sync-with-outlook-tasks

Sync with Outlook - Tasks

Tasks: Task Coach -> Outlook

From Task Coach:

1. Select the tasks you want to export
2. Select File: Export: Export as CSV
3. Leave default Export items from "Tasks"
4. Select all columns to export
5. Select "Export only the selected items" unless you want all tasks
6. Select "Put dates and times in separate columns" then press OK
7. Choose a name and save the file somewhere you can find it (e.g. Desktop)

From Outlook:

1. Select the Tasks panel
2. Select "File: Import and Export"
3. Select "Import from another program or file" and press Next
4. Select "Comma Separated Values (Windows)" and press Next
5. Browse to the file you saved and select it
6. Choose the options you prefer (Replace duplicates, allow or do not import) and press Next
7. Leave default "Select destination folder:" to Tasks and press Next
8. Press "Map custom fields"

9. Drag and drop fields from your Task Coach CVS file from the left to the Outlook to the right and ensure that on the right the "Fields" and "Mapped" from are as follows:

   1. Subject mapped from Subject
   2. Start date mapped from Actual start date
   3. Due date mapped from Due date
   4. Reminder On/Off unmapped
   5. Reminder date mapped from Reminder date
   6. Reminder time mapped from Reminder time
   7. Date Completed mapped from Completion Date
   8. % Completed mapped from % Complete
   9. Total work unmapped
   10. Actual work mapped to Time Spent (this is calculated from the Effort on Task Coach)
   11. Billing information mapped from Revenue if you want
   12. Categories mapped from Categories
   13. Notes mapped from Description
   14. Priority mapped from Priority

10. Press OK then Finish

11. Double click the task/s you have imported and change the following:
    1. select the Reminder checkbox (if you have reminders! Although you have set reminders, outlook works like an alarm clock that you need to turn it on as well)
    2. Press Details on the taskbar and change the Actual work to hours (Outlook confuses Hours for Minutes)