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Configuring Outlook task and event integration for WorkPoint365

From WorkPoint 365 version 2.1.0.0 and WorkPoint Express 5.3.2.1 Outlook tasks and events can be integrated in WorkPoint.

This requires configuration on each module. There are two options for configuration. You can choose to A) use the existing task and event lists that comes out of the box on a module site. Or you can B) create new task and event lists specifically for Outlook tasks and events, repleacing or used in combination with the existing lists.

Re. option A)
To use the existing list (e.g. events), you will need to add a content type to the list.

The configuration is in essence identical for both tasks and events.

  1. On the module master site, go to "Site Contents". Edit the list settings.
  2. The list will have the content type "events". Add another from "Add from existing web content types". In the selector box scroll down to "Outlook Event", then click the "Add" button. Click OK. You should now have at least two content types on the list settings page.
  3. Now do a Master Site synchronisation to deploy the changes. When the synchronisation is done, the configuration is complete.
  4. Now you would be able to create both "normal" events and Outlook events from your WorkPoint Express. For how to use it please checkthis guide.

You can now create Outlook tasks from the browser interface from the SharePoint list page like shown below:

For a more user friendly experience you can create a new MyTools button, specifically for Outlook tasks or events. See example below on the configuration of such a button:

Re. option B)
Using new lists for tasks and events.

This example will show how to configure it on a project module.

The configuration is in essence identical for both tasks and events.

  1. On the Project Master site, go to web site content and add a calendar list, for the sake of simplicitiy you can name it "Outlook events"
  2. Go to the list settings
  3. The list will have the content type "events". Add another from "Add from existing web content types". In the selector box scroll down to "Outlook Event", then click the "Add" button. Click OK. You should now have at least two content types on the list settings page.
  4. Click on the original "event" content type to go to the settings. Click "Delete this content type". Click OK to confirm
  5. You should now be left with  only one event content type, the "Outlook Event" content type
  6. Navigate to the WorkPoint Administration interface. On the project module go to Tab View Settings.
  7. Add an extra tab, using the newly created Outlook event list (see image below). Click save.

To create a "new button on the site go to the "MyTools" settings in the WorkPoint Administration. Configure a new button like this:

Now do a Master Site synchronisation to deploy the changes.

When the synchronisation is done, the configuration is complete.

Configuring for tasks is identical apart from adding a "Task" list on the master site and chosing the "Outlook tasks" content type.

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