Create a Project Insight Task from Outlook | Scribe

    Create a Project Insight Task from Outlook

    • ProjectinsightProjectinsight
    • Microsoft OutlookMicrosoft Outlook

    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"