Edit/Add Meeting Notes on meeting invite sent from someone else

Anonymous
2023-08-16T19:12:41+00:00

I have a user who used, supposedly, used to be able to add note/details to a meeting they were invited to for our president.

For instance, the user Sally, received and accepted a meeting on behalf of John from Meeting Organizer. Sally would then be able to add notes about travel arrangements for John into the meeting she accepted on John's calendar. Now, she is no longer able to edit/add these details or the meeting at all.

Is it possible to add notes/details to a meeting invite from someone else? I am not interested in the OneNote plug-in function that allows you to edit a note for a meeting in OneNote. We would want to do this only inside Outlook.

User has full owner rights to the mailbox and calendar and we've tried it with added delegate rights and without.

Outlook | Windows | Classic Outlook for Windows | For home

Locked Question. This question was migrated from the Microsoft Support Community. You can vote on whether it's helpful, but you can't add comments or replies or follow the question.

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Anonymous
2023-11-27T21:03:05+00:00

Anna,

First make sure you are on the Beta Channel or CC Preview latest build. This new feature will be in Current Channel later this week in Version 2311 (Version page, Update history).

Go to the Calendar tab in Outlook and add an appointment to your calendar. It can be anything. Double click on that appointment to open it and then click File, Options, Customize Ribbon, etc. Rest of steps from Known Issue article below.

Images are blocked and meeting body is read only in Outlook Desktop if calendar items are from other senders for Microsoft Outlook Spoofing Vulnerability released August 8, 2023 - Microsoft Support

Add the Edit Meeting button to the Ribbon

  1. In Outlook Desktop switch to your calendar and open a meeting item.
  2. Select FileOptions, then Customize Ribbon.
  3. In the right column under Customize the classic ribbon, under Main Tabs, select Appointment.
  4. Select New Group and then after it appears, rename it Edit Meeting. You can rename it later if you prefer.
  5. Use the Move Up arrow to move the Edit Meeting button under Actions. Keep the new group Edit Meeting selected.
  6. Using the column on the left, under Choose commands from: click the dropdown and select Commands Not in the Ribbon.
  7. In the picker box, locate and select Edit Meeting, then click Addto add it to the custom group you just created.
  8. Select OKto exit Customize the Ribbon.
    Edit meeting button Customize ribbon in Outlook

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  1. Anonymous
    2023-09-13T17:58:24+00:00

    Our Agency is a big proponent of being able to edit the meeting body. Especially for assistants and other staff of the like adjust meeting info. Please consider changing the read only part back. It's quite inconvenient.

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  2. Anonymous
    2023-09-13T20:36:08+00:00

    I'm back just to highlight all the various mini issues the bandwagon gang have raised about this original functionality. They trump the living daylight out of the #1/#2 OneNote issues raised here (I listed below).

    I think everyone should still consider OneNote for this entire topic and for the delegates, try embracing sharing the VIP's main OneNote Notebook and link their meeting copy on their calendar to their notebook.

    OneNote let's you add your own notes before and after the meeting, AND can be refreshed near-atautomatically with info from meeting updates.

    The only drawbacks raised in comparison to this original in-Outlook functionality:

    1. OneNote is a separate app.
    2. People have to change and learn.
    3. It's extra setup work to share delegator's OneNote so delegates can manage the meeting notes in there.

    Of those, #3 is valid and the other 2 are nearly dismissable. People have to learn and people use more than 1 app (and nobody is solely stuck staring at their meeting body in an Outlook window during a meeting.

    Another scenario where the original solution gets weird - large meeting, organizer leaves, meeting needs to be cancelled via Search and Purge. Well then IT is deleting more data overall than intended. It's likely fine, but says who? There'll be users who find this to be violating (probably some of them in here reading) and complaining that IT deleted their data.

    It's basically a problem feature that has been getting used and abused in a custom fashion by many, and rightfully should be left closed eventually. But it's fine that now it will be open again, I just hope that people will take the time to check out what they've been ignoring all along. Many will be quickly converted.

    OneNote should get some TLC in the area that is delegates and meeting notes for the delgator.

    In my opinion only delegates/delgator pairs/groups should have the feature rolled back, and just until equivalent functionality is clearly documented for OneNote.

    Absolutely not. Under no circumstances should we need to use a second app to perform the same function Outlook had. Saying they are "nearly dismissable" when Microsoft has said outright they are going to change back because of user feedback hating the change is kind of a silly statement. The reason why people want it back in the Outlook appointment is it's going to one singular location to find all the information you need for your meeting. It isn't going to Outlook calendar, getting some information, then needing to find the rest in OneNote. It's about time management. Having it in a single app means we only need to do one thing to get everything we need to know about the meeting in one location, not two. Equivalent functionality will never be in OneNote because it's a separate app that requires extra steps to deal with. Open Outlook calendar invitation and voila all the notes, attachments, etc are right there. Adding extra steps to do the same thing makes it less efficient to deal with.

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  3. Anonymous
    2023-09-13T22:03:42+00:00

    Try convincing our C-Suite executives that all these extra steps to collect information (which used to be "at a glance") is a valuable, time-saving effort. All this extra work affects not only the administrative staff who schedule meetings in Outlook but also the executives who need the information at their fingertips. This previous functionality gave us that one stop shopping experience, which was a win-win for everyone. Executive should not have to hunt and peck for information. If you have to hunt and surf through multiple platforms, it is no longer of any value.

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  4. Anonymous
    2023-09-13T22:35:19+00:00

    This is truly a disaster for C-suite calendaring and adding important details & materials to the invite. My Executive relies on added materials and notes without having to get paper copies. Please go back to the original format.

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