Autotask PSA: MS Outlook Extension - Can I Automatically Send Calendar Items from Outlook to Autotask?

Question

Can I automatically send calendar items from Outlook to Autotask?

Environment

• Autotask PSA

Answer

It is only possible to send Calendar Items from Autotask to Outlook automatically when using the MS Outlook Extension.

You can still transfer Calendar Items from Outlook to Autotask with the extension manually. 

1. Enable the Calendar integration in the Extension: Options → Calendar → Check "Enable Calendar Integration."
2. Doing so makes the following available on the Autotask Tab: More → Send Calendar Items

Automation is possible between MS Exchange and Autotask through the MS Exchange Extension in Autotask.

Additional Resources

• The MS Exchange Extension