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Task Calendar Invite

Currently we us Outlook 365 and the Outlook desktop program. When I create a task for myself and choose to send a calendar invite, outlook does not allow me to save to my calendar (on the desktop version OR the web version) This means its double duty to create a task so I can track in the CRM system AND then have to create my own calendar invite. This gets to be really redundant and time consuming. Would love a fix or a work around that is not sending my task to another employee to have to send back to me to get on my calendar.

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Britt Ramroop shared this idea  ·   ·  Report…  ·  Admin →
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  • Seer Snively commented  ·   ·  Report

    Only tasks created by other people will import into Outlook, and then only as "all day" events. Please find a way to allow us to have task reminders for ourselves, as well as the ability to set a time of day and duration for tasks.

  • Jennie Dawes commented  ·   ·  Report

    Also just found this nugget buried in a section of the Tasks overview:

    "If Email On Task Create is enabled in System Data, then the user assigned to the task will receive an automated email."

  • Jennie Dawes commented  ·   ·  Report

    Yes, I was just testing this to see if we could use it but got a problematic response from Outlook, like it needed the recipient of the task reminder to reset their Outlook.

    I feel like these features should be easier to test to make sure they are foolproof?

  • Tess Slaton commented  ·   ·  Report

    I love that I can send a calendar invite from an Opportunity task. The calendar invite is not compatible with Google though, so staff at our foundation cannot fully use this feature. Please update the Opportunity task calendar email notification to be able to put the task on Google calendar.
    Love this!! Thank you!

  • [Deleted User] commented  ·   ·  Report

    This is not fully implemented. It doesn't work this way. You can't accept your own Task to add to your Calendar. And you have no option to easily change the time once it gets to your Outlook Calendar. It just makes it an all day event.

  • Anonymous commented  ·   ·  Report

    Yes! Also, the ability to add/change the time instead of an automatic all day event.