Ideas on how to treat appointments as completed...

[ponyboy via OfficeKB.com]

As I continue to make the transition from ACT! 2005 to Outlook 2003 from what
I can see there is no way to control appointments and meetings (or at least I
haven't learned them yet). By "control" I mean:

In ACT! an appointment is really just a To Do Task with a date/time assigned
to it. Once the appointment or meeting has taken place it can be checked off
as completed and then placed into the contact's history.

What happens with Outlook? Once the appointment has passed how do I know if
I kept it or not? How do I show it was completed? I think this is why many
ACT! users do not switch. Is there some work around that someone has
discovered? Trying to understand Outlook's phylosophy behind this.

I'm thinking changing the appointment into a task and then check it off as an
idea?

 

[Sue Mosher [MVP-Outlook]]

Outlook has no philosophy of "completed" appointments. You could:

a) Delete it.
b) Leave it on the calendar
c) Mark it with a category.
d) Mark it with a color label.

 

[JR]

How about creating categories for "open" and "completed" or some such thing?

I actually keep billing info in my calendar. Then when it comes time to
create invoices, I have a view setup to show all of my calendar items that
are marked as billable. Once I process them, I simply change the category to
billed.

JR