Microsoft 365 How-To

Manager & Admin Guide for CTRS Team Members
Outlook • Teams • Planner • To Do • OneDrive •
Manager & Admin
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Understanding Group vs. Personal Calendars

Key Concept

There are two types of calendars you'll work with in Outlook:

  • Group calendars (On Call Schedule, Time Off Schedule) -- shared with the entire group. Every member can see these events. Managers create events here; drivers view them. Think of these as the official company schedule boards.
  • Your personal calendar -- only you can see it unless you invite someone. Use this for one-on-one meetings, reminders, or anything that doesn't need to be on the shared schedule.

When you create an event on a group calendar, every group member can see it automatically -- you don't need to invite them individually. When you create a personal event and add attendees, only those specific people receive the invite.

Permissions Reminder

The On Call Schedule and Time Off Schedule group calendars are locked down. Only managers (group owners) can create, edit, or delete events on those calendars. Drivers can view the schedule but cannot make changes. This prevents accidental edits to the official schedule.

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Viewing the Group Calendars

Everyone
  1. Open Outlook.
  2. Click Calendar in the left sidebar (or press Ctrl+2).
  3. In the left panel under Groups, look for On Call Schedule and Time Off Schedule. Check the box next to each one to show them.
  4. If you don't see them under Groups, click Add calendar in the toolbar, then From directory or From Group to find and add them.
  5. Group events now appear alongside your personal calendar, color-coded. You can toggle each calendar on/off by clicking its checkbox.

Use the toolbar to switch between Day, Work Week, Week, and Month views. Right-click any group calendar to change its display color.

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Subscribing So Events Show Automatically

Everyone

On desktop, group calendars usually show automatically once you're a member. If events aren't appearing:

  1. In the left panel, find your group under Groups.
  2. Right-click the group name.
  3. Click Subscribe or Add to favorites if available.
  4. If using Outlook on the web, click the group, then look for Follow in inbox to get email notifications for group activity.
Tip

On the desktop app, group calendars typically show events with no extra setup required -- just check the box next to the group calendar in the left panel. The subscribe/follow option is mainly useful for getting email notifications about new events.

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Group Conversations

Everyone

Each group has a shared conversation thread -- like a group email chain that everyone can see. Use it for announcements, schedule questions, or anything the whole group should know about.

  1. Open Outlook.
  2. In the left sidebar, look under Groups (you may need to expand this section).
  3. Click On Call Schedule (or whichever group).
  4. The group inbox opens showing conversation threads. Click any thread to read it. Click Reply or Reply All to respond.
Managers

Starting a new conversation: With the group selected, click New Mail in the toolbar. Type your subject and message using the rich-text editor. Click Send. Every group member will receive this in their inbox and can reply.

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Creating On-Call / Shift Blocks

Managers Only

This is the most common task -- putting a driver's on-call window on the shared schedule.

  1. Open Outlook and go to Calendar (or press Ctrl+2).
  2. Click New Event in the toolbar (or double-click a time slot on the calendar to create an event at that time).
  3. Enter a clear title. Include the driver's name and shift window, e.g.:
    "Smith -- On Call 6:00 PM - 6:00 AM" or "Garcia -- Primary 7a-7p"
  4. Set the start date/time and end date/time. For overnight shifts, make sure the end date is the next day.
  5. Click the Calendar dropdown (it will default to your personal calendar) and switch it to On Call Schedule.
  6. In the body/notes area, add any relevant details:
    • Truck/unit number
    • Coverage area
    • Special instructions
    • Backup driver contact
  7. Click Save.

The event immediately appears on every group member's calendar -- no invites needed. You can also drag and drop existing events to move them to a different time slot.

Desktop Power Tip

On desktop, you can drag the edges of a calendar event to resize it (change start/end time), or drag the whole event to move it to a different day/time. This is much faster than opening and editing each event.

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Creating Time-Off Entries

Managers Only
  1. Open OutlookCalendar → click New Event.
  2. Title it clearly: "Johnson -- PTO" or "Miller -- Off (Vacation)"
  3. Check the All day event checkbox.
  4. Set the start date and end date (for multi-day time off).
  5. Change the calendar dropdown from your personal to Time Off Schedule.
  6. Add notes if needed (e.g., "approved 2/28, returns Monday 3/16").
  7. Click Save.
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All-Day vs. Timed Events

Key Concept

When creating any event, you'll see an All day event checkbox:

  • Checked (All day) -- the event spans the full day (or multiple days). It shows as a banner at the top of the calendar. Best for: PTO, holidays, multi-day coverage, training days.
  • Unchecked (Timed) -- you set specific start/end times. It shows as a time block on the calendar. Best for: on-call shifts with specific hours, meetings, calls.

For a 12-hour on-call shift, leave the checkbox unchecked and set the exact hours (e.g., 6:00 PM to 6:00 AM). For a full day off, check the All day event box.

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Recurring Events

Managers

If a driver works the same shift every week, you don't have to create the event every single time. Use recurrence to set it once and let it repeat.

  1. Create the event as normal (title, times, correct group calendar).
  2. In the event form, click the Don't repeat dropdown.
  3. Choose a pattern:
    • Daily -- every day or every X days
    • Weekly -- e.g., every Monday, Wednesday, Friday
    • Monthly -- e.g., first Monday of every month
    • Custom -- for more specific patterns
  4. Set a range of recurrence: start date, and either an end date, a number of occurrences, or "No end date."
  5. Click Save.

To change one instance later (e.g., a swap), double-click that specific event and choose Just this one (not "The entire series").

Heads Up

Be careful with "Open the entire series" -- that changes every past and future occurrence. If a driver's regular shift changes starting next month, it's safer to end the old recurring event and create a new one starting on the new date.

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Personal Meetings & Teams Video Calls

Managers

For meetings with specific people (not the whole group), create a personal calendar event and invite them. This is different from a group calendar event.

  1. Open OutlookCalendar → click New Meeting (or press Ctrl+Shift+Q).
  2. Leave the calendar set to your personal calendar (do NOT switch to a group calendar).
  3. Enter the meeting title in the Subject field.
  4. In the To field, type attendee names or emails. Outlook will autocomplete from the company directory.
  5. Toggle the Teams meeting switch on to add a video/audio call link automatically.
  6. Set the date, time, and location (or leave location blank if it's Teams-only).
  7. Use the Scheduling Assistant tab to find a time when everyone is free.
  8. Add any agenda or notes in the body area.
  9. Click Send. Each attendee gets a calendar invite they can accept or decline. If Teams Meeting was on, the invite includes a join link.
Everyone

Joining a Teams meeting from an invite: When you receive a meeting invite with a Teams link, open the event on your calendar and click Join Teams Meeting. The Teams app will open and connect you. Or click the Teams meeting link in the email invite.

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Editing & Deleting Events

Managers Only
  1. Open OutlookCalendar.
  2. Double-click the event you want to change (or right-click and choose Edit).
  3. To edit: change the title, time, description, or any other field. Click Save.
  4. To delete: right-click the event and click Delete, or open the event and click the Delete button in the toolbar.
  5. For recurring events, you'll be asked whether to edit/delete just this one or the entire series. Pick carefully.
Tip

If you need to move an on-call block to a different driver (a swap), the easiest way on desktop is to double-click the event and change the driver's name in the title and description. You can also drag and drop the event to move it to a different time slot.

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Quick Reference: Group Event vs. Personal Meeting

Decision Guide
Group Calendar Event Personal Meeting Invite
Who sees it? Everyone in the group -- automatically Only the people you invite
Which calendar? On Call Schedule or Time Off Schedule Your personal calendar
Who can create? Managers (owners) only Anyone
RSVP needed? No -- it's just on the schedule Yes -- attendees can accept/decline
Use for... On-call shifts, PTO, holidays, company-wide items 1-on-1 meetings, small huddles, training with select people
Teams link? Not typically (it's a schedule block, not a meeting) Yes -- toggle Teams meeting switch on
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