Syncing your Outlook tasks will display the tasks from Microsoft in kvCORE (including within the synced contact's timeline) and vice versa.
Tasks/Calls created in kvCORE are pushed to Outlook. The tasks you see in Outlook will have the formatting of: "[Task Title] - [Contact Name]" (Unfortunately Outlook does not support receiving tasks tied specifically to contacts.)
If a task is completed in kvCORE or in Outlook, the task completion will be synced between both platforms.
If kvCORE recognizes a task in Outlook that is connected to a contact in kvCORE, then it will pull that task from Outlook to kvCORE.
Please Note: To sync your tasks you must first sync your Microsoft/Office365 account to kvCORE.
You can quickly and easily change your Sync at any time, simply click on the mail icon and click 'Outlook Settings' at the bottom.
Tasks may be toggled on to sync to Outlook Tasks. Remember to save your changes with the green 'Save Settings' button on the bottom left.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing email@example.com
(Keywords: Outlook, Microsoft Office 365, Microsoft)