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Home > Technical > Issues & Tips > Integrating SharePoint Task into Outlook 2007

Issues & Tips: Integrating SharePoint Task into Outlook 2007

Title

Integrating SharePoint Task into Outlook 2007

Technology

SharePoint

Applies to Version

Category

Tip

Problem

You would like to be able to see and manage your task assigned to you in SharePoint in Outlook

Solution

This requires SharePoint 2007 and Outlook 2007

Goto the Tasks is MOSS
Under the “Actions” choose “Connect to Outlook”
Select Yes when prompted
In Outlook click Tasks
Expand “Other Task”, in the left hand pane
Choose the “<SharePoint site> – <task name>”
Choose View\Current View\Customize Current View from the pull down menu
Click the Filters button and then click the Advanced tab
Click the Fields button and choose All Tasks fields\Assigned To
Enter your name, in the format of <last>, <first> in the Value box and click Add to List
Repeat step #8
Repeat step #9 and choose All Tasks fields\Custom Status
Change condition to “doesn’t contain” and enter “Completed” in Value box and click Add to List
Click OK & OK

Related URL

Integrating SharePoint and Outlook 2007

Notes

similar tip on how to do this with a Calendar:
http://info.izzy.org/Technical/Lists/Issues%20%20Tips/DispForm.aspx?ID=44

Posting Year

2007

Hot Tip

Yes

Status

Hot

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