Creating a meeting summary

A meeting summary can optionally include all or selected content from agenda items and/or note items. You can automatically insert a meeting summary into an Outlook e-mail.

  1. Open the meeting for editing.

    If the meeting is part of a recurring meeting series, select the option to open only this occurrence. You cannot edit the summaries for an entire recurring meeting series at once.

  2. Click Summary.

  3. Click New Summary.

  4. In the Create New Summary dialog box, select the Agenda content and Note items to include in the summary, and click OK.

    If you want to start a blank Summary item, click None under Agenda, and uncheck all Notes.

  5. Add any additional text you want to the Summary text area, and click OK.

Sending a meeting summary to Outlook

You can insert a meeting summary into an Outlook e-mail.

  1. Open the meeting for editing.

  2. Click Summary.

  3. Click the summary item you want to send to Outlook.

  4. Click Send Summary.

    Outlook opens and the Summary item content displays in a new e-mail message.

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