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setting_up_task_calendars

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setting_up_task_calendars [2018/03/26 16:04] lisa.maloneysetting_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. 
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 +{{: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.  Copy this URL as it is needed when setting up the calendar.
  
-Click Generate Link for the URL needed to create 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.
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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.
 +-----
  
  
setting_up_task_calendars.1522080271.txt.gz · Last modified: 2018/03/26 16:04 by lisa.maloney