PURPOSE

You need to know hot to set recurring monthly reminders in your Outlook calendar.

PROCESS

Setup Recurring Meeting

1. Open Outlook
2. click the calendar icon
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3. Click New Appointment
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4. Fill out the appointment information:
   1. TITLE: Enter the name of the meeting
   2. START DATE/TIME: When does the 1st meeting start
   3. END DATE/TIME: When does the 1st meeting end
5. Click Make Recurring to make the appointment repeat
6. The appointment recurrence window will open.  Customize the section under recurrence pattern:
   1. Choose if the meeting is to repeat: Daily, Weekly, Monthly, or Yearly
   2. Choose the details of what day of the week it will repeat
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7. Under the range of recurrence section, choose when you want the meetings to end
   1. By a specific date, i.e.. End of Quarter
   2. After a set number of meeting recurrences
   3. No End Date - 
      • NOTE: The "No End Date" option will stay on your calendar for a max of 6 months 
      • WARNING: If the meeting recurrence is no longer needed all future meetings need to be cancelled manually.
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8. When you are done customizing the recurrence, click OK
9. Save the Meeting to add it to the calendar.

Attach Files To Meetings

1. If you want to attach a file to an appointment, click Insert along the top bar.
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2. Click Attach File in the upper-left corner and choose the file you wish to attach.  
3. The file will appear as an attachment in the appointment window.  
4. You will be able to access the attachment every time the recurring appointment reminder comes up.
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5. In the body of the appointment, include any relevant notes to yourself.
6. Click Save & Close to add the appointment to your calendar.

Additional Resources

• Refer to this article from Microsoft for help scheduling a face-to-face meeting with other people in Outlook.
• Refer to this article from Microsoft for help scheduling a virtual meeting with other people in Teams.