![]() ![]() ![]() There are two ways that you can connect your account with your Outlook Calendar. I f you're able to connect, then you have an online exchange account, but if you're unable to connect and receive an error message, you don't have an online exchange account and won't be able to use this integration. To check which type of inbox your account has, please visit this site. This integration only works if you have a Microsoft online exchange inbox and not on Premise.If you do not have this type of license, you will receive an error message when setting up this integration. You must have a Microsoft 365 Business Premium license to use this integration.We'll show you how to integrate your Outlook Calendar into your workflow so that you can see all of your tasks in only one place (or both)!īefore you get started, there are a few details to take note of: Tasks are then also automatically linked back to the Appointment or Meeting item.While it's easy to keep track of the items and tasks in your workflow, the meetings and reminders in your external calendar can be forgotten. (click on image to enlarge)Įxtra Tip 1: By holding the CTRL or SHIFT button while clicking on a Task item, you can select multiple Tasks at once.Įxtra Tip 2: Do you use OneNote? Then you can also link your Appointments or Meetings together with its Tasks in a different way. You can include Tasks for an appointment or meeting via Insert Outlook Item. Shortcuts to the Tasks will now show up in the body. ![]() Click OK to return to your opened appointment or meeting form.From the item list as the bottom, select the Tasks that you wish to associate with the appointment or meeting.From the folder list at the top, select the Tasks folder.To create links to other Outlook items, open the appointment or meeting from your Calendar via a double click and choose However, you can create all the items separately first and then open the Appointment or Meeting item and create links to the Task items instead. It is not possible to directly create a Task item within a Calendar Appointment or Meeting item. Is there a way to create a Task within a Calendar Appointment or Meeting item?įor instance I'd like to create a finance meeting in my Calendar folder but I need to track and complete 4 individual tasks that will prepare me for the meeting. ![]()
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