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CONVERT APPOINTMENT TO TASK IN OUTLOOK UPDATE
CONVERT APPOINTMENT TO TASK IN OUTLOOK SOFTWARE
CONVERT APPOINTMENT TO TASK IN OUTLOOK PROFESSIONAL

If meetings are showing up on the wrong day, ensure your timezone settings on your profile in Accelo are up-to-date. Overnight meetings will show up for the day they start on, but not both. Only meetings on your default calendar can be imported (not multiple calendars).ĭefault, public or private setting doesn't matter - all will be imported.Īvailability doesn't matter - all will be imported.

CONVERT APPOINTMENT TO TASK IN OUTLOOK UPDATE

You cannot update meeting within Accelo, changes still need to be done in your calendar. We import meetings, but not appointments. Important things to note about External Appointments:

If you feel there are meetings in your Google or Outlook calendar which are not being imported to your Accelo Schedule view, this may be a limitation rather than a bug. If you would like to Remove the appointment from your Timesheet, click the Recycle Bin icon.

Click Save to save the appointment to your Timesheet.

Enter any details about the appointment in the Report field.

Enter an object to log the appointment Against in the Against field.

Click on Log Work to convert the Appointment to a Time Entry in your Timesheet.

External Appointments will always be visible on the top row of any day in your Timesheet.

Go to your Timesheet by clicking on the Time button on the Navigation bar.

To convert an external appointment to a timesheet entry: If the entry isn't actually work-related, you can simply click on the X icon to remove it from your list. Since Accelo doesn't know which client, project, issue or other entry this work might relate to, you need to "convert" these calendar entries into timesheet entries. They're represented in your Schedule and in your Work screen as purple entries. Understand the limitations of Accelo's calendar integrationĪround once every half hour, Accelo will connect and sync with your Exchange, Outlook, or Google Calendar server, and import a list of any new appointments that you've created. Understand how your external calendar is integratedĬonvert an external appointment to a time entry Quickly and easily take entries from your Google or Outlook Calendar, and turn them into workable entries on your schedule and entries on your Timesheet. Integrate your External Calendar in order for your scheduled appointments to appear on your Timesheet and Schedule.

CONVERT APPOINTMENT TO TASK IN OUTLOOK SOFTWARE

New to automated scheduling? Learn about Accelo's Automated Team Scheduling Software

CONVERT APPOINTMENT TO TASK IN OUTLOOK PROFESSIONAL

Other Industries Accelo provides fully integrated cloud-based software for professional services businesses.Public Relations Automate the client delivery process, stay on top of client activity and align staff with Accelo.Property and Architecture Seamlessly integrate the architecture process, from design all the way through to delivery.Managed Service Provider Manage all recurring services in Accelo with flexible time, budgets and billing.Accounting Improve client relationships and automate business processes.Engineering Infrastructure or building design, Accelo helps manage all your client-focused services.Marketing Built for digital marketing agencies to help increase profitability and scalability.Business Consulting Streamline all processes while aligning your team and delivering projects on time.Information Technology Designed for growing companies that sell and support technology.Digital & Creative Accelo helps digital & creative agencies worldwide to save time & become more profitable.Once your second calendar has 900 healthy looking appointments, I would move those appointments into your primary calendar.Īlso, I would learn which field has the due date, and I would use Excel to randomize the due dates a bit so that all 900 aren't on one day.Is Accelo right for you? See how we've helped professionals in the following industries. Then, I would import all 900 into your second calendar. Import again, See what breaks, fix, lather, rinse, repeat. Then, I would import about a fifth (to save time) of that CSV file into that second calendar and see what breaks. I would then figure out a way to change the data so that it would match appointment data: mainly subject and body and maybe more. Then, I would export my Tasks into a CSV file. Then, I would look at it and learn how things are organized. Then, I would export that second calendar to a CSV file. I would make certain to have something in the subject field, the body, MAKE CERTAIN IT IS AN ALL DAY EVENT, and maybe more.

Then, I would add let's say three or five appointments to it. Any ideas The live support guy did not know. Its possible to increase the font size of other parts of the calendar, but Ive never found a way to increase the font of the tasks. If this was my task, I would make a second calendar because 'safety'. I am trying to increase the font size of the tasks & to do bar on Outlook Calendar.