the Scenes at COP26” by IAEA Imagebank/Flickr, CC BY 2.0)

Communication in the Digitized Office

Effective communication is essential for enhancing organizational performance. Communication is needed from upper management to effectively convey the strategic goals of the organization. Communication among colleagues is needed to ensure that work tasks are being completed in a timely manner. And, finally, external communication of an organization to key stakeholders such as customers or vendors is necessary to increase the customer base or garner additional funding if needed. External communication is essential when marketing your company. WorldCorp can use external communication via a variety of ways (such as a website and emails to potential customers) to raise awareness about a new product line they are offering. With technology today, business can be conducted without the individuals being in the same physical space. It is likely that you will encounter a digitized office environment in your career.

Challenges of Digitized Collaboration

Some challenges of collaboration via technology include:

  • Building trust
  • Scheduling
  • Addressing communication issues
  • Overcoming cultural differences

Regular video calls with teams can be an effective way to build trust in an organization. In a digitized business environment, scheduling will need to account for time zone differences and this can be facilitated with the technologies today. Figure 2.10 shows one map of the world time zones that most video conferencing programs will automatically account for when scheduling meetings in multiple countries and continents.

A Standard Time Zones of the World map displays time zones in a variety of colors with numbers across the top indicating + or – hours from the Prime Meridian.
Figure 2.10 An understanding of time zones is important in running video meetings in multinational corporations. (credit: “Standard World Time Zones map (as of August 2015)” by UnaitxuGV/Wikimedia Commons, Public Domain)

Communications issues such as language barriers can be addressed using translation capabilities within some applications. This can allow businesses to recognize cultural differences that may exist within their organization or customer base. Organizations that operate remotely should consider offering training to help overcome some of these cultural differences so that they do not become barriers to effective teamwork. The training could include cultural awareness training or even language classes to assist employees working across borders.

Essentials of Business Communication

Communication in the workplace is an essential part of the day-to-day functions for any employee. Keep in mind that communication conducted using company equipment (even if private) can be recorded and is the property of the company that can be accessed at any time. So keep this in mind when you are communicating while at work. This includes chats, instant messages, emails, video calls, and computer files.

Although the exact content of the communication will vary, there are some best practices to follow to make the communication more effective. First, one of the most important aspects of communicating is to know your audience. The way you communicate with your coworker could be completely different than how you would communicate with a senior level manager in the company. The communication style, needs, and method can vary widely based on the audience. Next, you need to understand your communication objectives: Is the intent to inform or persuade? What are you hoping to achieve with the communication? Knowing the answer to these questions can help you format the content of your communication and clearly articulate the message.

Determining the audience and the purpose of the communication leads to creating the content of the communication. First, consider the level of formality needed in the message. Communicating lunch plans with your coworkers is a different level of formality than communicating quarterly sales results with a manager. You might also consider the timing of communication in your thought process. Sending critical information via email at 5:15 p.m. on a Friday afternoon may not be the best timing for the message to go out. Some applications might give you the ability to schedule delivery of emails at a more appropriate time. Timing is especially important when communicating across time zones. Be sure to spell-check your content and read it out loud for professionalism when appropriate. This is also applicable to all attachments to the communications that you might send.

Communication Applications

WorldCorp uses email, instant messaging, and video applications because it has several employees who work remotely. Technologies of this kind are called communication applications, or software that facilitates communication between individuals or groups.

Email has become its primary means to communicate. Instant messaging also plays a role in the company as a fast way to communicate with coworkers who might not be located in the same office space as you are. Finally, video communication applications work well when not everyone can be in the same place to meet face-to-face. Within each communication type, there are several applications available, and many are integrated into one program. Most of the software for the communication type will have similar functionality. For example, many email applications offer similar tools and capabilities for communicating.

Email

Email is a digital means to send messages, ranging from a short memo to a longer narrative, which can be sent to a single recipient or to thousands (or more). You’ve most likely used or at least heard of popular email programs such as Outlook, Gmail, Apple Mail, and Yahoo! mail. Emails can also include attachments, such as Word or Excel documents.

Regardless of which email program you use, all emails have certain common elements. The main components of an email include: To, Cc, Bcc, subject, body of the email, and attachments, as shown in Figure 2.11. The To field is where you enter the address of the primary intended recipient(s). You can include multiple recipients for the email; their email addresses will be separated either by a “,” or a “;” depending on which program you are using. All carbon copy (Cc) recipients will get the identical email and all recipients will know all that have received the email, but they are merely “copied” on the message to be informed of it. There is no action required by Cc’d recipients. A blind carbon copy (Bcc) means that the recipients in the To and Cc fields will not know the Bcc individual has received the email. This function serves to inform someone else confidentially and usually means there is a crucial need for it. It’s not a function to use lightly or liberally.

An email window is displayed. The body of the email shows a thank you letter formatted as a business letter.
Figure 2.11 When composing a professional email, format the email in a similar manner to a business letter. (Used with permission from Microsoft)

The subject line of the email is a brief description of the content or purpose of the email. The body of the email is composed in the large space. Composing an email in an email application is similar to using word processing software such as Google Docs.

The final component of most emails is attachments. Not all emails have to include attachments, but you may want to include an attachment such as a document to review or an image you want to share. To attach a file to an email, you will usually find a tool or icon that looks like a paper clip. Attachments are just as they sound—additional information that is saved in a computer file outside of the actual email, such as spreadsheets, pictures, and PDFs. These digital files can then be saved by the recipient on their computer for future use.

When responding to an email you have received, you have several options. You can choose Reply, Reply All, or Forward, as Figure 2.12 shows. Reply will allow you to compose a response, which will go to the sender of the email only. When you choose Reply All, everyone who received the original email from the sender will also get your reply. Use caution when choosing Reply All. Make sure you are comfortable with all on the email distribution list reading your response.

The Message tab is selected in an email window. Reply All is selected in the Respond command group. Reply, Reply All, and Forward buttons are visible at the right.
Figure 2.12 When responding to an email, be careful to choose the appropriate option. As an example, you may not want to choose Reply All when responding to an email that was sent to all employees. (Used with permission from Microsoft)

For example, the human resources (HR) director at WorldCorp has just sent a company-wide email about the upcoming holiday schedule. If you had a question about the schedule and chose Reply All, everyone in the company would get your email with the question. You really intended only to ask the question of the HR director, so you should have used Reply.

Finally, Forward allows you to forward the original email to someone else. You might choose this option if you want to get some input on a topic before responding. Sales personnel at WorldCorp might use the Forward option to send accounts payable receipts for products they have purchased.

Generally, email is not the best communication channel for long discussions that require input from multiple people, because you will get multiple replies that clog your email inbox (more on that later). In general, a business email should take a formal tone. Like a business letter, it should be clear and concise. Emails should include a descriptive subject line that conveys the topic of the message. In fact, some email programs have a security feature that will flag any message without a subject line and will ask you to write one before clicking Send.

Professional business emails should start with a greeting or salutation—something like Dear Mr. Jones, Mr. Jones, or simply Jim, depending on the level of formality you desire.

The body of the email should be brief and concise. Anything longer than a few paragraphs should be put into an attachment file instead. Pay attention to spelling and grammar as you are constructing the email. Finally, end with a closing and your signature. The closing may be a sentence such as “Thank you for your time” or “I look forward to hearing your thoughts.” Some email programs have a built-in feature that allows you to include a preformatted signature on all emails, perhaps including your name, company, position, and contact information.

Common Email Applications

There are many email applications on the market. Your company will have chosen one, but that doesn’t mean you can’t have your own email addresses to use at home. Just be sure to keep those email accounts separate. It is not a good idea to use company email for personal matters because you have no privacy and it is the company’s property first and foremost. Because this text covers Microsoft and Google products, you will learn these email applications, Outlook and Gmail, respectively.

Mac Tip

Visit this Apple mail support page for information about Apple Mail.

Microsoft Outlook

Outlook is part of the Microsoft suite of applications. It contains many of the same features that you might find in Word or Excel. You can format the email text as you are composing the email. Figure 2.13 shows you the email composition screen in the application. You will notice there are common features in Outlook that you will find in most email applications. You have options to reply to the message, include attachments, and add signatures to your emails. Another handy feature in Outlook is setting a priority for your email. This allows you to give an email that needs immediate attention a high priority label. It can alert the recipient that the email is a “High Priority” email and needs to be addressed quickly.

Other features that you will see in Outlook and many other email applications are identifying emails as spam or junk. You can mark an email as junk and emails from that sender will no longer appear in your inbox. They will instead be immediately sent to the spam or junk folders. When you no longer need an email, you can choose to delete it. When you delete an email, it goes to the Trash folder. You can still access it in the Trash folder for some time based on the settings of Outlook to delete the content of the Trash folder. Finally, you have the ability to add folders to help keep your emails organized. Just as you would for folders on your computer, you can use an organization system that works for your needs. For example, a sales agent at WorldCorp might set up an email folder for each of its customers.

An email window is visible. The command group Tags is highlighted and includes Follow Up, High Importance, and Low Importance options for selection.
Figure 2.13 If you set the priority to High, recipients can quickly see emails that need immediate attention. (Used with permission from Microsoft)

Gmail

Gmail (see Figure 2.14) is part of the Google suite of applications. You may have experience already using Gmail as many schools will assign Gmail email addresses to their students for use while they are enrolled. In Gmail, you have some ability to format text, but not to the extent that you have with Outlook. The basic setup of the email composition is similar. The functionality of Gmail is similar to that of most email programs. You can add attachments, organize emails into folders, and identify emails as junk or spam.

A Gmail screen is open. New Message reads across the top. A blue Send button is at the bottom left.
Figure 2.14 Gmail places the Send button at the bottom of the email composition screen. (Gmail is a trademark of Google LLC.)

Instant Chat/Messaging (IM) Applications

Instant chat/messaging applications offer users a quick way to send messages in real time, meaning the back and forth is directly on the screen rather than in an email you have to open first to read. Often, these applications are more text based and do not offer some of the same formatting features that you might find in email programs. Many do offer the ability to send files through the instant messaging application. However, the size of the file may be limited. Usually, communicating through instant messaging is less formal than communication in email. Also, you would not expect to format a message in instant messaging applications like a business email. You might also find that users will abbreviate words more when using instant messaging applications. This is like texting via your cell phone.

Some companies offer internal programs for instant messaging. Others use commercially available tools to facilitate communication in the workplace. For example, if you had a quick question to your manager about the format needed for a presentation you are preparing, using an instant messaging application might be a good tool. You could send the message to your manager in a short, concise question and the manager would receive the message directly. Think about instant messaging like having a face-to-face conversation with your manager, but just electronically—an online chat. Instant chat/messaging applications give users the ability to send to multiple people or to create a “chat room.” Most programs also have an indication if a user is online. This will allow you to know whether your message will be viewed when you send it.

Using instant chat/messaging in the workplace can facilitate real-time communication between employees who are not in the same physical location. This can foster team building and foster trust among the employees. It can also reduce the number of emails an employee receives on a daily basis. Instant messaging can be a secure form of communication that can be archived by the information technology department. However, overuse of instant messaging can provide a distraction in the workplace. With instant messaging, we often do not place the same attention to proofreading and making sure we are conveying the message we intend. You might inadvertently send a message in error or with incorrect information. Because of the immediate nature of instant messages, take care to make sure the message is correct before sending.

Also, instant chat/messaging is not appropriate for critical discussions such as hiring decisions, strategic company decisions, or contract discussions. Instant messaging should be viewed as a means to facilitate quick conversations, not as a replacement for company meetings and other such discussions. Instant messaging, although similar in ways to a face-to-face conversation, cannot take the place of those human interactions. Emotions and body language are not conveyed through messages. Here are the major instant message programs.

Microsoft Teams

Microsoft Teams is a useful tool in business for instant messaging. It is included in the Microsoft suite of programs. Teams also offers video chat capability as well as file sharing. Many organizations today use Teams to conduct team meetings. Teams provides much more than just a chat function. You can take calls, schedule meetings through the calendar function, and much more in the Teams environment. Figure 2.15 shows what the Teams interface looks like with the chat function selected.

A Teams window is visible. A Search Bar runs along the top. Options for selection are at left. A Chat pane is next and then a Conversation pane is at the right.
Figure 2.15 The Teams window will display your picture in the upper-right corner with a green check mark to show you are available. (Used with permission from Microsoft)

Slack

Another instant messaging platform, Slack, is a free program with some extra features available for a fee. For example, with the free version, users are limited to view and access only the most recent 10,000 instant messages. This will work for many uses but may be limiting if you try to use the free version for workplace communications, where you may need to recall a conversation that goes back further. Slack is similar in many ways to Teams (see Figure 2.16). It was designed specifically for use in the workplace. Slack allows users to add emojis to messages and to create workspaces for team collaboration. Files can be shared via Slack as they are in Teams. Private and public messages can be exchanged through Slack. Slack integrates well with other programs such as the Google suite of products, including Google Calendar.

A Slack window displays options at the top for searching. The left column lists a Work heading with Channels and Direct messages. The right side of the screen shows a channel.
Figure 2.16 Notice that Slack uses the term “channels” to refer to different chats. (Copyright 2023 Slack Technologies, LLC.)

Calendar Applications

There are several applications that can help you keep organized. One such category of applications is calendars. Suites such as Microsoft and Google include calendar applications. One key feature of calendar applications is the ability to have both your personal and business schedules in one place that can be accessed from virtually anywhere. You can integrate the apps with your phone so that you no longer have to carry a separate day planner or schedule book with you. With the sophistication of the calendar apps today, you can enter appointment information into one place and it can be updated across many different programs and even shared to other people.

Calendar Features and Functions

With the availability of various technologies today, many people have moved their calendar to an online format, rather than a more traditional paper planner. Many prefer the convenience of storing their work and personal appointments in a single place. These calendar apps allow users to bring together multiple calendars as well as scheduling meetings and blocking out time when you might be unavailable. Many calendar applications will permit users to determine which items are visible to others or to share your calendar with coworkers and family. You can also use calendar software to allow your customers to set up meetings with you during your available time. If you want to keep your personal appointments hidden from your coworkers, you can easily set this up in the program. The settings in the application also allow users to permit others to add appointments to their calendars.

Calendar applications can also be useful for managing work tasks for project management and setting reminders for key activities. Calendar items can be color coded and/or flagged based on their importance of due date. Calendars are used frequently in organizations to make scheduling easier when including multiple people for a meeting. Using a calendar application can also increase productivity because you can manage your time more efficiently. Many of the calendar apps also integrate well with cell phones so that you can receive notifications of upcoming appointments if you are not at your computer. You may also find when scheduling family or personal appointments such as dentist appointments, those appointments can be directly added to your calendar by the doctor’s office. While some may still prefer the traditional paper planner for keeping their schedule, the convenience of calendar applications has prompted many businesses to adopt them for use in their organization.

Spotlight on Ethics

Adjusting Privacy Settings in Your Electronic Calendar

While electronic calendars are incredibly useful and convenient, we must also recognize that these calendars may be viewed by others, especially if we are using our employer’s software. Google Calendar and Outlook/Calendar can be viewed by others easily, requiring us to use privacy options such as adjusting viewing permissions for different individuals. You may want to prevent some people from viewing your calendar entirely, provide only limited information (such as availability) to others, and allow full access to your calendar to some. You can also control what information you can make available on a calendar appointment. For instance, you can make an appointment private and not viewable by anyone; this slot will show up as private with no further details. This is helpful for keeping private appointments or sensitive appointments.

Calendar Integration and Syncing

Syncing calendars stored in other applications is an essential component of getting the best use of a calendar application. You could have a calendar on your phone for personal appointments and reminders, a calendar for your work tasks on your work computer, and then perhaps another calendar to keep track of your extended family birthdays. Through calendar integration, these calendars can be synced into one place. This often involves simple changes to the settings in the software to link all the calendars together. In fact, when you first install a calendar application on your device, you might be prompted to integrate existing calendars during the setup process.

Common Calendar Applications

Figure 2.17 shows the calendar feature in Microsoft Outlook. The calendar function and email are integrated in the program. You cannot delete the calendar application, but you can choose not to use it. There are no preset events in the calendar application. You can set the program to give you notifications of meetings and tasks when you are in the email program. The Outlook Calendar also has a meeting scheduler to assist with scheduling meetings and can even be used to determine if specific meeting spaces are available in the organization. Outlook Calendar has a useful feature to set up recurring meetings that happen at some frequency. For example, if your company has a set meeting each week for sales force updates, you can set this up in Outlook once and it will be added to all attendees’ calendars for the time frame you desire.

An online calendar highlights January 24th with a blue box. Switch email (an envelope icon) is at bottom left. Appointments are listed with times and in various color designations in the calendar.
Figure 2.17 To switch back to Outlook Mail, just choose the envelope in the lower-left corner of the screen. (Used with permission from Microsoft)

If you already have a Google account, you have access to Google Calendar. Google Calendar is easy to use and integrates well with a wide variety of platforms. With Google Calendar, you create multiple calendars to manage different events. You can then manage the settings for each of the calendars independently. All the created calendars are integrated into an overall calendar interface. You can use color coding to differentiate the different calendars when viewing in the main calendar view, as Figure 2.18 shows. You access Google Calendar by logging in to your Google account.

A Create button is visible in a calendar. The list of options under My calendars includes Angela Mitchell (selected), Reminders, and Tasks. Under Other calendars, Holidays in United States is listed.
Figure 2.18 To create a new calendar appointment, choose Create. All calendars displayed in the main calendar view are listed in the lower left of the screen. (Google Calendar is a trademark of Google LLC.)
Citation/Attribution

This book may not be used in the training of large language models or otherwise be ingested into large language models or generative AI offerings without OpenStax's permission.

Want to cite, share, or modify this book? This book uses the Creative Commons Attribution License and you must attribute OpenStax.

Attribution information
  • If you are redistributing all or part of this book in a print format, then you must include on every physical page the following attribution:
    Access for free at https://openstax.org/books/workplace-software-skills/pages/1-chapter-scenario
  • If you are redistributing all or part of this book in a digital format, then you must include on every digital page view the following attribution:
    Access for free at https://openstax.org/books/workplace-software-skills/pages/1-chapter-scenario
Citation information

© Jan 3, 2024 OpenStax. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution License . The OpenStax name, OpenStax logo, OpenStax book covers, OpenStax CNX name, and OpenStax CNX logo are not subject to the Creative Commons license and may not be reproduced without the prior and express written consent of Rice University.