Exporting Tasks To Microsoft Outlook

To set up duplex integration between the portal tasks and the Microsoft Outlook tasks:

• Click Export To Outlook:

  

• Microsoft Outlook will be launched and show the following message box:

  

• Click Yes to contiue, or Advanced ... to invoke the folder settings dialog box:

  

• Enter the folder name and description and click OK.

  The tasks will be added to Microsoft Outlook:

  

Whenever you add a new task to Microsoft Outlook, it will be automatically mirrored on the portal.

To add a task in Microsoft Outlook:

• Select New > Task:

  

• Fill in all the fields: Assigned To..., Subject, Start date, Due date and description.

  

  Attention! Specify the portal user e-mail address in the Assigned To field. For better convenience, you can import contacts to the Microsoft Outlook address book and select a responsible person here in this field from the address book.
• Click Save & Close.

The task will appear in the task list in Microsoft Outlook and on the portal.