To start explaining the Outlook calendar board view, we need to take a look into the history of this solution. A few years ago we came to notice something called Project Moca. As Microsoft has “boss-mode” activated for renaming products, we saw the next evolution on that with Outlook Spaces and now, the final product is called Outlook Calendar Board view. To be honest, I think Outlook boards would be enough but hey, who am I to judge, right?

If someone is asking, what is Outlook Boards? I would answer: It is an infinite canvas where you can bring content together and structure calendars, tasks, goals, links notes, files, and even combine all of that. Some say, it has some similarities with Trello.

What you can expect from this article

I’ll show you around and explain every single option you can add to your board. The goal is to have one article, where you find all you need. For every option, I’ll explain a few things and you see a short animation on how to add it and what you can do with it. No worries, the animation is a loop, so you can simply stay at the animation to see it again. If you don’t want to scroll and jump right into the topic you’re interested in, here you go:

  1. How to access the Outlook Board view
  2. What you can add to your board
  3. Calendar
  4. Task list
  5. Note
  6. Weather
  7. Goal
  8. Link
  9. File
  10. Location
  11. Person
  12. Clock
  13. Tips
  14. Collection

How to access the Outlook Board view?

As Outlook Calendar Board is part of Outlook on the web, you access it via Outlook. Just open Outlook on the web, select your calendar, and from the usual view, drop-down select your Board. Previously you had only the option to access “the board”. As of now, you can create more than one board. I tested it up to 50 boards. No issues there. So that is great news!

Access the Outlook Calendar Board

As an alternative, you can bookmark the URL https://outlook.office.com/calendar/view/board/id/<idoftheboard> to access the respective board instantly. You find your id in the URL of your browser when you’ve opened your board. Depending on how often you’ll use the board view, this might put you on the competitive edge of efficiency. ๐Ÿ™‚

If you are using the Board view for your very first time, you also get a little animation about what you get yourself into ๐Ÿ˜‰

Welcome to Outlook Board

What you can add to your board

Not only can you add a different calendar, task list, notes, and weather to your board view, but after expanding the first results you find goals, links, files, location, person, clock, tips and my favorite, the collection. Scroll on to find a short explanation of every single one.

Options to add to your board

Calendar

Adding a calendar to the calendar sounds at first totally nuts, but the more you think about all your calendars, the more it can make sense. Especially when planning an event or meeting, adding the public holiday calendar to your board, is a good reminder in case you plan meetings internationally. Also, adding a group calendar from one of your Microsoft 365 groups can help you plan your day ad schedule easier.

After you select calendar, the calendar widget will be automatically added to your board. You are then able to select which calendar you want to choose. Depending on all your calendars, that scrollbar might be a little long. You can also resize the widget depending on your selected view. Note: When selecting the month view, the widget can’t be resized. Also, you’re able to rename the widget.

Adding an additional calendar for planning is easy and fast

Task list

Adding a task list to your board is probably a no-brainer. The same approach applies to that. First, you click in the dropdown Add to board on Task list. After that, the list gets automatically added to your board where you can add, you guessed it right, tasks.

The great, really great feature to me is simply dragging & drop putting that task into your calendar. This makes it super fast and really easy to use. Like the calendar as well, you can resize the task list, let’s call it widget, as well.

Adding a task via drag & drop to your calendar is a very cool feature

Note

Adding a note is also no issue and very simple. Again just add that option from your Add to board selection and it will get automatically placed on your board. You have the option the change the color and also set a due date.

In case you haven’t found it yourself already, all your widgets can be moved in space. So there is not a real fixed grid. If you want to lock your view, you find also in the menu bar next to the view selector a switch to do so.

Adding a note, placing that note on the board, and make it look pretty ๐Ÿ˜‰

Weather

Next, the weather widget. Nothing too crazy, but you can also place it everywhere on the board, set a color, and to me, quite important, change from Fahrenheit to Celsius. I simply don’t get Fahrenheit, sorry.

Maybe when you plan your next trip with the Outlook Calendar Board view a really nice thing to include to your board. Obviously not too helpful when your trip is planned in the far future, but for a weekend trip, it might help. (Just thinking out loud) ๐Ÿ™‚

Goal

Setting a goal is nice, but keep that goal always in your eye-sight helps to achieve the goal. You can use that for finalizing your tasks, to motivate yourself and also use them as kind of a milestone.

Adding a goal is also like all widgets pretty easy. Just add Goal for your selection, set the goal with a title and date, and an event gets created in your calendar instantly. You can also change the due date and when it’s the day of your goal, you get a reminder. It also shows the goal in red color.

Define goals and keep track of them is automated and well visible

Adding a link to your board is when planning a trip a good idea. Same for location (just scroll down to that). You want to make sure you have the URL to your hotel, restaurants, places you want to visit but maybe also links to your online boarding pass and more.

Add a link to collect what you need to get access quickly

File

If there is a document you need to finish or just a file you need to keep in sight, the widget File might be a good choice for that. Also, simply add this to your board, rearrange if needed and select the file you need. Super simple and nothing too crazy.

Add the file widget to your board

Location

Most likely the widget when planning a trip to track you places you want to visit or when traveling to find your hotel, conference center, or any point of interest. Also, the detailed information makes your board more colorful which brings a nice touch as well.

Add any point of interest with the location widget

Person

Depending on what you want to do in your board, the person widget could be a quick access menu for your e.g. task. As one of Diana’s tasks is to reach out to Bruce, adding him directly to the board makes it easy to get in touch with him.

A person on your board makes quick access super fast

Clock

The clock is also super helpful when trying to coordinate things on an international level. If you had to do that, you know the time-zone-dilemma. In addition, when you try calling someone from that location, you can make sure it’s not in the middle of the night.

Adding a clock can help when you need to schedule on an international basis

Tips

The Outlook Calendar Board View has quite some things to offer, so Microsoft added also an interactive widget for tips which is a nice idea. With that, you can look things up and even find shortcuts, because: Who doesn’t like shortcuts, right? ๐Ÿ™‚

Tips are also directly on your board when needed

Collection

As you now see, a board can get full quickly, and again you are faced with the struggle of organization. To help with that there is the collection widget. When you are coming from JIRA, it might be your “epic”, when you come from a whiteboarding session it might be your cluster. To me, it’s a container I collect widgets that are related like in this case Los Angeles.

Add a collection to keep your board organized

And with that, you made it. You checked out Outlook Calendar Board View and all of the options you can add to your board. There is more to discover, like the zoom function on the bottom right or as mentioned the lock view option in your menu.

Other than that, I think this article gives you a good first impression and understanding of what you can do and hopefully is useful.

You made it all the way to the end of this article! NICE JOB! Now, back to work ๐Ÿ™‚

More knowledge

For now over 2 years, my dedicated infographics are “a thing” on my site. In addition to Blackhat versus Whitehat and SIEM versus XDR it includes the โ€œThe new Defenderโ€ as well as โ€œMicrosoft 365 Defender Guideโ€ for you security guys out there but also Microsoft Teams or SharePoint content is available. Today, this dedicated category has more than 25 infographics. They even cover three comics and of course services like Microsoft Teams, SharePoint, OneDrive, Forms, Stream, Planner, and many more.

Check out my dedicated page for all those posters/infographics

Stay up-to-date?

Well, then my Microsoft Roadmap Roundup podcast is something for you. In only ~4 minutes, you get a weekly flashback on what happened on Microsoftโ€™s roadmap. Now in season 2 already! Available in German and English here and also everywhere you can listen to podcasts like on Anchor where you find all links as well.

Thatโ€™s it, until the next time, donโ€™t be afraIT!

8 COMMENTS

  1. Question: Is there a way for this board to show up when we sign-in the app/web page. I want to see the board first (if possible also that it will be stayed open all the time).

  2. In a board view, how can you drag tasks to a calendar that is not your main calendar? For example, I have a calendar named Time Log in outlook. I’m trying to drag the task to log my time. Every time I try to drag it over, it goes to “Calendar” and not “Time Log”.

  3. This is now starting to look to be a very useful feature – thanks for the explanation. Is there a way to delete (or rename) a board once you have finished with it?

LEAVE A REPLY

Please enter your comment!
Please enter your name here