Add task to calendar

Add task to calendar

What is Add task to calendar?

When Google and/or Office sync is enabled, Add/Edit Task shows checkboxes to send that task/follow-up to the linked calendar(s). iPhone sync can also write the task to the device calendar when its switch is on.

How to navigate

Tasks → Add / Edit task (Checkboxes appear only when Google/Office are enabled for the user)

Using Add task to calendar

1. Complete Calendar Setup first.
2. Open Add or Edit Task/Follow-up.
3. If Google is enabled, check Add to Google Calendar (optional).
4. If Office is enabled, check Add to Office Calendar (optional).
5. Save the task.
6. If Sync Task on iPhone Calendar is on, CallProof can also save to the iPhone calendar.
7. Edit or delete the task later as needed; iPhone events can update/remove with the task.

Features include

• Add to Google Calendar – Checkbox on task form when Google is enabled.
• Add to Office Calendar – Checkbox on task form when Office is enabled.
• Per-task choice – Decide for each task whether to sync to cloud calendars.
• iPhone auto sync – Controlled by the Calendar Setup switch.
• Works on create and edit – Task save can push calendar updates.
• No Future Appointment menu – This mobile app syncs via Tasks/Follow-ups, not a “Future Appointment” contact menu item.

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