Telus TPM Documentation
Setting up Task Calendars
Currently, CRM Task Calendars can be set up using the Outlook Application only.
To set up a Internet Calendar to link to Tasks, click the dropdown by the user name and select User Settings.
The Internet Calendars option will appear:
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.
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.
Copy the URL that was generated on the My Account → Profile page in the New Internet Calendar Subscription window.
And then click OK.
Click Yes to subscribe to the internet calendar and add it to your list of calendars.
The internet calendar now appears in your list of calendars within the selected calendar group.
