Create a Project Insight Task from Outlook | Scribe

    Create a Project Insight Task from Outlook

    • ProjectinsightProjectinsight
    • Microsoft OutlookMicrosoft Outlook

    Outlook Task Creation

    **Open** an Outlook Message
    **Click** "App" icon
    **Click** "Project Insight for Outlook" app. *\*if you do not have this app, ask your IT administrator how to obtain it*
    **Click** "Create Task"
    **Click** "Project" dropdown menu
    **Select** the "Project" you want to add the task to.
    **Click** "Summary Task" dropdown
    **Select** the "Summary Task" you want to add the task to.
    **Click** "Assigned To" dropdown menu.
    **Select** the 'Resource' being assigned the task.
    **Check** "Copy Email" to attach a copy of the email to the task.
    **Check** "Open in Project Insight" to open the task in a browser after creating.
    **Click** "Save"

    Project Insight - Task Editing

    **Double-click** here.
    **Set** the *duration* of the task (ie. "14d" = fourteen days)
    **Click** "+" to make comments on task.
    "**@**" a resource to notify the user (via email) of the comment.
    **Click** "Save"
    Was this Scribe helpful?
    Save this document for future reference.
    click-target-circles-background
    0 Selected
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe