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--- setting_up_task_calendars [2018/03/26 14:47] – created lisa.maloney
+++ setting_up_task_calendars [2024/08/26 16:48] (current) – tina.robles
@@ Line 1: / Line 1: @@
 **__Setting up Task Calendars__**
-To set up a Internet Calendar to link to Tasks, click My Account and Profile.
+Currently, CRM Task Calendars can be set up using the Outlook Application only.
-{{:pasted:20180326-144041.png}}
+To set up a Internet Calendar to link to Tasks, click the dropdown by the user name and select User Settings.
+{{:pasted:20240826-164552.png}}
 The Internet Calendars option will appear:
-{{:pasted:20180326-144023.png}}
+{{:pasted:20240826-164714.png}}
+Click Generate Link for the URL needed to create the calendar.  Copy this URL as it is needed when setting up the calendar.
+Note that tasks will display on the calendar ONLY for the user who is the Account Representative for the Location.  A Task must have both a Due Date and a status of Incomplete to show on a calendar.
+-----
+__Outlook Application__
+To subscribe to a calendar in the outlook application, click Calendar in the bottom left of the window.
+{{:pasted:20180326-155725.png}}
+Right-click on My Calendars (or any other calendar group's heading) on the left-hand side of the screen to display the options for that group.  Hover over Add Calendar and select From Internet in the sub-menu.
+{{:pasted:20180326-155850.png}}
+Copy the URL that was generated on the My Account -> Profile page in the New Internet Calendar Subscription window.
+{{:pasted:20180326-160109.png}}
+And then click OK.
+Click Yes to subscribe to the internet calendar and add it to your list of calendars.
+{{:pasted:20180326-160258.png}}
+The internet calendar now appears in your list of calendars within the selected calendar group.
+-----
-Click Generate Link for the URL needed to create the calendar.

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