Note: In order for this integration recipe to work, you must add a time to the start and end Date Columns of the item on your board. In this example, when a new item is created or updated on our board, an Outlook Calendar event will be created with the duration of the event according to the St art date and End date of the item, the subject of the event as the N ame of the item, and the description of the event as the Status that the item has. In our example below, we selected the "event" field to map out how the Outlook Calendar event will appear according to the columns values from our board. There, click on the underlined fields in the recipe to configure them. Step 3: Configure the first integration recipeĪfter completing the connection of your account, you'll be redirected to the recipe that you chose. Start off by selecting a recipe that will create an event in Outlook Calendar based off an item on your board (one of the two outlined in red below) and then follow the steps on your screen to connect your Outlook account. We'll learn more on how this can be done later in this article.Īfter locating the recipes, it's time to add the desired ones onto your board! One that creates an item in based off a new event in Outlook Calendar.One that creates an event in Outlook Calendar based on an action in.You'll need to add two recipes onto your board for the two-way sync to work: There, you'll find three separate Outlook Integration recipes. From the Integrations Center, select the Outlook Calendar integration as so: To begin the Outlook Calendar two-way sync, click on the "Integrate" button at the top of your board. Step 1: Add a date column and locate the integration recipesįirst, make sure your board includes a Date Column :Īfter you have filled all of your data filled into a Date Column, you are ready to set up your integration! A two-way sync simultaneously imports your Outlook Calendar events into and exports your items to your Outlook Calendar.
#Outlook calendar tutorial how to
First, we'll look at how to create a two-way sync. There are two ways that you can connect your account with your Outlook Calendar.
I f you're able to connect, then you have an online exchange account, but if you're unable to connect and receive an error message, you don't have an online exchange account and won't be able to use this integration. To check which type of inbox your account has, please visit this site. This integration only works if you have a Microsoft online exchange inbox and not on Premise.If you do not have this type of license, you will receive an error message when setting up this integration.
#Outlook calendar tutorial license
You must have a Microsoft 365 Business Premium license to use this integration.We'll show you how to integrate your Outlook Calendar into your workflow so that you can see all of your tasks in only one place (or both)!īefore you get started, there are a few details to take note of: While it's easy to keep track of the items and tasks in your workflow, the meetings and reminders in your external calendar can be forgotten.
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