![]() In the “To.” field, enter the email address of the new recipient. Task, Outlook, Link, Missing, Showing, Appearing, Server, Side, Groupware, KBA, LOD-CRM-GW-SCC, Invisible CRM - Smart Cloud Connect. From the Actions menu, click the “Assign Task” option. After creating a new task in C4C and synchronize it to the Outlook using server side add-in, you are not able to see any URL link to click to be redirected to the task page created. Reassign tasks by opening the message that contains the task request. The recipient can also add a reminder to help stay on schedule. For example, assign all tasks associated with status reports to the color blue.Ĭlick the “Send” button to send the task. Additionally, you can click the “Categorize” button assign a color category to this task. For example, team members may be required to submit status reports each week. Set the recurrence of this task, if it repeats over the course of the project schedule. For example, include details about the project, other team members and links to project information, such as templates or policies and procedures. One of the most useful features is the tasks and to-do lists that can be easily created. Use the body of the message to include more details about the task associated with this part of the project schedule. Outlook has a number of features that can be used for time and project management. The default is to send them automatically. You can either keep an updated copy on your own task list and receive a status report when the project team member completes the task or have Outlook automatically send you the updates. Unless the task is urgent, assign it normal priority.Ĭlick the toggle buttons for the task. Specify the start date and the due date based on your work breakdown structure. For example, enter “Gather requirements, budget constraints and strategic objectives.” In the “To.”, enter the email address of the team member that you want to assign to this task.Įnter a short description of the task associated with this part of the project schedule in the “Subject” field. From the File menu, choose the “Task Request” option or press the "Ctrl-Shift-U" keys. Request that a team member complete a task by creating a new task. Set olApp New Outlook.Application MsgBox olApp.Name End Sub Sub CreateTask () Dim olApp As New Outlook.Application Dim olName As Outlook.Namespace Dim olFolder As Outlook.Folder Dim olTasks As Outlook.Items Dim olNewTask As Outlook.
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