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setting_up_task_calendars [2018/03/26 16:04] – lisa.maloney | setting_up_task_calendars [2024/08/26 16:48] (current) – tina.robles | ||
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**__Setting up Task Calendars__** | **__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: | The Internet Calendars option will appear: | ||
- | {{:pasted:20180326-144023.png}} | + | {{:pasted:20240826-164714.png}} |
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+ | Click Generate Link for the URL needed to create the calendar. | ||
- | Click Generate Link for the URL needed to create | + | Note that tasks will display on the calendar ONLY for the user who is the Account Representative for the Location. |
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__Outlook Application__ | __Outlook Application__ | ||
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The internet calendar now appears in your list of calendars within the selected calendar group. | The internet calendar now appears in your list of calendars within the selected calendar group. | ||
+ | ----- | ||