Outlook Task Creation
1
**Open** an Outlook Message
2
**Click** "App" icon
3
**Click** "Project Insight for Outlook" app.
*\*if you do not have this app, ask your IT administrator how to obtain it*
4
**Click** "Create Task"
5
**Click** "Project" dropdown menu
6
**Select** the "Project" you want to add the task to.
7
**Click** "Summary Task" dropdown
8
**Select** the "Summary Task" you want to add the task to.
9
**Click** "Assigned To" dropdown menu.
10
**Select** the 'Resource' being assigned the task.
11
**Check** "Copy Email" to attach a copy of the email to the task.
12
**Check** "Open in Project Insight" to open the task in a browser after creating.
13
**Click** "Save"
Project Insight - Task Editing
14
**Double-click** here.
15
**Set** the *duration* of the task (ie. "14d" = fourteen days)
16
**Click** "+" to make comments on task.
17
"**@**" a resource to notify the user (via email) of the comment.
18
**Click** "Save"
