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



Can I automatically send calendar items from Outlook to Autotask?


  • Autotask PSA


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.

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