Adding tasks

To add a task in SyteLine that will be synchronized to Outlook:

  1. In SyteLine, select View > Task and fill in the fields on the Create User Task form:

    The information in these fields will be synchronized to Outlook:
    • Task Name - required, first 80 characters
    • Reminder Date/Time - required. Use the drop-down calendar to select a date and accept the default time of 12 a.m., or enter a date and time manually.
    • Description - optional.
  2. If you want the task to be automatically deleted from SyteLine after the reminder has been sent, select Delete After Reminder.
  3. Click OK to save the task.
  4. Open the task list, select the task, and click MS Outlook Sync Out to duplicate the task information in Microsoft Outlook.
    The task is added to Outlook, and the Task in SyteLine check box is selected for the task. The resulting task is displayed in your To-Do List in Outlook.