Create events in Microsoft Outlook from new assigned tasks in Process Plan
When you get assigned a task in Process Plan, with this automation, an event is immediately created in Microsoft Outlook. This way, you can create a streamlined workflow that ensures you never miss a due date. It saves you the hassle of manual data entry, allowing you to focus more on the tasks at hand.
When you get assigned a task in Process Plan, with this automation, an event is immediately created in Microsoft Outlook. This way, you can create a streamlined workflow that ensures you never miss a due date. It saves you the hassle of manual data entry, allowing you to focus more on the tasks at hand.
- When this happens...Task Assigned
Triggers when a task is assigned.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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Process TemplateRequired
When This Field Is UpdatedRequired
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When This Task Is Canceled (No Selection = Any Tasks)
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When This Tasks Due Date Is Changed (No Selection = Any Tasks)
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Process TemplateRequired
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When This Task Is Assigned (No Selection = Any Tasks)
Try ItProcess TemplateRequired
When This Task Is Completed (No Selection = Any Tasks)
When This Task Response Is Used (No Selection = Any Response)
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Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
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ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!