Profit.co’s integration with Outlook Tasks enables seamless two-way sync, allowing users to create and update tasks between both platforms. This ensures better task coordination and improved productivity across systems.
What can you do with the integration of Outlook Tasks and Profit.co?
- Only Super Users can configure the Profit.co <> Outlook Tasks Integrations.
- Currently Profit.co – Outlook Tasks integration is a 2-way sync from Outlook Tasks to Profit.co and vice versa.
Configure Outlook Tasks in Profit.co
Note: Only Super Users can configure the Profit.co <> Outlook Tasks Integration.
Integrating Outlook Tasks with your Profit.co Account
Step 1
Navigate to Settings from the left navigation panel. Click on Integrations, select the User Level tab, and click the Outlook Tasks Configure button.
Once you click the configure button, a pop-up will appear.
Profit.co to Outlook Tasks:
With both Create and Update enabled, any new tasks created in Profit.co will automatically sync to Outlook Tasks. Additionally, any updates made to those tasks in Profit.co will be reflected in Outlook.
Outlook Tasks to Profit.co:
Similarly, with Create and Update selected, tasks created in Outlook will sync to Profit.co, and any changes made in Outlook will be mirrored in the corresponding tasks in Profit.co.
After enabling it, navigate to Preferences from the left navigation panel, select the Integrations tab, and select the Outlook Tasks Manage button to make a connection.
Step 2
To establish a new connection, click on Sign in to Outlook Tasks.
Once you click on Sign in to Outlook Tasks, you will be navigated to the connection page.
Enter the Connection name and sign in to your Outlook Tasks account, the Connection will be established.
Step 3
To sync Profit.co with Outlook Tasks, follow the steps below:
Navigate to Tasks → My Space from the left navigation panel. All tasks under My Space in Profit.co will be synced to Outlook Tasks at a 5-minute interval.
Log in to Outlook Tasks and click on the To Do icon. Under this, select “Tasks.” When you click on a specific task, a right-side menu will open. In this menu, you will see the option “Open in Profit.co”.
If this option is visible, it means the task originated from Profit.co and has been successfully synced with Outlook.
To sync Outlook Tasks with Profit.co, follow the steps below:
Click on the Outlook icon, then click the Refresh icon to sync Outlook Tasks with Profit.co.
Note: The initial sync of tasks from Outlook to Profit.co will take place within 30 minutes and appear under My Tasks in Profit.co. After that, synchronization will occur daily at 9 AM.
If needed, you can manually trigger a force sync from Outlook Tasks to the My Tasks page in Profit.co.